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Salesforce Admin Certification
Salesforce guide flashcards
17
Software
Beginner
05/11/2020

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Term
Salesforce users at Ursa Major Solar complain that global search returns too many records.

Which two configurations should an administrator perform to help users manage search results?
Definition
Specify the Search Filter Fields for the object's search layout.

Reduce the number of records displayed for each object in the Search Results page.
Term
List View
Definition
A list of records that meet specific filter criteria.
Term
What are two reasons a user cannot be deactivated?
Definition
The user is the recipient of workflow email alerts.

The user is a customer community administrator.
Term
User License
Definition
A user license determines the baseline of features that the user can access. Every user must have exactly one user license. You assign user permissions for data access through a profile and optionally one or more permission sets.
Term
Permission Set
Definition
A permission set is a collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles.
Term

A delegated administrator at Ursa Major Solar cannot edit the Created Date field for the account record.

What reason should the administrator give for why this is occurring?

Definition
This is a System Audit field and it’s Read-Only for existing records.
Term

Ursa Major Solar wants to create a field to store credit card numbers and needs to make sure the information is protected.

What two actions allow the administrator to provide enhanced security for this field?

Definition

Create an encrypted text field.

Update field-level security settings.

Term
Ursa Major Solar has a renewals sales team that uses the Opportunity object. The team wants to use many of the same picklist fields that are already defined, but needs unique picklist values. What feature allows an administrator to maintain the same field for two different teams?
Definition
Record types
Term
Ursa Major Solar has a sales team focused on renewals. The team uses many of the same Opportunity fields as other teams, but needs different Stage values.

What should the administrator update to support this requirement?
Definition
Stage Selected Values in the Sales Processes
Term
Ursa Major Solar has a complex sales process with multiple record types, each shared with all Profiles. Some users complain about the Record Type selection screen when creating new Opportunities.

What two actions should the administrator take to allow these users to bypass choosing a record type?
Definition
Instruct users to update the Default Record Type in My Settings.

Remove Record Types from the users' Profiles.
Term
The customer support team wants to use a different Page Layout when closing a Case. What method should the administrator use to fulfill this request?
Definition
Case Close Page Layout
Term
Formula Field
Definition

A read-only field whose value is evaluated from the formula or expression defined by us. You can define formula field on both standard and custom objects. Any change in expression or formula automatically updates the value of formula field.

You can define formula field for 7 types:

  1. Number,
  2. Currency,
  3. Percent,
  4. Date,
  5. Date / Time,
  6. Checkbox, and
  7. Text
Term
Custom Objects
Definition
These are the objects created by user according to their need. Each custom object has five standard fields. Objects, having five standard fields, created by users to address their need
Term
Roll-up Summary Field
Definition
A roll-up summary field is custom object field that calculates values from related records or the records in a related list. Roll-up summary field is created to display a value in a master record based on the values of fields in a detail record. Roll-up summary can be defined on Master-Detail relationship only.
Term
Lookup Field
Definition
Lookup is also a one-to-many relationship, but in this relationship, two objects has no effect on deletion or security. Child objects are independent.

Child objects have a separate setting. If you delete the parent object, the child object remains in the system. A child object may or may not have a parent.
Term
Master-detail
Definition
Closely links objects together such that the master record controls certain behaviors of the detail and subdetail record. For example, you can define a two-object master-detail relationship, such as Account—Expense Report, that extends the relationship to subdetail records, such as Account—Expense Report—Expense Line Item. You can then perform operations across the master—detail—subdetail relationship.
Term
One-to-many
Definition

Relationship with many child objects but one Parent Object, for instance, many metro cities are associated with one country.

This kind of relationship is represented in four different forms:

  1. Master-detail,
  2. LookUp (loosely coupled relationship),
  3. Self, and
  4. Hierarchical
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