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34 Cards in this Set

  • Front
  • Back
Assign limited admin privileges to users in your org who aren’t administrators
Delegated Adminstration
3 objects exposed as read only in Force.com sites
Products, Pricebooks, and Ideas
Must be enabled to use Territory Management
Customizable Forecasting
Use this permission to allow a user to be an administrator of the territory hierarchy
“Manage Territories” permission
Only control the visibility of fields on detail and edit pages
Page Layouts
Specify the default level of access users have to each others’ records. First step in record level security
Organization Wide Settings.
Six standard Salesforce Profiles
Sales, Support, Solution, Marketing, Contracting, Read
T/F You can’t change the user license in a cloned permission set
True
Consists of a set of users. Can contain individual users, other groups, or the users in a particular role or territory
Group
Account sharing system that grants access to accounts based on the characteristics of the accounts
Territory Management
Flexible collection of accounts and users where the users have at least read access to the accounts, regardless of who owns the account
Territory
Create copies of your Salesforce org in separate environments. Use them for development, testing, and training, without compromising the data and applications in your production org
Sandbox
Intended for coding and testing in an isolated environment.Include a copy of your production org’s configuration (metadata)
Developer Sandbox
Sandboxes intended to be used for quality assurance tasks such as user acceptance testing, integration testing, and training
Partial Copy Sandbox
Intended as testing environments. Support performance testing, load testing, and staging. These environments are a replica of your production org, including all data—for example, object records and attachments—and metadata
Full Sandbox
Automatically move accounts and their associated opportunities and cases into territories based on any standard or custom account field
Assignment Rules
These objects have territory fields
Accounts, Opportunities, and Users
Can be associated with multiple territories
Accounts and Users
Can be associated with only one territory
Opportunities
Can convert a master-detail relationship to a lookup relationship as long as no _________ fields exist on the master object
Roll-up summary
You can convert a lookup relationship to a master-detail relationship, but only if the ______ field in all records contains a value
Lookup
Only these relationship are available for external objects
Lookup
Indirect lookup relationship fields can be created on _____ objects only
external
Allow data from the two related objects to be joined in one report.
Lookup Relationship
Allow data from three objects to be joined in one report: the master object, the detail object, plus one other lookup object. If the detail object has multiple lookup relationships, a separate report type is available based on each lookup
Master Detail Relationship
Provide two standard report types that join the master objects and the junction object
Many to Many Relationships
A group of tabs that works as a unit to provide application functionality
Application
Control which tabs you can see or hide, as well as which apps are available to you
Profiles
Closely links objects together such that the master record controls certain behaviors of the detail and subdetail record
Master Detail
Links two objects together. Similar to master-detail relationships, except they do not support sharing or roll-up summary fields
Lookup Relationships
Relationship links a child standard, custom, or external object to a parent external object.
External Lookup
Relationship links a child external object to a parent standard or custom object
Indirect Relationship
A special lookup relationship available for only the user object
Hierarchial
Lets you automate business processes by building flows and distributing them to the right users or systems.
Visual Workflow