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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.) |
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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 |
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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. |
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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 |
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What are the different types of custom fields... |
Auto number Checkbox Currency Date Date/time 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 |
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Which objects can you enable fields history tracking... |
Accounts Cases Contacts Contracts Leads Opportunities Solutions Custom Objects |
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What are the four types of roll-up summary field |
Count Sum Min Max |
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Which objects require a business proccess... |
Lead Opportunity Case Soluton |