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46 Cards in this Set
- Front
- Back
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Formula that references data in a related record
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Cross Object Formula
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Roll Up Summary and Formula Fields are this type of record
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Read Only
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Formula fields cannot reference these types of fields (3) |
Text Area Long and Rich and Picklist |
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Allows administrators to configure different page layouts, business processes, and picklist values based on a user's profile
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Record Types
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Determines which picklist are selectable for certain fields
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Business Processes
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Profile and Record Type together determine this
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Page Layout Assignment
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Record Type that does not have an assigned Record Type
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Master Record Type
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T/F Record Types influence record level security
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False under using Record Level Criteria
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Determines selectable record types
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Profile
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Determined by Record Type and Controlling Fields
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Picklist Values
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Influences fields that are displayed within another field
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Controlling Field
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Influenced by Only One Controlling Field
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Dependent Fields
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Standard Fields cannot be based on this and therefore require record types when having controlling picklists
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Dependent Picklists
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Record Types are assigned by
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Profile or Permission Set
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Change the owner of a newly created or reassigned lead based on a set of rules defined by the system administrator
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Lead Assignment Rules
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Used to ensure that lead records are assigned (or re-assigned) to the correct user or queue for action
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Lead Assignment Rules
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Rules entries are executed in what type of order?
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Sequentially
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Web to Lead Submissions, User Edits a Lead, Lead Import Wizard, Data Loader
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4 Ways to Trigger Lead Assignment Rules
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Allows the values in one picklist to be defined by the values in another picklist or checkbox field
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Dependent Picklist
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Picklist that allows multiple values to be selected
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Mult-Select Picklist
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Fields that contain a unique identifier from a system outside of Salesforce
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External Id's
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The number of external ideas that can be on one object |
7 |
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Only available if the object is defined as the master in a master-detail relationship
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Rollup Summary Field
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Rollup Summary fields can perform one of these 3 functions
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Sum, Min/Max, Count
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Number of custom objects in Enterprise and Unlimited / Performance Editions
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200/2000
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Must be configured when creating a new object as a way to identify records
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Record Name
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Need to be added to the Page Layout on a Custom Object if Allow Activities Option is selected
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Open Activities and Activity History
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Custom objects optional features
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Allow Reports, Allow Activities, Track Field History
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Object used to track repairs or maintenance on products
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Work Orders
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Lookup, Master Datail, M:M, and Self Relationships
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4 Relationship Types
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Also known as a one to many relationship
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Lookup Relationships
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Allows users to click a lookup icon and select another user from a popup list
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Hierarchical Relationship
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Collection of tabs made visible to certain profiles
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App
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Can have access to multiple apps and the defailt app can be set
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Profiles
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Will embed a web page within a Salesforce tab
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Web tab
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Control the layout and organization of fields, buttons, links, publisher actions, report charts, visualforce and related lists
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Page Layouts
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Controls the fields that are displayed when hovering over a record
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Mini Page Layout
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Allow different picklist values, page layouts and business processes to be defined for an object
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Record Types
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Assigned one page layout type per profile
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Record Type
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Capture the lifecycle of leads, opportunities, cases and solutions
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Business Processes
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Defines different picklist values for lead status
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Lead process
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Defines different picklist values for opportunity stage
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Sales process
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Defines different picklist values for case status
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Support process
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Defines different picklist values for solution process
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Solution status
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T/F Custom fields can be delted if it is referenced elsewhere in the application
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False
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5 areas that can be customized on standard fields |
Field Labels, Field Help, Picklist Values, Auto Number Formatting |
