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33 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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Allows Individual Records or Multiple Records Selected in a List View to be edited
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Inline editing
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1. Map Custom Lead Fields to Account, Contact Opportunity 2. Use rules to assign leads to queues or users
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Web to Lead Capabilities
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Can be added to grant access to users at the same level
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Sharing Rule
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Using Master Detail Links Between Objects
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How Relationships between Objects Are Shown in the UI
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Determines which object records the user will see |
Sharing Model |
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Determine what parts of the application a user can see and the permissions on an object
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Profiles
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Determine data access
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Role Hierarchy
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Sorted list of activities related to a person or record |
Feed |
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Controls if groups will be archived if there is no activity for 90 days
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Allow Group Archiving
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Controls if Records can be associated with Chatter Groups
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Allow Records in Groups
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Controls if a user can receive and confirm an approval via Chatter
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Allowing Approvals
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Controls if users can invite people outside of your company to join a private group
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Allow Customer Invitations
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only the members, the system administrator and users with ‘View All Data’ can see and add posts to the feed
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Private Chatter Group
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Do not appear in search results and non members cannot visit the group detail page
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Unlisted Groups
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Chatter area where all activity is displayed, members can be added, email settings update, and group files displayed |
Group Feed |
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Allows actions to be defined that can be taken directly from a chatter feed
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Chatter Publisher Actions
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Standard Chatter Publisher Actions
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Post,File,Link,and Poll
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Sorted list of activities related to a record or user
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Chatter Feed
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Allow people to collaborate, can be private, public or unlisted
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Chatter Groups
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Allow real time chat between users that follow each other
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Chatter Messenger
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Feed on selected standard and custom objects
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Feed Tracking
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Records returned are only those where the primary object has at least one related object record
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Primary object with related object
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Records returned are those where the primary object may or may not have a related object record.
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Primary object with or without related object
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Can have up to four related objects, and each can have the “with” or “with or without” distinction.
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Primary object with or without related object
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Filter a report by the child object using WITH or WITHOUT conditions. Add subfilters to further filter by fields on the child object
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Cross Filter
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