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11 Cards in this Set
- Front
- Back
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Is it possible for different users to get different results from running the same report?
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Yes. A user's permissions determine what data is visible in the report that they create. If the data is invisible to them, then the report will reflect that.
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Dashboard Components
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-Chart
-Table -Metric -Gauge *Note: They will try to confuse you by switching these terms out with Chart Types. |
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Chart Types
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-Bar
-Line -Donut -Funnel -Scatter |
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What is the order in which Rules trigger in Salesforce?
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VAAWE:
Validation Rules Assignment Rules Auto-Response Rules Workflow Rules (with immediate actions) Escalation Rules |
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Workflow Capabilities
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Email Alerts
Tasks Field Updates Outbound XML Messages |
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Formula Fields
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Read-Only! Formula Fields may only be 'edited' if the fields that they reference are edited.
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What are the standard profiles?
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System Administrator
Chatter Free User Solution Manager Case Manager Marketing User Read-Only User |
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Data Loader vs. Import Wizard
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Data Loader:
5 million records at a time Imports ANYTHING No deduplication Insert, Upsert, Update, Export Import Wizard: 50,000 records at a time ONLY Leads, Accounts, Contacts, Solutions, Custom Objects Deduplication! Import Only |
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What are folders for?
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Storing reports and dashboards. Security is set at the folder to control who can view the contents.
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Dashboards
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"Running User" - Determines the data that is displayed. Whichever level of data they have access to will be displayed.
*Can NOT create dashboards from Tabular report types. 1 Report per Dashboard! |
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What are the different Report Types?
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1. Tabular - Fastest method of viewing data. Simple listing of data without subtotals. Cannot be used to create charts or dashboards.
2. Summary - Similar to tabular reports but allow ROW grouping, subtotals, and you can create charts and dashboards from them. 3. Matrix - Similar to summary reports but allow ROW and COLUMN grouping. Can be used to create charts and dashboards. |
