Salesforce Admin Flashcards by Jesse Seeley

How do admins and businesses benefit from Salesforce Identity?

Convenient one-click access to all apps so users can be more productive

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What’s the difference between single sign-on (SSO) and social sign-on?

With SSO, users can access services without logging in to each one. With social sign-on, users can access a service using their social account credentials

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How do users benefit from Salesforce Identity?

They can use one username and password to access everything they need.

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What is a good reason to customize the user registration for your org or site?

To better support business processes after registration

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Which protocol allows secure data sharing between applications?

OAuth

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Which of the following is true when Salesforce acts as an identity provider to an external application?

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What can you do with Salesforce campaigns?

Keep track of the status, details, and performance of all of your marketing initiatives

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What’s one way to describe a Salesforce campaign?

A folder that helps organize marketing efforts

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What information can you see with a campaign hierarchy?

The number of responses in the hierarchy

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What is the most common number of levels in a campaign hierarchy?

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How do you create a campaign hierarchy?

Entering a campaign name in the parent campaign field on a campaign record

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What can you do with campaign record types?

Track different details for different kinds of campaigns

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Who can be added to campaigns as members?

Leads, contacts, and person accounts

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What is the best practice for defining your campaign member statuses?

Use the same set of values for all campaigns of the same type

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How many campaign member statuses can count as a member response?

As many as you need

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Where can you find the built-in campaigns reports?

In the campaigns folder on the reports tab

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What kind of information can you see with the built-in Campaign reports?

Who has responded to each campaign

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What is the Service Cloud?

An easy-to-use customer service application

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To update a customer case with a comment:

select the case from the cases tab, and share a post

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What are two key benefits of Lightning Service Setup?

Service metrics and setup flows

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To get to Lightning Service Setup:

click the gear icon then setup services

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The second stage in the setup process for Service Cloud is to:

Add channels so that your team can respond to customers

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What does Web-to-Case support?

Generating HTML to send to your web developer, Letting customers submit cases to your team from a website form, supporting case fields you choose, generating up to 5000 cases a day

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Self-Service Help Centers:

Are self-service web experiences for your customers

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What's true about duplicate records?

They can waste your reps' time

How can controlling duplicate records help admins?

Sales teams trust that you manage your CRM system with their success in mind.

Eliminating duplicate data:

Takes the guesswork out of wondering whether a prospect is already a customer. Ensures that one rep doesn't try to qualify a lead that a colleague already owns.

Standard duplicate rules are available:

If your Salesforce org was created in Spring '15 or later

Duplicate Management helps sales reps:

Know when they're creating a potential duplicate record

Matching rules work on

Accounts, contacts and leads Matching rule EX: First Name AND Last Name AND Account name Blank Fields don't equal a match

In an approval process, the parts you define are:

Submissions, authorizations, and lightning actions

True or false: there’s no reason to plan an approval process before you start creating it.

False

What does good password hygiene mean?

Using strong passwords and never reusing passwords

What is a way that password managers protect you?

Generating random passwords and collecting username and password combinations in a secure database

The key advantage to privileged access management systems is:

They automate user privilege management and account discovery

What is an example of implementing the principle of least privilege?

Granting users access to only the fewest number of systems they need to do their work

What is an example of a coding shortcut that can lead to secrets exposure?

Including credentials in your code when using open source repositories like GIT

You need a My Domain in place to do which of the following?

Work in multiple Salesforce orgs in the same browser. Set up single sign-on (SSO) with third -party identity vendors

What requests does the My Domain redirect policy affect?

Requests to your org's instances URLs, such as https://na140.lightning.force.com

What is privileged access management (PAM)?

The Strategies that the organization uses to control levels of access and permissions for administrative users

What is a typical job task for a privileged user?

Create or modify system configurations

How does implementing least privilege minimize privileged access abuse?

It ensures users only access systems and databases they need to do their work.

What describes a best practice of privileged access management?

Require multi-factor authentication (MFA) for all access points. Set all access points to least privilege and just-in-time access

How would an admin require two-factor authentication when a user logs in to a connected app?

Select "High assurance session required" in the app's session policies

What happens when an admin blocks a connected app?

All current users sessions are ended and future sessions are prevented

What happens when a connected app is uninstalled from an org?

The OAuth policies related to the app are removed but users can still access the app

How should an admin view who installed the connected app?

From the Connected App Detail page

How should an admin view who has used a connected app?

Select "User Count" from the Connected Apps OAuth Usage page. Also View OAuth Connected Apps from the user record

Which standard report type includes data from Identity Verification History, Login History, Login IP Email, User, and other objects?

User

Which login attempts appear in the Identity Verification History log?

Only login attempts with an identity verification challenge

Which example describes a use case for a custom login flow?

Collect and update user data, such as an email address, phone number, or mailing address

If a delegate makes a setup change on behalf of an end user, which information is logged in Setup Audit Trail?

The username of the delegate user and end user

Which statement accurately describes the principle of least privilege?

Users are granted the absolute minimum permission necessary to perform their job activities

What should an admin use to delete records from field history tracking?

Data Loader or any other API tool

Where should a system administrator assign a default record type for a user?

Profile

How does a custom lookup field impact record access?

There is no impact on record access

What prevents a user from creating a record with a specific record type?

The record type needs to be assigned to the user

Which method controls the records a user sees?

Scoping Rules and Restriction Rules

Custom objects A and B have a master-detail relationship where A is the parent. Which organization-wide sharing setting will B have?

Controlled by Parent

In order to create a sharing rule for the Opportunity object, which organization-wide default must be set for the object?

Private or Public Read-Only

A user is unable to view a field on a record but is able to view it in reports, search results, and list views. What is the likely cause?

The field was hidden from the page layout

Which permission allows users to create list views?

Create and Customize List Views And Read access for the record type included in the list

A child object has a broken permission dependency with the Modify All or View All permissions. Which permission is automatically enabled for the parent object?

View All

What is true about the Expire All Passwords action?

Passwords are expired for all users except those with the Password Never Expires permission

What is one way an admin could allow users to log in to external service providers with their Salesforce credentials?

Enable the org as a SAML identity provider and integrate with the service provider

What is the first step an admin should take if a user has not received a device activation verification code?

Check Identity Verification history to see where the verification code is being sent

What tools can be used to monitor user authentication and history?

Which Salesforce tool should an admin use to monitor critical permission assignments, active sharing rules, and unassigned custom profiles in one place?

Salesforce Optimizer

Where should an admin review and take action on release-specific security changes that may impact your org?

Release Updates in Setup

Which of the following impacts a user’s ability to view or edit a report?

The folder it's stored in.

Which describes a best practice for creating roles in a Salesforce org?

Users should be grouped in roles based on access requirements

How should an admin prevent manual sharing for records in a specific object?

Remove the sharing buttom for the object from the page layout

For which standard object can records be imported with the Data Import Wizard?

Leads

Which of the following cannot be added to a compact layout?

Multi-select picklist

Which of the following can be controlled at the profile level but not in a permission set?

Page Layout assignments

Which feature is used to grant report folder access?

Public Groups

How should an admin create a group for multiple categories within a report?

By using report buckets

What is a function of a custom summary formula field?

Formulas treat blank (null) report cells as zero values.

Where should access to Accounts be managed for anyone in the org?

Manual sharing rules

Where is access provided to create and customize list views?

Profiles and permission sets

How should automatic exceptions to organization-wide defaults be granted?

Sharing rules

What is the maximum number of components that can be added to a single dashboard?

When can you not deactivate a user?

If the user is the only user of a workflow email.

What IP addresses users can login from

Trusted IP Ranges

What IP addresses users don't have to dual authenticate from