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278 Cards in this Set
- Front
- Back
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Where can Chatter Email settings be found? |
Setup > My Chatter Settings > Chatter Email Settings |
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What is an object? |
Table of data containing records. Each column contains data from an individual field. |
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How does the SFDC user interface display record data from rows to users? |
It is displayed to users as an easy to read record detail page |
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What are the standard objects? |
1. Accounts 2. Contacts 3. Opportunities 4. Cases 5. Solutions 6. Campaigns 7. Leads
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What are Accounts and what are their components? |
1. Accounts are organizations that you need to track 2. Their components are related contacts, opportunities, and cases |
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What are Contacts and what are their components? |
1. Individuals associated with accounts 2. Have related cases (can be accessed from a related list below the contact record) |
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What are Opportunities and what are they associated with? |
1. Potential sales 2. Associated with contact records |
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What are Cases and what components are they associated with? |
1. Customer feedback, problems, or questions 2. Associated with accounts and contacts |
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What are Solutions and what components are they associated with? |
1. Customer's issues and solutions descriptions 2. Associated with the respective cases |
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What are Campaigns and what components are they associated with? |
1. Marketing projects you want to plan, mnage and track in SFDC 2. Have related leads and contacts called campaign members 3. Have related opportunities which you can access from the related lists below the campaign record |
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What are Leads and what components are they associated with? |
1. Individuals interest in your product/svc 2. Can be associated with one or more campaigns 3. Can be converted into accounts, contacts and opportunities |
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What is a relationship in SFDC? |
It is when objects are linked together i.e. when Contacts/Opportunities/Cases appear in related lists below the record |
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What is a lookup and what is its relationship to a parent record? |
A lookup is a link on a related record which when clicked takes you back to a parent record |
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What are Related Lists and how can they be used? |
Related lists are lists associated to a particular object. You can click the link in a related list (over over) to be taken to the related record |
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What are the main objects in SFDC? |
1. Campaigns 2. Leads 3. Accounts 4. Contacts 5.Opportunities 6. Cases 7. Solutions |
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What object tabs is the sidebar visible on? |
All of them. |
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Which tabs are common to all apps? |
1. Home 2. Reports 3. Dashboards 4. Chatter (if chatter is enabled) |
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What are the three parts of a company profile? |
1. Company information 2. Financial information 3. Support information |
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Where is the Default Currency option located? |
Company information (not under financial information) |
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What falls under the Company Information category? |
- Name and address - Primary contact - Default locale - Default currency - Storage used - Licenses available |
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What falls under Financial Information? |
- Fiscal year - Currencies |
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What falls under Support Information |
- Business Hours - Holidays |
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What are Locale Settings? |
1. Locale- determines how dates, times, numbers and names are displayed 2. Language- determines the language in the user interface and in Help and Training 3. Time Zone- determines the time zone used for event start and end times and in Date/Time fields |
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What are three important facts about Chatter Free? |
1. It is FREE 2. Access to Chatter Collaboration tabs only 3. Can NOT access standard or custom objects or Chatter posted on those records |
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What is Chatter External? |
Gives customers access to Chatter |
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How can Feature Licenses be used? |
They can be assigned to users to give them additional SFDC features |
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Where can the option for fiscal year be found and what are the options? |
1. Found in Setup > Company Profile > Fiscal year 2. Standard Fiscal Year- follows Gregorian calendar 3. Custom Fiscal Year- does follow the Gregorian calendar |
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Where can currency options be found? |
Setup > Company Profile > Manage Currencies |
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What are three important points to remember about multi-currency? |
1) Allows just one exchange rate per currency 2) Each user has their own personal currency on their user record which defaults to the corporate currency but CAN be changed based on user's location 3) Each record has its own record currency, which defaults to the personal currency of the user who created it |
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How is a user's personal currency reflected compared to the record currency? |
The user's personal currency appears next to the record currency in parantheses |
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What are two rules governing inline editing? |
1) Not available for system information fields 2) Is available in list views but only when enhanced lists are enabled |
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What are three features of list views? |
1) Are used to quickly segment lists of records 2) Allows you to action multiple records at the same time 3) Can create custom list views |
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How can tasks and events be viewed and what are five important details governing them? |
Tasks viewed: Select Account Record or Contact Record and scroll down to Activities Section: 1. Tasks are to-do items 2. Event is a calendar event with a duration associated with it 3. Both can be tracked using the activity lists on an account or contact record detail page 4. Open Activities are tasks and events that will happen 5) Activity History are tasks and events that have happened
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Where can calendar settings be found (two different areas)? |
1. User interaction settings are set in the User Interface node (Setup > Customize > User Interface) 2. Calendar details are set in the Activity Settings node (Setup > Customize > Activities > Activity Settings) |
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How many contacts can be related to tasks and events? How is this done? |
Can relate up to 10 contacts to tasks and events using the Allow Users to Relate Multiple Contacts to Tasks and Events option |
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How can the way users search be configured? |
The path is Setup > Customize > Search > Search Settings |
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How can a search layout be customized? |
Setup > Customize > Specific Object > Search Layout |
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What are List Views and some important facts pertaining to them? |
1. List Views are filtered lists of records available on object tabs 2. They can be saved for future use 3. Users can specify which groups of users have access 4. They can be printed and (inline) edited |
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How is Chatter accessed? |
Setup > Customize > Chatter > Settings |
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What is the status of Chatter's security and permissions settings? |
It is secure and works in accordance with all of the security and permission settings of the SFDC org |
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What are the rules around Chatter Groups? What can and can't be modified? |
- Every user can create groups - A group has only one owner and several managers - Groups tab lists all groups, public and private - User Interface and Search Settings CANNOT be modified for individual users
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What is in a profile? |
It is a collection of settings and permissions |
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What Settings can be modified in a Profile (there are 5)? |
- Apps - Tabs - Record Types - Page Layouts - Fields |
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What Permissions are there in a Profile (there are 4)? |
- Administrative - General User - Standard Object - Custom Object |
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What can a profile determine? |
- What kind of apps the user can see and use - Tabs they can access - Permissions that are granted - Fields they can view - How many available fields they can edit |
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What determines the level of access to different objects users will have? |
Object Permissions |
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What are the different levels of Object Permissions access? |
1) Create 2) Read 3) Edit 4) Delete |
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What are the standard profiles available in SFDC? |
1) System Admin 2) Standard Platform User 3) Standard Platform One App User 4) Standard User 5) Partner User 6) High Volume Customer Portal 7) Customer Portal 8) Customer Portal User 9) Customer Portal Manager 10) Solution Manager 11) Marketing User 12) Contract Manager 13) Read Only 14) Chatter Only User 15) Chatter Free User 16) Chatter External User 17) Chatter Moderator User 18) Site.com Only User |
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What are the Standard Chatter profiles? |
- Chatter Free User - Chatter Moderator User - Chatter External User |
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What differentiates the three Standard Chatter profiles? |
Chatter Free User: Access all standard Chatter people, profiles, groups, and files Chatter Moderator User: - Access all Chatter Free, Activate/deactivate other Chatter Free users/moderators - Grant/revoke moderator privileges - Delete posts and comments Chatter External User: - Access groups they've been invited to and interact with members |
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What can a Chatter Free License do? |
- People, profiles, groups, files - Make posts - View comments - Upload and view files - Join groups - Do NOT have access to SFDC data such as accounts, contacts, opportunities, or custom objects |
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What is a Chatter External License? |
- Lets people outside the company (customers) into private groups - See groups they belong to - Share files common to groups they belong - Can only be invited to a private Chatter group - Cannot post to profiles, see records or other SFDC info (even in search results) or be followed (customers can't follow people or files) |
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Two ways to assign Chatter Licenses |
1. Create a new user record and select Chatter Free or Chatter External 2. Enable the following Chatter settings: a. Coworker Invitations: For users to invite coworkers as Chatter Free users b. Customer Invitations: For inviting customers as Chatter External Users |
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How long do Users have to accept a Chatter invitation? |
30 days. |
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What is the path for creating a custom profile? |
Setup > Manage Users > Profiles > New |
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Where are custom profiles available (what editions)? |
Enterprise, Developer, and Unlimited Edition |
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What relationship is created between the old and new profiles when one is created? |
There is none, changes won't carry over |
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What is the path for the Enhanced User Interface? |
Setup > Customize > User Interface |
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Can permissions be edited on standard profiles? |
NO |
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What are the Tab Settings? |
- Tab Hidden: Allows you to hide a tab and user cannot display it back - Default Off: Allows you to hide a tab by default - Default On- allows you to display a tab by default |
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Where can user login history be found? |
Setup > Manage Users > Users > Specific Name of User |
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Where are security settings? |
Setup > Security Controls > Password Policies |
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What can an admin modify in settings? |
Apps, Tabs, Record Types, Page Layouts, and fields |
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What is the main rule governing security and data access? |
To access each level, a user must have access to all the levels outside of it |
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What is an example of how this main rule is implemented? |
To view the amount field, the user must have: - Login access to the organization - At least read access to the opportunity object - At least read access to the ABC Labs opportunity record - At least read access to the opportunity Amount field |
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Where can trusted IP addresses be found? |
Setup > Security Controls > Network Access |
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Where can login hours and IP ranges be found? |
Setup > Manage Users > Profiles > Specific Name of Profile |
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What is the order of Object Permissions? |
Organization > Object > Record > Field |
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Where are Enhanced Profile List Views located and how do they help the user? |
They're located in Setup > Customize > User Interface. They allow the user to do the following:
- Mass update profile permissions - View and compare settings and permissions for multiple profiles - Load up to 200 profiles in a single list view |
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Where are permission sets found? |
Setup > Manage Users > Permission Sets |
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What do permission sets allow you to do? What are some important things to remember about them? |
- Allow administrators to grant additional permissions to specific users - Create up to 1000 permission sets for the organization - Assign multiple permissions to a user - Can only grant not deny permission - Can grant the following: App, tab, user, object, field, service provider, Apex class, Visualforce |
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What do Record Access settings do? |
Determine which individual records users can view and edit in each object they have access to on their profile |
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What are the three types of data access models? |
1) Public- Default in SFDC, users can read edit any record given in their profile permissions 2) Private- Users can only access records that they own. Users cannot view records owned by other users in reports and search results 3) Hybrid- combination of public and private access. Users can access records that they own and records of other users that are necessary for their job
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What are Organization-Wide Sharing Defaults? |
- Determine baseline level of access that users have to records they do NOT own - They're used to restrict data access |
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List the 4 Organization-wide sharing defaults |
1) Private: Access only given to record owners 2) Public Read Only: All users can view, search, and report on records and only record owners can edit 3) Public Read/Write: All users can view, edit, search, report on records, and add related records |
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Where is role hierarchy located? |
Setup > Manage Users > Roles > Set Up Roles |
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What are two overarching rules regarding role hierarchy? |
- Users have the same level of access to records owned by or shared with users below them - Users in the same role or level cannot access each other's records - |
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Where can Sharing Rules be found? |
Setup > Security Controls > Sharing Settings |
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What is the basis for granting record access to defined groups of users? |
Object-by-object
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Access is determined by which three components? |
- Share which records? - With which users? - What level of access? |
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Share which records? |
- Owned by certain users - Meeting certain criteria
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With which users? |
- Public groups - Roles - Roles and subordinates
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What level of access? |
- Read-only - Read/write |
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What are the seven types of rules? |
1) Account Sharing Rule 2) Contact Sharing Rule 3) Opportunity Sharing Rule 4) Case Sharing Rule 5) Lead Sharing Rule 6) Campaign Sharing Rule 7) Custom Object Sharing Rule |
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What are two important facets of the Account Sharing Rule? |
1) Based on who owns the account, or on select criteria |
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What are three important parts of the Contact Sharing Rule? |
- Based on who owns the contact (must be associated with an account), or on select criteria - Allows you to set default sharing access for individual contacts and their accounts - Cannot use with Territory Management and B2I (Personal Account) enabled orgs |
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What are three parts of the Opportunity Sharing Rule? |
- Available in Enterprise Edition and Unlimited Edition - Based on who owns the opportunity, or on selected criteria - Allows you to set default sharing access for individual opportunities and their accounts |
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What are the important parts of the Case Sharing Rule? |
- Available in Enterprise Edition and Unlimited Edition - Based on who owns the case or on selected criteria - Allows you to set default sharing access for individual cases and associated accounts |
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What are the details of the Lead Sharing Rule? |
- Available in Enterprise Edition and Unlimited Edition - Based on who owns the lead or on selected criteria - Allows you to set default sharing access for individual leads |
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What are the details of the Campaign Sharing Rule? |
- Available in Enterprise and Unlimited Edition - Based on who owns the campaings or on selected criteria - Allows you to set default sharing access for individual campaigns |
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What are the components of the Custom Object Sharing Rule? |
- Available in Enterprise Edition and Unlimited Edition - Based on who owns the custom object or on selected criteria - Allows you to set default sharing access for individual custom object records |
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What are criteria-based sharing rules? |
- Determine which records to share based on field values in records - Are ideal for companies with complex sharing requirements - Can be used for accounts, opportunities, cases, contacts, and custom objects |
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What is manual sharing? |
- Used to grant access on a one-off basis - Can be granted by the owner, any role |
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Where are Public Groups found? |
Setup > Manage Users > Public Groups |
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What is a Public Group? |
- Group of users to which a sharing rule can be applied all at once instead of individually - Combination of individual users, other public groups, roles, or roles and subordinates that can be used together in a sharing rule - Can be used to define access to folders and list views |
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What do Account Teams do? |
- Share roles with the sales teams - Are used for collaborative account management - Are used for sharing and reporting purposes |
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What are the rules surrounding Sales Teams? |
- Support collaborative selling and transparent reporting - Can be added by opportunity owners, their managers in the role hierarchy, and administrators - Allow opportunity owners to grant access to each team member they select - Allow users to select a default team for each opportunity they own - Do NOT allow for revenue generated from an opportunity to be divided across members of the sales team |
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How do you set up Account Teams and Opportunity Teams? |
Setup > Customize > Accounts > Account Teams |
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Where are Personal Calendar options found? |
Setup > Security Controls > Sharing Settings |
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How many users are allowed a personal calendar? |
All of them |
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Where can an administrator set organization-wide level of access to personal calendars? |
Security Controls |
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How is access then distributed? |
Individual users grant access to specific users |
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How can Public Calendars be accessed? |
Setup > Customize > Activities > Manage Your Public Calendars and Resources |
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Who can create public calendars? |
Administrators and users with the "Customize Application" permission |
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Which three groups can public calendars be shared with? |
Public groups, roles, and users |
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How can a user choose to view a public calendar? |
Must be a user that is specified. |
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Who can set Organization Wide Defaults, Role Hierarchy, and Sharing? |
The Administrator |
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What is Field-Level Security? |
- Defines user ability to view and edit fields in SFDC - Helps enforce data security - Helps ensure that users view only relevant data - |
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How can a field be hidden from a user in list views, search results, and reports? |
Field-level security |
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Would a user with edit access to a field also need edit access to an object to be able to modify it? Why or why not? |
Yes, the most restrictive security settings always apply. |
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How can field-level security be viewed and set? |
Setup > Security Controls > Field Accessibility |
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What are two ways to set up field-level security? |
- Through the field - Through the profile |
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What are the limitations of Standard Fields? |
- Predefined in SFDC - Cannot be deleted - Can be removed from a page layout - Can have limited customizations (change the display labels, tabs, objects, add descriptions for labels to reflect business reqs)
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What are the three ways Standard Fields can be customized? |
1) Change the field label (Setup > Customize > Tab Names and Labels > Rename Tabs and Labels) 2) Add Help text (Setup > Customize > Name of Object > Fields > Edit) 3) Add and edit values in picklists (Setup > Customize > Name of Object > Name of Field) |
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What is the max number of long text area fields that can be created? |
25 |
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How is a default value for a custom field created? |
Set by the user |
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What likely happened if a user loses all data associated with a custom field? |
Deleting a custom field can cause a user to lose all of their data |
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What can changing the data type of a field cause to happen? |
Deletion of list views and assignment and escalation rules |
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What are the consequences of deleting a custom field? |
- All related data is lost - User has 15 days to undelete the custom field and all of its data - Deleted fields count against the max number of custom fields allowed until they are erased permanently or past the 15 day cutoff |
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What is the path to creating a custom field? |
Setup > Customize > Specific Name of Object > Fields > Select New in the Account Custom Fields and Relationships section |
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What are the four steps to creating a custom field? |
1) Choose the field type (Checkbox, formula, auto number, currency, date, number, etc.) 2) Enter the details (i.e. Enter the field label, the default value, description, help, etc.) 3) Establish Field-Level Security (i.e. Adding field-level permissions to profiles, which profiles can view it) 4) Add to page layouts (i.e. Select which page layouts should include the new field) |
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What are the advantages of Picklists? |
1) Speed up data entry 2) Maintain data quality by allowing only permissible values 3) Facilitate searching, reporting, and filtering |
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What are important parts of dependent picklists? |
1) Work in conjunction with controlling picklists 2) Make data more accurate and consistent 3) Are indicated by an icon when viewing a record detail page in edit mode |
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What is the difference between controlling fields and dependent fields? |
Dependent fields can ONLY be: - Custom picklists - Custom multi-select picklists
Controlling fields can be (all but multi-select): - Standard picklists - Custom picklists - Standard checkbox - Custom checkbox |
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What do lookup fields do? |
- Link two different objects or link an object to itself - Create a parent-child relationship between objects - You can create a Backup Agent field that looks up to the User object. This will help support reps select a user they want to assign as the backup agent for handling the case |
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What limits the records available in a lookup field? |
Lookup filters |
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What can prevent support reps from selecting contacts of an unrelated account? |
Lookup filters |
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What can lookup filters reference? |
- Other fields on the same record - Fields on the records of the target object - Fields on records directly related to the target object - Fields on the user's record, profile, and role |
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Can lookup filters be required or optional? |
They can be both |
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Where can dependent lookups be found? |
Setup > Customize > Cases > Fields > New in the Case Custom Fields and Relationships Section |
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How can a lookup filter that references another field on the same object be created? |
1) Add a lookup filter to the case contact field 2) It will display only those contacts that are related to the account selected in the case Account Name field 3) This makes the contact field dependent and the case account name a controlling one |
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What business function do custom formula fields have? |
Make business-specific calculations |
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Can custom formula fields be modified? |
No, they are read-only fields |
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Are custom formula fields visible on edit pages? |
No they are not visible on edit pages |
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Can you create a custom formula field on a standard or custom object? |
Yes, custom formula fields can be created on a custom or standard object |
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What can't a custom formula field reference? |
Descriptions or custom long text area fields |
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Can a custom formula field be searched? |
No |
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Can a custom formula field be available for lead conversion? |
No |
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Can a custom formula field be used for a data export? |
No |
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What is the most basic function that cross-object formula fields provide? |
Reference fields from parent objects |
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Where can Page Layouts be modified? |
Setup > Customize > Name of Object > Page Layouts |
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Where can the display of detail and edit pages be modified? |
Page Layouts |
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Where can page section customizations be controlled? |
Page Layouts |
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Can page layouts be customized for a specific business scenario? |
Yes, they can be customized |
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Are profiles allowed to have their own page layout? |
Yes, page layouts can be assigned to a specific profile |
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How can you ensure that users see the correct page layouts? |
Assign page layouts to user profiles |
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How can administrators configure different page layouts, business process, and picklist values? |
They can configure using Record Types |
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How do record types and picklists interact? |
Record types can define different sets of picklist values for standard and custom picklists |
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How can record types help implement custom business processes? |
They an be associated to specific page layouts |
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How do permission sets and record types interact? |
Record types can be assigned to users through permission sets |
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What determines what record types can be selected? What is the formula? |
A user's profile determines which record type can be selected: Profile + Record Type = Page Layout Assignment |
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Where can a record type be created? |
Setup > Customize > Name of Object > Record Types |
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What are the steps for creating a record type? |
1) Specify Details 2) Select Page Layout 3) Edit Picklists
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What is a master picklist? |
Complete list of picklist values that can be used in any record type |
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What picklist fields are not available for record types? Why not? |
They are used exclusively for sales process: - Opportunity Stage - Case Status - Solution Status - Lead Status |
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Will renaming a record type change its list of values? |
No |
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What are person accounts? |
Account records to which a special kind of record type has been assigned |
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How does a person account allow itself to be used as if it were a contact? |
Person account record types allow contact fields to be available on the account and allow it to be used as if it were a contact |
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What occurs when person accounts are enabled for your organization? |
A default person account record type named "Person Account" is automatically created |
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How does an object being referenced in Apex change its deletion rules? |
A record type for an object cannot be deleted if it is referenced in Apex |
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When can account not be deactivated? |
If it is in use by an email routing address for Email-to-Case or On-Demand Email-to-Case |
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What is the max number of record types that SFDC recommends? |
200 |
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What is used to track sales, support, and lead lifecycles across divisions, groups, or markets? |
Business processes |
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What must you do before you can create a record type for an object? |
You must create at least one business process before you can create a record type |
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What determines which picklists are selectable for which fields? |
Business process |
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How do record types implement business processes? |
Page layouts |
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What is the first step of creating a business process? What do you need to ensure? |
You need to update the master picklist and ensure it has all required values |
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What is the second step of creating a business process? What must you add? |
Create the process and add a description to let users understand the significance of the process |
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What is the third step of creating a business process? |
Create record types and associate them with business processes: - Select the existing record type - Record type label should be unique - Record type created for specific process - Make description and help text relevant to understand the use of the record type |
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What is the fourth step of creating a business process? |
Add record types to profiles: - Select a page layout and decide which profiles it should be assigned to - Select a page layout for every profile or can select different page layouts according to needs of each individual profile |
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Where can History Tracking logs be accessed? |
Setup > Customize > Name of Object > Fields > Set History Tracking |
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What information is contained in History Tracking logs? |
- User making the change - Date and time of the change - Old and new values |
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What is the max number of standard or custom fields that a user can enable history tracking on? |
20 |
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Where can a user view changes using History Tracking? |
On a related list or through History reports |
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What two types of data validation are available and how do they differ? |
1. System data validation: involves setting simple field properties to ensure valid data entry 2. Custom validation: Rules allow you to enforce more complex conditions involving one or more fields specific to business processes |
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What are custom validation rules dependent on? |
Not having errors from system validations |
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What does marking custom data validation fields as required and/or unique accomplish? |
- It forces users to always enter a value - Prevents records with duplicate values
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What are the five required options? |
- Universally required on save - Auto-added to all page layouts - Cannot be hidden - Editable on all profiles - Not for picklists, text area (long) |
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What are the five unique options? |
- Stops duplicate values on save - Existing duplicates cause error - Email, number, text fields only - Text fields can be treated as case-sensitive |
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Where can Validation Rules be found? |
Setup > Customize > Name of Object > Validation Rules |
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Which two components are contained in validation rules? |
- Formula or expression for data evaluation - Error message (ex: "Opportunity discounts must not exceed 20%) |
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What are the four steps of data validation? |
1) State the business requirements (ex: "Can't change a close date to a day in the past" 2) Break down business requirement (ex: "User can't save IF the close date is less than today's date") 3) Express the error condition (using Boolean: "Close date < today") 4) Compose error message (ex: "Close data cannot be a day in the past") |
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Where can Activities be customized? |
Setup > Customize > Activities |
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How does customization differ from other objects for activities? |
It doesn't. They can be customized just like any other object. |
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Can custom fields be created for all activities? |
Yes. |
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Can tasks and events have validation rules, record types, and page layouts? |
Yes. |
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What can be edited in the Activity node? |
Standard picklists and activity settings, which enable task and event features like recurring tasks, group tasks, and more |
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What can admins import using the import wizard? |
Accounts, Contacts, Leads, Solutions, or Custom Objects for the organizationhW |
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What info can a user import? |
Accounts and contacts |
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How many records at a time can a user import? |
500 |
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What are the four main steps to remember for preparing data for import? |
- Resolve any duplicate records - Remove blanks and empty spaces - Run spell check - Rename the column headers to match the field names in SFDC |
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What are five important considerations to make regarding an import file? |
1) Ensure adherence to data validation rules 2) Ensure that universally required fields are not blank 3) Ensure that Owner field is not left blank 4) Ensure the Currency field is not left blank 5) Ensure that all values in any picklist field also exist in Salesforce |
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What is a Record ID? |
Unique identifier generated by SFDC when a new record is created |
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What are the three ways to get a Record ID? |
1) Copy ID from the URL of each record 2) Run a report and add the ID as a column 3) Export data with the data loader and check the exported file for the IDs of the affected records |
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What are three important things to remember about the data loader? |
1) Uses an API that defines the rules for accessing SFDC from external applications 2) Is a client application, so user needs SFDC credentials to log in 3) Requires a security token to log in from an untrusted location |
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What is the max number of records that can be imported using the Import Wizard? |
50,000 |
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How does the Import Wizard prevent duplicates? |
It will provide an alert for the user. |
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Can the Import Wizard affect workflow rules? |
Yes, it can choose whether or not to trigger them. |
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What is the range of records that the Data Loader can load (amount)? |
50,000-5,000,000 |
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What can data loader do? |
- Load all objects - Schedule imports - Save mappings for later use - Update, insert, export, delete data |
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What must be done prior to a Data Loader import? |
- Create any necessary fields - Clean up data - Export any necessary record ID fields
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When must a test batch be prepared and uploaded? |
Prior to a Data Loader import |
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When should a Data Loader upload be avoided? |
Normal business hours |
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What should you do before any import, update, or insert operation? |
Turn off workflow rules |
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Using Data.com, what can a user do as a Premium or Corporate Prospector? |
- Add new contacts, leads, and accounts to SFDC - Compare SFDC records to Data.com's - Use Data.com Clean to automate record cleaning |
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What are the steps to add records from Data.com? |
1) Search for records on Data.com tab using basic criteria 2) Use search filters 3) Select records that you want and add them to SFDC (or export) |
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Can user records be deleted from SFDC? |
No, they can only be deactivated |
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What does deactivation do to historic data? |
It maintains its integrity |
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What happens to a user's license after they are deactivated? |
It is freed up |
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Do you have to go outside of the application to use data export? |
No, it is available within the application |
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How are you alerted when zip files are ready? |
Via email |
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What happens to zip files after 48 hours? |
They are deleted, despite being downloaded are not |
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What is the maximum length that deleted records can be stored in the recycle bin? |
Maximum of 15 days |
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Which users is My Recycle Bin available to? |
It is available to all users |
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What permission must a user have to access All Recycle Bin? |
They must have the "Modify All Data" permission |
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What can the Import Wizard import? |
Accounts, contacts, leads, solutions, and custom objects |
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What is the most amount of account or contact records a standard user can import? |
500 |
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What are 4 important things to remember about Standard Reports? |
- They are built in - Stored in standard folders - Can be customized - Can be saved as custom reports since they can't be overwritten |
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What are 3 important things to remember about Custom Reports? |
- Can be built from scratch - Can be customized and tailored - Save the customized report in a custom, personal, or unfiled folder |
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What are four important things to remember about folder access? |
- Access can be Read Only or Read/Write - Folder can be accessible to all users, hidden, or shared using public groups or roles - Access to folders does not roll up in role hierarchy - Enabling enhanced folder sharing may change the existing access to reports and dashboard depending on their user permissions |
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What does the Report Builder upgrade do? |
- Grants all users access to the report builder - Enables scatter charts - Allows users to access the old report wizard only in Accessiblity Mode - Needs to be enabled manually for existing orgs - Can't be disabled after it's turned on |
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What is a Tabular Report? |
A simple list of records |
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What is a Tabular Report used for? |
Mailing lists and activity reports |
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What is a Summary Report? |
Simple list of records |
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What is a summary report used for and how can it be sorted? |
It is used for mailing lists and activity reports and can be sorted into groups with subtotals |
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What does a Matrix Report do? |
- Summarizes data in a grid against horizontal and vertical criteria - Provides totals for both rows and columns |
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How is filter logic implemented in report filters? |
Multiple filters can be linked using "and", "or", and "not" operators |
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What do literal date values in custom report filters allow you to do? |
Create dynamic date ranges for reports i.e.
- Yesterday, last week - Today, this month - Tomorrow, next quarter |
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How can a user create extra flexibility with date values? |
By using variables in literal date values for days, quarters, and years (i.e. last X days, next X days, last X quarters, next X years, etc.) |
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How many custom summary formulas can be added to a report? |
Up to 5 |
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What fields in the data can a custom summary formula reference? |
A custom summary formula can reference formula fields in the data |
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What can't a custom summary formula reference? |
Other summary formulas. |
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On what rows can a custom summary formula display? On which can't they display? |
Custom summary formulas can only display on summary rows, not detail (record) rows |
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What are three things that one must do for scheduling and emailing reports when setting up? |
- Specify a running user - Frequency - Start and End dates |
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What will the scheduled email contain? |
- Report information - Link to the report - Data in HTML with links to SFDC |
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What does a Dashboard provide a user/admin? |
A visual representation of key business information |
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How many components can be in a Dashboard? |
Up to 20 |
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How does a Dashboard use Visualforce? |
It uses Visualforce to present data from other sources. |
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What types of forms can a Dashboard take? |
Tables, charts, gauges, and metrics |
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Who is able to view snapshots posted to user or group feeds? |
Potentially all users. |
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How do dynamic dashboards differ? |
- Data is displayed based on the security settings of the user - There is no need to create multiple dashboards for different users - Admin can optionally specify authorized users who can change the running user |
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How many filters can dashboards have? |
Up to 3 filters each |
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What must Dashboards be based on? |
- date - date/time - currency - picklist - lookup - text fields |
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What does a dashboard filter allow a user? |
- Ability to view different subsets of data on the same dashboard - Post Chatter snapshots of dashboard components
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What permission must a user have to create a dashboard? |
The Manage Dashboards permission |
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What are the four steps to create a dashboard? |
1) Drag a component onto the dashboard canvas 2) Drag the data source, such as a report, on to the component 3) Edit components and dashboard properties directly through overlays on top of the dashboard 4) Select a running user to determine data visibility |
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How do Bucket fields help data organization? |
Allow for quick categorization of records for grouping and filtering |
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What do Cross Filters allow you to do? |
Filter based on related objects |
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What type of relationship do cross filters have with your report type? |
They have an AND relationship, meaning that you cannot add a cross filter that is in conflict with your report filter. Choosing a report type of Accounts with Partners and
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What situations can an email template be set up for? |
- Web-to-lead - Web-to-case - Email-to-case - Assignment rules - Escalation rules - Auto-response rules - Workflow |
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What are the two ways that email template folders can be accessed? |
- My Templates (personal setup)
- Email Templates (Administration setup) |
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What are the four types of email templates? |
1) Text 2) HTML (using Letterhead) 3) Custom (without using Letterhead) 4) Visualforce |
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What is the workflow rule process flow? |
1) Evaluation criteria 2) Trigger criteria (Tasks, email alerts, field updates, outbound messages) 3) Actions 4) Time triggers 5) Actions (Tasks, email alerts, field updates, outbound messages)
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Where can workflow tasks be assigned? |
- User - Role - Record owner - Record creator - Opportunity team role - Account team role |
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To what are workflow tasks associated with for the same type of record? |
Workflow rules |
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Where shouldn't workflow tasks be assigned? |
Roles with multiple users |
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Where are workflow tasks tracked? Can they be reported on? |
Workflow tasks can be reported on and are tracked in activity history |
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What are the two main parts of a workflow? |
1) Rules 2) Actions |
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When are workflow rules evaluated? |
1) When a record is created 2) When a record is updated |
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Which has more template options? Web-to-Case or Web-to-Lead? |
Web-to-Case has more template options |
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Where can an email alert send a template email? |
-User -Role -Record owner -Record creator - Opportunity team role - Account team role - Can be sent to any email address populated in a custom or standard field on the record |
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What are some important facts about field updates? |
- Automatically change the value of a field - Can be created for standard or custom objects - Can be immediate or time-dependent - Depending on the type of field, can make the value blank or calculate a value based on a formula - Can retrigger workflow rules |
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What do workflow outbound messages do? |
- Send specific information to a designated endpoint - Send the data in the form of an API/SOAP message - Can be created for standard or custom objects |
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How can many notifications can a single SOAP message include? |
Up to 100 |
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When is Workflow Evaluated? |
1. Validation rules 2. Assignment rules 3. Auto-response rules 4. Workflow rules 5. Escalation rules |
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How many new leads can web-to-lead generate? |
Up to 500 new leads per day |
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How to prepare for web-to-lead or web-to-case steps? |
1. Create Custom Fields 2. Create Queues 3. Create Email Templates 4. Create Assignment Rules 6. Create Web Form |
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Custom lead fields must generally be matched to other custom fields of the same data type. What are some exceptions? |
- Picklist - Text, Text Area - Auto-number |
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What are Queues and where are they found? |
Setup > Manage Users > Queues |
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How can an assignment rule be created? |
Setup > Customize > Leads/Cases > Assignment Rules |
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How are assignment rules and leads related? |
- Assignment rules can be created to assign leads
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How many assignment rules can be active at a time? |
Only 1 assignment rule can be active at a time |
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How can auto-response rules be created? |
Setup > Customize > Leads/Cases > Auto-Response Rules |
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What should auto-response rules be created in response to? |
Web submission of leads or cases |
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How many auto-response rules can be active at a time? |
Only 1 |
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What are the 5 basic rules of the Master-Detail relationship? |
- Child record must have a parent - Child records inherit record level security from their parent record - Child records are automatically deleted when parent record is deleted - Can establish rollup summary fields which allow data to be summarized from child records - In a master-detail relationship, the detail side cannot be a standard object |
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Where can roll-up summary fields be used and how many can there be per object? |
They can be used in Master-Detail relationships only and there is a limit of 10 per object |
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What are 5 important aspects of a Lookup Relationship? |
- Lookup relationship is optional - There's no impact to record level security - Roll-up summary fields CANNOT be established - If the "many-side" of the master-detail relationship is a standard object you must use a Lookup Relationship - If the relationship is optional you must use a Lookup Relationship |
