Section 10 Admin Deck

Question 1

PW restriction settings

Answer 1

pw question requirement can be set to none or cannot contain a pw obscure secret answer can be set for pw resets pw complexity requirement - allows enforcing a certain combination of characters required for pw

Question 2

users of an org can only see campaign mbrs whose lead or contact records they have access to in SF mrking director would like them to access campaign records only if they have access to the related campaign also users belong to certain pub groups require access to all campaign members regardless of the default access

Answer 2

1. set owd sharing setting for campaign member object to controlled by campaigns (it will be used to allow users to only be able to see campaign members if they have access to the campaign associated with them) 2. since the campaign member object would inherit the sharing rules form the campaign object, a campaign sharing rule can be created to give the public group access to all the campaigns (which would automatically give access to the related campaign member records )

Question 3

everyone should be able to see

ALL opportunities

but only managers

should be able to see the opp value

Answer 3

• set OWD for opps to public read
• set field level security for opp value to visible for users w/ manager profile

Question 4

MFA - multi factor authentication

Answer 4

increases an orgs security by requiring a 2nd level of auth for every user login it can be service or policy based users provide the 2nd factor by installing a mobile auth app such as the salesforce authenticator app they can also use a U2F security key

Question 5

PW restrict settings

Answer 5

Min length - 5 to 50 characters Requires a minimum 1 day pw lifetime Enforce pw history - limits the number of previous PW that can be reused

Question 6

what is sf login forensics

Answer 6

allows SF admin to monitor login behavior & keep a SF org secure; login forensics provides critical login information

Question 7

When is identity confirmation triggered

Answer 7

it is invoked when user logs in from unrecognized browser or device and is logging in from outside a trusted IP range

Question 8

everyone should see all opps BUT only managers should be able to see the OPP value

Answer 8

1. Set OWD for opps to public read 2. Set the field level security for Opp value to visible only for users with with the manager profile

Question 9

folders control access to

Answer 9

reports dashboards documents email templates OWD do not apply to folders instead they have their own security and access control folders access can range from private to OWD

Question 10

Name 4 summary report features

Answer 10

1. data in a sum report contains group records and subtotals
2. up to 3 levels of grouping can be defined in a sum report
3. charts can be created in summary reports
4. summary reports can be used as the source for dashboard components

Question 11

users are assigned to a profile which outlines

Answer 11

which objects they can access and ACTIONs that can be preformed on the objects obj permissions can be set at the profile level and include NO ACCESS READ CREATE EDIT DELETE and VIEW ALL/ MODIFY ALL

Question 12

identity confirmation highest priority verification order

Answer 12

1. SF authenticator mobile app 2. UF security key 3. One time pw generator 4. SMS text message 5. email

Question 13

users should have the ability to import leads; they have diff profiles depending on the dept they are in

Answer 13

due to having diff profiles; admin should create a perm set with the perm “import leads” and assign to appropriate users

Question 14

is stacked summaries option available in matrix reports

Answer 14

yes it is available and enabled by default

Question 15

admin is testing a new app select users are helping test the app

Answer 15

during the testing use a perm set to add access to the app

Question 16

Profiles also determine

Answer 16

app and tabs access IP restrictions various permissions page layouts

Question 17

stored browser cookies

Answer 17

must be clear cookies

Question 18

Org would like marketing dept to see only the details of campaign mbrs whose contract or lead records they have access to

Answer 18

Set the OWD for campaign member object to controlled by lead or contract it would allow all users to see only the campaign member whose contract or lead records they have access to in SF

Question 19

how can folder access be controlled

Answer 19

folders can be private or shared

Question 20

describe joined report features

Answer 20

joined reports are used for analyzing SF data across multiple report types or getting multiple simultaneous views of an object joined report run page can be used to add a chart edit filters add the report to a dashboard and sort columns and groups joined report can consist of up to 5 blocks each block of data returns 2,000 records joined report can return up to 10,000 records filter panel displays filters by block

Question 21

bucket fields in reports features

Answer 21

ranges # % $ picklists and text bucket fields are used for grouping and filtering and categorizing report values based on defined criteria there can be up to 5 bucket fields and 20 buckets for each field in a report buckets can be created in JOINED reports

Question 22

when to use a joined report

Answer 22

sales rep pref scorecards support cases by status with diff columns for new and closed cases opp pipeline report with columns for diff opp statuses

Question 23

IP restrictions can be set at

Answer 23

profile and org level

Question 24

Org level trusted ip ranges

Answer 24

users ip address if outside of the trusted ip range then the verification/login challenge is sent if inside the trusted ip range then the user is allowed to login in without verifying the identity

Question 25

sales team teams should not see others opps managers need to see everyone on team finance and comp president should have access to all opps

Answer 25

set OWD for opps to PRIVATE establish a role heirarchy have sales at the bottom with managers in a role above them put finance above managers president above all roles

Question 26

enable login forensics

Answer 26

set up\> event manager \> login event \> enable streaming

Question 27

Profile types

Answer 27

Standard \> app settings + system settings (data visibility) Types include: Standard, Read Only, Minimum Access/Read Only, Marketing User, Solution Mgr, Contract Mgr, System Admin Custom \> not available in Contract Manager and Group Editions \*create this custom by CLONING a standard profile

Question 28

highlighted features of joined reports

Answer 28

create a cross block formula sort block order (filter order)

Question 29

users share record by record when needed help with contract renegotiations

Answer 29

set OWD to private for contracts put a share button on the contract page layout and show users how to manually share records

Question 30

finance manager needs access to all opps; opps are NOT included in the finance profile ....

Answer 30

grant access to opps through a permission set it doesn't make sense to create a profile for one user perm sets can be used to grant access to objects and fields

Question 31

CTO would like to restrict the ability to create and customize reports to a group of users

Answer 31

create a custom profile clone existing standard profile where the reports permissions should be removed in addition a permission set must be created to extend the create and customize reports for the selected group

Question 32

security health check

Answer 32

a summary score is calculated by using a formula and shows how an org measures up against a sec BL such as the SF baseline standard; up to 5 custom BL can be uploaded and used instead

Question 33

group of sales users require access to SF + activities + all of chatter and a few of these users should be able to view records of a custom object BUT not able to access the records or any other object

Answer 33

sales users - assign to min access SF which is the leas privildege profile a perm set can be assigned to the users who just need to view the records of the custom object

Question 34

subfolders have how many hierarchy

Answer 34

3 level in a subfolder user folder level 1 - subfolder level 2 - subfolder level 3 - subfolder

Question 35

report builder tools included in SF

Answer 35

bucket fields summary fields row level formulas summary formulas count unique report filters conditional highlighting report charts

Question 36

users work comped and do not want to let outer users see the info of the contact

Answer 36

set OWD for contacts to private

Question 37

Admin can change the PW of specific users by clicking on the reset pw button on the users page in set up

Answer 37

TRUE when it is reset the user receives an email that contains a link and instructions also resetting a locked out pw automatically unlocks the users acct

Question 38

SF org access checks include

Answer 38

Login creds entered \> is login time outside of hours for login on profile? is users IP range defined for profile? is users IP outside of trusted range for defined org?

Question 39

Delegated authentication

Answer 39

allows the usage of a preferred auth provider uses a stronger form of user auth; makes login page private and accessible only behind a corp firewall

Question 40

Record access concept in SF

Answer 40

Object \> most restrictive OWS \> Sharing Rules \> Manual sharing \> least restrictive

Question 41

user perm needed to manage folders in SF

Answer 41

different perm needed to manage folders manage public docs manage public templates manage public reports manage dashboards and view all data

Question 42

sharing options include

Answer 42

list views or queues list views can be shared with: all users, roles, public groups, roles &subordinates, territories, territories + subordinates queues can be shared with same as above w/ exception that all users is just users (meaning specific users)

Question 43

matrix report features include....

Answer 43

1 - data is summarized or grouped by rows & columns 2 - 2 levels of summarization are available 3 - matrix reports are useful for comparing related totals and analyzing large amts of data 4 - matrix reports can be used as the source for a dashboard component 5 - charts can be created w/ matrix reports

Question 44

Bucket examples

Answer 44

Revenue ranges = low revenue, medium revenue, high revenue

Question 45

joined report does not support

Answer 45

bucket fields cross filters rows to display filters conditional highlighting reporting snapshots reporting subscriptions

Question 46

Federated authentication

Answer 46

allows unrelated web services to share authentication data it is auto enabled for an org

Question 47

lockout attempts & lockout periods

Answer 47

of invalid login attempts can be specified to no limit, 3 5 or 10 it is possible to specify how long a user is locked out; it can be set to 15, 30, 60 min or forever (reset by an admin)

Question 48

what is security health check

Answer 48

session settings pw policies certificate & key mgmt file upload & download sec settings

Question 49

what file types can be previewed in salesforce crm content

Answer 49

PPT Word XLS PDF \*NO TIFF or ZIP files

Question 51

3 features of case management are

Answer 51

email to case web to case case teams \*MACROS - are part of the service console features \*\*Phone to case is NOT supported

Question 52

worklow is being used to automate ordering what are the types of actions an admin can use with workflow

Answer 52

field update task creation email alert outbound message

Question 53

what are search layouts used for

Answer 53

to control the fields displayed * in search results * in the recently viewed accounts list * fields displayed in lookup dialog \*Search layout can not be used to control the fields that are searched for keyword matches \*\*only which fields are displayed

Question 54

an org has muti currenancy enabled what can cause a record in an import file to fail

Answer 54

1. a required field is missing 2. record fails system validation rules 3. record fails custom validation rules

Question 55

private sharing model how can users at the same level of the role hierarchy have accss to each others data

Answer 55

**_sharing rules_** can be added to grant access

Question 56

using the SF app how can a SF admin manage users

Answer 56

1. deactivate users 2. reset passworrds 3. unlock users 4. freeze users 5. edit user details 6. reset user permissions

Question 57

in a private sharing model will a manager be able to edit account records owned by a user below them in the role heirachy

Answer 57

yes if access is granted by default to users in a higher role for standard objects **remember -** grant access using hierachies is always checked for standarrd objects such as account and can not be changed

Question 58

what do data categories do

Answer 58

allows knowledge searches can be used to organize search filter and control access to knowledge articles

Question 59

if the user name was entered incorrectly on mydomain .....

Answer 59

it would not be listed in the login history since SF would not be able to find the incorrect username in the org

Question 60

where can tasks be created in _lightning experience_

Answer 60

* tasks tab * record pages * global actions menu

Question 61

cosmic innovation migrated to lightening and the sf admin enabled einstein activity capture sales user has created a task related to a contact record where can this task be viewed

Answer 61

* in activity timeline of the acct record related to the contact * in the activity timeline of the contact record * in my tasks list of the user assigned to the task \*Note if Einstein is enabled the activity timeline is required \*\*if the task is created on the contact record then the above is true (top 3 bullets)

Question 62

when do you use an escalation rule

Answer 62

to automatically esclate a case when it meets criteria rule entries can include actions and can send email notification to case owner + recipients

Question 63

list the basic steps when setting up new cusom fields

Answer 63

1. select field type 2. enter the field details such as label, length, help txt 3. select field level security for each profile 4. select which page layouts to add the field to

Question 64

what report format can not be used when creating reports with field groupings

Answer 64

Tabular can not be used to set up groups of data \*summary report groups data by rows \*matrix groups data by rows and columns \*joined report blocks are formatted as summary reports

Question 65

can standard profiles be modified

Answer 65

NOPE permission sets can be used to provide additional perm to users

Question 66

how can users be given the ability to make case feed items visible to external usaers

Answer 66

admin must enable 1. edit posts on records/own 2. edit my own posts

Question 67

where can SF admin find info on a users login attempt

Answer 67

* login hist page * user detail section on a user record * login history related list on a user record

Question 68

what is true about deleting fields

Answer 68

1. hard deletion of deleted custom fields can be accelerated to free up custom field allocation 2. after a field is deleted it can be undeleted within 15 days before it is deleted perm

Question 69

you want to archieve old inactive contact records how do you do this efficiently

Answer 69

use data loader or create a report to export the data then use data loader to delete the data

Question 70

what does email to salesforce do

Answer 70

feature auto associates emails to SF records like contacts leads and opportunities

Question 71

what does enhanced email do?

Answer 71

* allows reps to associate emails to relevant SF records while composing them * emails are associated as TASKS if this is not enabled

Question 72

does salesforce have an advanced outlook sync feature

Answer 72

NO it does not

Question 73

email app panes are used to....

Answer 73

# define the layout of define the layout of components in the integration side panel

Question 74

when would you use a summary report

Answer 74

grouping opportunties by sales stage

Question 75

how do you change the language that the user interface is displayed in

Answer 75

* change the language setting for the user * advise the user to change the language setting in the users personal information