Flashcards
If the Contact Status is “New” and the Contacts email is known, send a welcome email by updating a Flow with a ___ element to send the email
Decision Element (if-then statement)
Contradicting ___ rules for the same field will cause users to be unable to save a record
Validation Rules
What features do record types offer?
Business processes, different picklist values and page layouts
Use ___ to change the location of a field on a page and use ___ to change the values that appear
Page Layout, Record Type
When sending email alerts, Salesforce allows up to ___ additional email addresses for recipients who are not uses, leads or contacts
Five
A ___ is a group of people that work together to solve a Case
Case Team
You can add up to ___ users at a time to your organization
Ten
___ determines the display formats for date/time, names, addresses and commas/periods in numbers
Locale
Up to ___ objects may be linked in a report type
Four
Assignment rules automate your organizations ___ and ___ processes
Lead and Support
___ rules automatically reassign cases when the case meets the criteria defined in the rule entry
Escalation Rules
Master-Detail is a custom field that is used when creating a ___ object
Junction
The junction object allows a _____ relationship
Many-to-many Relationship (master-detail)
Use the debug tool to check your work as you develop a ___
Flow
Initial Submission Actions can automate what actions?
Email notification, outbound messages, update status field, assign tasks
Mass Transfer Tool can transfer records from which objects from one user to another?
Accounts, Leads, Service Contracts and Custom Objects
Access to folder contents can be controlled based on what four things?
Roles, Permissions, Public Groups and license types
A ___ is a list of records that meet a specific filter criteria
List View
___ give particular users greater access by making automatic exceptions to org-wide sharing settings.
Sharing Rules
Use sharing rules to extend sharing access to users in ___, ___ and ___.
Public groups, roles and territories
Roll-up summary can be defined on ___ relationship only
Mater-Detail
___ is a custom object field that calculates values from detail records or the records in a related list
Roll-up Summary
___ fields can calculate sum, minimum value or maximum value of a field in the detail records related to a master record
Roll-up Summary
What three objects can Campaign Members be added from?
Lead, Contact and Personal Accounts
