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38 Cards in this Set

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  • Back

Are namespaces used in unmanaged packages

No, if the organization is namespaced it will be removed

How are unmanaged packages distributed and controlled

Via URL links or the AppExchange

What are unmanaged packages typically used for

Open source solutions, free software, templates

When is a sandbox not required as part of the Application Lifecycle

If changes are simple and do not require apex code, changes can be hidden from users using profile settings

What are the key milestones in an application lifecycle when a sandbox is involved

Manager Requirements, Make Changes in Sandbox, Test Changes, Deploy to Production, Notify End Users of Changes

What is the difference between a developer and developer pro sandbox

Developer pro has a higher data storage limit

Why would you use a partial copy sandbox instead of a full copy sandbox

partial copy sandbox is cheaper, can be refreshed more frequently (5 days), templates can be used to determine which records are copied (up to 10k)

What is a full copy sandbox usually used for

When an environment identical to production si required (UAT, regression testing)

Difference between a managed and unmanaged package

Managed packages cannot be edited and are generally distributed on the Appexchange. Unmanaged packages can be edited and are generally used for distributing free software or open source solutions

What does the deprecate function do

retires the application and prevents any new downloads from the URL

What are the basic steps in a deployment plan

Announce Maintenance, Validate Users, Lock Users Out, Deploy Change Set, Perform Manual Changes, Verify Changes, Unlock Users

What are change sets used for

Moving metadata between Salesforce instances

What is required to use change sets in 2 orgs

A deployment connector is required for one org to be able to send change sets to a different org

Change set restrictions

Some types of metadata cannot be pushed, cannot delete or change the names of fields, cannot specify the order that changes are pushed, code must have 75% test coverage

What is a Sandbox refresh

When a sandbox is rewritten to be the copy of a separate org

What are the key milestones in an advanced application lifecycle

Manage requirements, develop changes in multiple sandboxes, integration testing, UAT testing, regression testing, deployment to production, notify users

REGEX function

used to specify a format that a field must entered in

What does RT access control

controls record creation and editing, does not control view access

Where is RT access controlled

profile and permission set

What actions are possible with Process Builder

Create/update a record, invoke another process, submit for approval, send an email, post to chatter, invoke apex code, invoke a flow

What actions are possible with Workflow

Send outbound message, create task, update a record, send emails

How can flows handle errors

via the FAULT flow which branches from the main flow and displays an error message

Capabilities of a flow

Query, Create, Update, Delete Records. Branch, Pause, Get Input, Display Output, show a series of screens, perform actions.

How can a flow be Invoked

Custom Button, Custom Link, VF Page, Process Builder, APEX, Custom Tab, Custom URL

When can process Builder have time dependent actions?

processes that trigger on record creation

limitations of rollup summaries

doesnt work on lookups, has a max number of records, doesnt work on formulas referencing other objects or contains a dynamic date function

When are workflow actions executed

immediately or after a number of days/hours from a date field or trigger date

How many levels can a custom report have

4

Are standard reports created with or without related records?

with

order lifecycle

Customer purchases goods or services


order is created


order is reviewed (approval process w/ status update)


order is activated (contract must be activated first)


order is shipped


If a return happens then the order is reduced

Native/Composite Apps

Native = self contained built in force.com and dont depend on any external apps




Composite = Built with a combination of force.com and other tech/external services/systems

Different types of appexchange use cases

generic, functional, industry specific

Generic Appexchange use cases

Document generation and signature, data loading, geolocation, email

Functional Appexchange use cases

Sales


Marketing


Customer Service


HR

Campaign statistics

# of responses


leads generated


opps generated


value of won generated opps

Capabilities of the lead object

Lead business process


web to lead


autoresponse


lead import


lead queues


assignment rules


lead conversion

How could a complex product made of multiple parts be represented in salesforce

Hierarchical assets allow a hierarchy of assets to be managed with an asset having up to 2k child assets and 50 levels

how can a profile override sharing settings

view all


modify all