Salesforce Admin

Question 1

What is a is a Standard Object?

Answer 1

Objects store records, think of it as a ‘storage unit’ for records (Similar to Tabs in a spreadsheet; it has to do with an account or business): Container of sorts contained with specific properties and values depending on it’s use-case

You can connect a lead and an account, by creating relationships between standard and custom object to use that data and to view

Question 2

What are types of Standard Object

Answer 2

Accounts:

Contacts

Leads:

Opportunities:

Cases:

Question 3

Accounts

Answer 3

Accounts can be seen as a business or organization
They can also be people
An object type
You can connect a lead and an account, by creating relationships between standard and custom object to use that data and to view

Question 4

Contacts

Answer 4

Are people
The majority of the time they are related to an account
an object

Question 5

Leads

Answer 5

Someone/business that can be a potential sale or turn into an Opportunity
Type of contact that are usually involved in a business or sales process
an object
You can connect a lead and an account, by creating relationships between standard and custom object to use that data and to view

Question 6

Opportunities

Answer 6

Last phase of the deal/sales
Related to Sales Processes
Due to the various stages and dollar amounts, it helps Sales people or people in fundraising so they know where should spend their time and effort
An Object

Question 7

Cases

Answer 7

They help solve a problem or issue for customers, companies or organizations
Groups or individuals can work on this object to help customers on getting the support they need
an object

Question 8

Data Model:

Answer 8

How many objects in your Salesforce org relate to one another

Question 9

Schema Builder:

Answer 9

a visual representations that shows the relationship between various objects in your Salesforce org

Question 10

Related records/related lists:

Answer 10

Appears on a page layout, either through a Master-Detail relationship or a look-up relationship

Question 11

Records

Answer 11

(Row ↔️ specific details that are within a spreadsheet)

Opportunities are sale deals, it keeps a record/status update on what actions have taken place to close the deal

Question 12

Field

Answer 12

(Column ↕️ like categories that can be filtered), you can add custom fields as well as standard field types

Question 13

Look up Relationship:

Answer 13

Loose relationship between 2 objects (Can be deleted and the other one still exists)
Links 2 objects together, to see related items from one object to another
Used to relate one object to another object
Relationships can be a one to one, one to many, self, external, indirect or hierarchical relationship
Accounts & Contact, Accounts & Opportunities have a special type of look up relationship
If the parent record is deleted, the child record will be deleted too

Question 14

Master Detail Relationship:

Answer 14

Example: Account and Opportunity
Close knit relationship (if one is deleted, all will be deleted)
Standard objects must be on the master side of the relationship
Child object inherits the security setting from the master object
Can be between 2 custom objects
Can be 1 to 1, 1 to many or many to many type of relationship
Roll-up Summary Field is only available to this relationship
Used to count child records and post that on the parent record. Sample: want to know the total dollar amount of all opportunities and then display that on the account record related to those opportunities

Question 15

DIFFERENCE BETWEEN ROLL-UP SUMMARY FIELD & CROSS OBJECT FORMULA (depending on selection)

Answer 15

Roll Up - you count the child objects and present a value on the Parent object
Cross Object - you take a value that is displayed on the parent and displaying it on the child

Question 16

Create Fields

Answer 16

In Set up: choose an object & field > new > choose Type of Field [Field label if it is not a relationship field]>Choose a field attribute [example: is the field required?what happens if its deleted>choose page layout>save

Question 17

Edit / Customize Fields

Answer 17

Standard Fields cannot be deleted but they can be hidden from the Page layout or Renamed
Custom Fields can be added, deleted, renamed or changed to a different custom field entirely from the Page layout.
Edit the page layout(s) to remove the field or move it to a more appropriate place on the page layout
You may need different page layouts, if it should be seen sometimes but not others
Different Field Data Types: Can put on Standard & Custom Objects

Question 18

Junction Objects (Many-to-Many Relationships)

Answer 18

Junction objects act like a mediator between 2 objects
Ex: Metro Junction - Many people use Bart as transportation, but mostly everyone has a different destination and have to transfer to different stations, those transfer stations work like a junction between origin and destination
Library is another example of a junction object

Question 19

Page Layouts for Standard and Custom Objects

Answer 19

Can be assigned to profiles to control which fields, related lists and other items appear on records for different users

Question 20

Understand the implications of deleting fields

Answer 20

All of the field history data is deleted and changes are no longer tracked, when a custom field is deleted. A background process periodically runs that cleans up metadata associated with deleted custom fields
Other database objects (forms) will not be able to use the query as a source of data from the deleted field
Field values should be archived before a field is deleted, it can be restored from the recycle bin within 15 days

Question 21

Create and Assign Page Layouts

Answer 21

Page layout are assigned a record type & Profiles control record types
Page layouts control what a user with a specific profile can do & what fields or buttons are available
Users do not determine what’s on a page layout. Profiles determine what a user can do

Question 22

Create and Assign Record Types

Answer 22

Setup> Quick Find “Record” >Record Types >New> Enter: Record Type Label, Record Type name, (both name and label can be the same) Description (whats it for), Check what profiles have control over the Record type> next>Select “page layouts”
Record Types: Allow defining different picklist values, page layouts and business processes on standard or custom objects for different profiles
Can be applied to any standard or custom object
All Records can be the same, but have different expectations of what fields would be filled out. Ex. Job applications, can be for the same company but different roles that need different fields that pertain to that role
Users don’t control record types, profiles control Record Types and Page Layouts

Question 23

DO NOT USE RECORD TYPES FOR:

Answer 23

-Accounts > can use Child Objects instead
-Contacts
-Different values based on another field
-Use Dependent/Controlling Fields
Single page layout assigned per profile
-Use different Profile Page Layout Assignment

Question 24

WHEN TO USE RECORD TYPES FOR:

Answer 24

• Different values based on profile/process
• Multiple page layouts assigned per profile (many leads)
  - Record Type + Profile Page Layout Assignment

Question 25

6 questions to ask if Record Types are necessary:

Answer 25

What object are we discussing? What are the types that might need different record types? How is each type different? What fields are required or needed on the page layout for each? What picklists might need to have different values(but still use the same picklist)? Do I need to run reports on these objects together most of the time?

Question 26

Create Business Processes for Standard Objects and Custom Objects

Answer 26

-Business Processes: Can be associated with record types to define the lifecycle of leads (Sales & Support), opportunities, cases or solutions for different user profiles -In order for Sales or Support finish their deal, they need complete the Life cycle steps -Marketing, Sales & service are Objects that have business processes -Creating Business Processes: Setup> Quick Find ‘process’ -Paths: In Salesforce, they are a visual representation of a process -Creating Custom Objects: Object Mgr > create ‘Custom Object’> enter ‘Label’ & ‘Plural Label’ > enter ‘Description’> Data type: text> Select All ‘Optional Features’ > click ‘save’

Question 27

Business Hours

Answer 27

Org Access (Highest level):Can set hours for users to log in

Question 28

User Interface Settings

Answer 28

In the Setup Menu, the User interface settings are modified in the User Interface section. Setup > User Interface Section > User Interface To modify the organization’s User Interface, the User Interface set up is a list of features that can be enabled or disabled

Question 29

App Menu

Answer 29

In order to change the app’s visibility in the App launcher, the App Menu can be used to do that For all users in the organization, apps can be reordered and made visible or hidden Access to apps can be controlled through profiles or by creating a permission set for users who require access

Question 30

List View:

Answer 30

~Is a list or summary of records that meet defined criteria ~Only the first 2000 records are searched ~By using more specific terms or by changing the filters and sorting order, users can overcome this limitation ~Only object records that meet a defined set of criteria in a single view, are due to the filters that are added to display ~User’s can personalize List Views ~The fields to display and field order can be selected ~User’s can only see records displayed if they have visibility to them (own or have access) ~User’s that has visibility according to the page layout & field level security can view the fields displayed

Question 31

Kanban View:

Answer 31

~Can be set to show a graphical view of records in a list view ~Displays the records as cards in columns ~Records are separated based on record type ~Available in Lightning Experience as an alternative to the default table view ~Records displayed are based on the selected list view ~It is possible to search for records in the selected list view by using the List View search bar

Question 32

Inline Editing:

Answer 32

Record details can be edited directly from a list view

Question 33

Custom List View:

Answer 33

~create new/clone an existing list view > Select List View Sharing > Add list view filters > Select the field to display > Optionally create a list view chart > Use sharing settings to adjust visibility if required ~3 viewing options: only users that created the view. All Users including Partner & Customer Portal users. Shared with a group of users

Question 34

Global Actions

Answer 34

The global search box displays a list of auto-suggested records (autofill like Google search)

Question 35

Lightning App Builder

Answer 35

~A point & click tool that can be used to customize Lightning Apps ~By using a template, Lightning App Builder can be used to build & Configure responsive Lightning apps and custom pages for Lightning Experience and Salesforce mobile app ~Components can be added to custom Lightning pages based on user needs ~Can be used to manage Lightning app settings such as branding, navigation,options and the Lightning pages assigned to that app ~Standard, custom and 3rd party components can be added to a Lightning page ~Can customize: Lightning Apps & Pages, Visibility Rules ~By configuring component visibility filters, the visibility of a component can be set based on standard and custom user permissions ~‘Accordion’ component: Components can be grouped upto 25 collapsible sections ~Pinned region pages can be created for Console apps. As a user navigates to subtabs in a Lightning console app, a pinned region remains displayed ~Home Page is the first page and can be customized using Lightning App Builder

Question 36

Resetting User Password

Answer 36

Used for better protection or to unlock a user who has been locked out By clicking the ‘Reset Password’ button on the ‘Users’ page in Setup you can change the PW of specific users or all users You can automatically unlock the user’s account by resetting a locked-out user’s password When Users change their PW they cannot reuse their last 3 PW

Question 37

Setting an Organization's Password Policies

Answer 37

~PW Policies can be set at an Org or Profile Level ~Located in >Setup>Administer>Security Controls>PW Policies ~Profile Password Policies settings override the Organization Wide password Policies for that profile users ~Organization-Wide PW Policies automatically apply if PW Policies are not set for a profile. ~Changes to the Organization-Wide PW Policies do not affect profile-specific password policies which may be different ~To make PW more secure, PW policies can be created at both profile & organization level’s, to implement restrictions. ~Admins can configure many settings to make sure that the user’s passwords are strong, secure, updated periodically, password resets, login attempts & lockout periods

Question 38

IP Restrictions

Answer 38

~Org Access (Highest level) or Profile Level:Can set a range of trusted IP addresses in their profile settings to control where users can log into Salesforce. Attempts of logging in from any other IP address is denied ~‘Login IP Ranges’ can be clicked on the profile overview page to add login IP ranges ~The same error message that appears when the username or password is incorrect appears when a user is denied access ~By selecting an option on ‘Session Settings’ it allows to enforce login IP ranges on every request for all user profiles with IP restrictions ~Organization Level: For the entire organization, a list of trusted IP addresses can be defined ~Profile Level: For a profile, login IP address restrictions can be defined ~Salesforce first checks by PROFILE level for IP addresses BEFORE checking ORG level IP addresses

Question 39

IP Restrictions

Answer 39

~Org Access (Highest level) or Profile Level:Can set a range of trusted IP addresses in their profile settings to control where users can log into Salesforce. Attempts of logging in from any other IP address is denied ~‘Login IP Ranges’ can be clicked on the profile overview page to add login IP ranges ~The same error message that appears when the username or password is incorrect appears when a user is denied access ~By selecting an option on ‘Session Settings’ it allows to enforce login IP ranges on every request for all user profiles with IP restrictions ~Organization Level: For the entire organization, a list of trusted IP addresses can be defined ~Profile Level: For a profile, login IP address restrictions can be defined ~Salesforce first checks by PROFILE level for IP addresses BEFORE checking ORG level IP addresses

Question 40

Identity Confirmation (renamed Device Activation in Spring '21 release)

Answer 40

~Second layer of user authentication in addition to username & PW: SMS code, email verification, two-factor authenticator ~When a user logs in from an unrecognized browser or device, and is logging in from outside a trusted IP range, Device Activation (Identity Confirmation) is prompted/invoked ~Unless the browser cookies are manually/automatically cleared or the user browses in private mode, due to being based on browser cookies, users will not be asked again ~The following order is the verification done via the highest priority verification method available: Salesforce Authenticator Mobile App > U2F Security Key > One-Time Password Generator > SMS text Message > Email

Question 41

Network Settings

Answer 41

Org Access (Highest level):Without verifying their identity, users can login on specified trusted IP ranges set within the network access settings

Question 42

Login Hours

Answer 42

~Profile level: Can restrict hours for users to log in ~Days & hours can be set for users to log into the organization; they will be denied if attempted outside the allotted days/hours ~The same error message that appears when the username or password is incorrect appears when a user is denied access ~‘Clear all times’ can be clicked to allow users to log in at any time ~By setting ‘Start Time’ to 12AM and ‘End Time’ to ‘End of Day, it will prohibit users from logging in on a specific day