Details Title: Admin 301 Certification Test Description: Test Study Questions Total Flash Cards: 215 Created: 04/17/2009 06:33:56		New Users: To study from this flashcard set, or to create your own your own study flash cards, REGISTER HERE. Existing Users: CLICK HERE. Additional Computer Science Flashcards
Cards in this set: Term An administrator notices there are too many duplicate records, numerous sharing rules, and a large number of manually shared records. This situation may be a symptom of… A. a role hierarchy that has too few roles B. a sharing model that is too public. C. a sharing model that is too private. D. object permissions on profiles that are too restrictive. Definition C. a sharing model that is too private. Term In Salesforce Territory Management, a territory hierarchy is different from a role hierarchy in that it… A. grants login access to all users in a territory. B. supports assigning users to multiple territories. C. automatically assigns users to sales teams in the territory. D. gives users in a territory full edit access to all accounts in that territory. Definition B. supports assigning users to multiple territories. Term An administrator wrote a field update action for a workflow rule on a field that is hidden via Field-Level Security. When the workflow rule triggers, what happens to the data in the hidden field? A. The field will fail to update and remain in its original state. B. The field is updated, even though it is hidden. C. The field will only update if the rule was triggered by a time-based trigger. D. The field will only update if the user has “Modify All Data" enabled in the profile. Definition B. The field is updated, even though it is hidden. Term A developer wants to create a mashup to display a contact’s location using Google Maps.  Which of the following is not a necessary step in developing this mashup? A. Deciding on the parameters needed for submission. B. Creating an S-control to pass the URL to Google Maps. C. Creating a URL with merge fields to pass to Google Maps. D. Coding the HTML/JavaScript in an S-control to retrieve the results. Definition D. Coding the HTML/JavaScript in an S-control to retrieve the results. Term A company called Universal Containers would like to track bugs within Salesforce.  The company needs to track the bug’s severity and type as well as its status and description.  Bugs should be related to Cases, but the bug’s owner will be different than the owner of the case.  How can the Universal Containers administrator meet these requirements? A. Create a section on the case page layout B. Create a field on cases C. Create a custom object for bugs and relate it to cases D. Create a relationship between the standard bug object and the standard case object Definition C. Create a custom object for bugs and relate it to cases Term A company currently uses the standard Salesforce product and pricebook objects. Is it possible for this company to publish product and pricebook information to its corporate Web site so customers in different regions see the correct product catalog with prices in the local currency? A. Yes, with the Customer portal. B. No, it is not possible to present multicurrency data. C. Yes, by building a custom integration following the X-to-Web design pattern. D. No, it is not possible to present data stored in standard objects other than cases and solutions to a Web site. Definition C. Yes, by building a custom integration following the X-to-Web design pattern. Term Understand the "hooks" and "targets" regarding s-controls Definition SControls are targets (code that can execute) for Hooks – objects that fire events -Std or Custom Buttons Custom Links In-line SControls Web Tabs Term Describe the use cases for Delegated Administration Definition Delegated admins can: - Create /edit users and reset passwords - create default sales teams - create personal groups for users - assign users to specified profiles - login as a user who has granted login access - manage custom objects They help to assign routine admin tasks to others Take the weight off of other Application Term What are the two keys to setting up Territory Management? Definition  MUST HAVE CUSTOMIZABLE FORECASTING ENABLED / And Sandbox Term List the order in which automation features trigger when a user saves a record Definition -All Apex BEFORE Triggers -System Validation Rules -Custom Validation Rules -All Apex AFTER triggers -Assignment Rules (leads/cases) -Auto-Response (leads/cases) -Workflow -Escalation Rules (cases) -Parent Roll-up Summary fields (triggers all of the above on the parent object) Term List the commonly used API calls Definition Create Update Upsert Delete Undelete Query Retrieve Term Can a Salesforce object exist independent of an application? Definition Yes - you do not have to create a custom tab   There is not a 1 to 1 relationship to objects and tabs Term Are validation rules executed for fields that are stored in the object but not part of the displayed page layout? Definition Yes Term What is the maximum number of objects that can be associated in a custom report type? Definition 4 Term What are the limitations of a Developer org? Definition A Developer org has: 20 MB of file and 20 MB of data 5000 API call/24 hours Partner & Customer Portal Mobile & Platform Licenses   Term Is the Excel Connector a supported product? Definition No Term What happens to the record you specify as the loser during a merge?  What happens to any records related to the losing record? Definition Will go to the recycle bin for 30 days. They will be added to the winning record. Term What skill sets are required to implement Apex triggers? Definition Object-oriented programmer, HTML Term Is it possible to use the Data Loader to extract attachments? Definition No – only delete Term How many personal tags can you have? Definition 500 Term Can admins add tags to users' data? Definition Only public tags Term Can admins limit tag sets for users? Definition If they enable public tags only Term What do you need to be aware of when overriding a standard button? Definition May disable some features (in-line editing) Term How many letters do you have to enter for the auto-complete to work? Definition 1 Term What objects will auto-complete? Definition Account, contact, user, and custom object lookups Term Which features do not package? Definition Standard Objects Term When is it appropriate to use packaging vs the metadata API? Definition Moving an entire app from one environment to another If you have made changes to an AppExchange App Share an app in a more casual setting Term Where can you find the Force.com IDE tool? A. Setup | Create | Apps B. Setup | Create | Packages C. Setup | Develop | Tools D. Setup | Develop | API Definition C. Setup | Develop | Tools Term When creating a report based on a Report Type that is a custom object, what happens if you later delete the custom object? A. The report type remains B. The report type is deleted C. The report type and all related reports are deleted D. The report type is deleted but all existing reports remain Definition C. The report type and all related reports are deleted Term What Trusted IP measures are put in place to make it more effective? Definition - Login data from last 4 months analyzed to pre-populate the list with known, trusted networks. - All IP addresses known to have been used by phishers are filtered out. - All IP addresses known to be associated with Salesforce are automatically included (204.14.238.1-204.14.239.254) Term Where do I add IP addresses to the trusted set? Definition Setup --> Administration Setup --> Security Controls --> Network Access Term What's the difference between a lookup and a master-detail relationship? Definition lookup - Creates a relationship that links this object to another object. The relationship field allows users to click on a lookup icon to select a value from a popup list. The other object is the source of the values in the list.   Master -detail - Creates a special type of parent-child relationship between this object (the child, or "detail") and another object (the parent, or "master") where: The relationship field is required on all detail records. Once the value of the relationship field has been saved, it cannot be changed. The ownership and sharing of a detail record are determined by the master record. When a user deletes the master record, all detail records are deleted. You can create rollup summary fields on the master record to summarize the detail records. Term If a new validation rule is created and there is data already stored that violates the rule, at what time will Salesforce catch the problem? Definition When the record is edited and the user goes to save the record. Term What are the two questions that you should ask yourself when trying to decide how to set Organization Wide Default permissions for an object? Definition -Who is the most restricted user? -Is there ever going to be an instance of this object when the user shouldn’t see and/or edit? Term Who are the three types of users that can grant sharing privileges on a given record? Definition Owner, anyone higher in the hierarchy, sys admin   *** if you have been granted access to a record through manual sharing or sharing rules, you CANNOT share the record to someone else Term Anyone with the System Administrator profile can view and modify all data.  However, you want to restrict anyone with that profile from reading compensation data for a particular position.  Is this possible? Definition No - the system admin has view all data and modify all data Term How can you create a separate dashboard for each user and have it only visible to that user? Definition Clone the dashboard and put it in a separate folder that only that user has access to.   Or show users how to clone, create group of dashboard reports with "MY" criteria and have them save into their personal dashboard folder "My Dashboards" Term What are the four pillars of Salesforce success? Definition Apps, Force.com Platform, Community, AppExchange Term Name some Salesforce applications. Definition SFA, PRM, Call Center, Analytics, Marketing Term List "clicks" and "code" options at the User Interface level. Definition Clicks: Apps, Tabs, Page Layouts, Record Types. Code: S-Controls, Web Controls, Visualforce Term List "clicks" and "code" options at the Business Logic level. Definition Clicks: Workflow, Validation Rules, Assignment Rules. Code: S-Controls, Web Controls, Apex, Web Services API Term List "clicks" and "code" options at the Data Model level. Definition Clicks: Objects, Fields, Relationships. Code: Web Services API Term Where are web services capabilities defined? Definition In the WSDL (Web Services Definition Language) API documentation on the Developer site Term Describe some features within  web services. Definition 30+ operations (methods) supported, numerous entities (objects) supported, SOQL (Sforce Object Query Language), SOSL (Sforce Object Search Language) Term List some of the most commonly used API calls Definition query, retrieve, create, update, upsert, delete, undelete Term Where would you go to see the list of all of the API calls? Definition API Developers Guide Term True or False: The API fully respects the security and access protocols configured through Force.com builder. Definition True Term What is an S-Control? Definition a single custom web page hosted by Salesforce Term True or False: S-Controls are only triggered through the user interface. Definition True Term What are the three types of S-Controls? Definition HTML, Snippet, URL Term When would you use S-Controls? Definition If you want to streamline a common user process to reduce mouse clicks, know that your process flow is a closed loop that only involves Web Services enabled integrations (URL accessible), have a small number of records to update or display, have no means to host a custom ASP.NET or JSP web control Term What are some drawbacks to S-Controls? Definition S-controls are client-side code, so can slow-down the UI, not always cross-browser compatible SFDC does not support the code Term Is it possible to incorporate Web Services API calls into s-controls? Definition Yes - you would do so by referencing the AJAX toolkit. Term What are the two major pieces to most s-controls? Definition HTML (visual presentation) and JavaScript (function/code) Term Are S-controls targets or hooks? Definition S-Controls are the targets (code that can execute) for various hooks (objects that fire events) in the system, such as standard or custom buttons, custom links, inline s-controls, and web tabs. Inline s-controls aren't really s-controls at all, they are hooks for s-controls (and only appear on detail pages, not edit pages). Term What are some characteristics of web applications or web controls? Definition Runs on a customer-hosted web server  has a custom UI (generally ASP.NET or JSP), uses the Force.com API to read or modify SFDC data,  are generally used for highly customized UI or business logic functionality that cannot be accommodated by s-controls. Term What are some examples of web applications or web controls? Definition X-to-Web Web-to-X Term When would you use a a web application or web control? Definition Generally used for highly customized UI or business logic functionality that cannot be accommodated by s-controls. Term What is Apex? Definition It is a procedural scripting language that is written in discrete pieces, uses a syntax that looks like Java and acts like database stored procedures, and are executed entirely on the Force.com platform. Term What are the benefits of Apex versus other approaches? Definition Runs natively on SFDC servers, so faster than non-server code, and is supported by SFDC. Term Where can you go for Apex support? Definition Extensive documentation on the Apex Developer Network site, an Eclipse IDE plugin, a variety of deployment tools, and mandatory creation of test scripts that can be run in a development environment, in the UI, or by Salesforce support personnel. Term When would you use Apex? Definition If you want to attach business logic to a data event (insert, update, delete), have this logic execute regardless of whether the event originates in the user interface/s-control/web services API, want to process multiple records at the same time, Use classes when coding Apex that will be used by other developers. Term When wouldn't I use Apex? Definition Adding visual elements to the UI (use Visualforce),  Add business logic that ONLY applies when accessing data through the user interface (use s-controls),  When you want to: augment SFDC behavior without investing in Apex (and use the Force.com web services API ) Add functionality to an s-control or composite app to process one record at a time, If you want to integrate with a third-party system that does not support Web Services. Term Is Apex client-side or server-side code? Definition Server-side code Term What is the major difference between Apex and other programming languages? Definition Runs natively on the sf servers, so it is more powerful and much faster Term What are governor limits? Why do we have them? Definition Because Apex runs in a multitenant environment, the Apex runtime engine strictly enforces a number of limits (called governor limits) to ensure that runaway scripts do not monopolize shared resources   For security & efficiency Term When should you use Apex to solve a business problem? When would other solutions be more appropriate? Definition Use Apex To attach business logic to a data event Process multiple records   When Not to use Apex: Add a visual element to UI Add business logic that only applies when accessing data through the UI   Term What does Visualforce do? Definition Allows developers to completely replace the standard page layouts within the Salesforce UI with completely custom pages.  Uses Apex for advanced business logic functionality. Term Describe the benefits of Visualforce over S-controls for each of the following: technology, flexibility, reuse, logic model, control, development model. Definition Technology (faster, more scalable, better performance), Flexibility (complete control over entire UI), Reuse (uses common UI elements without having to recreate them from scratch),  logic model (full power of Apex available to create UI behaviors), control (replace only the parts you need (i.e. just an edit page) and use standard UI for the rest, development model (code is much easier to create and is much more manageable) Term Will there ever be a reason to use s-controls once Visualforce is released? Definition No Term Define each of the following: Data migration, Data management, Data enrichment, Data cleansing, Data de-duplication. Definition Data mig: the process of transferring data from one repository to another. Data mgmt: systematic collection, organization, and analysis of data. Data enrichment: improving existing data by linking additional data sources. Data cleansing: creating format consistency, removing bad data, and consolidating sources. Data de-duplication: identifying and merging duplicate records (usually accounts and contacts). Term List several ways to retrieve data out of SFDC. Definition Reports, Weekly Data Exports, Data Loader and other API-based applications, Community tools such as the Excel Connector. Term Can all editions use Data Loader? Definition No, only UE, EE, and DE orgs. Term Is the Data Loader fully supported by SFDC? Definition Yes Term Can you select a set of specific objects to pull the Weekly Data Export for? Definition Yes Term Can you select a subset of data using criteria to pull the Weekly Data Export for? Definition No Term How often can Weekly Data Export requests be made? Definition Once every 6 days Term Can you schedule data exports? Definition Yes Term List 3 ways you can get a record ID. Definition URL, Report, API Term Why is there a need for a discovery stage in a data management process? Definition You need to retrieve and analyze it to figure out what needs to be cleaned up Term What data retrieval method does not require administrators to have a deep understanding of database concepts? Definition Reports, Weekly Export Term What tools are available which provide SQL-like control in retrieving data from a particular instance of SFDC? Definition Data Loader Excel Connector Term Give some examples of dirty data. Definition Duplicate records, spelling and punctuation errors, incomplete or outdated records, free text entries with spelling errors (versus data obtained from a picklist) Term Describe some strategies in identifying duplicate records. Definition Scrubbing (remove formatting) Export and analyze in Excel Check for dups (leads only) Term What are some criteria used to determine and identify duplicate records. Definition Account Numbers, IDs, Phone Numbers, Addresses, email addresses Term What are the primary steps in a typical de-duplication process? Definition Establish what qualifies as a duplicate, find a common identifier  determine which other fields and methods can be used to de-dupe, merge the losing records into a winning record. Term What happens to the non-surviving records in a merge? Definition They get moved to the SFDC Recycle Bin. Term Describe ways you might make it easier for users to reach merging tools. Definition build a custom link to the Merge Wizard. Merge using the Excel Connector Must have delete priveledges to merge Term Why is it helpful to rename records before merging? Definition To be able to tell which one's the winner Term Describe some ways you can proactively make sure quality data is entered into the system. Definition Validation rules, custom lookup fields  and workflow field updates, record types and page layouts, build reports to monitor data entry (and use ones from AppExchange), leverage s-controls to override standard functionality. Term What are some criteria when setting up a data quality scoring system? Definition Key or primary fields Term What are some implications for data duplication in a private sharing model? Definition Users can’t see records to know if they are already in there Term How many records can be deleted at once using the Mass Delete tool? Definition 250 Term What objects can the Mass Delete tool be used with? Definition Accounts, Leads, Activities, Contacts, Cases, Solutions, and Products.   ***Key here is no Custom Objects Term Other than the Mass Delete tool, name another possible approach for mass deleting records. Definition Data Loader Excel Connector Term What is a best practice prior to taking actions that could cause irreversible changes to data? Definition Back up the data. Term Can you delete attachments through the Data Loader? Definition Yes Term What are some ways to back up your data? Definition Use Data Loader, store attachments locally (to provide access to docs within SFDC without quickly using all of your document storage) Weekly Data Export Term True or False: File attachments count toward complimentary documents data storage. Definition False - they count towards file storage (attachments, documents tab, content) Term What are some ways you can increase user adoption? Definition Measure user adoption (including using the User Adoption dashboard), motivate users, use SFDC in meetings, use SFDC as a Sales Portal, train end users. Term What is the definition of adoption? Definition Getting someone to do something in a different way than they did before. Term How can you measure adoption beyond just logins? Definition Track how often users are using new features after training sessions, run spot checks on data, track usage with regards to the financial calendar (last minute entries versus consistent usage), examine data freshness, track training sessions in SFDC. Term What are the types of items measured by the Salesforce Labs Adoption Dashboards? Definition User logins, call activity, and data quality Term What are some techniques for motivating users? Definition Get executive sponsorship (including having them use it in meetings), win over sales personnel, and identify power users and evangelists.  Create motivations everywhere, both inside and outside the system.  Use both marketing messages and the app itself as drivers. Term What are some techniques for winning over sales teams? Definition Know the audience and realize that the driver for sales users is making their numbers.Ask to see planners, notes, etc, and notice what is different between high and low performers. Examine what they want to track. Encourage a vision of the left hand knowing what the right is doing. First step is usually to make information tracking easy by consolidating all in one place. Term What motto should executives make sure sales people adhere to from an SFDC perspective? Definition "If it's not in Salesforce, it doesn't exist" Term Describe some feedback mechanisms that can drive "relentless incrementalism". Definition Send out user surverys; use blind surveys; create a user group or committee; tap into exec committees for recommendations, use face-to-face interviews, use Salesforce (Ideas, Pollzter, ClickTools). Term What are some ways to customize for adoption? Definition Find Word/Excel processes that deserve to be custom objects, incorporate outside apps via web tabs, use AppExchange integrations, single sign-on (SSO) Term What Salesforce Labs dashboards are available for free on the AppExchange? Definition Leads and Opportunity Dashboards, Sales Activity Dashboards, PRM Channel Sales, Services and Support, Marketing Target Dashboards, Marketing Metrics Dashboards, Sales KPI Dashboards Term What are some of the training options available to Salesforce implementers? Definition Standard web training, custom training, Education Services, certification Term What are some of the parameters that should be taken into account when thinking of training? Definition "What's in it for me", use the app, ongoing trainings, tracking trainings Term What are some of the offerings of the Salesforce Education department? Definition Education Architects, certifications Term What are some ways of tracking training information within Salesforce? Definition Pollzter/ClickTools, use SFDC app to track trainings Term What are some ways to enhance productivity? Definition Minimize clicks - override buttons, inline editing, tagging, shortcuts, roll-up summaries, cross-object formulas, HotKeys, auto-complete lookups, etc. Term What permissions are needed to install Force.com Connect for MS Office? Definition   Connect for Microsoft Outlook   On, updates w/o alerts Profile:   "On, updates w/o alerts" for all clients.       Term What is the difference between an email template and a mail merge template (Setup | Communication Templates)? Definition Mail Merge - done in outside application, paper-driven Email Template - sent from the application via email Term What is a mobile configuration? Definition Sets of parameters that determine the data sf transfers to the mobile device Term When testing a data set, why is it important to check the data size? Definition To make sure that performance on the mobile device won't be severly impacted To ensure the data will not be over the max limit set by administrator   Term What are some ways to increase Administrator productivity? Definition Schema Extract Tool, Explorer, Data Loader Term Is the Schema Extract Tool a supported product? Definition No Term What's the best way to manage Lockout Periods for maintenance etc? Definition Use the Login Hours section and set a profile that way to lock users out (never assign this to Sys Admin profile), use Data Loader to switch everyone back when done.   ***Key here is to make sure that the SysAdmin Profile is excluded from the Lock-Out period Term Can you assign record ownership to inactive users using the Data Loader? Definition No Term How can administrators examine what configuration changes have been made? Definition Through the audit trail (at Setup | Security Controls).  It will show the 20 most recent setup changes, you can download a complete history for the last 180 days, and there are over three dozen items tracked. (see "Monitoring Setup Changes" in help)  Alternatively, you might use Dreamfactory's Snapshot or other Metadata API-based tools. Term What can the Schema Extract Tool provide the administrator prior to loading data into Salesforce? Definition All fields on a given object Field data types determine order of data load Term What are some metadata attributes that are provided by the Force.com Explorer regarding fields? Definition Whether a field is: creatable, updateable, null-able Term What is incredibly important to remember when locking out users during a maintenance period? Definition Don't lock out sys admins. Term What can you do with Workflow? (assuming non-PE edition) Definition alerting, tasking, routing/assigning/escalation, updating, integrating, mass communication Term When should you consider Opportunity Update Reminders? Definition When on PE (no workflow), or fits these criteria:  triggered on a scheduled basis only (rather than event), limited numer of fields in the alert, inflexible formatting is okay, specifically for opportunities. Term When should you consider Opportunity Big Deal Alerts? Definition When on PE (no workflow), or fits these criteria: triggered on the Amount and Probability field thresholds,  limited routing functionality is okay, specific only to opportunities Term When should you consider the System Debug Log? (requires View All Data profile permission) Definition To see behind-the-scenes details of Apex, validation rules, workflow rules, approval processes, assignment rules, auto-response rules, Escalation rules Term What is the save order of business processes? Definition 1. All Apex 'before' triggers 2. System validation rules 3. Custom validation rules 4. All Apex 'after' triggers 5. Assignment rules (Leads and Cases only) 6. Auto-response rules (Leads and Cases only) 7. Workflow rules 8. Escalation rules (Cases only) 9. Parent Roll-up Summary Fields (which triggers all of the above on the parent object) Term What considerations are there in Workflow trigger order? Definition No set order, unlike assignment rules.  However, they are processed as follows: 1. field update, 2. task, 3. emails, 4. outbound messaging. Term How many characters can a formula field contain? Definition 3900.  To optimize, use CONTAINS first, then CASE, then IF. Term How many levels deep can cross-object formulas go? Definition 5 Term What are all of the ways you can solve a time-based email alert? Definition Task, Escalation Term What is the maximum number of persistent object logs? Definition 20 Term Is it possible to modify applications downloaded from the AppExchange? Definition Yes, only if they are not managed packages Term What skill set is required to work with Outbound Messages?  API? Apex? Definition Programmatic skill set working with programming languages such as C# or Java Term Is it possible to add any steps within an activated approval process?  What about actions to existing steps? Definition No, you cannot add any steps to an approval process after it has been activated. Yes, it is possible to add actions to existing steps within an activated Approval Process. Term What's an example of X-to-Web usage? Definition Positions in 'Open' status automatically listed on website.   X = Anything Term What's an example of Web-to-X usage? Definition Candidates apply to a position directly on website and their info is stored in SFDC. Term What AppExchange partner allows you to easily web-enable any object without needing to use the API to develop custom web integrations? Definition Model Metrics Web2Anything Term True or False: Roll-up Summary Fields work with Opportunity Line Items to Opportunities? Definition True Term How can you take away a user's ability to run reports while allowing them to view dashboards? Definition Remove the "Run Reports" and "Create and Customize Reports" profile permissions. Term Describe tools to assist in auditing. Definition Reports, Field History, Setup Audit Trail, Dreamfactory Snapshot. Term What objects are Field History Tracking available on? Definition Accounts, Contacts, Opportunities, Leads, Contracts, Cases, Solutions, Custom Objects, Approval History, limited Campaign Member history (Member First Associated, Member First Responded), Salesforce2Salesforce connection history, Oppty Stage History for:  Stage/Probablility/Amount/Close Date/Last Modified By   Term How many fields can you track per object using Field History Tracking? Definition 20 Term What can you track with the User Login Locations functionality? Definition Source IP address Is from UI (not available in standard User report) Login Date Term Can you log a case with Salesforce to see if an employee exported data within a particular timeframe? Definition Yes – forensic investigation Term How many days of setup audit history can be downloaded? Definition 180 Term What are some symptoms of a sharing model that is too public? Definition There is a lot of dirty data, or data has been stolen. Term What are some symptoms of a sharing model that is too private? Definition Lots of dupes, users always have to manually share records, there are a large number of sharing rules, or admins have lots of requests for more record access. Term What systems prerequisites are there for Territory Management? Definition Customizable Forecasting enabled, and must have a Sandbox. Term True or False: You can provision multiple Sandbox orgs. Definition True Term True or False: If you implement Territory Management, your role hierarchy will be copied to your Territory structure. Definition False   *This is not considered a best practice Term What can Delegated Administrators do? Definition Create and edit users, reset passwords, create default sales teams, create personal groups for users, assign users to profiles, login as a user who has granted login access. Term What can't Delegated Administrators do? Definition Create new profiles, add fields, Term What are some tools for managing the Change Request process with SFDC? Definition Use the Service and Support app, have end users submit cases, use the Solutions tab for FAQs, use the Self-Service Portal and Suggested Solutions, use the Metadata API for submitting cases from other applications, use reports and dashboards to monitor metrics, and use Content to store related documents (change mgmt process, training of new processes/functionality/apps, etc), ongoing newsletter communications, Ideas Term When might it be better to use packaging and the AppExchange for testing and deployment? Definition 1. If a developer has created an entire app and needs to move it into a testing or prod environment. 2. If a developer has installed an application from the AppExchange and made modifications. 3. If an administrator or a developer needs to share an application in a more casual setting. Term What is the number one predictor of successful change management? Definition Executive Sponsorship Term Can delegated admins login as their subordinates? Definition Yes - if the user has granted them login access Term True or False: Salesforce should be used as a release and change management tool. Definition True Term What are some common goals of localization? Definition Regional administration, local messaging, customization based on particular characteristics of each region. Term List at least 5 pieces of functionality that Salesforce recommends deploying when implementing localization. Definition Advanced Currency Management, Regional Price Books, Delegated Administration, Custom Profiles, Translation Workbench, Regional Home Page Layouts Term What are the common challenges to going global? Definition Intl BU’s & IT operating autonomously Mix of English & native language Immature sales processes No Common platform Term True or False: In a global Salesforce implementation, all sales teams must use the same sales process. Definition False Term Why is the "My" versus "All" reporting critical to successful global adoption? Definition To create as few reports as possible Term Why is it important to allow regions to choose their field labels and picklist values? Definition To get regional buy-in, language translation   Term What are the recommended steps to protect Salesforce users from security concerns such as phishing? Definition Educate your users, Identify your primary security contact, Secure employee systems (including staying current on latest browsers), Implement IP restrictions, Strengthen password requirements,  Require secure sessions, Decreased session timeouts, Consider 2factor authentication (RSA token plus username/password), Contact SFDC for help Term What are some URLs to stay current with SFDC? Definition Official SFDC blog, SFDC community, IdeaExchange, Release overview pages, Feature detail pages, Detailed release notes, Admin preview doc, Discover button in app Term How many releases a year does Salesforce typically deliver? Definition 3 Term What is the one-stop-shop for information about a new release? Definition salesforce.com community Term If you could only give one release document to your IT department, which would it be? Definition Detailed Release Notes Term What is the fastest way to communicate new release information to your end users? Definition "Discover" button in UI Term What are the two primary components of the Visualforce framework? Definition Components and Controllers Term What kind of content can be included in a Visualforce page? Definition VF Tags Force.com merge tags HTML Java Flash Any other code that can execute w/in a HTML page Term What do {!expressions} refer to when used in Visualforce components? Definition Fields Term What are the ways that Visualpages can be incorporated into the rest of your user interface? Definition Tabs Embedded into page layouts Term Is it always necessary to know Apex to create Visualforce pages?  When does it become necessary? Definition No, only if you need to create a custom controller Term What are some differences between Visualforce and s-controls?   Definition S-Controls Written in Ajax and run on the client Hard-coded - can't reuse logic and presentation mixed   VF Written in HTML & Apex, run on the server Component model - can reuse code Logic and presentation separated Term True or False: the Excel Connector can retrieve data from multiple objects (e.g., Accounts, Contacts) in a single query. Definition False Term Where is additional information about the Excel Connector available? Definition The ADN (AppExchange Developer Network) and http://wiki.apexdevnet.com/index.php/Tools   Term How do the Excel connector and SFDC reports differ in their support for filter criteria? Definition Excel Connector Query is one object per query, using the API   Reports offer multiple objects, and/or criteria Term How can you use Excel Connector in conjunction with custom reports to get the data you want? Definition Run the report from Excel using Connect for Office, then use the Excel Connector to manipulate and update data Term Why might it be necessary to override buttons that you remove from the page layout? Definition So that users can't get to them with hotkeys or keystroke shortcuts Term What type of report drives the User Login dashboard component?   Definition Admin login report Term In the context of the Data Quality Dashboard, what does it mean to have all key fields populated? Definition 100% score Term What are some recommended optional installs from the AppExchange for general implementations? Definition User Adoption Dashboard, Hotkeys, Mass Delete Term Is Account ID required on the Opportunity object via the API etc? Definition No Term Referring to other formulas may reduce the 1300 character limit, but is it possible to continue chaining multiple formula fields together indefinitely? Why not? Definition No - the character limits still apply Term When would a Case function be more appropriate than an If function? Definition   –Case - Checks a given expression against a series of values. If the expression is equal to a value, returns the corresponding result. If it is not equal to any values, it returns the else_result –IF - Determines if expressions are true or false. Returns a given value if true and another value if false Term What is the difference between locking an opportunity using approvals versus changing the record type to a page layout with all read only fields? Definition When an oppty is locked, the lock symbol appears on the oppty and the edit button is disabled. Term What may be the impact of selecting the next value in the picklist during a workflow field update? Definition If you sort values alphabetically, the values above or below may be different for users in other languages. Term Why is it that the ISCHANGED() formula cannot be used with the time trigger workflow alert? Definition if the trigger type is set to Every time a record is created or edited is the only w/f is changed can be used with. Term What are the potential reasons why different people may have different numbers when they create and run reports? Definition They used different criteria: Time frames My vs all advanced filters Term Can Ideas be used in the Self-Service Portal? Definition NO only Customer and Partner Portals Term What triggers the Big Deal alert? Definition Oppty Amount, Probability thresholds Term Understand the differences between S-Controls and visualforce Definition Technology Scontrol - AJAX, run on client VF - HTML &  Apex, run on Server Flexibility S-Control - extends standard UI VF - Extend or completely replace UI Reuse S-Control - None VF - full component model, no hard coding Logic Model S-Control - Limited to what is possible in AJAX VF - Complete - everything possible in Apex Control S-Control - use alone or in page VF - selectively replace parts of UI Development Model S-Control - logic + presentation mixed VF - logic + presentation separated Term What is Apex? Definition procedural scripting language executed by force.com Java-like syntax, acts like database stored procedures runs natively on salesforce servers, more powerful and faster than non-server code adds business logic to most system events - button clicks, related record updates, s-control displays, data loads   Term True or False:  Apex offers optional creation of test scripts that can be run in a dev environment, in the UI or by salesforce support personnel. Definition False - The test scripts are mandatory, not optional Term What causes irreversible changes to data via UI? Via API? What does not? Definition UI Changing field data type Using the import wixard mass transfer mass delete mass reassign Account or OpptyTeams mass update addresses API Update mass delete What does not cause irreversible changes? Changes to the sharing model or sharing rules Term How would an administrator quickly check field accessibility? Definition Field Accesibility Grid View by:  fields, profiles, record type Term Pick two hooks: S-Control Apex Trigger Custom Link Web Tabs Definition Custom Links and Web Tabs    Other hooks are:  Inline S-Controls and Custom Buttons Term What can be turned on in Sandbox? (pick 2) Approval processes Case escalation rules Case assignment rules Oppty reminders   Definition Approval processes and Case assignment rules Term What is the best way to transfer configurations from Sandbox to Production? Definition Metadata API Term What is scrubbing used for? Definition to help identify dirty data   Srubbing is the process of removing formatting (like in a phone number) to line up data to check for duplicates or bad data Term Which would you not find under Setup/Develop? Apps Apex Classes API S-Controls Definition Apps   Setup/Develop: Apex classes API Components Email Services Pages S-Controls Tools Term What is DaaS? Definition force.com metadata API force.com IDE force.com Sandbox force.com code share Term Which cannot be customized in Ideas?   Search layouts Half Life Page layout Communities Definition Page layouts cannot be customized Term What can be customized in content? (pick 2) Content type Validation rules Page layouts Content Value Definition Content type and validation rules Term What user permissions are needed to add content? Definition Manage Workspace or add content Term Once activities are archived, where is the only place you can access them? Definition Activity History - View All Term As an end user what are two things you can do in content? read edit subscribe post Definition Read and subscribe Term What is sent back to the admin after a request for forensic research (salesforce log for user, for a set period of time)? Definition Password protected file, they are called with the password Term Where are custom buttons NOT available? Definition Web to Lead Web to Case User Object