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53 Cards in this Set

  • Front
  • Back
  • 3rd side (hint)
List and describe components of an application
- An app is a collection of tabs that work together to provide application functionality. Examples include Sales Cloud, Service Cloud.
- You can create custom apps by combining standard and custom objects
- Apps are associated with Profiles for visibility purposes
p 1718 - https://na1.salesforce.com/help/doc/en/sf.pdf
Describe the model-view-controller design paradigm
Model - What schema and data does the app use? std & custom objects
View - How is the UI and data presented? Pages & Components
Controller - How are the UI actions and logic represented? Std and custom controllers, controller extensions
List and describe the building blocks of an application provided by the Force.com platform
Apps, Objects, Fields, Formulas, Workflow, Approval Processes, Record Types, etc.
Describe the properties and implications of choosing one object relationship type over another and distinguish among relationship types
Lookup Relationship
Hierarchical - lookup relationship on the user object
How do you create a M:M relationship?
With a linking object
The intersection object should contain 2 lookups: one for each related object. The related objects themselves contain related lists that display records for the other object.
List and describe the features used to set permission and data access in a custom app
Organization-wide defaults, field-level security
What are the 5 possible workflow actions?
New task
New email
New field update
new outbound message
Select existing action
What technology is used to build websites using Force.com Sites?
What are the three main use cases for Force.com sites?
Corporate and Intranet websites
Web Applications
What are the four steps required to set up a Force.com site?
Register a domain name

Create a Force.com Site using the domain name

Assign Visualforce pages to the Site

Set up the security access permissions
What is an example of a time-dependent workflow action?
Send an email to a VP 7 days before the oppty expiration date
Describe the use and function of a validation rule
Is executed before the record is saved to prevent a user from saving incorrect data. It can be placed at the top of the page or at the specific field.
List and describe the capabilities of the Force.com approval processes
- Can use entry criteria in a formula format to determine when the approval process can be executed.
- Can be submitted to the requestor's direct mgr or use a "user field" for the hierarchy or let the user choose their own approver
- can be created the standard way or a 'jump-start' wizard.
What is a junction object and what is it used for?
It is a custom object with two master-detail relationships. This inherently creates a many-to-many relationship.
What is a notable restriction of the master-detail relationship?
You can define master-detail relationships between custom objects or between a custom object and a standard object. However, the standard object cannot be on the detail side of a relationship with a custom object. In addition, you cannot create a master-detail relationship in which the User or Lead objects are the master.
What is significant about the first master - detail relationship that you create in a Junction Object?
The first one:
1) inherits the look and feel
2) controls ownership
3) inherit the division (if you're using divisions)
What types of operations are available in a Roll-up Summary field?
Roll Up Summary fields work in which kind of relationship
Master-Detail relationship
What is an important point about org-wide defaults (also known as Sharing Settings) vs. Object permissions.
Object permissions take higher priority. OWDs can never grant users more access than they have through their object permissions.
What is the purpose of Org Wide Defaults and give examples of possible settings
Define access to records that users's do not own. Examples are: Public Read Only, Public Read Write, Private. . . .Cases and Leads also have Public Read/Write/Transfer
Organization-wide defaults, Role Hierarchy, and Field-level Security cannot grant more access than a user has through what baseline access method?
Profile access (Object permissions - Public read-only, public read/write, etc)
Can the Role Hierarchy further restrict access than what was granted through OWDs ?
No, role hierarchy can only add access such as giving edit access to optys when the OWDs only had Private or Public Read-only. Role Access cannot give LESS access than what was granted through OWDs.
Grant or restrict access to a field based on a user's profile by using what security setting?
Field-level security
T or F: Field-level security overrides the 'modify-all' and 'view-all' data permissions that are part of the sysadmin profile
The limit on number of leads that can be loaded through the import wizard is:
50K leads
in a converted opty, the close date defaults to:
the last day of the fiscal quarter
Do validation rules get enforced during lead conversion?
Not my default but you can go to Leads-Settings-and check the setting on Lead Validation and Triggers.
How many lead assignment rules can be active at one time?
Only one can be active at any given time. But you can create up to 25 filter criteria for each one and you can have multiple ones for different purposes. Just one can be active though.
What is the only type of relationship that a rollup summary field will work with?
A Master-Detail relationship. It does NOT work with a lookup relationship
Does the API respect object and field-level security settings?
Which of the following is NOT standard Salesforce.com Functionality?
A) Email to Lead
B) Email to Case
C) Web to Lead
D) Web to case
A) Email to Lead
Is it possible to restrict the creation of the opty during lead conversion?
Yes – There is a checkbox for the user to select whether or not to create the opty at conversion time. But there is no out-of-the-box programmatic way to enforce it.
Encrypted fields must be text fields (T/F)
Which of the following is true about encrypted fields?
- Can be unique
- Can be an external id
- Can have default values
- None of these are true
None of these are true. Encrypted fields cannot be unique, an external ID, or have default values
Encrypted fields are editable regardless of whether the user has the “View Encrypted Data” permission. (T/F)
True . . .use validation rules, field-level security settings, or page layout settings to prevent users from editing encrypted fields.
What two field-level properties can be changed in the page layout editor by clicking the wrench icon next to the field?
Read-only (check or uncheck)
Required (check or uncheck)
Full-text search is available by using this
SOSL (Salesforce Object Search Language)
Data is queried using a SQL-like language called
SOQL (Salesforce Object Query Language)
How is development mode enabled and what is it's purpose?
Enabled by clicking checkbox on Setup - My Personal Information (basically it's the User screen).

Benefits are split-screen VF page editor and you can create new VF pages by typing apex\<name> into the browser URL
If the deployment of a change set fails at some point, the rest of the change will still be deployed successfully
False - Change set deployment is all or nothing
What are the three types of page layouts?
Detail, mini, console
What is the REGEX function? What's a common example for it's use?
Compares a text field to a regular expression and returns TRUE if there is a match

Validates SSN
What is the proper syntax for accessing a field in Visualforce?
What is the syntax for querying an attribute of the current user in Visualforce?
What is the syntax difference between a Visualforce standard controller and a custom controller
Standard: <:apex: page standardController="Account">

Custom: <:apex:page controller="MyAccount">
What is the maximum number of external id fields that can exist on a single object?
3 external id fields
What is the main difference between IP Ranges set up at the company level vs. ones set up at the profile level?
If you set IP ranges at the company level, users will receive an activation email if they try to connect outside of that range.

If you set them at the profile level, they do not get an email. They cannot log in.
IP Ranges are set at the company level only (T/F)
False - They can be set at the company level and the profile level
Standard profiles cannot be edited (T/F)
True - The best practice is to clone the standard profile to make your own custom one
What type of fields qualify as the 'controlling field' in a dependent picklist?
Standard and custom checkboxes and picklists with at least one and less than 300 values can be controlling fields.
Checkboxes can used for which of these types of 'dependent picklist' field types?
Controlling Field --OR-- Dependent Field
Checkboxes can only be used as Controlling Fields. They cannot be used as dependent fields
How does the import wizard handle the import of a field value that conflicts with a dependent picklist?
The import wizards do not consider field dependencies. Any value can be imported into a dependent picklist regardless of the value imported for a controlling field.
Multi-select picklists can be dependent picklists (T/F)
Multi-select picklists can be dependent picklists but not controlling fields.