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46 Cards in this Set
- Front
- Back
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List and describe the various Sales Cloud editions of Salesforce. |
* Contact Manager – Limit Max # Users |
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List and describe the various Service Cloud editions of Salesforce. |
* Professional Edition |
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List and describe the Force.com edition of Salesforce. |
Force.com licenses can grant users access to custom objects and applications at a much lower price than Sales or Service Cloud licenses – however, access to CRM objects is limited.
There are Light and Enterprise levels of Force.com editions. |
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Can you mix and match licenses? |
You can mix and match only licenses of the same edition within a single org.
Example: could add Professional Edition Service Cloud licenses to an org with existing Professional Edition Sales Cloud licenses. Could not add Enterprise Edition Service Cloud licenses to an existing org with Professional Edition Sales Cloud licenses. |
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Can you upgrade and downgrade editions? |
You can easily upgrade editions, but downgrading editions is not possible. |
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Explain the concept of record ownership. |
Every record in Salesforce must have an owner. Records can be owned by either users or queues. By default, the user that creates the record is the owner. Record owner is typically used to determine responsibilities (e.g. I manage the leads that I own), reporting (I am credited for the opportunities that I own), record security, and for a variety of other purposes. |
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Explain the difference between production and sandbox environments. |
A sandbox is a copy of a production environment, commonly used for testing and development. Sandbox and production environments use different login URLs: |
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Name the two most commonly used tools to help an administrator migrate metadata from one environment to another. |
1. Change Sets - native tool, development not required. Requires Enterprise Edition or higher use, because it requires both a production environment and an accompanying sandbox.
2. Force.com IDE - developer toolkit, desktop application (developer-oriented). Outside of the scope of Admin exam. |
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What is Salesforce metadata? |
The configuration of the Salesforce instance. |
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Explain the importance of Salesforce user records. |
An active user record is required to login to Salesforce. Records can only be assigned to an active user or a queue. |
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T or F: usernames must be unique across all orgs. |
True |
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What do user licenses and feature licenses determine? |
What actions a user is licensed to perform |
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What do licenses and permissions determine? |
What actions a user can perform |
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Explain the difference between deactivating and freezing a user account. |
Freezing a user account will temporarily prevent a user from logging in (e.g. during a maintenance window, or if configuration prevents user deactivation), while deactivation of a user completely revokes access. |
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Why would you freeze a user account instead of deactivating? |
If a user appears in a custom hierarchy field, he/she can't be deactivated. Under these or similar circumstances, you may need to keep the user from logging in even though you need to follow additional steps to permanently deactivate. In this case, you would freeze his/her account to keep them from logging in. |
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Does freezing a user account make the license available to your org? |
No, you must deactivate a user to make that license available. |
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What is a queue? |
Queues are used for a variety of purposes. Each queue can include multiple users, and is assigned to one or more objects. Members of the queue can then take ownership of a queue's records. |
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Explain the difference between user and feature licenses. |
very user must be assigned one (and only one) user license. This is their primary license. |
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Explain the difference between deactivating and freezing a user account. |
Freezing a user account will temporarily prevent a user from logging in (e.g. during a maintenance window, or if configuration prevents user deactivation), while deactivation of a user completely revokes access. |
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Explain how licensing influences what actions a user can perform. |
The combination of a user's licenses and permissions determines what functionality they can access and what actions they can perform within Salesforce. |
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What types of user localization settings are there? |
Locale Time zone Currency locale |
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What is the locale setting? |
The locale setting changes displayed of dates, times, numbers, named, and addresses. Decimals and commas in number fields, for example, are different in the US vs Germany. |
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What is the language setting? |
The language setting determines which language translatable elements (UI, fields, etc) are displayed to the user. |
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What is the time zone setting? |
The time zone setting determines the offset used to display time references in Salesforce. This can effect things such as case resolution times or calendars. |
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What is the currency locale? |
The currency locale is configured org-wide unless multiple currencies is enabled. Determines the formatting of currency fields, and used to determine currency conversion when multiple currencies is enabled. |
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Describe the translation capabilities of Salesforce. |
Salesforce has several tiers of language support; each supports translation to a different degree. Regardless of the language tier, custom elements (such as custom fields, objects, and picklist values) must be translated using the translation workbench. |
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Describe the capabilities of Salesforce to manage multiple currencies. |
By default, Salesforce supports one currency within an org. Multiple currencies can be enabled by feature request, and allows for static conversion rates between currencies. |
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What types of language settings are there in Salesforce? |
Fully supported languages End user languages Platform-only languages |
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What is a full supported language? |
You can change the language for all features, including help, to one of the fully supported languages. |
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What is an end user language? |
Labels for all standard objects and pages except Setup and Help are translated. |
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Platform-only languages? |
Platform only languages are used to localize custom labels, objects, and field labels where Salesforce doesn't provide default translations. |
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How to enable multiple currencies? |
Setup>Company Profile>Company Information>Edit> Check 'Allow Support to Activate Multiple Currencies.
Contact Salesforce and open a case to request enablement. Have your org id, default currency stamp for current and future records, confirmation that you are a system administrator. |
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T or F: Once enabled, if you do not like it, you can disable multiple currencies. |
F: Once enabled, multiple currencies can't be disabled for your organizations. |
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T or F: The enablement of multiple currencies may take some time and lock users out of your organization. |
T: The enablement process temporarily locks your organization, preventing any integration processing and user logins.
If your used data space is less than 100 mb you can do this anytime. If you use 100 MB to 2 GB, it is recommended that you do it outside of business hours. If your used data is over 2 GB, it is recommended that you do this on a weekend as it could take several hours. |
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What is Advanced Currency Management? |
Once multiple currencies is enabled, advanced currency management allows for dated exchange rates (EG use the exchange rate at the opportunity's close date instead of a static rate.) |
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Describe the different methods that can be used to authenticate to Salesforce. |
Website API Single Sign On OAuth |
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What is the website authentication in SF? |
The standard salesforce user interface |
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What is the API authentication method in SF? |
Used for programmatic access, such as the data loader |
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Describe the settings an admin controls to conditionally allow or prevent user authentication. |
Login IP ranges are used to prevent login except from specific IP addresses.
Login hours are used to prevent login during certain hours of the day.
The permission set 'API Enabled' is required for a user to authenticate via the API. |
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Describe computer activation, and under what conditions it occurs. |
Computer activation is designed to prevent unauthorized access to SF, particularly in the vent of a hijacked username and password. Computer activation is required when all of the following conditions are false: A rbwoser cookie indicating a prior login is present. The user has logged in from the current IP address previously. |
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Describe the capabilities of SMS based identity confirmation. |
SF now offers the ability to perform identity confirmation via SMS or email. SMS provides an additional layer of security inc as email credentials are compromised.
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Describe the capabilities of two factor authentication. |
Two factor authentication refers to requiring two independent mechanisms to successfully authenticate, such as a username/password combined with a randomly generated number. |
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Describe how to monitor computer activations. |
To monitor and revoke activations, navigate to Setup>Security Controls>Activations. |
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What is the security token and when is it necessary? |
The security token is designed to prevent unauthorized access through the API. The security token must be appended to the password when authenticating via the API, unless they are connecting within a Trusted IP range. |
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How do you login as another user? |
The user must grant the administrator login access by going to their name>setup>personal information>Grant Login Access>Choose administrator. The administrator can then login as this user for troubleshooting purposes. |
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What is a session and what settings influence them? |
A session is established when a user successfully logs in, nd ends when a user logs out. |
