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8 Cards in this Set

  • Front
  • Back


A profile controls...



Tabs shown (Default on, default off, hidden)


IP Restrictions (Enterprise+)


Object-level security


Field-level security


Login hours


Apex/VF pages accessible


Console layout


Selectable applications (sales, call center, etc.)


Administrative & general user permissions (modify all data, run apex, approve contracts, etc.)

The standard profiles are...

System administrator


Standard user


Read only


Solution manager


Marketing user


Contract manager


Partner user


Standard platform user


Standard platform one app user


Customer portal user


Customer portal manager

The difference between a custom field and a standard field...

Standard fields are created by Salesforce and packaged with the object. Custom objects are those that you create.




Custom fields and objects always have "_c" appended to the API name.




*Custom related lists to have "_r" appended to the API name.

When to create a custom profile...

If you need to configure the three areas:




-Administrative permissions (modify all data, view and setup configuration, etc.)


-General user permissions (manage self service portal, manage cases etc.)


-Object-level permissions

What are the different types of custom fields...

Auto number


Checkbox


Currency


Date


Date/time


Email


Formula


Geolocation


Hierarchical


Lookup relationship


Master-detail relationship


Number


Percent


Phone


Picklist


Picklist (Multiselect


Roll-up summary


Text


Text Area


Text Area (Long)


Text Area (Rich)


URL



Which objects can you enable fields history tracking...

Accounts


Cases


Contacts


Contracts


Leads


Opportunities


Solutions


Custom Objects



What are the four types of roll-up summary field

Count


Sum


Min


Max

Which objects require a business proccess...

Lead


Opportunity


Case


Soluton