Section 4 SF Admin Deck

Question 1

branding > how to manage this?

Answer 1

go to themes + branding in user interface to create new theme

Question 2

Use data loader when…

Answer 2

Large data, scheduled imports, mappings need to be saved, export or delete data

Question 3

can you create a record type on an obj that does not have a bus process setup

Answer 3

depends no obj! at least 1 bus process must be setup for opp cases sol & leads before you can create a record type

Question 4

Workflow task options include

Answer 4

Task can be reused multiple times in workflow rules Task can be tracked in the activity history

Question 5

Task assignments rules

Answer 5

Can be assigned to multiple users and groups Each user will get a copy of the task with their name in the assigned field

Question 6

desktop client acess

Answer 6

perm to access desktop client (connect to office)

Question 7

task vs event

Answer 7

task is a to do event has a duration

Question 8

Parent record is deleted

Answer 8

Lookup - child record not deleted MD child record is deleted

Question 9

Considerations when using custom fin year

Answer 9

1. once enabled can’t be disabled 2. can’t use forecasting unless you have customizable forecast enabled 3. enabling of defining cust fin year impacts forecasts quotas & reports

Question 10

marketing user > manage mbrs

Answer 10

1. import new leads assoc w/ campaign 2. assoc existing contacts w/ campaign

Question 11

teams need indiv home pages how do you do this

Answer 11

lightening app builder to customize home page for diff profiles

Question 12

Security differences between lookup & MD relationship

Answer 12

Security Lookup - OWD MD - Sharing inherited from parent

Question 13

company has many branches & each branch emp needs access to data at that branch (but not other branches)

Answer 13

OWD to private for cust obj create pub group for each branch create sharing rules (customer) to share (within branch - pub group)

Question 14

company profile contains

Answer 14

unique org id # types of lic time zone locale currency primary pt of contact storage licences used space fiscal year

Question 15

Obj access is controlled

Answer 15

at profile level including per sets and visability to tabs

Question 16

Opportunities are

Answer 16

Leads that are qualified to buy

Question 17

UI settings are specified for record detail pages - what can you change

Answer 17

related lists hover inline editing collapsable sections hover details

Question 18

grp task

Answer 18

up to 200 users

Question 19

multi curren is enabled how do you ensure coverted amt doesn’t change on closed opp?

Answer 19

advanced curr mgmt

Question 20

where do you enable settings for calendars

Answer 20

user interface> setup> cutomize> user interface

Question 21

marketing user

Answer 21

standard user + can import leads for org

Question 22

what fields can you hover inline edit

Answer 22

system fields special fields read only fields calcu. fields

Question 23

restrict logins

Answer 23

specify login hours or login IP ranges on user profiles

Question 24

pub grp sharing rules

Answer 24

admin defined group of users can be used to simplify sharing

Question 25

SF for outlook

Answer 25

sync contacts events & tasks

Question 26

benefits of list views

Answer 26

saved for future use filter on specific fields print list views mass edit records in list views follow records in a list view

Question 27

system permissions

Answer 27

apply across all apps such as a record + user mgmt e.g. modify all data (api only user)

Question 28

Which feature restricts users ability to log into SF

Answer 28

Trusted IP ranges Login hours

Question 29

2 profiles require diff tabs @ top of page

Answer 29

create 2 cust apps w/ diff tabs apply one to each profile

Question 30

types of sharing rules - criteria based

Answer 30

acct contact opp case lead campaign cust obj

Question 31

per sets grant access....

Answer 31

to specific actions

Question 32

workflow email

Answer 32

eval criteria rule criteria action time trigger action

Question 33

What happens if you deactivate users

Answer 33

frees up licenses

Question 34

acct teams

Answer 34

enable this to allow users to grant additional access to accts & related records

Question 35

access sharing on subfolders

Answer 35

view editor or manager

Question 36

Look up a record on child record is required

Answer 36

Lookup - NO MD - Yes

Question 37

subfolders

Answer 37

can be organized and renamed

Question 38

standard user

Answer 38

can view edit delete & own records

Question 39

what's a record type

Answer 39

allows you to offer differ page layouts & picklist values for diff bus senarios based on profiles each obj has a master record type but YOU can create new ones

Question 40

Admin needs to collaborate as a team

Answer 40

Create a group for users Allow ability to add records to chatter group

Question 41

what user function can not be done in the SF app

Answer 41

update the role field

Question 42

Can a parent record have a rollup summary field

Answer 42

Lookup relationship \> NO Master detail \> yes up to 10

Question 43

Standard profile actions

Answer 43

Reset all user PW Assign feature lic to users Define and assign custom profiles to users

Question 44

OWD determines

Answer 44

Access to records the user doesn't own and sets base record access for page

Question 45

folder permissions

Answer 45

create edit delete \*remember OWD does not apply to folders; it has it;s own sec + access controls

Question 46

3 levels where currency appears

Answer 46

ORG \> Corp USER \> user record Record \> opp record

Question 47

users want parent field on acct lookup dialog

Answer 47

modify the acct lookup dialog in classic & acct search results in lightening

Question 48

Opportunity workspace

Answer 48

gives you at a glance insights and activity

Question 49

Can a lookup value on a child record be changed

Answer 49

Lookup - YES MD - No

Question 51

Reporting on lookup & MD relationships

Answer 51

Lookup - only child fields MD - all parent & child fields available

Question 52

where do you use criteria based sharing rules

Answer 52

contacts accts accts