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28 Cards in this Set
- Front
- Back
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What are workflow rules? |
Salesforce workflow rules automate business processes. |
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When should you use data loader vs import wizard? |
Data Loader: Desktop application, Complex and flexible for large imports. Data Import Wizard: Simple, Web-based tool, smaller volumes |
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What are validation rules? |
Salesforce validation rules: Enforce data entry standards and criteria and are defined using formulas |
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How do you control Access to the Org? |
Users |
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How do you control access to objects? |
Permission Sets & Sharing settings on the object |
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How do you control access to fields? |
Field level security |
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What are the 4 ways to control access to records in order of increasing levels of access |
Org-wide defaults Role hierarchies Sharing rules Manual sharing |
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What are sharing rules? |
Enables you to make automatic exceptions to your org-wide sharing settings for selected sets of users. |
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How do you Restrict Login Hours and IP Ranges |
Profiles |
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Where do you create sharing rules? |
Sharing Settings |
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What are account teams? |
Groups of users collaborating on an account |
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What is a lookup relationship? |
Lookup Relationship: A simple parent-child relationship where one object has a reference to another object. |
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What is a master-detail relationship? |
A stronger relationship where the child object is considered a detail of the parent object. It creates a hierarchical relationship with cascading effects on deletion and sharing rules. |
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What is an external lookup relationship? |
Allows establishing a relationship between a Salesforce object and an external object in an external system. |
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What is a hierarchical relationship? |
Used to represent hierarchical relationships, such as manager-employee. |
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What is a scheme builder? |
Scheme Builder in Salesforce is a tool that enables administrators to visually design and customize the layout and structure of objects, fields, and relationships within their Salesforce org. |
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What are quick actions? |
Quick actions in Salesforce are customizable buttons or links that provide users with immediate access to perform specific actions or tasks on a record without navigating to a separate page. |
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What is a compact layout? |
A compact layout in Salesforce is a condensed view of record details that displays key fields and information in a concise format, usually in a bar at the top. |
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How do you create a sales path? |
Sales Processes |
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What is a sales path? |
Sales Path in Salesforce is a visual guide that provides step-by-step instructions and prompts to sales representatives, helping them follow a structured process for managing leads and opportunities effectively. |
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How do you create a process for Managing Support Cases |
Support processes and escalation rules |
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What are entitlements? |
Entitlements in Salesforce define customer service commitments, specifying support levels and terms for effective case management. |
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How do you manage duplicates? |
Matching rules |
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What is Privileged Access Management? |
The practice of controlling and securing privileged access to sensitive data and critical functionalities within the Salesforce platform. |
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What is the security concept of Least Privilege? |
The security concept of Least Privilege involves granting users the minimum level of access and privileges necessary to perform their job functions effectively. |
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Where can you set login requirements and limits for different users? |
Profiles |
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Where do you change password policies? |
password policies |
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Where can you configure a trusted IP? |
Network Access |
