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43 Cards in this Set

  • Front
  • Back
Time Zone, Language, Currency
Non Default Locale Change Impacts

These objects can use criteria based sharing rules

Accounts, Contacts, and Opportunities

Restricts a user's ability to log into Salesforce

Login Hours and Login IP Ranges

Who records can be shared with
Public Groups and Roles
Ways to access Salesforce Knowledge
Customer/Partner Portals + Related List on Case
Can schedule a reoccuring export and include attachments. Cannot include the values in formula fields
Data Export
Email, Text, and Number field can be used as this
External ID
Cases can be assigned via assignment rules to
Partner Portal User, Queue, Internal Salesforce User
Automation Rules Process Order
Validation, Assignment, Workflow, Escalation
4 standard Salesforce Process
Sales, Service, Solution and Leads
This button enables importing new leads and associating them with a campaign and associating existing contacts with a campaign
Manage Members
T/F All products added to an opportunity must come from a single pricebook
True
Libraries and Chatter Files
Methods for adding content to CRM Content

Bookmarks , Feeds and Recommendations are 3 features of this product

Chatter

Permissions Sets are assigned to
Users
Copied from the role hierarchy and cannot be edited
Forecast Hierarchy
Allow administrators to build post-authentication processes to match their business practices, associate the flow with a user profile, and send the user through that flow when logging in.
Login Flows
Administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.
Lookup Filters
Cannot be created if a custom object already contains data
Master Detail Relationship
Returns the value of a specified parent grouping
ParentGroupVal
By Month, By Quarter, By Product Family, By Revenue, By Quantity
Forecasting Types
Used to record the sales goals assigned to users on a monthly or quarterly basis
Forecast quotas
Can prevent emails getting sent if set to No Access or System Email only
Email Deliverability Settings
T/F Multiple Assignment rules can be active for a territory
True
Layouts determine which fields agents can view and edit when entering data for an article
Article Type Layouts
The format of the article, for example whether layout sections display as subtabs or as a single page with links, is defined by the
Article Type Template
Can be used to search and select records to be deleted
Mass Delete Tool
Two types of access to accounts in a Terriority
View/Edit View/Edit/Delete/Transfer
Milestone that has a start time based on a Target Date of precediing milestone
Sequential Milestone
Milestone that uses the current time as the start date
Independent Milestone
T/F You can edit a Forecast Hierarchy
False

To add a custom price book entry the product must have an ____ _____ price book entry

Active / Standard

Keeps products in sync between Opportunity Products and Quote Line Items
Quote Syncing

Standard Library Permissions

Author, Viewer, Library Admin

Duplicate Management is only available for these objects

Accounts, Contacts, Lead, and Custom Objects

Can be used to filter the values displayed in one picklist depending on the values in another picklist

Dependent Picklist

The Lookup relationships field is on the ____ object

Detail

The Master Detail field is on the _____ object

Detail

Lookup used when the external data does not include a Salesforce record ID

Indirect

Users that can have a Sharing Button

Admin, Record Owner, Above in Role Hierarchy, Full Access User

How many Territory Models can be active

One

Permission sets cannot be assigned to _____

Public Groups and Permission Sets

Permissions sets are assigned to _____

Users