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30 Cards in this Set
- Front
- Back
A record owner can share individual records with other users by using
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Share button on the record
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A record owner can share individual records with other users by using Share button on the record
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Manual Share
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The record owner; A user in a role above the owner in the hierarchy; Any user granted “Full Access” to the record; An administrator
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User that can grant access to a record
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list of records that meet the criteria you define
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Report
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Can be filtered, grouped, or displayed in a graphical chart.
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Report
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Visual display of key metrics and trends for records in your org
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Dashboard
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Dashboards for which the running user is always the logged-in user
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Dynamic Dashboards
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Determines which fields and records are available for use when creating a report
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Report Type
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Tool that allows one to easily automate business processes using a convenient graphical representation of your process as you build it
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Process Builder
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Automated Processes in the Process Builder consist of
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Criteria and Actions
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Main workspace for a process
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Canvas
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Includes conditions that are used to evaluate the record based on filter criteria
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Criteria
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Used to control the fields displays as a result of a search, lookup dialog, and recently reviewed records list
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Search Layouts
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Determines which fields are visible by user
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Page Layouts
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Determines which fields are visible by Profile
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Field Level Security
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Must be checked on the user record for users to be able to create, edit, and delete campaigns
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Marketing User Checkbox
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Maximum number of leads captured per day
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500
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Report that cannot be used to set up groups of data |
Tabular Reports |
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Made up of tasks and events
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Activities
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Scheduled Calendar Events with a Duration
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Events
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Open Tasks and Events are Tracked in this list
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Open Activities
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Closed Tasks, Past Events and Sent Emails are tracked here
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Activity History
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Task that is assigned to up to 100 users
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Group Task
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Task or event that is related to Multiple Contacts. 50 being a good starting point.
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Shared Activity
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Number of contacts that can be related to a shared task or event
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50
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Used to help schedule meetings with multiple attendees
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Cloud Scheduler
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Setting Allow Users to Relate Multiple Contacts to Tasks and Events
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Enabling Shared Activities
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Found on the home page, calendar view or activity related list on a record
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Where to find Activities
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User, Public and Resources
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Different Calendar Types
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Fields, Validation Rules, Record Types, and Page Layouts
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Object Customization Areas
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