Brainscape's Knowledge GenomeTM


Top Flashcards (Certified)
All Flashcards

SF Admin 201 JS > Section 3 SF Admin Deck > Flashcards

Section 3 SF Admin Deck Flashcards

(63 cards)

Start Studying
1
Q

Opportunity insights

A

Lasted news > up to date articles

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

Sales team wants to see opps sorted by stage

A

use kanban view

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

Sales teams handles hundreds of opps

A

Set up sales console opp view in multiple tabs

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

Sales team needs specific steps

A

Set up a path

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

Exec team needs to be notified of deals over $1

A

Set up big deal alert

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

Sales managers need to review open opps daily

A

Satup update reminders

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

What is true regarding web to lead

A
  1. data enter in web form is validated before its sent to SF 2. default lead creator for web gen leads can be specified
  2. standard and custom fields which need to be captured online can be selected
  3. assignment rules can be used
  4. if assign rules are NOT used or can’t locate the owner of the lead it will be assigned to the default lead creator 6. max # of leads per day 50-0 (using recapta) to reduce spam
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

Web to lead form - what happens when creating multiple response rule entries?

A
  1. only 1 auto resp can be active at one time
  2. there can be multiple response rule entries w/ diff criteria
  3. rules are processed in order
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

How to manually share a record?

A
  1. must be owner of record
  2. or above owner in hierarchy
  3. user must have full access aka administrator
  4. if you manually share a record you either get
    a. read/write or b. read only
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

4 levels of control

A

ORG Sec Control –login hours and IP restrictions
Objects — permissions + perm sets
Object Record — OWD, Roles, Sharing Teams
Field on Record — field level security

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

Obj permissions are

A

Obj Access - create read edit delete

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

Profiles determine

A

which obj you can access and what actions they can take

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

Profile Tabs what if they are hidden?

A

If the are OFF they are hidden

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

Profiles house

A

tabs + apps

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

Org Sec Controls are….

A

PW Policies such as PW resets, login attemps
Identity confirmation
IP restrictions (profile level)
Network Settings

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

User Auth

A

SSo

2FA

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

How are relationships between obj represented on a record page in the user interface

A

Lookups
Related lists
Example: Search Accounts
Relationships between objects can be seen via related lists on record page

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

Org level security

A 
Platform policies 
2FA
Trusted IP ranges
Identity confirmation
PW for all users
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
19
Q

Chatter free access gives you

A

files shared to groups

mbr profiles for any groups they belong to

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

Reports

A

1 grouping = summary

2 groupings = matrix

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
21
Q

Org settings controlled from profile

A

TAB
OBJ PERMISSIONS & FIELD USER
Record types & page layout assignments

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

Audit features

A

setup audit trail
login history
field history tracking

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

Who uses a debug log

A

Developers

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

Possibilities w/ workflow tasks

A

Tasks can be reused in multiple wf rules

Tasks can be tracked in activity history

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
25
When would an admin consider introducing a new record type for cases
when multiple page layouts are required | when diff picklist values are required
26
Customization for standard fields
1. edit picklist values 2. rename field labels- user interface 3. remove non-required standard fields from page layout
27
Assignment rules
assign record ownership to indiv or queues based on criteria set in assignment rule
28
Rules can apply to
Leads or Cases
29
Standard fields that can be modified include
1. field level sec 3, field label 3. help text 4. picklist values
30
Standard validation allows you
to mark fields as universally required or unique
31
Custom validation
Create rules using own criteria to prevent users from saving invalid data
32
History tracking how to set up
Set history tracking > select fields to track > add page layout
33
Formula size for validations
4K max
34
Case mgmt
case escalation or accept case
35
Content mgmt
files to library | must add mbrs or no one will see your content
36
accounts
companies you do business with
37
contacts
people who work at an acct
38
leads
potential prospects
39
opportunities
qualified leads that you have converted
40
when you create a lead you....
create the account and contact with opportunity
41
opportunity workspace
gives you an at a glance insights and activity with a PATH
42
related cases
link parent case field | related case list > add to page layout
43
case feed
chatter feed, feed actions & comments in feed
44
case milestones
time dependent steps
45
SF knowledge
``` article creation autos suggestions send articles share URL knowledge search ```
46
knowlege component
allow users to access knowledge base in SF | agents can attach knowledge to cases
47
case collaboration
allows support agents to commun effectively
48
Support processes
define stages of cases
49
Key fields in case process
Case status
50
Case record import fields are
``` case # case type case reason case priority auto # values values > reason level of urgency ```
51
Import fields for case
include case origin case status internal comments > related items
52
Storage
Data (records) | File (crm content, articles etc)
53
Duplicate Rules
``` will not run if records are created w/ quick create or via commun self registration restored w/ un delete added w/ lightening sync manually merged ```
54
case activation rules
triggers activation rule entries
55
list views
let you see records important to you & | filters allow you to create customized lists
56
a pinned list view is the
default list view for that object
57
kanban view
organizes records into columns
58
reports
are a list of records that meet criteria you define
59
reports do more than lists
use complex filter logic summarize and group data preform calculations create more sophisticated views of your data using dashboards
60
report types
standard > fields can't be hidden from report type AND custom > primary obj + 3 related obj & fields need to be added to page layout > fields CAN be hidden
61
joined reports
multiple data types 5 blocks 2000 records
62
formula fields
are read only can reference fields on same obj can not reference currency codes long text or multisearch picklists are not searchable or available for lead conversion or data export
63
page layout controls
``` fields sections related lists buttons that appear when users view or edit a record ```

SF Admin 201 JS (12 decks)

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