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28 Cards in this Set

  • Front
  • Back

Data storage

Increases when adding records

File storage

Increases when adding file attachments

API means and what it does

Application Programming Interface.


Allows external programs to interact w/SFDC

Standard fiscal year

4 qtrs, 3 months per qtr

Custom fiscal year

determined by week; use when a 4-4-5 calendar is needed

SFDC Editions

Contact Mgr


Group Edition


Professional Edition


Enterprise Edition


Performance Edition


Developer Edition

Methods that can be used to authenticate to SFDC

Website


API


SSO


OAuth

Login IP Ranges

Used to prevent login except from specific IP addresses

Login Hours

Used to prevent login during certain hours of the day

Standard profiles

Contract Mgr


Marketing User


Read Only


Solution Mgr


Standard User


System Admin

Delegated Admin

Allows named users to manage other users within selected roles & profiles, as well as manage fields on selected custom objects

Example of one to many relationship

Account to contact

Example of self relationship

Parent account to child account

Examples of many to many

Campaign to contact or oppty to oppty product

Order of operation

Validation rule


Assignment rules


Auto-response rules


WFR


Escalation rules

Collaborative forecasts support what 3 types of data sources?

Oppty


Product Family


Oppty Splits

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.


How many rows of historical trending data can be stored for each object?

5 million

How many steps can an approval process have?

30

Name the different sandboxes

Developer


Developer Pro


Partial Copy


Full

What is SFDC Identity?

Provides identity and access management services for the Web and mobile applications.

Outlook connector can be assigned to what?

Users


Profiles

Outlook sync with?

Events


Tasks


Emails


Contacts

What outlook settings can users modify?

Select sync folder


Sync details


Email to SFDC settings

Contacts match what during a sync with Outlook

Company name


First/last name


Email address

Four types of roll up summaries.

Count


Min


Max


Sum

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

What objects can you create a criteria-based sharing rule?

Accts


Contacts


Oppty


Cases


Custom Objects