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33 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
Allows Individual Records or Multiple Records Selected in a List View to be edited
Inline editing
1. Map Custom Lead Fields to Account, Contact Opportunity 2. Use rules to assign leads to queues or users
Web to Lead Capabilities
Can be added to grant access to users at the same level
Sharing Rule
Using Master Detail Links Between Objects
How Relationships between Objects Are Shown in the UI

Determines which object records the user will see

Sharing Model

Determine what parts of the application a user can see and the permissions on an object
Profiles
Determine data access
Role Hierarchy

Sorted list of activities related to a person or record

Feed

Controls if groups will be archived if there is no activity for 90 days
Allow Group Archiving
Controls if Records can be associated with Chatter Groups
Allow Records in Groups
Controls if a user can receive and confirm an approval via Chatter
Allowing Approvals
Controls if users can invite people outside of your company to join a private group
Allow Customer Invitations
only the members, the system administrator and users with ‘View All Data’ can see and add posts to the feed
Private Chatter Group
Do not appear in search results and non members cannot visit the group detail page
Unlisted Groups

Chatter area where all activity is displayed, members can be added, email settings update, and group files displayed

Group Feed

Allows actions to be defined that can be taken directly from a chatter feed
Chatter Publisher Actions
Standard Chatter Publisher Actions
Post,File,Link,and Poll
Sorted list of activities related to a record or user
Chatter Feed
Allow people to collaborate, can be private, public or unlisted
Chatter Groups
Allow real time chat between users that follow each other
Chatter Messenger
Feed on selected standard and custom objects
Feed Tracking
Records returned are only those where the primary object has at least one related object record
Primary object with related object
Records returned are those where the primary object may or may not have a related object record.
Primary object with or without related object
Can have up to four related objects, and each can have the “with” or “with or without” distinction.
Primary object with or without related object
Filter a report by the child object using WITH or WITHOUT conditions. Add subfilters to further filter by fields on the child object
Cross Filter