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62 Cards in this Set

  • Front
  • Back

Sales, service, marketing cloud needs which license(s)?

Salesforce
Salesforce license gives you which access?
Sales cloud, service cloud, marketing cloud and Force.com
Salesforce platform gives you access to what?
Only force.com
Salesforce platform lite gives you access to what?
Only 1 application within Force.com
What is the order of the bottom to top layer of the SFDC suite? Hint: Start with Database.com
Database.com, Data.com, Force.com, Standard Applications (Sales Cloud, Service Cloud, Marketing Cloud)
How many chatter licenses come with chatter Free?
5k
What is the differences between chatter access and chatter external?
Chatter access is entire chatter access ability to see or request to join all groups; chatter external only allows people to see groups that they have been explictely invited to join.
What is a profile?
Defines a users ability to perform different functions, see records and how the records are displayed; what a person can do
Which administrative profile controls are there?
Activate contracts, approve contracts, convert leads, delete activated contacts
What General User Permissions are associated with profiles?
API enabled, API user only, Author Apex, Bulk API hard delete
Password never expires permissons is often used for which users?
Integration users
A user with API only user permissions cannot login from …?
www.salesforce.com
Which permissions allow System Admin's to see and edit every record?
View all data, modify all data, customize application permissions
Can permission sets be used to limit access?
No, permission sets expand access. Setting that gives the most access wins.
What is the max number of permission sets?
1k
What is the best practice for naming permission sets?
Represents a concept/use case and/or job title or function
Permission sets are assigned by profile, T/F?
False, permission sets are assigned to a user
Can you assign diff page layouts with a permission set?
No
Can you assign diff page layouts with a record types?
No
By default what do permission sets have access to?
Nothing
How can users bypass the record type selection if they always want to use the same record type? [hint: user setting]
As a user, they can select their default.
What are permissions on a profile that allow a system administrator to manage the application?
Customize application/modify all data
T/F When creating a new profile it's possible to copy over settings from exisitng profile?
True, you have to clone
If you remove access to an app from a profile, will users in that profile still be able to see the tabs included in that application?
Yes, click on +
If you hide tab in the profile, will users in there be able to see records in that object?
Yes
If you have two record types for an object, do you need to have two page layouts for that object?
No, though this is often how it's done [you could have it to change picklist values]
T/F a field hidden by field-level security is still visible through the API?
FALSE
What are the 5 ways to get access to records?
1) owner (user, queue members), 2) above user (who has ownership) in role hierarchy, 3) profile permission: "Modify All Data", 4) object permissions: "Modify All Data", 5) Sharing rules (manual, sharing rules, API)
What are the 3 levels of access to records once you get them?
1) read only, 2) read/write, 3) full (view, edit, xfer ownership, delete, share) - so long as the object doesn't limit the permissions above
Profiles related to object as sharing rules relate to the ?
record
In a Master-Detail relationship owners inherit child access from what?
The parent
What are the 3 organization wide default options?
a) public read/write, b) public read only, c) private
What is the big difference about organizational wide defaults than the other permissions?
It's the only one that RESTRICTS access
Can you give full access through manual sharing?
No, highest is read/write
Does access through a sharing rule get inherited through the role hierarchy?
Yes
What technique would you use to allow a user to read and edit existing records within an object but NOT be able to create any new records when that object?
Ensure only read/edit permissions on the user profile
T/F: A user that has Read access to an object is guranteed to have read access to at least some of the records within that object.
False, unless they are owner or above in the hierarchy or have manual sharing
T/F: A user that has Full access to a record is guranteed to be able to delete that record.
False, there could be no delete permissions for object level settings on their profile
There are three different types of users that are allowed to manually share an individual record. What are they?
Full access: owners, above owner in hierarchy, system admin
What are the 5 diff ways user might get access to the record
1) OWD, 2) Role Hierarchy, 3) Owner, 4) Manual Sharing Rules, 5) Sharing Rules
Describe the ownership of the Master Detail model
Ownership is inherited via whomever is the owner of the master (and it's an inferred owner)
Acme incorporated has purchased recruitment app from universal; they have a large org; 20 people have been assigned to the recruiter profile; one guy is assigned a task to delete old and incomplete records; describe process to give him access to do this?
Permission set on candidate and permission to delete and assign to William. Two settings modify all on candidate and permissions he auto gets full access to every record in those objects. [Modify all gives: delete, edit and read; Create is separate permissions]
At universal containers, John is a hiring manager, how can he get access to all permissions where he is the hiring manager (without code; think simple)?
Manually sharing
How will john get read access to the same positions when the status changed to open and closed when he is designtated as the hiring manager?
Manually sharing, take away read write and add read only
What is the max level of access via manually sharing?
Read/write
What is the max level of access via sharing rule?
Read/write
What is the maximum level of access you can get through role hierarchy?
Full access
John and Mary are in the same role. They are the only people in that role. There are org wide defaults on the custom object billing receipt have been set to private. There is a requirement that they have R/W access to eachother's records. How will you implement this requirement? Pls be explicit.
Create a colleague-based sharing rule. Records owned by this role share with this users in this role and give them read/write
In a security model which level is key?
Object always wins
When you create a roll-up summary field what are you counting and is it on the master or child?
Field is on the master and is counting details
How do you prevent dataloss in SFDC with configuration?
Preventing a data loss would need to use a validation rule in conjunction with a rollup summary field
Can you make a workflow rule to trigger a page layout change?
No
Are validation rules executed for fields that are stored in the object but not part of the displayed page layout?
Yes
Are validation rules executed when loaded data through the API or Data Loader? Are there exceptions?
Yes; there aren't any exceptions

NOTE: Though you can deactivate valuation rule or make sure the validation rule has a custom bypass
If a new rule is created and there is data already stored that violates that rule, when will Salesforce catch the problem?
Upon edit/update of that record and Resave**
How can an admin tell if a time based workflow was fired?
View a timebased workflow queue (admin set-up->monitoring->time based workflow)
Workflow rules are triggered upon what?
Save
Can you migrate approval processes? How about with eclipse?
No, No
Can workflow rules and approval processes be used together?
Yes
T/F Workflow rules and approval processes can send outbound messages to an endpoint as a means of getting information to an external service in a secure, configurable API message (in SOAP/XML format).
True, it's called an Outbound message
Where do validation rules appear?
On the object
What is the automated processing order (hint: 7 steps and starts with validation rules)?
1) Validation Rules, 2) Assignment Rules (cases/leads), 3) Auto-Response Rules, 4) Workflow Rules (w/ immediate actions), 5) Escalation Rules, 6) Parent roll-up summary field formula re-calculations, 7) criteria-based sharing evaluation