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SF Admin 201 JS > Section 8 SF Admin Deck > Flashcards

Section 8 SF Admin Deck Flashcards

(83 cards)

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1
Q

field level security

A

enforced by UA + API

determines which fields are hidden read only & read write for a profile

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2
Q

baseline for what users can see

A

OWD

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3
Q

picklists - what are global sets

A

values are set globally and can be used

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4
Q

picklists

A

if a value is imported into a picklist that doesn’t exist and the picklist is NOT restricted the value WILL be added

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5
Q

picklist value is deactivated…

A

this will not impact existing users

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6
Q

restricted picklist means

A

only the values defined can be used

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7
Q

picklist types

A

dependent filtered by values in another list
controlling drives the filters
dependent field values filtered by values selected in the controlling field

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8
Q

to troubleshoot users

A

use login history

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9
Q

object permissions control

A 
kinds of records users can view 
create 
edit 
or 
delete
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10
Q

sharing rules

A

allow users to see/edit data they don’t own in a private set up

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11
Q

enable chatter

A

chatter 5000 free licenses come w/ app

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12
Q

standard profiles are

A 
read only
standard user
marketing user
contract manager
system admin
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13
Q

how do you create a new profile

A

clone a standard one

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14
Q

Steps for config SF for outlook

A

enable sync direction & conflict behavior

assign users and profiles to a config

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15
Q

whats avail in the rpt blder interface prior to running the report

A

save

show/hide details

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16
Q

functions avail w/ standard fields

A

add/rename non required fields from page layout
change field labels
add help text to certain fields

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17
Q

who can gain access to folders

A

roles
roles + subordinates
user groups

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18
Q

email activation feature requires

A

users enter an activation code before logging onto a new computer

this can not be disabled

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19
Q

when lead fails to be created thru web to lead due to a validation rule error the messages that get sent to…

A

default lead creator

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20
Q

custom field is made read only from field level sec and required from page layout the filed will be

A

read only for the user

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21
Q

when scheduling weekly data export you can include

A

specific obj data
organizational attachments
all of the data for the org
replace carriage returns with spaces

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22
Q

chatter feed tracking is enabled for dashboards

A

you can….
follow fields and links for dashboard
follow posts and comments for dashboards

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23
Q

what can an admin customize for serv cloud

A

record opens as a primary tab or subtab
fields displayed in highlights panel
obj displayed in navigation tab

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24
Q

1 to many relationships between

A

standard objects
accts to contacts
1 acct can have many contacts
Pfizer each BU has a contact

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25
pages available in lightening app builder are
app page home page record page embedded serv page
26
opp workspace includes
``` highlight panel path composer activity timeline quick view ```
27
home page whys
``` monitor perf to goal get insights on key accts diff homepages per profile get insights w/ news focus on top selling deals see today's tasks ```
28
sales quotes
opp product | multiple prod quotes can be assigned to opp
29
orders
status category | draft > activates
30
reductions
multiple reduction orders | can be applied to more than 1 order
31
contracts
define terms w/ order acct or opp
32
lead automation tools
``` lead process lead queue duplicate leads lead tools lead conversion lead assignment tools lead auto resp rules web to lead linked in lead gen ```
33
lead source
web phone cold calls
34
profiles
controls which fields related lists & other items appear
35
record type
defines diff picklist values page layouts and bus processes on standard or cust obj
36
bus processes
are record types | can be assoc to define lifecycles of leads opps cases or solutions
37
path
lifecycle for obj
38
is user able to edit records they own
depends if they have read access
39
hr team unable to locate a tab in the app
check obj perm applied to HR check if candidate custom tab was added to recruitment app check if candidate cust tab is visible for HR team user profile how to...create tab name > select the object > choose user profiles with tab availability > choose apps for custom tab
40
what field types can not be added to a cust report
product schedule fields history fields age field on cases & opportunities
41
users asked parent acct field to be displayed in acct lookup dialog ...so what do you do
modify acct lookup dialog in classic and in lightening use acct search
42
improve focus of the team and prevent data entry errors
use pinned lists | use diff brand images
43
process builder actions....when do you need to use it
``` send survey invite submit for approval update record post to chatter e.g. welcome emails watch out for infinite loops actions are executed in order ```
44
lightening process builder
if/then | can not send outbound messages
45
process builder order
create the record submit for approval launch the flow
46
workflow
yes it can send outbound message
47
add a new member to chatter
use either a workflow or process builder
48
activities tab needed
ask developer look for app exchange app advise user to acess calendar or activity timeline
49
formula fields
are non editable & calculate outputs at run time roll up summary fields can't be used only used when rolling up values from detail records
50
features of case mgmt
accept case | case esclation
51
auditing
login history setup audit trail field hist tracking
52
standard fields...you can modify
field level sec field label helptext picklist value
53
deleting a field deletes the data y/n
yes | you have 15 days to undelete
54
diff between a standard and custom validation
standard > mark certain fields as universally required custom validation > allows you to create validation rules using your own bus spec criteria to prevent users from saving invalid data in fields
55
whats diff between profile and role
profile = what users can do w/ records role = indiv records users can have access to
56
why sharing rules
to grant add access to records to grps of users
57
why build pub grp
simplify creation of sharing rules
58
who can manually share records
record owners managers above them and admins
59
final approval actions include
``` task email alert field update and outbound message ``` *final approval DO NOT include apex OR record creation
60
Price books, you don't want another team to see your data so you are going to set access to...
sharing settings are USE view only no access *use means that any user can view and add price books to an opportunity! **No Access means you can't see or add a price book to an opportunity!
61
lightening tables can add up to how many groups
2 groups | which will cause it to display a subtotal row in the table
62
dashboard types are
fixed or dynamic
63
limit of how many dynamic dashboards
5 dynamic for enterprise edition 10 for unimited *dynamic = data display adapts to user
64
can dynamic dashboards be scheduled to refresh automatically
NO - manual only
65
dashboard subscription - is it available on dynamic dashboarboards
NO - disabled or not supported
66
fixed dashboard
view dashboard as a specific user; everyone will see data based the access level of this user
67
dashboard subscription & scheduling
users can schedule and subscribe to recieve refreshed dashboard data via email
68
dashboard subscriber types
user group role
69
user perm for dashboards
subscribe to dashboards create and customize dashboards (create edit delete in personal folders) manage dashboards in public folders
70
data storage
data files (attachments, files, content, chatter files, doc tabs, knowledge article files e.g.) storage limits are based on the org limits w/ additional allocated on a per user basis
71
salesforce record id
15 chara | 18 api charac (truncate the last 3 digits to convert to a 15 character)
72
sales allows for the mass and indiv transfer of
``` accounts leads custom obj approval requests opp teams update addresses mass deletion of records ```
73
defining external id
case sensitive or case INsensitive | you must define it
74
mass transfer record
used to transfer multiple records from one user to another within SF
75
user perm
must be the record owner or user above the role in the heir
76
mass transfer also covers
accounts - notes contacts opps and open activities owned by the current owner will be transferred to the new owner leads - all open activities owned by the current owner will be transferred to the new owner custom objects - no related records are transferred
77
what is the process for mass transfer approval requests
pending approval requests assigned to one user can be transferred to another (either thru an approval process or a new user can be assigned) step 1 find records step 2 mass remove step 3 mass transfer
78
mass reassign opp teams
``` mass team reassign wizard has options to add remove replace/change roles mbrs of an opp team ```
79
transfer individual records
indiv records can be transferred to other users user perm obj perm queue as owner notification
80
can you change a record owner on a mobile device
YES - use the change owner button at the top of the app
81
mass transfer tool alternative is....
mass transfer records DOES NOT support all standard objects like cases or opportunities data loader or data import wizard can be used to support exporting data modifying import data importing data - updated records use update command in the operation
82
mass deleting records
``` accts activities cases contacts leads solutions products reports can all be mass deleted *note related records is also deleted **filters can be used to search for records to delete ***perm deletion - bypassing the recycle bin - yep you can do that! ``` and remember your related records to the object will be deleted during a mass delete ....
83
instead of mass delete what tool can you use
data loader - its a native alternative

SF Admin 201 JS (12 decks)

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