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324 Cards in this Set
- Front
- Back
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Where are the three areas where you can configure and view Field Level Security (FLS)? |
1. Profile 2. Field 3. Field Accessibility |
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Where is the only place in Salesforce where you can restrict access to records? |
Organization Wide Defaults (OWD) |
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What are the six OWD possible settings? |
1. Private 2. Public read only 3. Public read/write 4. Public read/write/transfer - only available for Leads and Cases 5. Public Full Access - only available for campaigns (and must check Marketing User in profile) 6. Controlled by parent - only available for contacts and activities |
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What types of fields can be controlling fields in a field dependency? |
Checkboxes and picklists |
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What types of fields can be dependent fields in a field dependency? |
Custom picklists and custom picklist multiselect |
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What does having Full Access to a record allow a User to do? |
Read, Edit, Share, Transfer, and Delete |
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What are the four ways a User can get Full Access to a record? |
Through 1) queues, 2) role hierarchy, 3) being an owner, and 4) "modify all" on profile. |
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If a User's profile has Read permission only check on the Case object and they are made the owner of the record, what actions will they be able to take on the record? |
Read only, because the Profile permission supercedes other settings. |
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What can be changed on a Standard Field? |
1. Help Text 2. Picklist values 3. Rename labels (change by "Rename tabs & labels) |
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What happens to existing records if a value is removed from a picklist field? |
Old value stays on record until another value is slected and the record is saved with the new value. |
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What are the two forms of authentication a User must provide when logging in from a browser? |
1. A cookie and a username/password 2. Trusted IP and a username/password |
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What are the two forms of authentication a User must provide when logging in through a Web Services API? |
1. Username/password and token 2. Username/password and trusted IP |
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What are the three possible access settings for Field Level Security? |
1. Read only (Visible) 2. Read/Write 3. Hidden (kinda tricky, since this is default if Visible or Read aren't checked) |
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What four things are folders used for? |
1. Documents 2. Dashboards 3. Reports 4. Email templates |
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How many profiles can be assigned to a User? |
One, and only one |
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How many roles can be assigned to a User? |
One. But, a role is optional. |
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A user must be assigned to a role. True or False. |
False. Roles are optional. But, only one role may be assigned to each User. |
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How many Permission Sets can be assigned to a User? |
Unlimited |
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What are the six types of Universal Objects? |
1. Accounts 2. Contacts 3. Tasks 4. Events 5. Documents 6. Content |
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What are the five major object entities? |
1. Universal Objects 2. Sales Objects 3. Customer Service Objects 4. Marketing Objects 5. Custom objects |
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What are the five major object entities and what object belong to each type? |
1. Universal Objects: Accounts, Contacts, Tasks, Events, Documents, and Content 2. Marketing Objects: Leads and Campaigns 3. Sales Objects: Opportunities, Products, Price Books, and Quotes 4. Customer Service Objects: Cases, Solutions, and Knowledge 5. Custom objects |
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What are the six standard profiles? |
1. Standard user: Create, view, edit, and delete standard objects 2. Solution Manager: Standard, plus manage Solutions 3. Marketing User: Standard, plus manage Campaigns 4. Contract Manager: Standard, plus manage Contracts 5. Read Only 6. System Administrator |
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When do you use Apex? |
When you can't do something declaratively |
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What five types of items should Apex be used to create? |
1. Triggers 2. Classes 3. Custom Web Services (own version of SOAP or REST) 4. Custom Email Handlers (auto parse email content, process emailing, etc. 5. Batch processes (50k to 50M records) |
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What are some common APEX triggers? |
Update fields on a related record Create new records (can be in bulk) To delete records (can be in bulk) To update Lookup fields on records To stop the deletion of a record To automate manual sharing of records Complex validation rules To update records with values from another record To create custom behaviors To call an external web service sychronously |
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What are common reasons to use Visualforce? |
When you need to change the user interface To display records from multiple objects To edit multiple records at the same time (on the same screen) To create multiple records at the same time (on the same screen) Custom analytic capabilities |
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What OWD settings make Account Teams relevant? |
When OWD is set to Private or Public Read Only |
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What OWD settings make Opportunity Teams relevant? |
When OWD is set to Private or Public Read Only |
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What does the Role Hierarchy control? |
Access to records
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What is the highest level of access that can be granted used the Role Hierarchy? |
Full Access |
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What are the two types of sharing rules? |
1. Criteria (case teams use criteria) 2. Ownership (account and sales teams use ownership) |
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Can Permission sets be used to remove permissions granted by a Profile? |
No. Permission sets can only be used to extend permissions. |
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What can a Group contain? |
Users, Roles, Roles and Subordinates, Other Groups, and Public Groups |
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What can a Group be used for? |
1. Sharing 2. Grant people access to folders 3. Queues 4. Grant access to list views |
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Account teams include which two of the following? 1. Leads 2. Opportunities 3. Accounts 4. Cases |
3. Accounts 4. Cases |
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Which of the following can be assigned to a queue? 1. Leads 2. Opportunities 3. Accounts 4. Cases 5. Custom Objects |
1. Leads 4. Cases 5. Custom Objects |
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True or False: Each object can have multiple page layouts. |
True. If there are multiple page layouts for an object, the page layout a User sees is determined by the user's Profile settings. |
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What are the two screen modes for how a User sees a record? |
1. View Mode: Displays read only fields and related lists. 2. Edit Mode: Does NOT display read only fields or related lists. |
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Which four standard objects require that a Business Process be created prior to creating a Record Type, and what complex picklist do they each require? |
1. Lead: "Status" picklist (e.g. New, Working, Qualified, Closed, etc.) 2. Opportunity: "Stage" picklist (e.g. Prospecting, Demo, Closed Won, Closed Lost) 3. Case: "Status" picklist (e.g. New, Working, Escalated) 4. Solution: "Status" picklist (e.g. Draft, Review, Duplicate) |
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What must be created before a new opportunities record type can be created? |
A new Sales Process |
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Is it possible to create a Record Type on Opportunities without first creating a Sales Process? |
No. A new Sales Process must be created before a new Opportunity Record can be created. |
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What impact do Record Types have on data loaded through the API? |
No impact, because record types are part of the View Level. |
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What standard Object is used to track the products or services that a company sells? |
Product Object |
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What three standard Objects are the Product Object natively related to? |
1. Price Books 2. Accounts, through Assets 3. Cases, through Assets |
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What standard Object is used to track the prices for products? |
Price Books |
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What object is used when you relate a Product to an Opportunity? |
An Opportunity Product is how you relate a Product to an Opportunity. Example: You sell computers, and you have a Product called "Laptop Computer". Then you have two Opportunities, each one selling 1 of those Laptops. You'd end up with 2 Opportunity records, 1 Product record (for the Laptop), and 2 Opportunity Product records, one for each Opportunity to related the Product to that Opportunity. |
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How can a product be associated with multiple prices? |
Each product can exist in multiple price books with different prices. |
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Why would an organization use Product Schedules? |
To spread the recognition of a sale over a period of time. |
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Who can enable Product Schedules? 1. Any user 2. Marketing User 3. Anyone enabled by their profile 4. System Administrator only |
4. System Administrator only |
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What are the two types of Product Schedules? |
1. Quantity Schedule: Outlines the dates, number of units, and number of installments for payments, shipping, or other use as determined by your organization. 2. Revenue Schedule: Outlines the dates, revenue amounts, and number of installments for payments, recognizing revenue, or other use. |
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Why can a single Opportunity have multiple Quotes? |
So Sales Reps can give multiple bids to a client without artificially inflating the pipeline |
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What type of PDF can be generated by users to help with the sales process? |
Users can generate PDF files from Quotes. Administrators can create customized templates for quotes. |
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What are the primary sales productivity tools? |
1. Email to Salesforce: Unique email address to have emails automatically recorded as Tasks. 2. Salesforce for Outlook: syncs Contacts, Tasks, and Events 3. Force.com Connect Offline 4. Stay in Touch Requests: REquest to update contact info 5. Big Deal Alerts: 6. Similar Opportunities 7. Opportunity Update Reminders 8. Cloud Scheduler |
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What can users do with Salesforce Classic Lite (formerly Mobile Lite)? |
Let's users view, create, edit, and delete Accounts, Assets, Contacts, Leads, Opportunities, Events, Tasks, Cases, and Solutions. |
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How can a user track the changes to data values of a field? |
Through Field History |
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What five changes can be tracked in Field History? |
1. Which field changed 2. When the field changed 3. Who changed the field 4. The old value 5. The new value |
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How many fields per object can be tracked using Field History? |
Up to 20 fields per object |
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Field History only tracks "who changed" and "when changed" for what three field types? |
1. Rich Text Fields 2. Long Text Fields 3. Multi-Select Picklists |
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What 7 special functions are available on Cases? |
1. Case Assignment Rules 2. Escalation Rules 3. Auto-Response Rules 4. Web to Case 5. Email to Case 6. Self-Service Portal 7. Communities |
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What four ways can Solutions be made publicly visible? |
1. Public website 2. Self service 3. Customer Portal or Partner Portal 4. Customer or Partner Community |
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What are the two default visiblity settings for Solutions? |
1. See all solutions 2. See no solutions Its all or nothing. Knowledge allows for granular security. |
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What three things in Salesforce ignore Field Level Security? |
1. Formula Fields 2. Workflow 3. Apex |
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What is the main difference between Solutions and Knowledge? |
The security model. Solutions are "all or nothing" visibility, while Knowledge allows granular visibility through Data Categories and also at Profile level. |
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How many Case Assignment rules can an organization have? 1. One 2. Five 3. Twenty 4. Fifty 5. Unlimited |
One.
If a new Case Assignment rule is created and activated, the old one will be automatically deactivated. |
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Case Assignment Rules automatically fire when a Case is created using what 5 actions? |
1. Web to Case 2. Email to Case 3. Self Service 4. Customer Portal or Partner Portal 5. Customer or Partner Community |
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What changes the owner of a Case based on criteria on the Case record itself? |
Case Assignment Rules |
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What can automatically change case ownership to either a User or Queue? |
Case Assignment Rules |
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What determines which case auto-response email template is sent? |
The Case Auto-Response Rule. You can have multiple templates based on the Rule. |
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What should be used to ensure Cases are resolved in a timely fashion? |
Escalation Rules |
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Which standard objects do Escalation Rules work with? |
Cases only. |
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What two things can Escalation Rules do? |
1. Change owner 2. Send email notification |
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What two Company Profile settings do Escalation Rules follow? |
1. Business Hours 2. Holidays |
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What is the only way to relate objects in Salesforce? |
Through Relationship Fields |
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What are the two types of relationship fields? |
1. Lookup 2. Master Detail |
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In a Master Detail / Lookup relationship, which is the child and which is the parent? |
Lookup = child Master detail = parent |
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How many Lookup fields and Master Detail fields are allowed per object? |
25 Lookup fields 2 Master Detail fields |
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What happens to Master Detail fields when a parent records is deleted? |
All child records are deleted |
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What happens to Lookup fields when a parent records is deleted? |
Nothing. The child record is not affected |
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True or False. Master Detail Fields can be created on standard and custom objects. |
False. Master Detail Fields can only be created on Custom Objects |
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What are the two primary reasons to use Master Detail? |
1. Rollup Summary Field 2. Child inherits sharing from parent |
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What four optional features can be added to a Custom Object? |
1. Allow Reports 2. Allow Activities 3. Track Field History 4. Allow in Chatter Groups |
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What are the three ways to tell if fields are related? |
1. Field definition of any object will have a "lookup" 2. You can see all children through Page Layout's Related Lists 3. In the Schema Builder |
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What is used to create a visual diagram of object relationships? |
The Schema Builder. It also allows you to edit some field values and easily navigate to Page Layout, but you cannot save diagrams. |
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What is used to calculate values from a set of child records and display the result on the parent record? |
Rollup Summary Fields |
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What is a Rollup Summary Field used for? |
To calculate values from a set of child records and display the result on the parent record. |
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What four calculations can Rollup Summary fields perform? |
1. Max 2. Min 3. Sum 4. Count |
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What are three capabilities of the schema builder? |
1. Viewing object relationships and fields
2. Creating and updating fields 3. Viewing page layouts |
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What three areas are Rollup Summary fields available on Standard Objects? |
1. Accounts 2. Opportunities 3. Campaigns |
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How can Rollup Summary fields be used on custom objects? |
The child records must be directly related to the parent through a master-detail relationship |
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Where are Rollup Summary field values stored? |
On the parent records in the database, unlike Formula Fields which are not stored on the parent record. |
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True or False: Lookup Field Filters are available on Standard fields? |
True |
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True or False: Lookup Field Filters are available on Custom fields? |
True |
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True or False: Lookup Field Filters are available on both Standard and Custom fields. |
True |
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What is used to restrict lookup field values to only valid inputs? |
Lookup Field Filters. Example: You can't add a contact from one company to another company's record. Only Edna Frank can be added to the GenePoint Cases related list. |
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What needs to happen to Custom Objects before users other than the System Administrator can see the object and records in the object? |
It must first be deployed. |
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What are the seven standard fields on all Custom Objects? |
1. Created By 2. Created Date 3. Last Modified By 4. Last Modified Date 5. Id 6. Owner 7. Name |
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What are the four types of custom tabs? |
1. Custom Object 2. Visualforce 3. Website tab 4. Lightning Page Tab |
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Custom apps control what two things? |
1. The default tabs shown 2. The logo in the top left of the screen |
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Visibility to Apps is controlled where?
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In each user's Profile.
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If a Profile is given access to only one App, what does the Force.com App Menu look like? |
Nothing. It goes away. |
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What is used to create "many to many" relationships between objects? |
A Junction Object |
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Where is every change to the Salesforce Metadata automatically recorded? |
The Setup Audit Log |
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The Setup Audit Log records configuration changes made through what four areas? |
1. The user interface 2. Package installations 3. Change Sets 4. Metadata API |
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The Setup Audit Log tracks what three things for Salesforce records? |
1. Who made the change 2. The change that was made 3. When the change was made |
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When a System Administrator logs in as another User, where are the actions recorded? |
The Setup Audit Log |
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How many changes to Salesforce Metadata does the Setup Audit Log display online? |
20 |
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What does the Setup Audit Log download list contain? |
All changes made over the past rolling 6 months |
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What tool allows a developer or administrator to see the details of any transaction that utilizes automation? |
Debugging |
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How long can debugging be on for a specific user? |
up to 24 hours before it automatically turns off. |
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How do you enable Debugging? |
Setup -> Monitor -> Logs -> Debug Logs |
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What is the Order of Execution? (9 steps) |
1. System Validation Rules. 2. Before triggers. 3. Custom Validation rules. 4. After triggers. 5. Assignment rules. 6. Auto-response rules. 7. Workflow rules 8. Escalation rules. 9. Roll-up summary fields are calculated causing parent to update 10. Commits all operations to the database. 11. Post-commit logic (example: Sending email) |
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What are the two types of validation? |
1. Standard validation 2. Custom validation |
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What are examples of standard validation? |
Date field must contain a date
Picklist fields Lookup fields Number fields must contain numbers |
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When are validation rules executed? |
Only when a record is saved |
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Where can Validation Rule error messages be displayed? |
1. Next to a specific field 2. At the top of the page |
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What are the two parts to a Validation Rule? |
1. Error condition (formula to test) 2. Error message |
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What four things can Workflows perform? |
1. Email alerts 2. Tasks 3. Field Updates 4. Outbound Messages (different from emails) |
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When do Workflow rules fire? |
When a record is saved
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How many objects can a Workflow Rule be tied to?
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One |
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Email alerts can be sent to what four recipient types? |
1. Leads, Contacts, or Users that are related to the record causing the Workflow to fire 2. Any Salesforce User 3. The email address in an Email field on the record 4. Any 5 hard coded email addresses |
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What two actions can a Task workflow do? |
1. Assigns a Task to a User or Role 2. Notifies Assignee via email when the Task is assigned |
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What can a Field Update workflow do? |
Update the value of a field on the record that tirggers the Workflow to fire |
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What three things can a Field Update workflow NOT do? |
1. Create new records 2. Delete records 3. Modify related records (exception is a parent records in a Master Detail relationship) |
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What can an Outbound Message workflow do? |
Send an XML message to an external web service |
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What are Outbound Message workflows used for? |
Integrating with external systems |
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When can't you add time-dependent workflow actions when creating a new Workflow Rule? |
When the evaluation criteria is "Every time a record is created or edited" |
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What are three ways Email Templates can be sent from within Salesforce? |
1. Manually, one at a time, using the user interface 2. Using mass email 3. Automatically through Workflow |
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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 happens if a Time Trigger has already passed when a Workflow fires? |
The Time Trigger will fire immediately |
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What criteria is required for a Time Trigger to fire? |
The criteria that caused the Workflow Actions to be scheduled must still be true. As soon as the criteria is no longer true, scheduled actions are cancelled. |
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Where can Scheduled Actions be viewed? |
In the Time Based Workflow Queue. Scheduled workflows can also be deleted here. |
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What must an organization have in order to utilize Time Dependent Workflow? |
A Default Workflow User |
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Can you add a new Time Trigger to an active Workflow Rule? |
No. To add new Time Triggers, you must deactivate the rule first. |
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Where do you set the Default Workflow User? |
In Process Automation Settings |
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What is required so that auditing works properly for automatic processes? |
A specified user |
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How are Automated Users used for Leads? |
The User who will own Leads that are not automatically assigned using Lead Assignment Rules Also the creator of Leads from Web to Lead. |
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Immediate Workflow Actions are executed as who? |
The User who caused the Workflow to fire |
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True or False. Approvals can automatically begin without using special Apex coding. |
False. Approvals occur when a User manually starts the process. They do not automatically begin. However, they can be started automatically using Apex code. |
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What are the three main parts to an Approval Process? |
1. Entry criteria: Determine if a record is eligible to be approved. 2. Steps: who approves what and when 3. Final Actions: What happens at the end of the process? Approve, reject, or recall. Each final action can perform any of the four workflow actions. |
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What workflow actions can occur at the end of an Approval process? |
1. Email alerts 2. Tasks 3. Field Updates 4. Outbound Messages (different from emails) |
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How can a user approve all steps in an Approval Process, even if it is not assigned to them? |
By having "Modify All" permissions |
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What is the purpose of Approval Processes? |
To simplify and automate human approvals |
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The Process Builder has all the functionality of Workflow, plus what six features? |
1. Ability to create new records 2. Update related records 3. Submit for Approval 4. Post to Chatter 5. Ability to call Apex Classes 6. Ability to call a Visual Workflow |
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True or False. Process Builder CANNOT create records automatically. |
False. Process builder can automatically create records. Once the Criteria is established, an "Immediate Action" would be added to create Record. |
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What does Lightning Connect create? |
Creates access to data stored outside Salesforce |
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What is Lightning App Builder used for? |
To create custom Lightning pages for Salesforce1 |
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What are Lightning Pages? |
A custom layout used to design specific pages for the Salesforce1 mobile app. |
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What are the two types of Actions? |
1. Local: tied to specific objects and only accessible from those objects 2. Global: Available on any object |
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What are the six categories of Actions? |
1. Standard Chatter actions 2. Nonstandard actions 3. Default actions 4. Mobile smart actions 5. Custom actions 6. Productivity actions |
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What do Actions do to Salesforce? |
Actions add functionality to Salesforce. For example, create or update records and log calls directly in the Chatter feed or from users’ mobile devices. Which actions are available in the full Salesforce site depends on whether your organization has Chatter, feed tracking, and actions in the publisher enabled. Actions in Salesforce1 don’t rely on whether Chatter or actions in the publisher are enabled. |
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What two Lookup Settings can improve search functionality, enhance productivity, and improve user adoption? |
1. Enhanced lookups provide an updated lookup dialog interface that gives users the ability to filter, sort, and page through results as well as customize columns. 2. Lookup auto-completion displays suggestions from the Recent Items list as you type. |
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How many records can be displayed for each object on the Search Results page? |
Any number between 5 and 50. |
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How are Search Layouts configured? |
On each object individually (i.e. object by object basis) |
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The first 3 characters of a Record ID identify what? |
The object. |
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Record IDs can be how many characters? |
15 - case sensitive. Used in browser. or 18 - case insensitive. Used via API. |
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What determines which record ID you get for each record? |
How it is retrieved. 15 if via browser and 18 if via API. |
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What tool should be used for loading less than 50,000 records into Salesforce? |
The Data Import Wizard |
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How many records can the Data Import Wizard load into Salesforce? |
Admins: Up to 50,000 Standard users: 500 at a time |
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What objects can be loaded into Salesforce using the Data Import Wizard? |
1. Accounts and Contacts 2. Leads 3. Solutions and Knowledge 4. Custom Objects |
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Can the Data Import Wizard schedule when data will be loaded into Salesforce? |
No. The Data Import Wizard does not have scheduling capabilities. |
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Can data mapping be saved in the Data Import Wizard for future use? |
No. The Data Import Wizard cannot save mapping. |
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What three functions can the Data Import Wizard perform? |
1. Insert 2. Update 3. Upsert |
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True or False. If a user needs to export 20,000 records out of Salesforce, the Data Import Wizard would be the right tool to use. |
False. The Data Import Wizard cannot export or delete records. |
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What file types are accepted by the Data Import Wizard? |
Only .csv files. |
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What are the Data Import Wizard's data size limits? |
The file size cannot exceed 100MB Each record must be smaller than 400KB |
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True or false. The Data Import Wizard can de-duplicate records. |
True. The Data Import Wizard has basic/rudimentary data de-duplication. |
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How many records can the Data Loader load into Salesforce? |
Between 5,000 and 5 million. |
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What tool should be used for loading 1 million records into Salesforce? |
The Data Loader |
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What four functions can the Data Loader perform? |
1. Insert 2. Update 3. Delete 4. Export |
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What tool should be used to schedule regular data loads, such as nightly imports? |
The Data Loader |
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What tool should be used to export your data for backup purposes? |
The Data Loader |
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Can data mapping be saved in the Data Loader for future use? |
Yes. This feature is not available in the Data Import Wizard. |
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True or false. The Data Loader can de-duplicate records. |
False. The Data Loader provides no data de-duplication or transformation capabilities. |
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A list of Leads that were loaded into Salesforce contained incorrect field labels that need to be corrected, but users have edited some of these Lead records. What tool should be used to update the records? |
The Data Loader, by exporting the data and then editing it in Excel. Then uploading the data again. |
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What tool can be used to transfer ownership of records for Accounts, Leads, and Custom Objects? |
The Mass Transfer Tool |
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The Mass Transfer tool can transfer ownership of records for what three object types? |
1. Accounts 2. Leads 3. Custom Objects |
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When using Mass Transfer to transfer Accounts, what else can be transfered? |
1. Opportunities 2. Contacts 3. Cases |
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What Mass Transfer feature helps identify which records to transfer? |
The search functionality |
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How many records can be transfered at one time using Mass Transfer? |
Up to 250 records at one time. |
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True or False. It is easy to undo a Mass Transfer of records. |
False. It cannot be easily undone. |
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True or False. Using Mass Transfer will transfer completed activities. |
False. Completed activities will not be transferred. |
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True or False. Using Mass Transfer will transfer open activities. |
True. All open activities assigned to the existing owner will be transferred. Completed activities will not be transferred. |
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How many external ID's can you have per object? |
Up to 3.
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What fields can be External IDs? |
1. Text 2. Number 3. Email |
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What is the purpose of External IDs? |
Allows users to integrate data using legacy system record IDs instead of having to push Salesforce IDs to the legacy system. |
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What seven objects can Mass Delete be used on? |
1. Accounts 2. Leads 3. Activities 4. Contacts 5. Cases 6. Solutions 7. Products NOTE: Mass Delete does not work with Custom Objects. |
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True or False. Mass Delete works with Custom Objects. |
False. Mass Delete does not work with Custom Objects. |
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When using Mass Delete to delete Accounts, what else will be delete? |
Related: 1. Opportunities 2. Contacts 3. Cases 4. Notes and Attachments 5. Activities |
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How many records can be deleted at a time using Mass Delete? |
200 |
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What two tools can be used to delete more than one record at a time? |
1. Mass Delete 2. Data loader |
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What tool can be used to provide a simple way to extract all data from Salesforce on a periodic basis? |
The Weekly Data Export tool. In Developer mode, this is the "monthly export" |
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How long do you have to download the Weekly Data Export Zip file from Salesforce? |
48 hours before it is deleted |
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How frequently can you manually run the Data Export tool? |
Once every 6 days |
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What is a simple way to extract all Documents, Attachments, Chatter files, and Content from Salesforce? |
The Data Export tool. |
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Should Validation Rules be turned off when migrating or integrating data into Salesforce? |
No. The goal is data integrity. |
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Should Workflow Rules be turned off when migrating or integrating data into Salesforce? |
Yes. Otherwise, the rules would "fire" for each record that migrated and met the workflow criteria. Example: Don't want hundred of notification emails being sent at the same time. |
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How to you customize a Related List? |
Through Page Layouts in the Related Lists properties. |
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How do you customize the columns that show up in search results? |
In the Search Layouts function for each object type. |
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What are the two types of fields used to create relationships between objects? |
1. Master detail 2. Lookup |
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Name two ways to find out if two objects are related to one another in Salesforce. |
1. Lookup 2. Schema builder |
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True or false. When a parent record in a lookup relationship is deleted, all related child records are automatically deleted as well. |
False |
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True or False. A Workflow Field Update can delete records that are related to the record triggering the Workflow Rule to fire. |
False. Workflow Field Update can only update field records, not delete. |
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To whom or what can a Workflow Email Alert be sent? |
Almost anything except a queue unless that queue owns the record. |
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What are the two requirements of the Email Template to be able to use the template in an Email Alert in a Workflow Rule? |
1. It must be marked as available for use 2. It must be stored in a public email folder |
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True or False: Each Time Trigger can perform only one Workflow Action. |
False. They can perform as many workflow actions as desired. |
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True or False. Each Workflow Rule can only have 1 Time Trigger. |
False. As many as needed. If the day has already passed, the trigger will fire immediately. |
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What must you set before you can create Time Based Workflow? |
A default workflow user. |
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True or False. Formula fields can be used to update other fields? |
False |
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What is the maximum number of objects that can be referenced in a formula field? |
10 |
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What are the four types of reports? |
1. Tabular 2. Summary 3. Joined 4. Matrix |
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What does a Tabular Report display? |
A simple list of records |
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What does a Summary Report display? |
Records with up to three levels of grouping Allows subtotals Allows charts |
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What does a Matrix Report display? |
A 2 x 2 grid format, similar to a Pivot Table |
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What does a Joined Report allow? |
To run multiple reports at the same time as long as they have a common key. |
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Why might users see different results from the same report? |
Because they have different security settings for the records in the report (e.g. profiles, permission sets, network hours, etc.) |
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What is another name for an Analytics Snapshot? |
A Reporting Snapshot. |
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Can a user run a report for someone else? |
No. |
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What are the three Report Folder Sharing Settings? |
1. Viewer: Can run reports, but not modify them 2. Editor: Run and modify reports 3. Manager: Run, modify, and grant others access |
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In order to run a report, the User must have access to what item that stores the report? |
The Report Folder |
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Which two report types allows Charts? |
1. Summary 2. Matrix |
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Which two report types can ALWAYS be used to populate a dashboard component? |
1. Summary 2. Matrix Tabular is only sometimes available for dashboards |
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What report type allows a user to group and summarize data by both rows and columns? |
Matrix report |
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What four ways can data in a Matrix Report be summarized? |
1. Sum 2. Average 3. Min 4. Max |
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Conditional Highlighting is available in which two report types? |
1. Summary 2. Matrix |
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How can a user create multiple report blocks from multiple report types? |
By using a Joined Report |
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How many related blocks of data can be in a Joined Report? |
Up to 5 |
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What can be used to restrict the data that is shown on a report? |
Report Filters, used in addition to Report Scope |
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How many custom filters can a report have? |
Up to 10 |
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What profile permission must a User have enabled to create or edit report filters? |
Create and Customize Reports profile permission |
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What allows complex calculations across multiple records in a report? |
A Custom Summary Field |
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Custom Summary Fields can be used on what report types? |
Summary Matrix Joined Reports (can only calculate in a single block) |
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What calculations can be performed in Custom Summary Fields in a report? |
Sum Min Max Average |
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True or False. Custom Summary Fields can reference another summary formula. |
False. Must do the entire calculation in one formula. |
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How many custom summary formulas can be in a single report? |
5 |
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Who can receive a scheduled report? |
Only Salesforce Users |
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When do scheduled reports run? |
Within 30 mionutes of Preferred Start Time |
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How many schedules can each report have? |
only 1 |
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What types of reports cannot be scheduled? |
Joined reports |
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What is the standard maximum number of scheduled reports per organization? |
200, but can buy more |
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True or False. Report charts are included in emailed reports. |
False. Charts are not included in emailed reports. To email a chart, create a dashboard and schedule a dashboard refresh. |
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What is the maximum file size for emailed reports? |
10MB |
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What Components can be on a Dashboard? |
Charts Graphs Tables Gauges Visualforce pages |
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How many components can be on a Dashboard? |
Up to 20 |
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True or False. Dashboards are in real time. |
False. They aren't necessarily real time data. |
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True or False. Dashboard charts are included in emailed dashboards. |
True. |
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How do you secure Reports? |
Putting the Report in a folder with access controls. |
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How do you secure Dashboards? |
Putting the Dashboard in a report folder with access controls. |
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If you want to schedule the same report to run twice daily, what would you need to do? |
Must create two versions of the same report, since reports can only run once per day. |
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What are six special Lead behaviors? |
1. Can be owned by a Queue 2. Can be assigned using Lead Assignment Rules 3. Web to Lead 4. Can participate in campaigns 5. Has a Lead process similar to a Sales Process 6. Can be Converted to an Account, Contact, and Opportunity (optional) |
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How many 'web to leads' can an organization receive per day? |
500 |
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After the maximum number of 'web to leads' are received, what happens? |
The assigned user will get email notifications for each Lead, but they will not auto populate Salesforce.
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How many rule entries can a Lead Assignment rule have? |
3,000 |
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How many active Lead Assignment Rules can an organization have? |
One. |
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True or False. Lead Assignment Rules can be triggered when importing records using the Lead Import Wizard. |
True. |
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What three Lead Auto-Response Email options are set by the Administrator. |
1. The email template 2. Who the email is sent from 3. The return email address |
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What three objects can be part of Campaigns? |
1. Leads 2. Contacts 3. Person accounts |
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How many records can be in a Campaign? |
Unlimited |
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How do Campaigns appear on Lead and Contact page layouts? |
As related lists |
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A Campaign's "Manage Members - Import File" selection opens what Salesforce Tool? |
The Data Import Wizard |
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What three Status options are available when adding members to a Campaign? |
Sent Received Responded |
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What can automatically associate a campaign to a contact? |
Campaign Influence. Can limit by timeframe and other criteria. |
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What is the difference between a community expert and other community members in Ideas? |
Experts receive a unique icon that displays next to the community expert's name. Community experts do not have any extra permissions beyond what is specified in their user profile and permission sets (i.e. they are not able to delete inappropriate content and create categories) Only moderators have these capabilities. |
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How do you enable Experts within an Ideas community? |
Set up Zones and create a public group that includes the expert users. Then, during the setup process you can designate this public group as your community experts. |
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What is the self-service and support community where users can post questions and receive answers and comments from other users? |
Chatter Answers. |
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What tool brings together Case, Questions and Answers, and Salesforce Knowledge articles in a unified experience? |
Chatter Answers. |
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Before administrators can set up Chatter Answers, their organizations must have implemented what? |
Data Categories |
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What legacy function allowed organizations to give partners their own branded portal? |
Partner Portals, which were discontinued in 2013. |
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What legacy function allowed organizations to give customers their own branded portal? |
Customer Portals, which were discontinued in 2013. |
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What tool replaced Customer and Partner Portals in 2013? |
Communities |
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What are the two current types of communities? |
1. Chatter Answers 2. Ideas |
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Are Force.com Sites normally authenticated or unauthenticated? |
Normally unauthenticated. If authentication is needed, should use Customer Portal security. |
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What Salesforce tools can be used to build puclic facing websites with custom domain name and custom look and feel? |
Force.com Sites |
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What is a Sandbox? |
A copy of the production environment. |
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What production information is copied into a Sandbox? |
All production configuration information. Data can be copied depending on type of sandbox. |
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What are the 4 types of Sandboxes? |
1. Developer Sandbox 2. Developer Sandbox Pro 3. Partial Data Sandbox 4. Full Sandbox |
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What is the "biggest" difference between the four different Sandbox types? |
The amount of production data copied into the Sandbox. Developer = no data Developer Pro = No data Partial Data = Sampling of data, up to 10k records per object Full Sandbox = Everything copies |
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What are some differences between Sandbox types? |
1. Amount of production data copied into the Sandbox - this is the biggest difference 2. Amount of storage allowed for test data sets 3. Refresh rates (longer for the better sandboxes) |
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What is Deployment? |
Moving configuration changes from one environment to another |
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What is Metadata? |
Data that describes data |
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How are all configuration changes moved from one Salesforce environment to another? |
By using the Metadata API |
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How are all configuration settings stored in Salesforce? |
As Metadata |
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What configuration setting is not available through Metadata API? |
Field Level Security |
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What is SOAP API used for? |
To create, retrieve, update or delete records. With more than 20 different calls, SOAP API also allows you to maintain passwords, perform searches, and much more. Use SOAP API in any language that supports Web services. |
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What are the two types of Salesforce packages and what are they used for? |
1. Unmanaged: Installation only. Can be changed after installation. Count towards limits (# apps, # tabs, # objects, etc). Only in Private portion of App Exchange. 2. Managed: Install and upgrade. Unchanging interface. Cannot be changed after installation - only extended. Don't count towards limits. In both Private and Public portions of App Exchange. |
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What is used to install and update Salesforce implementation within a family of Salesforce organizations? |
Change Sets. |
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True or False. Change sets can be uninstalled. |
False. Change sets cannot be uninstalled. |
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How can System Administrators grant certain permissions to certain Users without creating a new profile? |
Delegated Administration. |
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How can a user be granted the ability to login as another User? |
Through Delegated Administration |
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|
In order to to use Chatter to communicate about a record, what must first be enabled? |
The Chatter Feed for the object containing the record |
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How are Chatter security and permission settings controlled? |
By following the organization's Salesforce settings and individual access to records. |
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Where do users setup their Chatter profiles? |
On the Chatter tab |
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What information can be edited on a Chatter Profile? |
Profile picture Contact information About me section |
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How can a user increase Chatter Contribution engagement? |
1. Post updates that engage others 2. Share files and links 3. Like and comment on other people's posts |
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|
What are the three levels of Chatter Contribution? |
Observer Active Influencer Top |
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What two ways can non-Salesforce Users interact using Chatter? |
1. Coworker invitations: Only for specific domains. Users see only profiles, files, and groups, but can't see any object details unless you grant them a full Salesforce license.
2. Customer invitations: Customers can be invited from outside your email domains, can only see information in groups they're invited to, and can only interact with members of those groups. |
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Where can you set a Delegated Approver? |
In the User settings. |
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What must a user have in order to follow a record in Chatter Feed Tracking? |
Read access to the record |
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What four ways can Users collaborate on records through Chatter Feed Tracking? |
1. Post - a topic of conversation 2. File - a file attachment to a record 3. Link - a link attached to the record 4. Poll - Create poll questions on the record |
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How many fields per object can be tracked using Chatter Feed Tracking? |
Up to 20 |
|
|
What fields are tracked through Chatter Feed Tracking? |
The administrator can choose the fields, up to 20 per object. |
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|
What is the maximum number of people and records a User can follow in Chatter? |
500 |
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Once a User follows another user, where do they see their posts, comments, and likes? |
In the Chatter Feed |
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|
What three things can Users follow in Chatter? |
1. Users 2. Records 3. Files |
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|
What are the two Group Access types for Chatter Groups that allow people to see Posts, Comments, and Files? |
1. Public 2. Private |
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|
Who configures Chatter Email Settings for Users? |
Each User can configure their own email settings. |
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What are the four types of Chatter Email settings that can be sent? |
1. Every time an action happens 2. Daily or weekly personal digest 3. Daily or weekly digest for each group they belong to 4. Turn off all email notifications |
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What happens if you @mention someone in a Private Chatter Group or a Chatter Feed and they don't have access to the group? |
The person will not see the post |
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|
How can people collaborate on Chatter without an internet browser? |
Through Chatter Desktop |
|
|
What two criteria must be met for a Big Deal alert to fire? |
1. Amount 2. Probability |
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|
How many big deal alerts can be configured per organization. |
Only one (1) |
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|
What feature can be used to find Closed or Won opportunites that match the attributes of an Opportunity a User is currently viewing? |
Similar Opportunities |
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|
What frequency must Opportunity Updates be schedule to run? |
At least once per week |
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|
What can be used to request a meeting with a contact, lead, person account, or other Salesforce user? |
Cloud Scheduler. Its similar to doodle.com. Can put own logo on meeting request. Allows up to 5 time slots with up to 50 attendees. |
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|
A custom report type determines what? |
1. The records that are available when building a report. 2. The fields that can be used when building a report |
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Who is listed in the Case History for all automated case actions, including in when a case is automatically assiged using assignment rules, when a case is escalated, web to case, and in the "from" for case escalation emails. |
The Automated Case user who must have the System Administrator profile or the “Modify All Data” and “Send Email” permissions. |
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Profiles grant access to what? 1. Objects 2. Records |
Objects |
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Sharing grants access to what? 1. Objects 2. Records |
Records |
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|
How can you report on historical data? |
A reporting snapshot, Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object's fields with the report's data. |
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Who's security settings determine which data is displayed in a dashboard? |
The running user. If the running user is a specific user, all dashboard viewers see data based on the security settings of that user—regardless of their own personal security settings. |
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If a sales manager wants her team members to view a dashboard for their individual team, but not other teams, who should be the running user for a dashboard? |
The sales manager should be the running user
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What is a dynamic dashboard? |
Dashboards for which the running user is always the logged-in user. This way, each user sees the dashboard according to his or her own access level. If you’re concerned about too much access, dynamic dashboards might be the way to go. |
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For the standard 'Contacts & Accounts' report type, what is the primary object and what is the related object? |
Contacts = primary object Accounts = related object |
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In a standard Primary object with related object report, what records will be returned? |
Only records where the primary object has at least one related object record. For example, in ‘Contacts & Accounts’, the only records that would be displayed on the report would be ‘Contacts’ that have at least one related ‘Account’ record. |
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When can't filters be added to dashboards? |
Filters can’t be added to dashboards that contain Visualforce components. It’s not possible to filter on bucket fields. However, it is possible to use a report filtered on a bucket field on the dashboard page. Filters aren’t applied when you schedule or email a dashboard. You can’t filter data on a joined report in dashboard view or add a filter to a dashboard that only has joined reports. |
