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43 Cards in this Set
- Front
- Back
Time Zone, Language, Currency
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Non Default Locale Change Impacts
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These objects can use criteria based sharing rules |
Accounts, Contacts, and Opportunities |
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Restricts a user's ability to log into Salesforce |
Login Hours and Login IP Ranges |
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Who records can be shared with
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Public Groups and Roles
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Ways to access Salesforce Knowledge
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Customer/Partner Portals + Related List on Case
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Can schedule a reoccuring export and include attachments. Cannot include the values in formula fields
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Data Export
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Email, Text, and Number field can be used as this
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External ID
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Cases can be assigned via assignment rules to
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Partner Portal User, Queue, Internal Salesforce User
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Automation Rules Process Order
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Validation, Assignment, Workflow, Escalation
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4 standard Salesforce Process
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Sales, Service, Solution and Leads
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This button enables importing new leads and associating them with a campaign and associating existing contacts with a campaign
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Manage Members
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T/F All products added to an opportunity must come from a single pricebook
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True
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Libraries and Chatter Files
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Methods for adding content to CRM Content
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Bookmarks , Feeds and Recommendations are 3 features of this product |
Chatter |
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Permissions Sets are assigned to
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Users
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Copied from the role hierarchy and cannot be edited
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Forecast Hierarchy
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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.
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Login Flows
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Administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.
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Lookup Filters
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Cannot be created if a custom object already contains data
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Master Detail Relationship
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Returns the value of a specified parent grouping
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ParentGroupVal
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By Month, By Quarter, By Product Family, By Revenue, By Quantity
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Forecasting Types
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Used to record the sales goals assigned to users on a monthly or quarterly basis
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Forecast quotas
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Can prevent emails getting sent if set to No Access or System Email only
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Email Deliverability Settings
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T/F Multiple Assignment rules can be active for a territory
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True
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Layouts determine which fields agents can view and edit when entering data for an article
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Article Type Layouts
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The format of the article, for example whether layout sections display as subtabs or as a single page with links, is defined by the
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Article Type Template
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Can be used to search and select records to be deleted
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Mass Delete Tool
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Two types of access to accounts in a Terriority
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View/Edit View/Edit/Delete/Transfer
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Milestone that has a start time based on a Target Date of precediing milestone
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Sequential Milestone
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Milestone that uses the current time as the start date
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Independent Milestone
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T/F You can edit a Forecast Hierarchy
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False
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To add a custom price book entry the product must have an ____ _____ price book entry |
Active / Standard |
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Keeps products in sync between Opportunity Products and Quote Line Items
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Quote Syncing
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Standard Library Permissions |
Author, Viewer, Library Admin |
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Duplicate Management is only available for these objects |
Accounts, Contacts, Lead, and Custom Objects |
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Can be used to filter the values displayed in one picklist depending on the values in another picklist |
Dependent Picklist |
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The Lookup relationships field is on the ____ object |
Detail |
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The Master Detail field is on the _____ object |
Detail |
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Lookup used when the external data does not include a Salesforce record ID |
Indirect |
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Users that can have a Sharing Button |
Admin, Record Owner, Above in Role Hierarchy, Full Access User |
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How many Territory Models can be active |
One |
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Permission sets cannot be assigned to _____ |
Public Groups and Permission Sets |
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Permissions sets are assigned to _____ |
Users |