Practice Test Flashcards
Summary reports are helpful for what?
Sum or calculate the average of a parameter
Validation Rules
allow you to set a true/false condition that will generate a custom error message when a user enters data that goes against the policy
What reasons would keep you from being able to deactivate a user?
default owner of leads or cases, default workflow user, recipient of a workflow email alert, a user selected in a custom hierarchy field, or a customer portal admin
Gauge
Good for showing how close you are to a goal such as average value for each account manager. Single value within a range of custom values
Metric component
One key value to display
Table
Show a set of report data in column form. Can also give report summary fields.
Chart
Show data graphically
Data backup options
Third party apps via AppExchange or Salesforce’s weekly or monthly backup service
Workflow Rules
Automate procedures and processes using an if/then statement format
Mass Update Addresses
Makes addresses consistent. For example, standardizing state or country codes
Profiles vs Roles
Profiles are required, roles are not. Profiles determine which objects, fields, etc a user can access. Roles determine what records a user can see relative to others in the org hierarchy
Summary formulas
Summary formulas evaluate a reports group subtotals and grand totals
Default Case Owner in Support Settings
automatically assigns a user or queue to all cases that don’t match any case assignment rules
Contact roles
specify the part that each contact plays in a deal
Campaign influence
helps attribute a % of success to influential campaigns
