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38 Cards in this Set
- Front
- Back
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Apply to only to Cases and Leads
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Auto Reponse Rules
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Only send emails. Do not create tasks
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Auto Response Rules
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Can be used to add individual users but the role cannot be specified
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Manual Sharing
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Allow the role and access to be specified for each team member
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Opportunity Teams
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Used by record owners and not the administrator to add additonal access to records
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Manual Sharing
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Used to add permissions not record access
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Permission Sets
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Created by Master Detail Relationships
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Parent Child Relationships
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Filter the records displayed and can reference fields on the source or target object, fields on related records to the target object or fields related to the user. |
Lookup Filters |
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Login hours and IP Addresses are restricted by
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Profile
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Added in the Field Defintion
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Help Text
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Last Name, Username, Email, Profile, and User License
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Required Fields to Create a User Record
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Email Alert, Field Update, Task Creation, Outbound Messages
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Four Workflow Actions
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Used to set if a field is visble and read only by profile
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Field Level Security
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Deleted Records are available in the recycle bin for how many days
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15
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Can be used to display different page layouts and picklist values for different types of records
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Record Types
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Provides access to Chatter and its associated components including People,Groups and Files. No access to Salesforce objects |
Chatter Free |
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If enabled the field will not be visible on page layouts , search results, list views, related lists or in reports |
Field Level Security |
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Number of Folder Levels available for Reports and Dashboards
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One
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In a report defines the set of records and fields available to a report based on the relationships between a primary object and its related objects
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Report Type
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Objects and Fields that can be used to build a report |
Report Type |
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Used to sync Contacts, Tasks and Events with Outlook |
Salesforce for Outlook |
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Can route leads or cases to users or queues
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Assignment Rules
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Central place to access files that have been uploaded directly
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Files Tab
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Used to prevent users from logging into Salesforce except from specified IP ranges
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Login IP Ranges
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Prevent Login Except for Specific Times
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Login Hours
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Prevent Login Except from Specific IP Address
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Login IP Ranges
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Remove Login Restrictions from Specific IP Ranges
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Trusted IP Ranges
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Complete Content Management System and builds upon the simple file storage in Document |
Salesforce Content |
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Content in Salesforce is organized into...
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Libraries
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Can be created to share content with external parties with a custom webpage that expires |
Content Delivery |
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Collection of documents STORED together
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Content Pack
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Permission required to create shared libraries
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Manage Salesforce CRM Content
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Used to store and organize reports, documents, dashboards, and email templates
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Folders
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Different access levels that can be granted to a folder
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Viewer, Editor, or Manager
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Determines what actions (CRED) a user can perform on records of each object
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Object Level Permissions
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Read Only; Read/Write; Full Access
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3 Tiers of Record Level Permissions
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Determines which fields a user can view and edit on records of an object.
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Field Level Permissions
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2 Field Level Permission Settings
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Visible and Read Only
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