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42 Cards in this Set
- Front
- Back
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Allows named users to manage other users within selected roles and profiles, as well as manage fields on selected custom object
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Delegated Administration
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Used to assign limited admin privileges to users in your org who aren’t administrators
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Delegated Adminstration
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Single sign-on portal, allowing users to launch both Salesforce and external applications (external apps via single sign-on).
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Salesforce App Launcher
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Used to monitor system and security status, as well find best practices from Salesforce. |
trust.salesforce.com |
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Needs to be created to share folder and list view access with individual users
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Public Group
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Report allows you to group records both by row and by column |
Matrix Report |
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Reports that let you create different views of data from multiple report types
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Joined Reports
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Report where data is organized in blocks. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering
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Joined Reports
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Number of blocks in a Joined Report
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Five
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Provides mobile access to Salesforce data and functionality
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Salesforce 1
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Used to allow Salesforce admins the flexibility to do routine user management on a mobile device
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SalesforceA
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Outlook extension application that once installed allows syncing of contacts, events, and tasks between Outlook and Salesforce
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Salesforce for Outlook
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Data that can be synced using Salesforce for Outlook
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Contacts, Events and Tasks
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Established using a junction (joined) object
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Many to Many Relationship
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Stores the field definitions and records
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Object
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Tab used to expose an object's records within the user interface
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Object Tab
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Deleted objects are permanently erased automatically after this many days
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15
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Property used to manage how the object is labeled for the user within the user interface. |
Label and Plural Label |
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Property for how the object is referenced programmatically and via the API.
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Name
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Property for how records within the object are named (either text or auto-number). The name field is what is displayed when the object is referenced in a lookup or master-detail relationship. |
Record Name Label and Format |
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Property allows reporting on the object (enables default report types)
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Allow Reports
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Property allows activities to be associated to records of the object type. |
Allow Activities |
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Property is either Either "Deployed" or "In Development". Objects "In Development" can only be viewed by users with the "Customize Application" permission.
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Deployment Status
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Can be used to establish an audit trail of changes to the values in specified fields.
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Field Tracking History
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Used within a master-detail relationship to summarize data contained within child records. A maximum of 25 can be setup per object can be created. |
Roll-up Summary |
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Controls the General User Interface, Sidebar, and Calendar
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User Interface Settings
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Enables a summary display of a record when hovering over a record link. Fields displayed are based on the mini page layout |
Enable Hover Details |
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Three types of searches
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Sidebar, Advanced, and Global
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Search enabled when Chatter is enabled and Search and Advanced search are disabled
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Global Search
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Search a subset of record types and fields.
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Sidebar Search
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Search on a combination of fields and extended field types
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Advanced Search
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Search most types of records including documents, solutions, chatter feeds, and custom objects
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Global Search
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Allows the customization of the fields that are displayed in various results list
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Search Layouts
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Determines the fields that are displayed when a global search is performed
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Search Results Search Layout
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Search Layout that defines the fields that are displayed after you do a search from a lookup dialog
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Lookup Dialog
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Search Layout used with the Salesforce CRM Call Center soft phone
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Lookup Phone Dialog Search Layout
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Determines the fields that are displayed on the Accounts tab for recently viewed, created or modified records
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Accounts Tab Search Layout
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What fields are displayed on the Accounts Tab Search Layout |
Account Name, Billing City, Billing State, and Billing Country |
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Search Layout that is used to select which standard and custom buttons are displayed for Account
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Account List View
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Layout used to determine the fields that are available to filter search results
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Search Filter Fields
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List of records that meet a defined criteria
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List view
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Lookup that offers search on all fields, sort, filter, customize columns, page navigation, auto completion
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Enhanced Lookup
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