Sf Certification - Identity Confirmation, User Interface, User Personal Settings

Front 1

What is identity confirmation?

Back 1

Identity confirmation validates users loggin in from an unverified source, for example, a new IP address.

Front 2

What type of identity confirmation does Salesforce offer?

Back 2

SF offers email and sms-based identity verification.

Front 3

How does Salesforce verify that the user is who they say they are?

Back 3

Users are given an identity confirmation challenge to retrieve a verification code before they can log into their account.

Front 4

What methods does Salesforce use to verify an authorized source?

Back 4

Cookies, which are cycled on each login
Org-approved networks

IP-restricted profiles

User-verified IP Address

Front 5

Why is SMS the default and recommended method of verification?

Back 5

There is less potential for a third party to compromise multiple user devices simultaneously. If your email address is compromised, the unauthorized person may use your email to access Salesforce. SMS confirmation sends a verification code to the user's device before logging in. If the unauthorized user doesn't have the phone, they can't log in, and the data is secure!

Front 6

What happens to email identity confirmation?

Back 6

If a user has a verified phone number, SMS will be enabled as the default option and email will be turned off.

Users without verified phone numbers will be prompted to enter a mobile number on login.

System admins have the option to re-enable email and may choose to do so if all their users do not have mobile devices. This will then give users the option to choose either SMS or email verification.

Front 7

What is a verified vs unverified mobile number?

Back 7

Verified number: the mobile field is populated in the User detail screen.

Unverified number: the mobile field is not populated in the User detail screen.

Front 8

Process to verify a mobile number?

Back 8

When a user logs in, they will be prompted to submit a mobile number.

Front 9

What if a user does not enter a mobile number?

Back 9

They will continue to see email identity confirmation.

Front 10

Criteria for Activation Process:

Back 10

1. Is the org using IP login restrictions on profiles?
2. Is the user logging in from an IP on the trusted network list?
3. Have we seen this activated user from this op address before? If Activated once before, we add the IP to their personal list and never challenge them from that IP again.
4. Does the user have a cookie placed from salesforce in this browser? We set a cookie on any browser that doesn't have a cookie once a user has logged in. If they log in from a trusted network ip a cookie will be set in the browser.

Yes on any of these = pass on acitvation process

No on all of these = initiate activation process

Front 11

Describe the differences between logging in through teh API vs the UI?

Back 11

UI - web browser to https://xxx.salesforce.com

API - Connect for Outlook, Salesforce Offline, SSIS Salesforce Source -- any external application/website that references data in Salesforce using API Calls

Front 12

Explain the concept of Login Hours and Login IP ranges

Back 12

Login hours are configured on a per-profile basis

Login IP Ranges - restricts the IP's which a user can use to connect

Trusted Networks - if you are logging in from a trusted netwok you will not have to activate that IP or use a security token for API calls, just a password.

Front 13

How to add Trusted networks?

Back 13

Setup>Security Controls>Network Access

Front 14

How do you apply log in IP restrictions?

Back 14

Enterpise and up via profiles, Professional and lower via company wide session settings

Front 15

How do you set Log in hours restrictions?

Back 15

(Enterprise and up only) by navigating to Manager Users > Profiles

Front 16

Required when login identity not confirmed:

Back 16

*Login from Trusted IP range

*User previous login from Browser (Cookie)

*User previous login from Current IP Address

Front 17

When designing the user interface, what are collapsible sections and how are they useful?

Back 17

Collapsible sections gives the users the option to collapse or expand sections on their record detail pages. This allows users to choose what is important to them and move items not as essential to their job function, uncluttering their home screen.

Front 18

When designing the user interface, what is Quick Create and how is it useful?

Back 18

The Quick Create area on a tab home page allows users to create a new record quickly with minimal information. This is fewer clicks for the user and allows them to put in only the most important information and then come back later to fill in the rest.

Front 19

What tabs show Quick Create by default?

Back 19

Leads, Accounts, Contacts, Forecasts, Opportunities.

Front 20

True or False: Users must have Create permissions to use Quick Create.

Back 20

True

Front 21

True or False: Quick Create settings effect whether or not users can create new records from within the lookup dialogue.

Back 21

True

Front 22

When designing the user interface, what is Enable Hover Details and how is it useful?

Back 22

Hover Detail allows users to hover over a record and see more detailed information in an interactive overlaying window. This gives users a 'summary' before they click 'view' or 'edit' on a record. The fields displayed are determined by the record's mini page layout.

Front 23

True or False: Users do not need to have sharing permissions to view the Hover Details for a record.

Back 23

False: A user needs sharing level permissions on that record in order to view the hover details.

Front 24

When designing the user interface, what are Related List Hover Links and how are they useful?

Back 24

Hovering over a related list hover link will show the related list and its number of records in an interactive window overlaying the record. This allows users to quickly view and mange the related list items. Clicking the related list hover link jumps to the content of the related list without having to scroll down the page.

Front 25

When designing the user interface, what is Separate Loading of Related Lists and how is it useful?

Back 25

Users see primary record details immediately. As related list data loads, users see a progress indicator. This improves performance if there are a large number of related lists.

Front 26

When designing the user interface, what is inline editing and how is it helpful?

Back 26

Inline editing allows users to quickly edit field values on a record detail page.

Front 27

True or False: Inline editing allows editing of profiles.

Back 27

False: Inline editing is not enabled for profiles. That requires you to go to setup>Enable Enhanced Profile List Views

Front 28

When designing the user interface, what is Enable Enhanced Lists and how is it useful?

Back 28

Enhanced lists allow you to quickly view, customize, and edit list data to speed up your daily productivity. Combined with the Enable Inline Editing settings, users can edit records directly from the list, without navigating away from the page.

Front 29

When designing the user interface, what is Enable Tab Bar Organizer?

Back 29

The Tab Bar Organizer automatically arranges tabs in the main tab bar to prevent horizontal scrolling of the page. It dynamically determines how many tabs can display based on the width of the browser window and puts tabs that extend beyond that into a drop-down list.

It is not available with the partner portal or customer portal.

Front 30

When designing the user interface, what is Enable Printable List Views?

Back 30

Printable list views allows users to easily print list views. Allows users to click the Printable View link from any list view which opens a printable formatted page in a new window.

Front 31

When designing the user interface, what is Enable Spell Checker?

Back 31

The Check Spelling button appears in certain areas of the application where text is entered, such as sending an email or creating a record.

Front 32

When designing the user interface, what is Enable Collapsible sidebar?

Back 32

The collapsible sidebar gives users the ability to show or hide the sidebar on every page that normally includes the sidebar.