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SF Admin 201 JS > Section 7 SF Admin Deck > Flashcards

Section 7 SF Admin Deck Flashcards

(72 cards)

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1
Q

related lists

A

displays records from a lookup or master detail on page layout

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2
Q

expected revenue is calcu by

A

amt * probability assoc w/ sales stage

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3
Q

if no opp record types are defined then sales stages….

A

picklists can NOT be selected

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4
Q

how do record types related to business processes (think the green process at the top of the page)

A

business processes can be associated with multiple record types

*business processes used to manage diff leads sales & support solutions e.g.

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5
Q

workflow rules

A

*options for eval criteria are…

created
created & edited (case created & edited)
created & edited to meet criteria (runs 1 x only)

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6
Q

queues - what is true about them

A

records can be placed manually or assigned
custom objects can be assigned to a queue
when a queue is created a list view is automatically created

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7
Q

related records

A

field on child record

links to parent record

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8
Q

look up relationship

A

loose relationship between objects
links obj together so that users can see related items from 1 to another
can be 1:1 or 1: to many
external indirect heirarcies can occur

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9
Q

sales team needs to track deal wins/losses

A

set up compeditors - so you can manage

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10
Q

admin needs to load contract records from file every day at 6 pm

A
  1. use app exchange tools such as jitterbit data laoder

2. data loader via command line interface

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11
Q

quotes can generate pdf’s?

A

yes

or emailed

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12
Q

what can be stored in folders in SF

A

reports
documents
email

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13
Q

lighting dialer being used but there nees to be a sep line to make and recieve calls

A

call bridge

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14
Q

Call notes

A

available in lightening dialer

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15
Q

sales manager needs to track performance of reps

A

lightening dialer used to monitor 1 level below

sales heir. > monitor tab on side call panel

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16
Q

assignment rules can only be set up on

A

cases and leads

  • you can not have multiple rules active at one time
  • *rule assignments run before the workflow field updates
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17
Q

sales console incluses

A 
interaction log
highlights panel
macro
subtabs
history components
record details + feeds
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18
Q

what is true about communities

A

mbrs of a community can:
participate in discussions
access the community from a mobile device

admin can customize community with branding tabs & email settings

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19
Q

how can a feature lic be assigned to a user

A

selecting checkbox on user record (marketing, knowledge e.g.)

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20
Q

most effective way to free up space ….think contracts and data storage limits

A

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

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21
Q

cloning opportunities

A

sales rep can use clone with related opp & products

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22
Q

default locale

A

display format address
format dates & times
name format

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23
Q

permissions for individual picklists are…

A

NOT controlled by profiles

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24
Q

max # dashboard components that can be added to a single dashboard

A

is 20

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25
Call bridge
allows you to make/recieve calls on lightening dialer
26
system validation includes
checking for REQUIRED fields Unique fields Data types
27
access models
public private hybrid * default access base don record ownership * *baseline w/ OWD > set default level of access users have to records they do not own
28
sales team should not access HR application; what should the admin do to help
visible checkmark should be unchecked for HR appin the sales profile sales team profile should not have object level access / field level access to objects in HR app
29
paths can be defined...
per record type max 5 key fields + guidance
30
schema builder
view data model create obj create fields relationships
31
approval processes
1. email alert 2. task 3. field update 4. outbound message
32
record ID
15 character | 18 - api
33
sales rep uses lightening dialer
rep can record all calls; you can refer them back
34
sales processes
used to define series of sales stages
35
how to edit opps directly w/o having to load each record individually
enhanced lists inline editing OR mass edit list permissions
36
what do record types offer
Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each
37
forecast types
revenue quanitity or both
38
overlay splits
does not need to = 100% | based on amt
39
data category visibility does what
restricts knowledge articles to a specific group of people
40
opp splits
team selling
41
sales rep wants to know when a high priority case is opened how do you configure this
create a workflow rule to send an email alert | for the case object the account owner can be selected as the acct recipient
42
what can not be added to reports
product schedule fields history fields age field on case and opportunities
43
call list
allows you to highlight contacts in lightening dialer
44
quote syncing notes
can't sync custom opp fields on custom quote | can sync standard fields
45
sales team works together on deals
set up team selling
46
update reminders
users w/ direct reports added email sent > periodic summary> role heir >open apps
47
master detail relationship
tight thru parent > child can be 1:1 or 1: many gets sharing settings from PARENT
48
sales rep preforming repedative tasks
use macros
49
what is true about record level security
1. roles create sharing heirarchy amoung users | 2. sharing rules can never be stricter than OWD
50
what happens when a task is deleted
all related events and tasks case comments and attachments are deleted
51
enable what specifically so that you can see social lead information in SF
enable and configure social accounts contacts and leads *twitter and youtube are enabled
52
folders
organize security for reports dashboard docs emails via grant access or hide access
53
opp > stage > type
if probability the forecast category is defined as a %
54
who can change an owner on a case
sf admin support manager current owner of a case
55
types of formula fields
``` cklist data currency data/time # txt % ```
56
data back ups
run command line interface of data loader & schedule the export
57
lightening dialer
VM 20 msg | local shows local #
58
how do you record 2 managers for an employee
use the standard manager field on the user record AND create an additional relationship heirarc manager field
59
big deal alert
alert sent if prob falls below trigger and reaches it again | this is an email alert
60
cust obj options
reports track field history allow activities allow chatter groups
61
sales rep working w/ internal team members
use opp team to collaborate
62
what do users locale settings determine
date format #format first/last name order
63
what happens when adding multiple users
users can be allocated the same or diff profiles users can be allocated diff roles users will be allocated the SAME license types
64
workflows ....what can custom fields be mapped to
other custom fields (not standard fields) you can use a flow builder to do this OR mapping a custom field to a custom field and using a workflow update to complete your transaction
65
record type
custom sales process which must be assigned
66
role heirarchy
* private or hybrid model lets you open up recrod access to managers team leaders & ops people who may have been denied access due to OWD * users in roles higher inherient special ownership privledges on all records owned by users in the roles below them
67
what do chatter free license users have access to ...
mbr profiles for any groups they belong to and files that are shared with the group *users can not access SF data or objects
68
revenue splits
total must = 100%
69
how do you limit & manage productivity
1. app setting | 2. user interface setting
70
sf knowledge
users can search and view articles w/o license | users can provide feedback using chatter feed of draft article
71
users should be able to create and edit tasks but NOT delete them
create a trigger on tasks! there is no delete task available
72
workflow
``` eval criteria trigger criteria actions time triggers additional actions ```

SF Admin 201 JS (12 decks)

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