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301 Flashcard TEST
A test to prepare for the 301 test
68
Software
Professional
07/25/2011

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Cards

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…
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
What are the two keys to setting up Territory Management?
Definition
MUST HAVE CUSTOMIZABLE FORECASTING ENABLED / And Sandbox
Term
The following is a list of API calls:
Definition
Create
Update
Upsert
Delete
Undelete
Query
Retrieve
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
Can a Salesforce object exist independent of an application?
Definition
Yes - you do not have to create a custom tab
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
Describe a benefit for using analytical snapshots
Definition
analytic snapshots allow users to run reports and save the report results as a record on custom objects. Unlike reports, users can schedule analytic snapshots to summarize data at a specific times, and work with the summarized data similarly to how they work with other records in salesforce.
Term
Name three methods for auditing and orgnization
Definition
Auditing users, auditing historical info in record fields, auditing setup/configuration and processes
Term
What are two symptoms that your sharing model is too private
Definition
duplicates, users have to manually share record frequently, lots of sharing rules, admin has requests for additioanl access to records by users.
Term
Describe what territory management can do for an organization
Definition
criteria based sharing that grants access accounts based on characteristics of the record. Users gain access to opportunities / cases via inheritance. works in conjunction with sharing rules.
Term
Name four things a designated administrator can do
Definition
create/edit users and reset passwords, create defaults sales teams, creat3 personal groups for users they've created, assign users to specified profiles, login as a user who has granted them login access, manage custom objects created by an administrator
Term
why would you use the metadata API vs Appexchage packaging
Definition
a better way to move customizations from a a test organization to a production organization
Term
Name three things you can do to improve security for your Salesforce organization
Definition
Educate users on threats, IP restrictions, strengthen password requirements, require secure sessions, decrease timeout sessions
Term
If you wanted to add complex business logic to your application but not alter the look and feel, what solution would you use
Definition
apex and the default UI
Term
What kind of content can be included in a visualforce page
Definition
anything that can be rendered in a browser using HTML
Term
What are the ways that visualforce pages can be incorporated into the rest of your user interface
Definition
IN custom links, button overrides, tabs, embedded in page layout similar to an inline s-control. Think "hook and target"
Term
Is it always necessary to know apex to create visualforce pages, when does it become necessary
Definition
no,,only when want to add logic as well as UI changes
Term
What are some differences between visualforce and s-controls
Definition
lots, main difference s-controls execute within the browser, visualforce pages run at the server.
Term
What is the force.com web service API
Definition
Defines a web service that enables full, reliable access to all fo the data in an organizations
Term
name two methods for ensuring data is clean
Definition
train users, validation rules, record types/page layouts, lookups and picklists, naming conventions, workflow, apex
Term
what can an administr4ator do to make salesforce easier to use for their users
Definition
inline editing , tagging, custom links, turn on auto compelte
Term
where would an administrator go to determine what fields a user can edit and or view
Definition
field accessibility grid
Term
what tool could you use to troubleshoot a workflow rule
Definition
system log
Term
what is the fastest way to communicate new release information to your end users
Definition
the discover button
Term
hwo does implementing IP restrictions improve security
Definition
restricts access. One must be on an approved IP address to login
Term
what is SSO
Definition
single sign on . It is a method of access control that enables users to authenticate once and gain access to resources of multiple enterprise applications and platforms.
Term
Why IS the "my" versus "ALL" REPORTING critical to successful global adoption
Definition
want to create as few reports as possible so as not to clutter the user experience . Use the security model to control access to the data.
Term
If a user wanted a new field added to an object, which role would be best to handle this request.
Definition
an application administrator
Term
Salesforce should be used as a release and change management tool
Definition
true
Term
what other hooks or ways of calling an s-control could have been use instead of a custom button
Definition
custom link, tab, or inline mashup
Term
what are three functions you may use to optimize the size of a formula field
Definition
if, contains, and Case functions
Term
what permission must you have to trace in real time using the system log
Definition
view all data
Term
in what order foes salesforce business rules trigger
Definition
all apex before triggers
system validation rules
custom validation rules
all apex after triggers
assignment rules leads and cases only
auto response rules leads and cses only
workflow rules
escalation rules cases only
parent rollup summary fields
Term
what permission must you have to trace in real time using the system log
Definition
view all data
Term
what types of automation are available when implementing a business process
Definition
workflow rules, assignment rules, esclatin rules, validation rules, rollup summary fields, formula fields, integrations using the web services api s-controls and apex
Term
what can the schema extract tool provide the administrator prior to loading data into salesforce
Definition
the tool is used to describe an organizations meta data . can be used to build migration files. can also be used to determine the correct data types. Moreover, based on reference types can be used to determine the order of a data load.
Term
what is important to remember when lockin out users during a maintenance period
Definition
do not assign the system administrator profile in a maintenance lockout profile
Term
what are some point and click ways that can be used to enhance productivity
Definition
inline editing public an perosnal tagging , multiple page layouts driven by record types. link and or buttons to documents reports and or web sites
Term
what permissions are needed to install force.com connect for microsoft office
Definition
under the profile section "desktop integration clients , the connect for office is turned on
Term
what is a mobile configuration
Definition
mobile configurations are sets of parameters that determine the data salesforce transmits to users mobile devices and which users receive that data on their mobile devices
Term
what are several pint and click methods that can be used to view parent information for a child record
Definition
use fo cross object formula fields to display parent informaion on a child record. hover details. the use of the salesforce console
Term
what salesforce features can be used to integrate external application into salesforce
Definition
web tabs, custom links, s-controls, and the web services api
Term
what is a url api, how do you interact with it . where in the application can they be used.
Definition
it is a custom link that has the ability to have parameters passed in .for example to search for CRM on the google serach engine
Term
what is the most basic metricto measure adoption
Definition
user login history
Term
what are the types of items measured by the salesforce labs adoption dahboards
Definition
user login history,completed versus open activities tasks, information added to salesforce like accounts, contacts opportunities and leads.
Term
what are some ways to backup your data
Definition
weekly export service. running reports nd exporting to excel. using the export feature of API based tools such as the data loader
Term
what are some way to backup your data
Definition
weekly export service, running reports and exporting to excel, using the export feature of api based tools such as the data loader
Term
Is apex client sided or server sided
Definition
server
Term
what is the major difference between apex and other programming languages
Definition
apex is not a general purpose language designated to build general purpose applications .it is highly governed and used to add business logic to on demand applications
Term
what are governor limits why do we have them
Definition
the apex engine enforces a number of limits to ensure that runaway apex code does not monopolize shared resources. these limits or governors track and enforce various metric for example the actual number of characters in a single string may not exceed 100000
Term
what are some of the advantages of visualforce cover s-controls
Definition
visualforce runs on servers faster and more scalable . it uses components common UI elements withuot having to recreate them from scratch. visual force code is much easier to create and is more mangeable
Term
true or false....The API fully respects the security and axcess protocols configued through force.com builder
Definition
true
Term
how can you create a separate dashboard for each user and have it only visible to that user
Definition
store the dashboard definition in the personal folder of that user
Term
who are the three types of users that can grant sharing privileges on a given record
Definition
the owner,anyone above the owner in the role hierarchy and the system administrator
Term
can a salesforce object exist independent of an application
Definition
yes
Term
why might you choose to not create tabs for some salesforce objects
Definition
one is limited as the number of tabs per rganization there is not a tab for every custom object youo may have to reach teh data for a custom object via a re lationship relted list.
Term
what is the difference between look up relationshiop and a master detail relationship
Definition
a lookup relationship access to the child record is independent of the parent record. moreover a child record can exist without a parent .finally rollup summary field will not work with lookups


masterdetail relationship,access to the chld record is determined by your level of access to the parent morevoer if the parent record gets deleeted so does the child in a master detail relationship one canuse rollup sumary fields ont eh master object ot aggregate detail record
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