Brainscape's Knowledge GenomeTM


Top Flashcards (Certified)
All Flashcards

SF Admin 201 JS > Section 12 SF Admin > Flashcards

Section 12 SF Admin Flashcards

(94 cards)

Start Studying
1
Q

what are the most common standard objects

A

account contract opportunity case campaign lead

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

what are report snapshots

A

lets you report on historical data

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

Roll up summary fields can be added to the …

A

parent object in a master detail relationship

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

what are the

approval process

actions an admin can choose from

A
  • *final approval actions include task, email alert, field update and outbound message
  • **does NOT include record creation or calling apex
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

Sales director wants sales rep to be able to create and see related SF records.

He also wants them to auto associate the emails from within Outlook. Emails should also be logged as email objects and not as tasks in SF. What features must be enabled or set to fulfill this?

A
  • 1 - Enable Enhanced Email
  • 2 - Enable Email to SF *Email to SF - feature auto relates emails to SF for records like contacts, leads, and opportunities
  • **Enabling enhanced email would allow the reps to associate emails to the SF records while composing them
  • ***Email app panes are used to define the layout of components in the integration side panel. A default email pane is available for use
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

how would an admin be able to see how many SF licenses are remaining

A

System overview page and Company Information page

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

trusted ip ranges define what…

A

it defines a list of ip addresses for which users can login without receiving a login challenge …it DOES NOT restrict users for IP addresses outside this range

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

custom summary formulas in reports

A

can be created for summary, matrix and joined reports

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

what objects are sales objects

A

Leads Campaigns Opportunities Orders

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

How can admin create dynamic dashboard and view the settings? (View dashboard as me, another person or dashboard viewer)

A

Run as dashboard viewer!!!

Dynamic dashboard can be run as either a specific user the user that set up the dashboard or dashboard viewer

If it is set to dashboard viewer it runs using the sec settings of the user viewing the dashboard

Each user sees the dashboard according to their own data access

In order for a Sales Manager to See Sales Rep data the role heir must be set up and grant access using hierarchies must be enabled

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

role hierarchy determines

A

record access

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

can view and EDIT all

records in the system

regardless of ownership

A

public read/write

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

how do you keep information seperate for lines of business

A

create a new record type and a new page layout

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

master detail relationships

A

child record inherits the record owner of the parent record BUT in a look up the child record can have a diff owner

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

list capabilities of SF knowledge

A
  1. users can search and view articles w/o a knowledge user license
  2. users can provide feedback using chatter on a draft article
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

what is chatter external license type

A

used to invite customers outside of the org email domain into chatter groups

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
17
Q

what modification can be made to standard fields

A

change the field label add help text they can also be removed from page layouts and hidden with field level security you can not delete them or modify the field type or the length characters

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
18
Q

manager needs to prevent future changes to a record when the status field is updated to ARCHIEVED

A

create a validation rule using PRIORVALUE function to prevent further changes *a validation rule that uses PRIORVALUE function can be used to prevent changes to a record when the value of the STATUS field on the record is updated to a specific value

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
19
Q

how many child objects can be included

in a custom report type

A

3 the primary object

and up to 3 child objects

can be included in a custom report type

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
20
Q

how can admin prevent future

changes to a record

when the status field

is updated to archieved

A
  1. use a validation rule of PRIOR VALUE function to prevent future changes when the status field is changed
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
21
Q

there are how many levels

of access provided to a user group or role

A

view

edit

manage

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
22
Q

As data vol increases what happens

A

searches take more time reports run more slowly a full sandbox refresh takes longer note records still display properly AND users login does not increase

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
23
Q

Case ownership - who can change the ownership of a case in a role hierarchy set up …

A

the support manager (above the cust support role) or the salesforce admin or the current user of the case

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
24
Q

what is a chatter free license

A

access to chatter and associated components (people groups and files) they have NO access to SF objects or data

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
25
how many response entry rules can be created
many for example, create multiple response rule entries when you have diff emails that need to go out when products are selected on a web to lead form
26
session settings does what
provides the default session TIME OUT value can be from 15 min to 24 hrs
27
describe the features of chatter
1 - topics can be selected and added to a post 2 - poll can be used within a chatter post 3 - posts can be shared to the users chatter profile, or groups that the user is a member of
28
View dashboard as... what are your options
viewer or specific user
29
types of custom picklists
local shared multiselect
30
charts can be created on
summary matrix and joined reports
31
where can an admin monitor and cancel pending time dependent workflow actions that are placed in a queue
**Setup \> Time Based Workflow**
32
Users outside of an IP range are....
unable to login to SF
33
Workflows can or can not create records except for tasks
CAN NOT
34
how many users can you create with add multiple users
10 at a time \*use DATA LOADER if more than 10 users
35
company doesn't like employees accessing SF from home
Define LOGIN IP RANGES for all PROFILES
36
in a private sharing model which records will be returned to a user in a report not owned by that user
users records and those below them in hierarchy
37
3 types of communitites
customer partner employee
38
abc has 1200 sales employees and each user needs to run a contact report for contacts owned by themselves or other users that report to them
1. create a role hierarchy 2. and run the report with MY TEAMS ACCOUNTS filter 1. \*if I run it with my teams accounts it will include records owned by the user and any users below them in the role hierarchy 2. \*\*Contacts & Accounts Report Show me: My contacts 1. My accounts My teams accounts All accounts So the manager can see the accounts...he has to run with my teams accounts filter after the role hierarchy is employed
39
changing a field type of a custom object can result in
1. data loss 2. assignment and escalation rules maybe impacted 3. any list views based on the field maybe deleted 4. restrictions on a field type exist if the field is encrypted using shield platform encryption
40
when defining a record type which can be configured for diff types of records
picklist values paths page layouts
41
company wants to send a report to all employees on a daily basis
schedule the report to be sent daily to a PUBLIC GROUP that contains all users
42
object access in a profile determines....
what objects can be seen but not which records (the Sharing Model will determine which account records the user will see)
43
how many auto response rules can be active at a time
1 - only one rule
44
what happens to existing account records if a workflow rule is added after they have been created?
* existing records are put in the workflow queue and processed if they meet the workflow criteria
45
Dashboard types
fixed or dynamic
46
folders can be shared with
users public groups or roles and subordinates
47
can view all records in the system, regardless of ownership
public read ONLY
48
Look up relationships do not support
Creating roll up summary fields
49
do look up relationships need to be marked as required on the page layout?
NOPE ....
50
chatter only also known as chatter plus
provides access to some salesforce objects in addition to chatter features it is no longer available to new customers
51
who can add values to picklists
admin only
52
what does a roll up summary field do
calculates value when rolling up # from a detail record to a parent record when there is a master detail relationship
53
what does FIELD ACCESSIBILITY page do
1 - it can be used to view and make a particular field hidden for multiple profiles 2 - standard field types can not be changed and they are not necessary
54
company wants to send a report to ALL emp on a daily basis
schedule the report to be sent daily to a PUBLIC GROUP that contains ALL USERS
55
user would be able to see only records owned by them if
the sharing model was private
56
reports and dashboards are shared using
* enhanced folder sharing a report or dashboard * can be accessed only if the user has access to the folder it is contained in
57
where to display a dashboard
can be embedded in a home tab or lightening app (setup \> edit page)
58
capabilities of a lookup relationship vs master detail
related record can have a diff owner than the parent record AND the lookup field does not need to be a required field on the page layout
59
what are the report types
standard or custom
60
Pricebooks - what can a user view - what are their access levels?
access is as follows: A - use (you can view and use the data) B - view only (you can view the price book but you cannot use it on an opportunity) C - no access (only users with the manage price books perm can access the price book for maintenance)
61
Which of the 3 can be stored and accessed in * folders * dashboards * reports * mail merge templates * entitlement templates * email templates
* dashboards * reports * email templates Note - Folders can be used to store: reports. dashboards. files email templates \*\*Mail merge templates and entitlement templates can be accessed via setup
62
example of when to use a record is created and every time it is edited
setting a trigger to email an alert every time an opp with a value greater than $75K is updated you want to use this so that any updates to the record trigger the email as long as the opportunity value doesn't go below $75K
63
standard fields cannot be deleted BUT can be
removed from the page layout hidden using field level security
64
Do profiles over ride sharing settings or the role hierarchy to grant access to records
NO - profiles do not
65
what objects are support objects
Cases Entitlements Service Contracts Knowledge
66
profiles determine
what parts of the application a user can see and the permissions on objects
67
which are features of case management
* case escalation rules * accept case button
68
what is required to use the data loader client app if the ip address has not been added to the list of trusted ip ranges
* security token * username * and pw
69
benefits of using a custom picklist are
helps maintain data quality reduces time to enter data multiple values can be entered
70
formula fields are
non editable they calculate a math output at run time
71
custom fields on lead object can/cannot be mapped to standard fields on the opp object
* CAN NOT \*but they can be mapped to CUSTOM fields
72
how can a manager help save time of a support user who needs to set resolution time frames
* Have admin set up workflow rules * and field updates to the resolution date based on acct tier * \*automate case management * \*\*set up a support process for example gold support process; *create the workflow rule to run*
73
email alerts can be sent to\_\_\_\_\_\_\_\_
1. users 2. roles 3. record owners p 4. ublic groups 5. both HTML and text based email can be sent
74
how do you create a dashboard
use source reports components filters
75
workflow rules - do they need to be deactivated before adding time dependent actions
YES \*You cannot add a new time trigger to an active rule
76
users have a
private reports folder which can not be shared where reports saved in this folder cannot be accessed by users
77
name the row level formulas
1 - summary fields 2 - picklists 3 - cond formatting 4 -report charts 5 - formatted report export 6 - report subscription
78
description field on acct object should be read only for users that are assigned specific profiles; how can you achieve this
set field level sec for users profiles or modify the page layout assigned to the profiles of users \*field level security can be set for a profile to control which fields are read-only and/or editable \*\*setting field level security \> object manager \> page layouts \> field properties = ready only or required
79
USER CAN NO LONGER view the tabs that they had access to in NAV BAR (lightening experience)
* \*user has logged into wrong instance of SF org * \*\*user has customized the nav bar of the app * \*\*\*user has used the app launcher to switch to a diff app
80
in a private sharing model if the admin needs to make some exceptions to give access to records what features can you use?
sharing rules manual sharing account teams
81
custom fields on a lead object can/can not be mapped to standard fields
* custom fields CAN NOT be mapped to standard fields.... * You need to create a flow using the flow builder * OR map the custom field on the lead object to a custom field on the opportunity object a*nd use workflow field updates*
82
if a user is assigned a profile that has read object access to accounts what records will the user be able to see
depends on the sharing model depends on the users role
83
visualforce page does what
shows custom components from an external system
84
Login IP ranges
are defined at the profile level
85
when converting a lead...what will be mapped
* contact * opportunity * account
86
users can
schedule and subscribe to receive refreshed dashboards via email
87
What can a worflow do for a custom object
update a field to a new value using a formula or update a field on the master record when a field on the detail record changes
88
what does page layout control
fields related lists buttons that appear when viewing or editing the record
89
custom reports - what field types can not be added
product schedule fields history fields the age field on cases and opportunities
90
description field on the acct object should be read only for users that are assigned to specific profiles. how do you achieve this?
1. set field level security for users profile 2. modify the page layout assigned to the 1. PROFILEs of those users 3. DO NOT ...assign a read only profile 4. DO NOT... create and assign a perm set
91
org has enabled multi currencies; what can user do
users can create opp in any active currency
92
what does the ISCHANGED function do on a validation rule
* it only checks to see if the field is changed
93
what are joined reports used for
1 - sales rep perf scorecards 2 - support cases by status w/ diff blocks for new and closed cases 3 - opp pipeline reports w/ diff blocks for diff opp status \*remember no bucket fields in joined reports
94
scheduling exports option
allows you to ONLY schedule weekly or monthly intervals

SF Admin 201 JS (12 decks)

Brainscape helps you reach your goals faster, through stronger study habits.
© 2025 Bold Learning Solutions. Terms and Conditions