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30 Cards in this Set

  • Front
  • Back
A record owner can share individual records with other users by using
Share button on the record
A record owner can share individual records with other users by using Share button on the record
Manual Share
The record owner; A user in a role above the owner in the hierarchy; Any user granted “Full Access” to the record; An administrator
User that can grant access to a record
list of records that meet the criteria you define
Report
Can be filtered, grouped, or displayed in a graphical chart.
Report
Visual display of key metrics and trends for records in your org
Dashboard
Dashboards for which the running user is always the logged-in user
Dynamic Dashboards
Determines which fields and records are available for use when creating a report
Report Type
Tool that allows one to easily automate business processes using a convenient graphical representation of your process as you build it
Process Builder
Automated Processes in the Process Builder consist of
Criteria and Actions
Main workspace for a process
Canvas
Includes conditions that are used to evaluate the record based on filter criteria
Criteria
Used to control the fields displays as a result of a search, lookup dialog, and recently reviewed records list
Search Layouts
Determines which fields are visible by user
Page Layouts
Determines which fields are visible by Profile
Field Level Security
Must be checked on the user record for users to be able to create, edit, and delete campaigns
Marketing User Checkbox
Maximum number of leads captured per day
500

Report that cannot be used to set up groups of data

Tabular Reports

Made up of tasks and events
Activities
Scheduled Calendar Events with a Duration
Events
Open Tasks and Events are Tracked in this list
Open Activities
Closed Tasks, Past Events and Sent Emails are tracked here
Activity History
Task that is assigned to up to 100 users
Group Task
Task or event that is related to Multiple Contacts. 50 being a good starting point.
Shared Activity
Number of contacts that can be related to a shared task or event
50
Used to help schedule meetings with multiple attendees
Cloud Scheduler
Setting Allow Users to Relate Multiple Contacts to Tasks and Events
Enabling Shared Activities
Found on the home page, calendar view or activity related list on a record
Where to find Activities
User, Public and Resources
Different Calendar Types
Fields, Validation Rules, Record Types, and Page Layouts
Object Customization Areas