Salesforce Flashcards ionicons-v5-c

Which functionality is available when solution categories are enabled?

Ability to control the visibility of specific solutions in the customer and self service portals. Ability to create solution category reports to find uncategorized solutions.

Which component can be included in a custom home page layout?

Dashboard components, messages and alerts, and pending approvals list.

Customers with two categories, one category visible to certain team members, the other visible to all. How do you do this?

Set the OWD sharing to private and create a sharing rule to share the with all users.

Which task can a delegated administrator perform?

Log in as a user who has granted login access, manage users within specified roles, and manage specified custom objects.

Want to share an opportunity with a public group. How do you do this?

Manually share the record with the public group.

Want to make the account number field read only to Sales Users. How do you do this?

Set the field-level security for the account number to visible and read only for the sales user profile.

What is true about report folders?

Users with the "Manage Public reports" permission can create report folders. Each user has a personal folder for email templates, reports, and documents.

When can a validation rule be used to prevent invalid data? 3

When records are edited, submitted using web-to lead, and imported.

In a private OWD, which records will an opportunity pipeline report return?

Opportunities owned by the user running the report and users below them in the role hierarchy

What settings are controlled by a user's profile?

Record type assignment, field-level security, and assigned apps.

Need to read, edit, delete, and transfer all records owned by sales reps. How do you do this?

Define a role hierarchy where the sales ops roles is above the sales rep role.

What is available when creating list views.

List views can be filtered using AND, OR, and NOT filters. List views can be filtered by record ownership.

Which action can a user with the standard system administrator profile take?

Assign, custom profiles to users, reset all users passwords, assign feature license to users.

What should a system admin consider when setting up Mobile Lite?

Mobile Lite provides access to standard object and dashboards, must be enabled before users can install it.

What is a valid relationship type between objects A and B when defining a custom report type?

Each A record must have at least one related B record. and A records may or may not have related B records.

Which record type can be updated when converting a lead?

An existing account record, and an existing opportunity record.

What is required to make a user an approver in the approval process?

The user must have read permission for the object in the approval process.

Which functionality is available when enhanced lists are enabled?

Create new records from a list view, and edit multiple records directly from a list view.

What does a page layout allow an administrator to control?

The field users see on detail and edit pages.

What is a Cross- Object formula?

Can reference merge fields from a parent object if an object is on the detail side of a master detail relationship.

Public groups can be used for what?

Can be used when manually sharing a record and used in sharing rules.

What should a system administrator consider when deleting a custom field?

Deleted fields can be restored from the recycle bi within 15 days, field values should be archived before a field is deleted, fields used in workflow assignment rules cannot be deleted.

Sales user can't see record type, why?

Record type has not been added to the sales user profile.

What is the capability of the content delivery feature of Salesforce content?

Makes vontent available to recipients within and outside or Salesforce. Generates URLs for content files, and tracks how often content is viewed if downloaded.

To restrict lead status values, do what?

Create two seperate lead process and record types.

What type of customization can be done on activities( tasks and events)?

Workflow rules, Assignment rules, and validation rules.

What are workflow rules?

Tasks, assign a new task. Email alerts and field updates: update the value of a field on a record.

Which two steps must an administrator take before users can use Salesforce for outlook client?

Assign users to outlook configuration, and select syncing direction and conflict behavior.

Want to updated opportunity records when the value is updated on the account record.

Create a cross-object formula field on the opportunity.

How can Knowledge articles be used?

To resolve customer cases, and display for customer self-service.

Purpose of the ideas community?

To comment on and vote for ideas posted by other community members. To invite customers, partners, and employees to submit ideas around a theme.

What is true about price books and products?

A product can have a different list price in different price books, the standard and list price for a product can be listed in multiple currencies.

To make sure a lead is defined.

Specify a default lead owner.

Roll up Summary field

Can only be defined on the master object. Roll up summary fields calculates values from a set of related records such as those in a related list.

What is available when customizing tasks?

Record types can be created for tasks and validation rules can be created for tasks.

When importing data and some records do not meet the data validation criteria..

Import process fails only for the records with invalid data.

How can a sales user relate an opportunity to a campaign?

Select the primary campaign source for the opportunity and use the campaign influences related list on the opportunity.

What is true about community experts?

Community experts are designated by an icon, and can be designated for Salesforce ideas or answers.

Escalation rules.

Notify an individual when a cas is not closed within a specific time period.

Where can the multilingual solution search feature be enabled?

Self-service portal and public knowledge base.

When sycronizing data between salesforce.

Use an external ID field to match records between the systems.

Changing the opportunity stage affects the..

Forecast category and probability.

How can a system admin add users to a Salesforce organization using Chatter Free?

Create users in the organization and assign them a chatter free licenses, enable invites to allow users to invite others within specified email domains.

What is the purpose of the Service Cloud (customer portal)?

To allow customers to log and checkarticles. the status of cases online. To provide Web self-service by exposing Knowledge articles.

Two support teams, when would a system admin consider introducing a new record type for cases?

When multiple page layouts are requires, and when different picklist values are required.

Which is a capability of Chatter files?

View a list of files shared with a Chatter group and post files from a Salesforce Content library to a Chatter feed.

What should be used to control a user's ability to view a dashboard?

Dashboard folder access and source report folder access.

What is the purpose of the ideas community?

To comment on and vote for ideas posted by other community members and to invite customers, partners, and employees to submit ideas around a theme.

What can chatter free users access?

Accounts and Custom Objects

When creating a sharing rule, what must an administrator select?

Which records to share, who to share access with, and what level of access to grant.

What groups or individuals comprise Public Groups?

Roles, Roles and subordinates, and Users

Who can manually share records.

Record owners, Users above the record owner in the role hierarchy and administrators.

What type of records can be imported with the import wizard?

Custom Objects, Accounts, and Contacts.

What is validated before a user can login?

IP address and login hours.

How can an administrator customize global search to help users find information quickly?

Set the number of results per page, add filters to the search results.

What options are available when setting the evaluation criteria for a workflow rule?

created, and any time it's edited to subsequently meet the criteria.

What is the significance of the primary master-detail relationship in a junction object?

Field values are only copied from the primary master object.

What can be modified on standard object fields?

Help text, Picklist values and Labels.

What of the following are true about Master-Detail relationships in custom objects?

Sharing is inherited from parent, and lookup field is required on child object.

How would an administrator quickly create multiple user records?

Add multiple users under manage users in Setup.