Configuration and Setup Flashcards

1
Q

Where do you manage business hours, calendar settings, company information, data protection and privacy, fiscal year, holidays, language settings and my domain?

A

Company Settings

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2
Q

Where do you manage locale/time zones and currency settings?

A

Company Information

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3
Q

Where do you set permissions for a particular type of Object?

A

Permission Sets and Profiles (Setup-Users)

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4
Q

Where do you specify the default level of access that users have to each others records?

A

Org-wide defaults (Setup-Sharing Settings)

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5
Q

What can you create to make exceptions to org-wide defaults to give a group of users access to records they don’t normally see?

A

Sharing Rules (Setup-Sharing Settings)

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6
Q

What determines what users can do and how they access objects and data based on their job function?

A

Profiles (Setup-Profiles)

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7
Q

What determines what users can see based on where they are in the hierarchy?

A

Roles (Setup-Roles)

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8
Q

______ grants object access
______ increases object access

A

Profiles, Permission Sets

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9
Q

What is a collection of settings and permissions that give users access to various tools and functions?

A

Permission Sets (Setup-Permission Sets)

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10
Q

Create permission sets based on ______

A

Tasks users perform

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11
Q

Create permission set groups based on ______

A

Users job function

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12
Q

Add field access with ______ and restrict field access with ______

A

Permission Sets, Profiles

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13
Q

______ determine the baseline level of access for all the records in an object and _______ modify those permission for records a user doesn’t own

A

Object permissions (Profiles), Org-wide Defaults (Sharing Settings)

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14
Q

True or False: Org-wide defaults can grant users more access than they have through their object permissions

A

False

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15
Q

Where do you set org-wide defaults for each object?

A

Sharing Settings (Setup)

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16
Q

True or False: Sharing rules can only be used to grant additional access, you cannot restrict access beyond your org-wide defaults using sharing rules.

17
Q

______ extends users functional access without changing their profile

A

Permission Sets

18
Q

True or False: Sharing rules should be used for a set of users that frequently change

19
Q

True or False: A user can create public groups

A

False, a system administrator must create Public Groups (Setup-Public Groups)

20
Q

___ and ___ cannot restrict record access

A

Role hierarchies and sharing rules

21
Q

Where do you create a custom report type?

A

Report Types (Setup)

22
Q

Where do you activate multiple currencies and update exchange rate?

A

Company Information (Company Settings)

23
Q

_____ is a trusted service that enables users to access other websites and services without logging in again

A

Identity Provider

24
Q

_____ is a website or service that hosts apps and accepts identity from an identity provider

A

Service Provider

25
What permissions ignore all sharing rules and settings?
View All and Modify All
26
________ specify the baseline level of access that the most restricted user should have
Org-Wide Defaults
27
Use _____ to extend sharing access to users in public groups, roles or territories
Sharing Rules
28
________ lets you customize a permission set group by disabling selected permissions in it.
Muting
29
A list display of items based on specific criteria
List View
30
Where do you enable and setup Account Teams
Setup
31
What you do (ex: supervise, manage)
Function
32
____ is based on job function ____ is based on tasks you perform
Profile (manager) Permission sets (managers from different departments create contracts)
33
Every record is owned by _____
A user or queue
34
Hide an internal or external user from another user in your organization with _____ sharing
User Sharing
35
Using _____ rules the data that a user has read access to via your sharing settings is further scoped to only records matching the defined criteria
Restriction Rules
36
Use ___ rules when you want to let users control the record set that they see, this doesn’t restrict users’ access to other records that they sometimes need.
Scoping Rules