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28 Cards in this Set
- Front
- Back
Data storage |
Increases when adding records |
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File storage |
Increases when adding file attachments |
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API means and what it does |
Application Programming Interface. Allows external programs to interact w/SFDC |
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Standard fiscal year |
4 qtrs, 3 months per qtr |
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Custom fiscal year |
determined by week; use when a 4-4-5 calendar is needed |
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SFDC Editions |
Contact Mgr Group Edition Professional Edition Enterprise Edition Performance Edition Developer Edition |
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Methods that can be used to authenticate to SFDC |
Website API SSO OAuth |
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Login IP Ranges |
Used to prevent login except from specific IP addresses |
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Login Hours |
Used to prevent login during certain hours of the day |
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Standard profiles |
Contract Mgr Marketing User Read Only Solution Mgr Standard User System Admin |
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Delegated Admin |
Allows named users to manage other users within selected roles & profiles, as well as manage fields on selected custom objects |
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Example of one to many relationship |
Account to contact |
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Example of self relationship |
Parent account to child account |
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Examples of many to many |
Campaign to contact or oppty to oppty product |
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Order of operation |
Validation rule Assignment rules Auto-response rules WFR Escalation rules |
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Collaborative forecasts support what 3 types of data sources? |
Oppty Product Family Oppty Splits |
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How do you enable a user for the Salesforce Console for Sales? |
Assign the Permission Set License Assignments of Sales Console User. Assign the Permission Set Assignment.
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How many rows of historical trending data can be stored for each object? |
5 million |
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How many steps can an approval process have? |
30 |
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Name the different sandboxes |
Developer Developer Pro Partial Copy Full |
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What is SFDC Identity? |
Provides identity and access management services for the Web and mobile applications. |
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Outlook connector can be assigned to what? |
Users Profiles |
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Outlook sync with? |
Events Tasks Emails Contacts |
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What outlook settings can users modify? |
Select sync folder Sync details Email to SFDC settings |
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Contacts match what during a sync with Outlook |
Company name First/last name Email address |
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Four types of roll up summaries. |
Count Min Max Sum |
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Name three items SFDC authenticate prior to log in |
User profile has IP restrictions User profile has log in hours restrictions Org has trusted IP addresses |
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What objects can you create a criteria-based sharing rule? |
Accts Contacts Oppty Cases Custom Objects |