CTA March 22 All Flashcards
(451 cards)
1
Q
How does SAML maintain trust of messages?
A
The SAML assertion is sent back from the IdP to the SP. This assertion contains the success/failure of the login and is signed by the IdP to ensure the message has not been tampered with and it came from the trusted IdP.
2
Q
How can you have multilingual visualforce email templates?
A
Use custom labels in the template text. In the outermost tag (messaging:emailTemplate) you can specify the language. (language=”{!recipient.LanguageLocaleKey})
3
Q
What are the four types of mobile apps you could build?
A
Native, HTML5, Hybrid, React Native
4
Q
What is the “relay state” parameter used for in SSO flows?
A
Can put any data you like in there, the SP sends this to the IdP, and then IdP just returns it back again. Usually used to store the URL the service provider should redirect to on successful login.
5
Q
How can you generate a QR Code?
A
Formula field using the Google Charts API
6
Q
Can Customer Community Users edit tasks?
A
No, only read access. Need to upgrade to Customer Community Plus to get CRUD privileges.
7
Q
What additional sharing options does the Partner Community License add over Customer Community Plus?
A
Case Team Sharing, Opportunity Team Sharing
8
Q
How many Partner, External Apps or Customer Community Plus Users can you have?
A
2 Million
9
Q
How many Customer Community or Commerce Portal (AKA Lighting External Apps Starter) Users can you have?
A
20 Million
10
Q
What are the two implicit sharing types assoicated with High Volume Portal users?
A
1) All members of the sharing set access group gain access to every record owned by every high volume user associated with that sharing set. 2) Read only access to the parent account of records shared through a sharing set’s access group for users member of the group
11
Q
Where can an admin “disable” child implicit sharing?
A
On the role, the admin can set the Contact, Opportunity and Case access levels for Accounts they own.
12
Q
When is Parent implicit sharing not active?
A
If the child’s access is Controlled By Parent.
13
Q
What is the Portal implicit sharing?
A
Users get access to their Account and all associated contacts under that Account.
14
Q
Can manual sharing be used on Standard objects, Custom Objects or Both?
A
Both. But Standard Objects only support share records with rowcause=manual.
15
Q
If using outbound messaging, what is the requirement on the remote service?
A
It must be able to participate in a contract-first integration where Salesforce provides the contract.
16
Q
How can a workflow outbound message have the remote system callback to sfdc once the action is completed?
A
The outbound message provides a unique SessionId that you can use as an authentication token to callback to Salesforce with.
17
Q
Name the Scope paramter values in Salesforce Oauth?
A
api (including chatter API), chatter_api, custom_permissions,full,id,openId, refresh_token,visualforce,web
18
Q
What does sepcifying “web” in the scope of an Oauth request grant access to?
A
Allows the ability to use theaccess_tokenon the web, and includesvisualforce, allowing access to customer-created Visualforce pages.
19
Q
Which licences are used for an Employee Community?
A
Salesforce Platform License + Lightning Platform Starter or Plus Permission Set License
20
Q
What are the main differences between Lightning Platform Starter and Lightning Platform Plus?
A
The Plus edition adds an additional 100 Custom Objects (upto 110) and additional API calls.
21
Q
Does the Knowledge Only User Licence grant access to custom objects?
A
Yes
22
Q
What features does a Service Cloud Licence add on to a Sales Cloud Licence?
A
Entitlements, Service Contracts, Live Agent, Omni-channel. Also needed to buy additional licenses: Einstein Chat Bots, LiveMessage, SOS
23
Q
What features does a Sales Cloud Licence add onto to a Service Licence?
A
Sales Contracts, Quotes, Opportunity Splits,
24
Q
What is LiveMessage?
A
Enables customers to contact support agents from their preferred messginf app, e.g. Facebook Messenger, WhatsApp and SMS
25
What's Salesforce SOS?
Enables customers to connect with ages via video call and do screen sharing.
26
Name the three types of Chatter Licences?
Chatter External, Chatter Free & Chatter Only.
27
What's the main difference between the Lightning Platform Starter and Lightning Platform Plus licenses?
Access to 10 Custom Objects with the Starter edition and 110 Custom Objects with the Plus edition.
28
Do Lightning Platform Starter and Plus Licenses get access to Account and Contact?
Yes, full CRUD.
29
What limit increase does the Lightning Platform Plus contain over the Starter edition?
Additional API calls. Up from 200 per member per day to 1000 per member per day. And 5000 for Unlimited Edition Orgs.
30
What are the only two objects included with the Lightning Platform Starter and Plus Editions?
Account and Contact. CRUD access for both.
31
What do Salesforce Snapshot Reports enable?
Store an snapshot of the data to a new custom object on a schedule. You can then report on the Custom Object to see trends.
32
How many rows can a Snapshot Report store to the Custom Object on each run?
Up to 2000 rows
33
Which report types can be used in a Snapshot Report?
Tabular or Summary
34
How many fields can you have in a Snapshot Report?
100
35
What's the difference between a Snapshot Report and a Trend Report?
Snapshot Reports are done in Salesforce and stored to a custom object, whereas Trend Reports are an Einstein Analytics feature that store trend data in Analytics.
36
How does Identity Connect connect to sfdc? Can it go via ESB?
No, goes via users browser etc.
37
Whats the difference between Push Topic, Platform Events and CDC?
Push topics are used for updating a UI based on data changes defined within a SOQL query. Platform Events are sObject type events where you define the schema and are created via Process Builder, Flow or Apex. CDC is a more standard Event Type that sends any data changes within an Event, only changes are sent.
38
What is the Protocol of Salesforce Platform Events?
CometD which implements the Bayeux protocol.
39
How is session id refreshed? Does it ever expire?
Using a refresh token. Admin can set four options: expire immiediately (nevers works), Valid until revoked (lives forever unless revoked by user or admin), Expire if not used (expires if not used within specified period), Expire after fixed time (expires after specified time).
40
What's Commerce Cloud? When's it used?
Shopping site built on top of communities. Uses Apex and Visualforce.
41
What are core features of Field Service Lightning?
Scheduling Work, Ensuring required parts are available, offline app.
42
Does Salesforce Identity Connect support deprovisioning?
Yes, the Salesforce session is revoked immediately when the user is removed from Active Directory.
43
Does Salesforce Identity Conect go via ESB?
No.
44
Does Identity Connect support SSO?
Yes. And to external applications also.
45
What SSO approach does Identity Connect use?
Federated User Authentication via SAML 2.0
46
What are some key objects in FSL?
Work Order, Work Order Line Item, Service Appointment.
47
What are a couple of capabilties of Salesforce Social Customer Service Starter Pack?
Inbound and outbound social posts apppear as items in the case feed or lead feed and you can create a lead or case from a conversation
48
How many social media accounts are supported by Salesforce Social Customer Service Starter Pack?
2
49
Which social media platforms are supported by Salesforce Social Customer Service Starter Pack?
Facebook and Twitter
50
Which social media platforms are supported by Salesforce Social Customer Service Starter Full?
Facebook, Twitter, Instagram, Youtube, Weibo (Pilot)
51
Whats the difference between On Demand Email to Case and Email-to-Case?
Email-to-case has a limit of 2,500 emails per day whereas On-Demand Email to Case limits are based on user numbers (currently 1,000 x user count). Also Email-to-case requires a software agent to be installed locally and keeps email traffic inside the company network firewall whereas On Demand Email to Case runs in SFDC data centres.
52
What can be used to integrate a telephony system and a Salesforce Call Centre?
Open CTI is a browser-based JavaScript API that allows building and integration of third-party computer-telephony integration (CTI) systems. CTI Toolkit or Desktop CTI has been retired by Salesforce and is no longer supported for developing CTI adapters.
53
How can you make a milestone trigger time dynamic?
When setting up the entitlement process, you can select the apex class to use. Implementing the MilestoneTriggerTimeCalculator Interface.
54
When would you use a Push Topic Event?
When you want to define a SOQL query for which a record change triggers an Event. Generally used to update UI components.
55
How do you define which fields to include in a Push Topic event?
All the fields you include as part of the Select clause of the SOQL query are included in the notification message.
56
When would you use a Platform Event?
When you want to manually fire the Events (process builder/flow) and you want to define the structure of a notication message. Platform Events are setup like sObjects with fields added which will be included in the notification.
57
When would you use a Change Data Capture Event?
When you want to send notications for Salesforce record changes create, update,delete, undelete. It only contains the field values for changed fields (for update) or populated fields for insert.
58
When would you use a Generic Event?
When you want to send a JSON payload to a defined set of Users by Id (or send to all). These are not tied to data changes in Salesforce.
59
How do you subscribe to a generic event?
Streaming API
60
Can a user with Modify All Data view a file in a private library?
No
61
Can a user with Modify All Data view a file that has it's sharing setting set to private?
Yes
62
Can a user with View All Data view a file that has it's sharing setting set to private?
No - need modify all
63
Can a user with View All Data view a file that has it's sharing setting set to privately shared?
Yes
64
Which users can view a file that has it's sharing setting set to Your Company?
All users
65
Which file viewer types can upload attach the file to a post?
All types - File Viewer, File Collaborator and File Owner
66
Who can see a private file?
Owner or those with View All or Modify All data permission unless file is in a private folder, then only owner has access.
67
What are the file sharing options?
Viewers, Collaborators, Set by record, set by library.
68
What can file "Viewers" do with a file?
View, download and share
69
What can file collaborators do with a file?
View, download, share, change permission, edit the file, and upload new versions.
70
What does Set By Record file access mean?
If the user has read-only access on the record, they become a Viewer on the file, if the user has edit access on the record, they become a collaborator on the file.
71
What can lead assignment rules do?
Assign lead to a User, Partner User or Queue based on filter criteria.
72
How can you create a round-robin assignment rule?
Create an autonumber, field, use a formula field with mod function, set up assignment rules based on the remainder of the mod function.
73
Difference between entitlements, milestones, milestone actions, escalation rules?
Entitlements define a service level a customer can expect. You attach milestones to Entitlements and to milestones, you attach milestone actions (workflow actions). Escalation rules are used to reassign a case or notify a user if a case has been open for an extended period. Entitlements require service cloud license.
74
What are some of the core elements of a governance model?
Centre of Excellence - the process of managing governance across multiple projects. Steering committee - escalation point for decisions, review KPIs and manage budget. Architecture Review Board - project leads and architects to review build approach.
75
What's the difference between JWT and JWT with claims?
Claims contains the user info.
76
Can you report on Big Objects?
No. Would need to use async SOQL queries to bring a subset of that data into a custom object and then report on that custom object.
77
What's the SAML Bearer Assertion Flow used for?
Getting an access token from Salesforce. If the connected app has been pre-authorised (either by admin or user) you can fire a SAML assertion at the Salesforce OAuth token endpoint, and it will return an access token.
78
Does the SAML Bearer Assertion flow support refresh tokens?
No. No need, you can keep firing the SAML assertion at the endpoint to get a new refresh token.
79
Talk me through super user access
Two types: "Partner Super User" and "Customer Super User". Partner can only be applied to Partner Community License via contact page, Customer can be applied to CC+ and Partner. Partner gives access to records of users in the same role. Customer gives much more, for your accounts: CRUT on Cases, create cases for contacts, view and edit all contacts, view account details when contact on a case, report on all contacts.
80
How do you setup two-way SSL in Salesforce?
1. Upload Mututal Authentication Certificate in Salesforce. 2. For the an API Only User, enable the "Enforce SSL/TLS Mutual Authentication" user permission.
81
How to setup outbound JWT in Salesforce?
1. Create Self-signed certificate (or upload). 2. Create a named credential selecting JWT and referencing the certificate. 3. Callout from Apex referencing the named credential
82
How to setup inbound JWT in Salesforce?
1. Setup a connected app. 2. Set "Admin Approved Users are pre-authorised" and authorise the API user with profile/permission set. 3. Register the certificate for the connected app.
83
What encryption method does Salesforce require a JWT is signed using?
RSA SHA256
84
What options are available when replaying events?
Replay all events held on the event bus, replay events after a specific event id, play only new events.
85
How long do events stay on the Salesforce Event Bus?
24 hours for PushTopic, Generic and standard volume. 72 hours for Platform and CDC Events.
86
How can you write "Unit Tests" for your LWCs?
Jest is a powerful tool with rich features for writing JavaScript tests.
87
What's a reverse proxy?
A proxy server that sits in front of your web server and controls access. To the client, all requests appear to come from the reverse proxy.
88
How can you setup OWDs with Person Accounts enabled?
Account and Contact OWDs can be set independently. But the OWD for Contacts will only be applicable for business accounts.
89
What can you enable in the community to give users the ability to ask and answer questions in a community?
Chatter questions
90
How can you enable community users to identify preferred vendors in a community?
Enable users to follow records.
91
What's the main difference between Git and Subversion?
Git is a decentralised repository whereas SVN is centralised. Subversion stores branches as directories (folders)
92
What are the advantages of Subversion over Git?
Better at handling binary files, arguably easier to learn than git, arguably better access controls (by file or directory)
93
What are the advantages of Git over SVN?
Better for offline has developer has full repository locally, better for branching
94
What's the difference between feed history tracking and field history tracking?
Feed history tracking post field changes to the chatter feed, posts are deleted after 45 days if no likes or comments exist. Field History tracking is more of an audit trail, these are retained for 18 months.
95
What types of chattter groups are there?
Public (anyone can see and join), private (Only group members can see and add posts, comments, and files. All community users can see the group picture, name, description, and members. If you want complete privacy, make the group Unlisted), Unlisted (hidden from view), Groups with Customers (Private and unlisted groups can allow customers.), Archived (When a group is archived, people can no longer create posts but previous posts are retained for reference.)
96
With Chatter, can users: reply to chatter email notifications, post via email and add attachements via email?
Yes
97
What are the key additional offerings of Lightning External Apps Plus vs Lightning External Apps Starter?
Case Management, Roles and Advanced Sharing, access to Sales and Sevice Objects, access to knowledge, Reports and Dashboards, more data and files storage, more API calls.
98
How can you enable Salesforce users to access data from external sources like Quip, Google Drive, Sharepoint or Box?
Salesforce Files Connect
99
Is Salesforce Files Connect available in Communities?
Yes
100
How can you setup an external object?
1) Setup "New External Data Source". 2) Select table to sync. 3) click "Sync" to automatically create the external objects In Salesforce.
101
What protocal does Salesforce Connect/External Objects support?
Odata
102
Is external data searchable?
Yes
103
What is the suffix on external objects?
__x
104
How can you enable Translation in Feeds in a community?
There's an option to add a "Translate with Google" menu option on every feed item. You just need to supply the google API key in Community Builder Language Settings.
105
How do you setup Push Notifications to a custom mobile app?
1. Developer Registration with Mobile OS Vendors. 2. Creating a Connected App, one for andoid, one for iOS. 3.Configure Your Mobile SDK App - implement push notification protocols required by Salesforce and the device OS provider. 4. Send the notification from Apex Trigger, REST API or Create a Custom Notification Type and associate with the Connected App in "Notification Delivery Settings".
106
What's the limit of Push Notications to a mobile app? (Android and iOS)
An org can send up to 20,000 iOS and 10,000 Android push notifications per hour
107
How can you mask data in Sandboxes?
Use Salesforce Data Mask.
108
What does the Salesforce Mobile SDK do?
A Mobile SDK app accesses Salesforce data through a mobile device’s native operating system rather than through a browser
109
Is the Salesforce mobile SDK usable for all types of mobile app? (Hybrid, native etc)
Yes
110
What's a react native app?
This uses the React Native framework from facebook to run javascript apps as native code. React Natice lets you assemble the native UI building blocks with Javascript code so you can maintain one code base across both apps.
111
Can you use the mobile SDK via an Event Bus?
No, direct to Salesforce
112
What does the Mobile SDK provide?
Implementation of Salesforce Connected App policy, Login & Refresh & Oauth credential management, offline storage with SmartStore, data syncing between Salesforce and SmartStore, Community Support, REST API Wrappers
113
Where does Mobile SDK code live?
Within the mobile app you develop.
114
How can you help to enforce GDPR data categorisation in Salesforce?
For every field, you can mark it's Data Sensitvity Level and Compliance Categorisation.
115
How many big objects can you have in Salesforce?
100
116
How many rows can be supported in a Big Object?
Billion (s)
117
Do big objects support OLS and FLS?
Yes
118
Do big objects support sharing rules?
No
119
What's the primary key on a Big Object?
You create it as a composite of the other fields. Queries must use this primary key and cannot miss out a element of the key in the where clause.
120
Can you SOQL query parent relations from a big object?
Yes
121
Do Big Objects support standard UI Components?
No, need to create a Lighting component to fetch the data
122
What two ways can you query big objects?
Standard SOQL queries using an indexed field. Or async SOQL if you are not using an indexed field, you must specify where the data should be stored when query completes.
123
Limitations of a big object?
No UI components, no reporting directly, can only query on index (synchronously), sharing not supported.
124
Can you insert records into a big object synchronously with Apex?
Yes
125
What is a Large Data Volume?
Around 10M records or more
126
What is Odata?
Open Data Protocol - defines a set of best practices for building and consuming RESTful APIs.
127
Does Odata support creating records?
Yes
128
Does Salesforce Connect enable you to modify external data?
Yes
129
How could you put an external object on Heroku?
Use Heroku External Objects with Salesforce Connect. It uses a Postgres database.
130
How can you make an Async SOQL query?
Has to be done via Rest API.
131
What Licences are available with FSL?
Dispatcher, Technician, Contractor, Contractor Plus, Field Service Plus
132
What's the difference between FSL Contractor and Contractor Plus?
Adds: Account & Contact management, Resource Scheduling, Partner Community (rather than customer), Leads, Opportunities, Terrtory Management
133
What FSL license would you give to a Partner who needs scheduling capabilites?
Contractor Plus
134
What's the name of the FSL Licence that includes everything, both Dispatcher + Scheduler functions?
Field Service Plus
135
When a lead is converted, do you have to create an Opportunity?
No, user can choose not to.
136
When you convert a lead, is the lead deleted?
No, but they are not longer accesible in the UI. You can mass delete them in the setup menu.
137
Does an Opportunity Line Item have a lookup to Product or Pricebook Entry or Both?
Both.
138
Does an Order Item have a lookup to Product or Pricebook Entry or Both?
Both.
139
Where would you store details of a Product a customer owns but was provided by a competitor company?
Asset object, check the standard field "Competitor Asset"
140
What object must an Asset be related to?
An Account or Contact. Or Both. Unless the Assets sharing is not set as "Controlled by Parent", in which case these can be left unpopulated.
141
Do assets support an asset hierarchy?
Yes
142
How can you access other Salesforce Org Data as an external object?
Cross-Org Adapter for Salesforce Connect
143
What options are available for a hub and spoke strategy?
Hub broadcasting or spoke aggregation. Hub broadcasting means the hub creates the data and broadcasts out to other orgs. Spoke aggregation involves the spokes creating the data and then pushing to hub for reporting etc.
144
How can you replicate data between Salesforce Orgs?
Salesforce to Salesforce
145
What routing options are available in FSL? What's the diffference?
Ariel Routing: shortest distance between locations based on a straight line, Street Lvel Routing - computes the distance along roads with timing based on road speed and type. Predictive travel - incorporates time of day data into the calculation.
146
What objects does territory management apply to?
Only Account, Opportunity and master-detail children of Account and Opportunity. Case is also covered.
147
When you enable the territory hierarchy, what happens to the role hierarchy?
Nothing they work side by side opening up access.
148
How are records assigned into a territory?
Using assignment rules.
149
Regarding account access when configuring the territory hierarchy, what two options are available to define what users can do with Accounts in the territory?
View and edit accounts assigned to the territory or View, edit, transfer, and delete accounts assigned to the territory
150
When setting up territory management how do you configure the opportunity territory assignment?
Upload an apex class that implements OpportunityTerritory2AssignmentFilter interface
151
What are inherited Account Assignment rules?
This means the rules higher in the hierarchy are added into this territories evaluation criteria
152
What's the limit of sharing rules per object?
Upto 300 per object, with a max of 50 Criteria Based rules.
153
Do Territories have to be geographical?
No! Based on any field on the Account. Typically Industry, Revenue, No of employees, Region.
154
Can an account be assigned to mutiple territories?
Yes
155
Which territory do territory assignment rules assign an account to if it matches multiple territories in the hierarchy?
The lowest hierarchy matching all rules
156
If an account matches the rules of two territories in different branches, which territory does it get assigned to?
Both
157
What three options do community users have to control their profile visibility?
Restricted: visible to internal users only. Members: visible to logged in members. Public: available on unauthenticated pages.
158
Can a user set their photo as Restricted in a Community?
No, only to "Members" or "Public".
159
What are the multi-org approaches?
Hub & Spoke/Hierachical, Region Based, Business Unit, Criticality based
160
How do you setup a Salesforce to Salesforce connection?
1) Setup "Salesforce to Salesforce" - Enable. 2) Connections Tab > Select a Connection > New Template > Select Objects > Select Fields. 3) Email sent from source org to a contact to enable them to authenticate the second org.
161
What are the differences between the chatter licenses?
Chatter External: for users outside your company email domain. Invite Customers to chatter groups, no access to chatter objects or data. Chatter Free: essentially Chatter External, but for internal users. Chatter Only (aka Chatter Plus): Chatter access + read on Account and Contact + 10 custom objects.
162
What are the three types of community rules?
Moderation rules, Content Criteria rules, and member criteria rules
163
how can you block users creating too much content in a short period of time?
Create a rate rule in moderation settings. Options are 3 minutes or 15 minutes.
164
What's the relationshop between a moderation rule, a content criteria rule and a member criteria rule?
A moderation rule links a member criteria rule (a selection of the community members the rule should apply to) with a content criteria ruke (banned words or rate limiting) with the moderation rule defining how to handle the scenario (block, review, replace, flag)
165
What authentication types are supported for external objects?
Per user or named credential (i.e. one for all user, or one each). Then can use OAuth or Password Authentication. If specifying OAuth, then need to setup an Auth Provider.
166
How do you setup a SOAP Callout?
1) Download the WSDL from service. 2) Upload WSDL to Salesforce (in Apex Classes), this generates two classes, sync and async. 3) Authorise Endpoint in Remote Site Settings. 4) Call stub methods in auto-generated class.
167
How do you setup a SOAP Webservice?
1) Create global class with "webservice" keyword applied to the method. 2) Download the Apex Class WSDL and give to the calling service. 3) Also provide the Enterprise or Partner WSDL for Authentication.
168
What is WS Security for a SOAP Call?
Web Services Security is an extension to SOAP to apply security to Web Services. It describes: how to sign messages, how to encrypt messages ad how to attach security tokens.
169
How can you restrict a user to access Apex Rest Services but not other standard APIs?
Only enable "Apex Rest Services" on their profile, not API Enabled. Set their Apex Class access on the profile.
170
What are three features of Salesforce Shield?
Encryption, Monitoring and Field Audit
171
What two types of Encryption are available for fields with Salesforce Shield?
Deterministic and Probabilistic
172
What does API stand for?
Application Programming Interface
173
Does Identity Connect provision users JIT?
No, users synced on a schedule or near real time.
174
How do you set up SAML SSO?
1) Setup "Single Sign On Settings". 2) Enable SAML. 3) "New" Single Sign On settings. 4) Upload Certificate. 4) Configure additional options such as JIT, Single Logout.
175
How does Identity Connect connect to Salesforce to Provision/derovision users?
Via Salesforce REST APIS.
176
Which uses less API calls with Identity Connect, Scheduled Sync or Live-updates?
Live Updates doesn’t consume as many API calls because Identity Connect connects to Salesforce only when it detects changes to user settings in AD
177
What features does Identity Connect 3.0 add?
Default database is now PostgreSQL rather than OrientDB. Improved Performance and reduces network traffic.
178
What is included within a JWT Claim?
Issuer (iss), Subject (sub) - in Salesforce must be username, Audience (aud), expiry (exp)
179
How does single logout work?
During Single Sign On, the IdP sends thr SP a "Session Index Parameter". Both the SP and IdP store this and either party can send this with the logout request to the other to force the logout.
180
How is Salesforce Connect Licensed?
It requires Salesforce Connect Add-On Licenses, each of these gives you 5 cross-org connections and one Odata Connection. A License is connected with an Org, so for two Orgs accessing each other, they need one each.
181
Does Salesforce Connect consume API calls?
Outbound calls are always free, so only if you are connecting to an External OData Source, then no consumption. But if it's cross-org, then when another Org calls you, your limits are used.
182
What is Salesforce CMS?
Stores content to embed in your community or in other sites or channels (e.g. Social media). Enables you to change content in one place outside of your community. Content is
183
Where is Ping Federate Deployed?
In DMZ behind reverse proxy API. You can deploy it on a cloud hosted solution like AWS.
184
Does Mulesoft have an LDAP connector?
Yes. This can therefore connect to AD or LDAP datastore.
185
What License is required for Territory Management?
Salesforce Standard
186
What License is required to edit Products and Pricebooks?
Salesforce Standard
187
Can you add Lightning Components in the Salesforce Mobile App?
Yes
188
What Licenses are required for Chatter Answers, Knowledge?
Service Cloud
189
Why is myDomain necessary for SP initiated flow?
Salesforce will not know which identity provider to redirect to. After initial login it can then set a cookie however.
190
Does delegated authentication use SOAP or REST calls?
SOAP
191
Under what circumstances would you use Delegated Authentication?
Prevent users from logging in with native password (null gateway). Or Client based SSO not supporting SAML (e.g. SF Classic, Data Loader)
192
Best practice for resolving Race Conditions?
When making a SOQL query, use "For Update" to lock the record. Also Queable Apex can take a whole object whereas future methods just a primitive, should query again to avoid the old copy.
193
How can we send child objects as well in platform event?
Retry and backoff mechanisms in ESB
194
How many API calls can be made from a trigger? Or Apex?
100 for all Apex transactions
195
Two master details on a record, which governs access?
Both. For example, if the sharing setting on both parents is Read/Write, then the user must have Read/Write access to both parents in order to have Read/Write access to the junction object. If the sharing setting on both masters is Read-Only, a user with Read-Only rights on the master records would have Read access to the junction object.
196
How can we use self-registration with a separate IdP?
Yes, but would be a custom registration class. Integration to create user in IDP.
197
How is a Signed Request for a Canvas App decrypted?
HMAC SHA-256
198
Canvas capabilites? Authentication?
Visualise an external web app wihtin Salesforce. This includes authorisation to that app and allowing that App to connect back into Salesforce via the connected app.
199
How is Canvas Authenticated?
Signed Request (default) or Oauth 2.0
200
How do you setup a Canvas App?
It's a connected app.
201
How do you setup Social Sign on?
1) Create an Auth Provider & customise autogenerated Registration Handler as required 2) Community Workspaces on "Login & Registration" select the new Auth Provider.
202
What is the maximum number of delivered event notifications per 24 hours?
50,000
203
What is the maximum number of published events per hour?
250,000
204
How can you have scheduled logic that isn't a batch?
Scheduled flow.
205
What's the limit for scheduled flow?
250,000 records or 200 times # of user licenses per 24 hours. The greater of the two.
206
How do you trigger a time-based action?
From scheduled actions on Process Builder
207
What things are unique to a profile over a permission set?
Page layout assignment, Login Hours, Login IP Ranges, Session Settings, Password Policies, Org Wide Emails.
208
Name a couple of things Classic does better?
Classic Service Console is more feature rich, Reporting
209
How many batches per day can be uploaded via Bulk API?
15,000
210
How many records can be uploaded in a batch?
Up to 10,000
211
What is data tiering?
Classifying data into a particular storage solution/access solution depending on it's type. Salesforce storage is expensive but feature rich, Big Objects cheap but less feature rich.
212
Is Salesforce to Salesforce two way or one way?
You can configure both options
213
How can you dynamically assign an approver?
1) User related to user (e.g. manager). 2) User related to Object (e.g. Case Owner etc) 3) Flow action can pass in Approver Id when Approval Process does not assign the approver.
214
What is the Maxiumum Salesforce Files size?
2GB
215
Which is the newer broken down metadata structure: source or metadata?
Source. Think better for "Source" control.
216
What is required for SOQL query to be selective in terms of number of records returned for a standard index?
Number of returned records must be less than system designed threshold, under 30% of first million and under 15% of records thereafter. So for 2 million Accounts, if over 450,000 results are returned, index not used. Max 1 million records retrieved.
217
What is required for SOQL query to be selective in terms of number of records returned for a custom index?
10% of first 1 million records, 5% of records after first million. Max 333,333 records retrieved.
218
What is the "state" parameter used for in OAuth Flows?
Used to mitigate cross-site request forgery attacks. Pop a unique value in there to ensure the value you get back is for the same request you sent.
219
What's the order of execution?
Validation Rules, Before Flows, Before Trigger, After Trigger, Assignment, Auto-response, Workflow, Flows, Escalation, Entitlement
220
Which License is needed for Knowledge?
Read-only access is included in both Sales and Service. Service adds on full CRUD access.
221
Which License is needed for CRUD access on Lead and Opportunity?
Salesforce License
222
What are the three parts of a JSON Web Token? What do they contain?
Header: Signing Algorithm. Payload: Data & Info about the user. Signature: Signed Assertion
223
What are the different marketing Cloud Studios? What do they do?
Email Studio: Emails. Mobile Studio: SMS, MMS Push Notifications. Social Studio: Monitor Social Media. Advertising Studio: Digital Ads. Web Studio: Websites.
224
With Salesforce to Salesforce, how can you automate the forwarding of records?
Assign the record to a queue where the connection is a member.
225
When setting up SAML SSO, what three attributes can the assertion contain to identify the user?
Username, User Id or Federation Id
226
For Internal Users, where do you configure which Auth Provider should be used?
My Domain > Authentication Configuration
227
How can you disable users logging in at Login.Salesforce.com?
In my domain, you can disable for the Org. Or if you enable "Delegated Authentication", this adds an additional Profile Permission "Is Single Sign on Enabled" that prevents login there.
228
How many Cutom Objects are included with each Community License?
10 for Customer, Customer Community Plus, Partner. And 100 for External Apps Plus.
229
What does the Parter Community add to Customer Community Plus?
Leads, Opportunities, Quotes, Territory Management. And a bit more data.
230
What does Customer Community Plus add to Customer Community?
Task create & edit access, additional API and data allocations, Delegated Administration, Advanced Sharing, Reports & Dashboards.
231
What permissions do each Community Licenses have on Events and Calendars?
Customer Community: Read Only & no attendee adding. Customer Communty Plus: CRUD but no adding of attendees. Partner: Full access.
232
Which is the only Event Type that can be published to specific users?
Generic Evemt
233
Which Event Types support FLS?
Push Topic and Platform Events. The latter being the FLS on the Event Object.
234
Which Platform Events respect the Sharing Model?
Push Topic. CDC ignores sharing.
235
Which is the only Event Type that can be subscribed to without using this API?
Platform Event - supports Apex Trigger, Process Builders, Flow.
236
Talk through asset token flow
1) Mobile device gets access token 2) Mobile device communicates with device to get metadata information about device. 3) Sends Access token + device metadata data to salesforce as "Actor Token" 4) Salesforce creates asset object, publishes Asset Token Event and Returns Asset Token to mobile. 5) Mobile gives Asset Token to Device. 6) Device can send the asset token (JWT) to the backend server to identify itself to the backend server. 7) Backend server can create cases etc in Salesforce as required.
237
Which community licenses is Delegated External Administration available for?
Partner and Customer Community Plus
238
What can delegated external admins do?
Create and edit users, generate new passwords, deacvtivate users, manage permission sets.
239
What does delegated (internal) administration enable? What do you setup?
1) Create a Delegated group. 2) Add users to the group. 3) Specify which roles and subordinates the delgated admins can edit. 4) Specify which Profiles, Permission Sets, Public groups then can assign and custom objects they can manage.
240
Where can you run Tableau?
Tableau Server: On-premise, private cloud, Amazon, Azure. Tableau Online: SaaS.
241
How can users Authenticate with Tableau?
SAML, Username and Password, OpenId
242
How can we stage data for migration?
AWS RDS SQL Server & Mulesoft Database Connector
243
What objects can be the parent of a Service Appointment?
Work Order, Work Order Line Item, Account, Asset, Lead, Opportunity.
244
Can you have a lookup to an Event?
No
245
Can you create custom fields on the Event Object?
Yes, on activity object in setup menu.
246
What are the names of the three partner/customer roles?
Partner user, Partner Manager, Partner Executive. Or Customer User, Customer Manager, Customer Executive.
247
What are the two identity licenses? What's the difference?
Identity Only: For Internal Users with 10 Custom Objects. External Identity: External Users with several standard objects and 10 custom objects.
248
What is Einstein Activity Capture?
Syncs emails and events from users outlook, gmail etc to Salesforce.
249
What is Einstein Call coaching?
Enables Sales managers to look at keyword mentions in a call
250
What is the name of the automatic chat answer feature?
Einstein bots
251
How can you have knowledge article recommendations on a case?
Einstein Article Recommendations
252
How can you give agents suggested replies on their live chat?
Einstein Reply Recommendations
253
What's the name of Salesforce's image recongition software?
Einstein Vision
254
How can you detect customer sentiment?
Einstein Language
255
How can you made predictions on records?
Einstein Prediction Builder
256
How can you suggest actions?
Einstein Next Best Action
257
What access do Lightning External Apps Starter and Plus get on Account and Contact?
Read and Edit.
258
What is the Encryption Algorithm for Salesforce Shield?
AES 256
259
How to quotes and opportunties work together?
Each opportunity can have multiple associated quotes, and any one of them can be synced with the opportunity. When a quote and an opportunity are synced, any change to line items in the quote syncs with products on the opportunity, and vice versa.
260
Once a quote is synced with an Opportunity, is it one way or bi directional?
Bi-directional
261
What are quote templates?
These are the formats of the PDF for quote generation.
262
What is the relationship between quote line item and opportunity line item?
Lookup from quote line item to oppoortunity line item. Populated if the quote is syncing or on new quotes.
263
What data storage does Salesforce provide out of the box?
10GB + 200MB per user.
264
What file storage does Salesforce provide out of the box?
10GB + 1GB per user.
265
What can you use to extract data from a PDF?
Online tool like DocParser
266
How can you expose a legacy system as an external object if it does not support Odata?
Use Mulesoft to expose an Odata endpoint
267
For Facebook Social Sign On, do you need to register with facebook?
Yes you should, whilst strictly not required, best to do so to enable custom branding on the app. This will give you a client id and client secret
268
How do you setup Salesforce as a SAML Identity Provider?
1. Create Self-signed certificate in Salesforce Setup. 2. Setup > Identity Providers. 3. Select the certificate. 4. Download the certificate to provide to SP. Can also download a metadata file to autoconfigure the SP.
269
Odata limits?
20k callouts per hour (higher limits available). 16mb per query.
270
Max number of rows for an external object report?
20k. Can be higher if also include a child object.
271
Salesforce hard limit on max roles?
500k with Salesforce Approval. Upto 100k by contacting support. Anymore you need multi-org.
272
Are events on the streaming API bulkified?
Yes, subscriber can receive 2000 events in one request.
273
In a JWT named credential, what claims can be specified?
Issuer (iss), Subject (sub), Audience (aud), expiry (exp)
274
How do you control who the community roles report into?
They report into the Account Owner.
275
When does record ownership start becoming a problem?
10,000 records
276
Name some load testing tools?
Apache JMeter, Load Runer, Load Ninja
277
Why is lookup skew a problem?
Locking of the parent record can occur for lookup and master-detail relationships. This can block two users updating child records simultaneously.
278
How can we mitigate lookup skew problems?
Reduce record save time, distribute the records, swap to a picklist, reducing load (i.e. number of parrellel updates on child records)
279
What things should be considered when deciding on single or multi-org?
Operating Model, Budget Holder, Complexity of different LOBs, Change Management within one org, Regulatory and Compliance, Chatter, Cost of multi-org, who will modify & maintain, Org Limits,
280
How can you plot multiple points/routes on a map?
Google Maps Platform - Javascript APIs.
281
What's an external lookup?
Links a child standar, custom or external object to a parent external object
282
What's an indirect lookup?
Links a child external object to a parent standard or custom object.
283
What does advanced currency management add?
Enables data exchange rates for opportunities so the conversion amount is based on the closed date.
284
How does a signed request work for canvas?
Salesforce sends the user context (presumably username etc) base64 encoded along with the same data encrypted using the client secret. The web app then encrypts the user context and compares to the encrypted version. If both the same then we can be sure it came from Salesforce and we know who the user is.
285
How does Salesforce Files Connect Work?
Essentially files are exposed as an external object. First requires you to setup a new Auth Provider (e.g. google drive). Then the files can either be referenced or copied into Salesforce.
286
Can you relate external files (using files connect) to records?
Yes - if you add the files related list to a record, you can add a new file by selecting the file from an external source.
287
What two types of file sharing are available with files connect?
Reference or copy. Reference just provides a link to the file, the user will need to be setup to be able to access that file in that external system. Copy clones the file into Salesforce Files, so uses standard Salesforce sharing.
288
Which is the only forecasting now available to new customers?
Collaborative forecasting.
289
What's a Sales Quota?
A Sales Rep's target revenue. Used with collaborative forecasting to identify if on track.
290
What is a forecast manager?
The selected person in a particular role to manage the forecast for that role. The Forecast hierarchy is based on the role hierarchy.
291
What's the same of Salesforce's Jira tool?
Salesforce Agile Accelerator. Free on AppExchange.
292
How do you setup web to lead?
1. Setup > Web to lead. 2. Select fields to include. 3. Select if you want to include a ReCaptcha. 4. HTML autogenerated - add to website.
293
How can you expose Tableau views within Salesforce?
Best option is to use SFDC Canvas Adapter for Tableau. Also Tableau Viz Lightning Web Component, this only supports SAML for SSO.
294
What Licenses are needed for Open CTI?
None. Can be used with both Sales or Service Cloud.
295
Why might the Salesforce Sales Lightning Dialer not be a good product selection?
Outbound calls are only suppert to US and Canada.
296
Does Vonage need Sales or Service Console?
No, can work with standard Lightning Experieince.
297
Differences between agile and hybrid agile?
When the SIT & UAT takes place, when functionality is put live,
298
Is a Connected App required for the SAML Assertion flow or SAML Bearer Assertion Flow?
Only for the Bearer Assertion flow. The SAML Assertion flow does not require it.
299
Talk through canvas app flow.
1) Load page in Salesfore, Salesforce returns page with iFrame with Canvas Auth Value and whether authentication is required. 2) Canvas App redirects (within iframe) to Salesforce Access token endpoint to get an access token. 3) User authorises (as already logged in). 4) Salesforce returns access token via browser to Canvas App. 5) Canvas iFrame redirects back via browser with Access token to Salesforce Signed Request Endpoint. 6) Salesforce sends canvas app signed request via browser to Canvas App. 7) App now knows who user is and has Salesforce access token. 8) Serves content to user.
300
How can we host Talend?
Cloud - Talent Cloud.
301
Does Identity Connect work with one or more Active Directory domains?
Designed to work with a single AD domain. But you can still use Identity Connect with multiple domains.
302
What deployment considerations should you consider when deploying identity connect to improve availablity?
Deploy an Identity Connect cluster of multiple servers to ensure Identity Connect works even when one server goes down. If your primary server goes down, the backup servers can still handle requests. This is called a high-availability cluster.
303
Can you use identity connect for provisioning and deprovisioning, and another solution for SSO?
Yes - works well
304
How can you enable your production users to access sandbox environments using SSO with Identity Connect?
Create another instance of Identity Connect, one for sandboxes and one for Prod.
305
Does Conga consume single email limit?
Yes, but you can integrate SendGrid into the Conga Composer Solution.
306
What is the Conga E-sigtnature offering?
Conga-Sign
307
What are the two ways Conga integrates with Salesforce?
Passing the Session Id or Oauth
308
How much extra data storage comes with each Community License?
Customer Community: 0MB, Customer Community Plus: 2MB, Partner: 5MB.
309
What is the Knowledge Data Model?
There's an abstract object, and a concrete object. Covering Knowledge Article and Knowledge Article Version. Abstract: Knowledge Article + Knowledge Article Version. Concrete: Knowledge__ka + Knowledge__kav
310
How are Knowledge Articles related to a case?
Via a junction object: CaseArticle
311
Would you ever select Essentials or Professional Salesforce editions for a CTA exam?
No, both miss key functionality such as API access, Apex, Approval Processes, max 5 flows and 5 process builders.
312
What are the key ommisions of Enterprise vs Unlimited Salesforce editions?
No full copy sandbox, No Dev Pro sandboxes, Knowledge Edit Access (available at additional cost for lower instances), increased limits on objects, fields etc, premier support
313
Is data storage different between editions?
Nope! Same everywhere - 10GB +200MB per user.
314
How much big object storage is included? Differs between editions?
1 million records as base package. Same across editions.
315
What three new fields are added to the Account when person Account Types are enabled?
RecordType, IsPersonAccount, PersonContactId
316
How do you tell Salesforce whether to create a person account or business account?
Based on recordtype.
317
One lead conversion, how does Salesforce know whether to create a business account or person account?
They convert to a person account if the company field is unpopulated.
318
Which API can be used for creating a load of unrelated records?
sObject Collection.
319
Which API is exteremly feature rich and can deliver all of your requirements?
Composite Graph
320
How many indexes can you have on a big object?
1
321
Can the Salesforce Mobile App access the camera?
Yes
322
Can you relate a lead to a Campaign?
Yes. Leads or Contacts
323
How can you map fields from the lead for lead conversion? Onto which objects?
Setup > Object > Leads > Fields > "Map Lead Fields. Can map to Account, Contact or Opportunity.
324
Are Salesforce Skills available in Lightning?
No, only classic.
325
How is sharing controlled on Activities?
Either Private or Controlled by Parent. Assignee is the Owner Id field.
326
What's a benefit of CPQ Advanced Approvals?
Enables parrallel approval paths to go through the approval path simultaenously. E.g. get legal approval in parrallel with Sales Approval.
327
Where does an agent plug their headset into for OpenCTI?
USB headset into PC. Or can accept calls onto another phone. (e.g. physical office phone)
328
Describe the Open CTI architecture
User's browser communicates with web based softphone Open CTI javascript API. The the softphone communicates with a backend telephony system. Vonage wout provide the softphone and integration to backend telephony system
329
How do you setup skills based routing?
1) Enable in setup menu. 2) Create skills (e.g. Spanish). 3) Create Service Resources (E.g. Agents) and assign them skills. 4) Map attributes on an object (e.g. case) to a skill. 5) Create a routing configuration, this relates the queue the work items are initially dumped on to the routing configuration.
330
Azure vs Active Directory?
Azure AD is a cloud version of AD. AD is better for managing on-premise infrastructure while Azure AD is great for cloud access. You can use both together with Azure AD Connect installed on prem to perform the sync.
331
Can you use identity connect with Azure AD?
No, Identity Connect is on prem.
332
Where is Provar installed?
Locally on PC.
333
What are the two types of public calendar? Are they related to anything?
Public Calendars and Resources (rooms, projectors etc). Not related to anything.
334
How can you view records in a Calendar?
You can create a calendar for any object. Specify a start date field, end date field and a list view to act as the filter.
335
How does Identity Connect authenticate to Salesforce for provisioing and deprovisioning?
OAuth.
336
Does Tableau CRM support external data sources?
Yes, but you replicate the data into Tableau CRM.
337
How do you setup multiple languages in a community?
Add a language in the community builder, export the language for translation (xml), import with translation, add language selector to page.
338
What is the recommended user sync option for ID Connect - Realtime or Scheduled?
Both! If an Identity Connect system is down when an update occurs on Active Directory, that change might not be propagated to Salesforce when the system comes back online. Only changes to users cause an API call to be made, so unlikely to consume too many API calls if run daily.
339
When setting up ID Connect to an existing org, how does it map the users?
ID Connect runs an initial comparison of the two.
340
Where is call routing configured?
In Vonage.
341
How can you accept bank transfers?
Stripe support virtual account numbers in the US. Beta in other markets.
342
What are the parameters for SAML and OAuth that get passed back and forth without being changed? What would you use them for?
SAML - Relay State: Used for storing the URL the user was origninally trying to access on the Service Provider. Oauth - State: Primarily used to prevent CSRF attacks, but can also add a URL in there.
343
What's the difference between probablistic and deterministic encryption?
Probablistic encryption means the cipher text is different everytime you encrypt the plain text. This prevents rainbow table type attacks bu prevents you being able to filter the data in queries. With Salesforce shield, you primarily use probablistic encryption (the default) but then for a few fields needed for filtering, have them use deterministic encryption.
344
How do you setup Einstein Article recommendations?
Select the Primary and Secondary fields that would correlate the the article recommendation. Then "build model". Einstein looks at past relations to suggest best cases.
345
Compare B2C and B2B Commerce?
B2B commerce is built on Salesforce with a managed package. B2C Commerce is off-platform, Demandware.
346
What's the name of the feature to enable SMS, WhatsApp, Facebook Messenger chats?
Digital Engagement / LiveMessage
347
Can flows fetch and update external objects?
Yes
348
Name a good AppExchange video platform?
NativeVideo. Both community users or internal users can create and share videos.
349
What things are specific to the community they are created in?
Chatter, Topics
350
What are the three ways to get content in your community?
1) CRM Connections - map content to records in Salesforce using Salesforce List Views. 2) Create Content in Salesforce CMS. 3) Add external content via CMS Connect.
351
What three factors (in order) does omni-channel routing use to prioritise a work item?
1) The priority of the queue the work item came from. 2) Amount of time on the queue. 3) Availability of Queue members to receive work items.
352
What are the two routing model for omi-channel routing?
Least Active (i.e. who has the least work) or Most Available (i.e. who has the greatest difference between their current work and their capacity)
353
How do you setup Salesforce an an OIDC IdP?
New connected app specifying the "openid" scope.
354
How can you mitigate against replay attacks in the user agent flow?
Use of nonce. The Authorisation server should not accept two authorisation attempts with the same nonce value.
355
How can you mitigate against CSRF attacks in the user-agent flow?
Use of random value in state parameter. Client should verify state is the same value that it sent.
356
How long is data retained for in Field Audit History?
Upto 10 years
357
Where is Field Audit History data saved?
Big Object - FieldHistoryArchive
358
How many fields can you track per object with History Tracking and Field Audit Trail?
20 for History Tracking (18 months), 60 for Audit Trail (upto 10 years)
359
How does Field Audit Trail work?
It copies data from the Object History table to the big object FieldHistoryArchive. You can configure when data should be moved from History Tracking to Audit Trail - configurable 1 1 - 18 months. The big object index is: ObjectName-ParentId/CreatedDate
360
How can you configure Field Audit Trail?
Metadata API. Three attributes per object: archiveAfterMonths, archiveRetentionYears, description.
361
SMS AppExchange?
SMS Magic
362
Validation rules on External Object?
No
363
Expose knowledge on public site?
Either via API or probably better to expose via Salesforce Community page
364
Does Odata create salesforce records?
No
365
What two options are available when using Heroku Connect?
Heroku Connect Sync: Bidirectional Data Replication. Heroku External Objects: External Objects using Odata.
366
Does Heroku Connect consume Salesforce API limits?
No!
367
What is the simplest way to add a payment gateway?
Chargent AppExchange. It supports many payment gateways.
368
Which objects support skinny tables?
Custom objects, and on Account, Contact, Opportunity, Lead, and Case objects.
369
How does the sync between Heroku and Salesforce work?
By default, polls Salesforce for changes every 10 mins. "Accelerated Polling" is available which makes use of the streaming API. This simply notifies Heroku Connect to do another poll in addition to the standard polling. The minimum polling interval becomes 10 seconds.
370
What License is required to access Work Order and Work Order Line Item?
Service Cloud
371
Which objects support field encryption?
Standard and custom objects, but only for custom fields.
372
Are Product, Pricebooks, and PBEs available to community Users?
Read Only
373
What objects/fields does Shield support for Encryption?
All Custom Objects and Custom Fields. Most PII data (Name, Address, email) on standard objects and fields is supported and fields that could contain this also supported (Case Subject, Description etc). Things like Asset are not supported.
374
Does Salesforce mobile app support Geolocation tagging?
Yes, can use a Lightning Component. Works in both Salesforce Mobile App and deskop browser.
375
Do email limits apply if emailing community users or internal users?
No, single email limit does not apply if you reference via UserId.
376
Tableau CRM volumes?
2 Billion rows in a dataset, upto 10 billion rows across datasets if you buy Tableau CRM plus.
377
When does Territory management run? Can we trigger rules at specific time?
You specify filter criteria to assign an Account to a particular territory. This could include a filter on an Account Status field.
378
Files connect on mobile?
Works in Salesforce Mobile App. Presumably available via mobile SDK also.
379
How can you invite customer to register for community?
Salesforce sends a Welcome Email when user assigned to a profile/permission set that is a member of the community.
380
Account hierarchy record access for community users.
Probably best to add Contacts as Account Contacts against each account then add sharing sets. Or Apex sharing.
381
Capabilities of ADFS?
ADFS enables SSO with SAML. For more complex requirements, combine with Azure AD and Azure AD Connect to sync your users.
382
Maintenance plan object
Needs field service enabled
383
How can you send a file from Canvas to Files Connect.
Embed Canvas App in a VF page. Send Event with document payload to VF. VF Page in Apex to send file info via Apex to Files Connect.
384
Can you have an external role account hierarchy AND Account Role Optimization activated?
No
385
How many sharing sets can you have per profile? And how many sharing rules can you have per object per sharing set?
1 sharing set per profile, 1 object per sharing set. Thus one criteria for each object for each user.
386
Which objects do not consume storage space?
Asset, Work Order,
387
How do we manage reporting in Heroku?
Various reporting add ons. Draxlr looks nice.
388
Which Apps support fingerprint authentication?
All, including mobile publisher.
389
What native features are available with Mobile Publisher?
Push Notifiations, Biometric login, access contacts, camera & location.
390
How does mobile publisher work?
Salesforce bundle your community into a Hybird App and submit to Salesforce.
391
Can you use Person Accounts with Patner Community?
No. Nor Lightning External Apps Plus.
392
Does ADFS support user provisioining?
Yes
393
What is the OKTA architecture?
Cloud based Okta box, with OKTA local agents sitting behind company firewall to connect to AD/LDAP store.
394
Tags or Topics?
Topics is newer. Tags is legacy.
395
Can campaign member be a parent?
No
396
Multiple currency fields on a record?
Can only define one currency for all currency fields on the account.
397
Is order amount editable?
No, rollup of Order Line Items.
398
Name an AppExchange package for assigning records to users?
Q-Assign. Supports all objects, includes shift patterns, sickness etc.
399
What is IdP chaining?
Simply where Salesforce authenticates against an IdP (so is the SP) but is also an IdP for another application. E.g. User authenticates to Salesforce using OKTA, but then when logging into Workday, Salesforce is the IdP. User already logged into Salesforce so is granted access to workday.
400
How can you build a barcode scanner?
LWC component. Use of Salesforce BarcodeScanner API.
401
Community License for Work Order?
CRU for all Community Licenses
402
Internal License for Work Order?
CRUD for all Licenses (except platform).
403
Extending FSL App with custom?
Supports Quick Actions, Flows, LWC, Page Layouts etc.
404
What are the two Tableau CRM License Options? What's the core difference?
Tableau CRM Growth and Tableau CRM Plus. Tableau CRM Plus adds Einstein Discovery & Prediction Features, and 10 billion rows rather than 100M.
405
Name an AppExchange package for mass emailing?
MassMailer
406
What are the two methods in a Custom Registration handler? Which gets called when?
createUser and updateUser. A child record of user "Third Party Account Links" is created when a user is created from an auth provider (add custom dedupe logic here). If a match exists, updateUser is called. Else createUser.
407
How many fields can you have on an object? (including big object)
800
408
Does Mutual Authentication remove the need for username password etc?
No, it's an additional layer of security. First you call the Login Endpoint (without mutual auth) then subsequent requests with your session id you need to include the certificate so mutual auth is enforced.
409
Which Objects support manual sharing?
Accounts, opportunities, cases, contacts, leads, and custom objects.
410
What's the difference between Contracts (Sales Contracts) and Service Contracts?
Sales Contracts do not have line items, ContractLineItem only applies to the ServiceContract object! Service Contracts are used with entitlements, SLAs etc.
411
Can you add Custom Fields on Knowledge Articles?
Yes
412
Which objects are supported by Tableau CRM sharing inheritance?
Account, Case, Contact, Lead, Opportunity.
413
Which objects can lookup to the indvidual object?
Lead, Contact, Person Account and Custom Objects
414
Web to lead limit?
500 per day. After that they are queued up until next 24 hour window.
415
How does PKCE flow work?
Mobile App generates a random string and SHA256 hash of the string. The request is made for an Auth Code (like web-server) and the hash value is included "Code Challenge". Authorisation occurs and an Auth Code is returned. Mobile App then provides the unhashed value and the Auth Code. IdP then hashes this and compares to the hash previously sent. Only if they match is an Access Token returned.
416
Which objects support entitlement processes?
Case or Work Order only.
417
How are milestones applied to cases?
Case must lookup to an Entitlement. Milestones are then applied to the case based on conditional logic specified on the milestone in the setup menu.
418
What objects do you add entitlements against?
Account, Asset, Contact, Service Contract, Contract Line Item
419
Name some training tools that can be used to help user onboarding?
Salesforce In App Guidance: pop-up prompts and guided walk throughs, or Walk Me (AppExchange)
420
What is high velocity sales?
Includes: Sales Console, Sales Cadences, Work Queues, Einstein Lead Score, Email Integration.
421
How does agent login to Vonage?
Can use a Vonage username or password. Or better you can setup Salesforce to be the IdP. This uses OpenId Connect.
422
Which objects do not support PK Chunking
Contract (Sales) - seems almost all are supported.
423
Approval processes for community users?
CC+ and Partner Only.
424
Can Tableau CRM extract from Big Objects?
Yes
425
Service Cloud Voice?
Salesforce's telephony solution. Includes realtime transcription , mute call, transfer call etc. Intregrates with Amazon Connect (Amazon's cloud contact centre).
426
Can Tableau CRM recipes create data in Salesforce?
There is a Beta feature, but nothing OOTB GA to do so. Could connect to Tableau CRM API and pull back using Apex.
427
What are the required parameters in a User Agent flow?
response_type=token, client_id, redirect_uri (must match that in Connected App),
428
Which API does Heroku Connect use?
SOAP (Primary) - under 10k records, Bulk - over 10k records
429
What languages are support on Heroku?
Ruby, Java, PHP, Python, Node, Go, Scala and Clojure
430
Can you build an LWC to access the camera?
Yes
431
Any reason to user a Continuation Controller?
Callout over 120 seconds
432
What objects does multi-currrency work for?
All objects with currency fields.
433
OwnBackup community users?
Yes there is now an LWC. It takes a record Id as a design parameter and allows user to retrieve related archived records.
434
Name a MDM Product?
Informatica MDM
435
What are the three types of MDM Approaches?
Registry Style: MDM matches across applications and assigns unique Ids to matched records. Records remains only in source systems. Consolidation: MDM maintains the master copy, and broadcasts changes to source applications. Coexistence: bidirectional sync between MDM and source applications
436
How do you specify the payment amount in the Chargent Take Payment Component? (including in communities)
Design Attribute on the LWC component to specify the field name containing the price.
437
How does external change data capture work?
Using Odata 4.0, polling occurs every 5-30 minutes (configurable) and then events are published MyExternalObject__ChangeEvents which can then be actioned by an Apex trigger or via streaming API. Payload includes changed fields.
438
How does call routing work vonage and omni channel?
User logged into both Salesforce and Vonage. Vonage does the routing, and routes to users console app. Console app fires via Open CTI methods into Salesforce.
439
Can you setup mutiple SAML configs? How do you tell SF which to use? Communities?
Audience required in all SAML responses. Assume on login page user can pick which IdP they want to use. Supported in communities yes.
440
Login flows available for community users?
Yes- set by profile.
441
MFA for community users?
Yes - set on profile.
442
Managing assignement of case to an external contractor?
Can add community users as queue members. Or identify one of the contacts as a primary contact and assign to them.
443
Viewing others cases within account community
Use of Account Relationship. Grants access to a particular object for another account.
444
Account Contact Relationship - implicit sharing on Account?
No for internal users.
445
Where do you enable a dev hub?
Needs to be in a org that is never deleted to ensure all scratch orgs are not deleted either. Can be production, there's a special license you can give to developers to access prod for this. "Free Limited Access License"
446
Can you store users directly in OKTA?
Yes - "OKTA Universal Directory".
447
Does Salesforce CMS support videos?
Yes, from a number of providers: YouTube, Vimeo, Vidyard…
448
Steps to setup Heroku Connect?
1. Install "Heroku Connect" and "Postgres SQL database" add-ons in Heroku. 2. Click "Setup Connection" - authenticates via OAuth. 3. Heroku retrieves object schema, you select objects and fields to sync. Done!
449
Is Heroku data Encrypted?
Yes - all PostGresSQL data is encrypted at REST by default.
450
Can you add LWC components in the Field Service Mobile App?
Yes - relatively new feature.
451
Which License is required for Work Orders?
Service Cloud
