Missed/Review Questions pt.2 Flashcards

(67 cards)

1
Q

Are look up filters required in lightning experience even if the salesforce administrator specified them as optional during setup?

A

Yes, in lightning experience they are required.

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2
Q

True or False Lookup filters can reference fields on records related to the target object

A

True

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3
Q

What can the time field type do?

A

can store a time value that is not bound to a date

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4
Q

Do picklist values need to be activated?

A

No, they’re added as active

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5
Q

How many forecast types can be added in forecast settings?

A

4

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6
Q

What is the definition of a case?

A

customer’s feedback, problem, or question

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7
Q

What is the Modify all data permission?

A

Is a powerful permission used by administrators that gives them the ability to modify all apps and data regardless of whether these are shared with them or not

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8
Q

What is the Can Approve Feed post and comment permission?

A

Allows authors and moderators to manage posts and comments that are pending review in a community

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9
Q

What permissions are required to make a case feed item visible to external users?

A

Edit my own posts and edit posts on records I own

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10
Q

what is a person account

A

individual consumer

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11
Q

what can accounts represent?

A

Individual consumers
Competitors
Companies you do business with

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12
Q

What do outbound messages allow for?

A

allows you to specify that changes to fields within salesforce can cause messages to be sent to other external systems

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13
Q

What actions can be preformed to customize a record page in lightning app builder?

A

Components can be added, edited, reordered, or removed from a record page in lightning app builder

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14
Q

How many master-detail relationships can you have per object

A

2

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15
Q

Does the limit on master-detail relationships have an affect on how many, many-to-many relationships you can have?

A

no, because the master-detail relationship would be on the child object not the primary. So you would just need to add a junction per child for a limit of 2. But you have to take into consideration you custom object quota and how many you have left to use.

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16
Q

The sales manager would like for the reps to synchronize repeating events between outlook and salesforce they are using lightning experience. How can they do this?

A

the Admin has to Enable ‘Sync event series’ in lightning configuration

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17
Q

What does enabling the roll up activities to contacts primary account do? And where is it enabled?

A

Related task and events of contacts are displayed in the primary account of the contact. It is enabled via the activity settings in an org

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18
Q

Which of the following are high risk in Security Health?

A. Number of Expired Certificates
B. Maximum invalid Login attempts
C. Minimum password length
D. Days until certificate expiration

A

A. Number of Expired Certificates

B. Maximum invalid Login attempts

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19
Q

What changes when using dynamic dashboards. Source reports or data or both?

A

Source reports do not change depending on the user, only the data varies according to their access level

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20
Q

Based on the salesforce baseline standard, which grade does the score correspond to?

90+
80-89
70-79
55-69
-54
A
90+ = Excellent
80-89 = Very Good
70-79 = Good
55-69 = Poor
-54 = Very poor
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21
Q

In order for a record page to be available to users what must be true?

A

It has to be activated!

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22
Q

Does a record page have to be assigned to profiles for it to be available for users?

A

no it can be assigned at different levels like org default, app default, as app etc.

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23
Q

is campaign member a standard object

A

yes!

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24
Q

Where do you go if a marketing director wants their users to only see campaign members whos lead or contact records they can access in salesforce?

A

Setup>sharing settings> campaign member object: controlled by campaign member

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25
Do field level security settings override universally required fields?
no, universally required fields are editable on all page layouts for all profiles
26
This field is automatically added to all page layouts, required fields can be applied to text, number, and picklist fields, they cannot be hidden
universally required fields
27
in duplicate rules sales admin can specify what happens when a record is considered a duplicate based on matching rules. It can be specified to all two options
allow the record to be created or block it completely
28
What does enabling dynamic forms do?
a warning can be given to an agent that the new record they're creating is a potential duplicate even before the first save attempt
29
What bypasses device activation?
logging in, in a trusted IP range
30
what s the maximum number of dashboard components you can have
20
31
what can a delegated user do and not do?
Reset passwords, create and edit users, assign specific permission sets. They cannot modify permission sets, assign profiles or permission sets that have the modify all data permissions
32
What objects can be used for matching external IDs using the Data Import Wizard?
any object that includes an external ID field when bein imported
33
Can you have multiple external IDs?
yes, and you can pick which one you want to use for matching
34
How do processes evaluate? multiple or single criteria?
The can evaluate multiple criteria and execute action from more than one criteria, but can only evaluate the next criteria if the action group does not contain a scheduled action
35
What automation tool allows for a schedule flow?
flow from apex or auto launched flow ( schedule-triggered)
36
Lightning table
displays tabular information add up to 2 groups, display up to 200 records, and 10 columns
37
What is a hierarchical relationship and what is a use case?
special lookup relationship type available only for the user object which allows association between one user and another that does not directly or indirectly refer to itself. Two managers one user record one manager field. add hierarchical field to add another manager
38
When a case is deleted what is deleted?
all related events, tasks, case comments, and attachments
39
Which feature is not available to community users in the customer service experience builder template?
Template customization
40
If two groups have different sales stages what must you do in order for you to setup the correct stages for every group?
You have to setup two different sales processes and assign them to the appropriate profiles
41
In addition to organization wide where else can you specify session settings in salesforce?
profile. profile overrides org
42
How many currencies can you have in a price book?
only one so if you have multiple currencies you'll need to make a pricebook of the products in every currency
43
does locale settings change the users language?
no it just changes the formating of certain fields, to change the language change the language settings
44
bucketing
allows you to quickly categorize records without creating a formula or custom field
45
when are validation rules fired?
before a new record is saved or before an record is updated
46
what are the four summary types?
AVG,Min,MAX,SUM
47
what are the 3 communities that salesforce offers?
employee, customer, partner
48
what are queues available for? C.C.L.O.S.K
cases, custom objects, leads, orders, service contracts, and knowledge
49
Ques available for acronym
CCLOSK
50
what can records in lightning sync automatically keep in sync between outlook and salesforce?
events,contracts
51
if you login using data loader what will you need
a password token
52
where do you assign feature licenses?
user record
53
what are the four different tabs you can create in salesforce
Custom object tab, web tab, visual force tab, lightning page tab
54
how long does field history retain data history?
up to 18 months
55
difference between gauges and metric dashboard components
Metric: Guage: Single value that you want to show with in a range of custom values
56
where would you go to view pending workflow actions that are scheduled to fire in the future?
Time-based workflow
57
Can custom fields be mapped to standard fields?
no only other custom fields
58
Formula field cannot be used to auto populate a field when the custom field value is from a converted lead
True
59
can assignment rules update anything?
noooooooooo, they can only assign
60
if you login outside of the IP defined at the profile level what happens? if you login outside of the org trusted IP range what happens?
Outside of IP defined at the profile level access is denied Outside of IP for Org level, you'll be sent a login challenge
61
Where can hours be set at and where and trusted IP be set at
hours is at the profile level only IP is at the org or profile but the profile is more strict and there's no challenge sent if your outside it. you just get denied access
62
What do you need in order to log emails to email objects and not tasks?
enable salesforce outlook integration, enable email to salesforce, enable enhanced email
63
what does email to saleforce do?
relates emails to salesforce records like contacts,leads, and opprotunites
64
what does enable enhanced email do?
allow reps to easily associate emails to relevant salesforce records. without it emails are associated to tasks
65
what does running reports as my teams accounts include?
their own records and all the records of users below them
66
What cannot be added to custom reports?
history fields, product schedule fields, the age field on cases and opportunities
67
Custom object tabs can only be created for?
custom objects