Term
User Interface Settings:
Recent Item and Lookup Hovers use the Record Mini Page Layouts. True or False? |
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Definition
True
Recent Item and Lookup Hovers do use the Record Mini Page Layouts. |
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Term
| User Interface Settings: The User Interface Settings can be adjusted for individual users.T/F? |
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Definition
| False User Interface Settings are Global and cannot be adjusted for individual users. |
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Term
Organization Administration
You may update licenses on the Company Profile. True of False |
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Definition
False
You cannot update licenses on the Company Profile. |
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Term
Organization Administration
Standard Fiscal Years are for companies that break down their fiscal years, quarters and weeks in to fiscal periods based on their financial planning requirements. True of False |
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Definition
False
Note: This scenario describes the Custom Fiscal Years. Standard Fiscal Years are periods that follow the Gregorian calendar. |
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Term
Organization Administration
A Standard Fiscal Year can start on May 1st. True or False |
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Definition
True
A Standard Fiscal Year can start on the first day of any month of the year. |
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Term
Organization Administration
Active Currencies can be found in
- Company Profile,
- user record (Personal Setup)
- Opportunity (Record). T/F
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Definition
| True - Active Currencies live in Company Profile, user record (Personal Setup) and in Opportunity (Record). |
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Term
Customization
What does a profile control? |
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Definition
Profiles control PRATFPLIP
- Page Layouts
- record Types
- Access to Objects
- Tabs
- Field Level Security
- Permissions
- Login Hours
- IP
- In summary profiles control what the user can do with records they can see
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Term
Customization
When are formula fields recalculated? |
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Definition
| Formula fields are recalculated every time you access them. |
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Term
Customization
Where would you make a field required? |
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Definition
| Make a field required using the Page Layout. |
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Term
Customization
Name the 4 objects you must create business processes for? |
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Definition
The 4 objects you must create business processes for are
Leads, Opportunities, Cases, Solutions |
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Term
Customization
How many fields (columns) can be displayed on a customizable Related List? |
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Definition
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Term
Customization
A checkbox can be a controlling field in a field dependency? T/F |
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Definition
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Term
Customization
You can use a custom lookup field to create relationship between an opportunity and a contact? T/F |
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Definition
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Term
Security & Access
Sharing rules are used to restrict access. T/F? |
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Definition
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Term
Security & Access
To minimize the number of sharing rules, use “Roles and Subordinates” over “Roles” where possible. T/F? |
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Definition
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Term
Security & Access
Ask Q1: What determines a unique user record? |
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Definition
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Term
| Security & Access What do Organization Wide Defaults control? |
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Definition
| Answer: Baseline level of access to records that you don't own |
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Term
Security & Access
What does the Role Hierarchy control? |
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Definition
| Answer: Record role up, access to records, reporting, forecasts |
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Term
Security & Access
How does a Profile differ from a Role? |
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Definition
Answer: A Profile defines HOW users see records and WHAT they can do with them
The role defines WHICH records a user has access to |
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Term
Security & Access
Why are Sharing Rules used? |
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Definition
| Answer: Exceptions to Organization Wide Defaults |
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Term
Security & Access
When would you choose to build a Public Group? |
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Definition
| Answer: When you want multiple roles that are lateral to share – create the group and then add the sharing rule. (this cuts down on creating many sharing rules). |
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Term
Security & Access
Who can manually share records? |
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Definition
| Answer: The Owner, Sys Admin, and anyone above the owner in the role hierarchy |
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Term
Security & Access
What are Folders used for? |
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Definition
| Answer: Folder Define access to documents, email templates, reports and dashboards. Access to folders is independent and not overwritten by role hierarchy. |
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Term
Security & Access
Why utilize Account Teams and Sales Teams? |
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Definition
| Answer: Use Account Teams and Sales Teams for reporting and sharing |
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Term
Workflows
Time triggers are executed in the order they are displayed in the workflow rule. T/F? |
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Definition
| FALSE - Time triggers are NOT executed in the order they are displayed in the workflow rule. |
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Term
Workflows
There is a maximum of 10 time triggers per rule? T/F |
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Definition
| True - There is a maximum of 10 time triggers per rule. |
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Term
Workflows
Time triggers can be added to or removed from activated workflow rules? T/F |
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Definition
| False - Time triggers CANNOT be added to or removed from activated workflow rules. |
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Term
Workflows
If you use a date field in a time trigger, Salesforce executes the workflow rule when the value of the date field is the current day. T/F? |
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Definition
| True - If you use a date field in a time trigger, Salesforce DOES execute the workflow rule when the value of the date field = the current day. |
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Term
Workflows
Existing records that meet the Workflow Rule criteria trigger the Rule. T/F |
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Definition
| False - Existing records that meet the Workflow Rule criteria DO NOT trigger the Rule. |
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Term
Workflow Approvals
The first approval step in a process specifies the action to take if a record does not advance to that step. T/F? |
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Definition
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Term
Workflow Approvals
Final rejection actions can include approval actions such as email alerts. T?F? |
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Definition
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Term
Workflow Approvals
Record Locking prevents users from editing a record only if they have a certain field-level security or sharing settings. |
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Definition
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Term
Workflow Approvals
Parallel approval routing is the ability to send approval requests to multiple approvers in a single step. T/F? |
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Definition
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Term
Workflow Approvals
You cannot mass remove records from an approval process; removal of records must be done one by one. T/F? |
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Definition
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Term
Data Validation
When are Data Validation Rules enforced? |
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Definition
| Answer: When a record is saved. |
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Term
Data Validation
When you define a Data Validation Rule, what else must you also define? |
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Definition
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Term
Data Validation
Data Validation Rules are executed for a field? |
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Definition
| Answer: FALSE. Data Validation Rules are executed for an ENTIRE RECORD.If a rules on one field fails, processing continues for all Data Validation Rules for the record. |
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Term
Data Validation
True or False: When I convert a Lead, Data Validation will be enforced. T/F? |
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Definition
| True - When you convert a Lead, Data Validation WILL be enforced. |
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Term
Data Validation
All Standard and Custom Fields in Salesforce may be set as unique or required using the Property feature.
T/F? |
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Definition
False
Only custom fields Custom Fields may be set as unique or required using the Property feature. |
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Term
Data Utilities
You can use the import wizard to erase existing field values. T/F? |
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Definition
| False - You CANNOT use the import wizard to erase existing field values. |
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Term
Data Utilities
Joe imports records for Sara, a non-active user. Sara’s records will be assigned to Joe. T/F? |
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Definition
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Term
Data Utilities
Joe is attempting to import an invalid value into a picklist field. The import wizard will respond with an error message T/F? |
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Definition
| False - it will still import but the new value will not appear in the picklist. |
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Term
Data Utilities
You can map a single column from the CSV file to multiple fields in Salesforce SFA. T/F? |
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Definition
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Term
Data Utilities
Who can import data for all users? |
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Definition
| Administrators can import data for all users? |
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Term
| Data Utilities What objects may be imported or updated using the Import Wizard? |
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Definition
| LACSO - Import Wizard can import Leads, Accounts, Contacts, Solutions and Custom Objects. |
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Term
Data Utilities
How does the Import Wizard perform matching when updating records? |
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Definition
| Salesforce ID, Name, Email (or External ID for Solutions and Custom Objects) |
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Term
Data Utilities
What is an External ID field and how is it useful? |
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Definition
An external ID is a flag on any custom field of type Text, Number or Email. It is useful because
• Increases Report and API SOQL performance
• Allows customers to use the record ID from an external system |
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Term
Analytics
"#Error!" displays on report cells if your custom summary formula output is over 18 digits? T/F |
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Definition
| False - #Error!" displays on report cells whenever an error occurs while calculating a formula's value. "#Error!" also displays when formulas divide by zero |
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Term
Analytics
Conditional highlighting can only apply to summary rows. T/F? |
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Definition
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Term
Analytics
If you delete a report and change your mind, you can retrieve it from the recycle bin. T/F |
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Definition
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Term
Analytics
You cannot calculate on report calculations. T/F |
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Definition
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Term
Analytics
Which report type(s) must be used to create dashboard components? |
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Definition
| Summary and Matrix reports. You cannot use tabular reports as they contain no grouping. |
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Term
Analytics
How many Custom Summary Formulas can you have per report? |
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Definition
| You can have upto 5 Custom Summary Formulas on a report? |
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Term
Analytics
What is a Dashboard comprised of? |
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Definition
| Dashboard components include charts, gauges, tables, and metrics. |
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Term
Analytics
What is the Running User? |
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Definition
| The Running User field allows you to specify data from a specific user’s perspective |
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Term
Analytics
What is a dynamic dashboard? |
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Definition
| Dynamic dashboards enable each user to see the data they have access to. Unlike the "running user", a dynamic dashboard uses the security settings of the user viewing the dashboard. |
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Term
Analytics
Tabular reports are simple lists of records, and do not allow you to group report results. T/F? |
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Definition
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Term
Analytics
You cannot delete a standard report. T/F? |
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Definition
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Term
Analytics
You can create Custom Summary Formulas based on other Custom Summary Formulas. T/F? |
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Definition
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Term
Analytics
You can create Custom Summary Formulas based on Custom Formula Fields. T/F |
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Definition
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Term
AppExchange
How many apps can you install? |
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Definition
| You can install 5 apps for PE and 10 apps for EE (also take custom tab and object limits into consideration) |
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Term
AppExchange
Can you uninstall an AppExchange application once it has been deployed? |
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Definition
| Yes you can uninstall any Appforce application using the easy Uninstall link in the application. |
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Term
Marketing Admin
Can an end user import Members into a Campaign? |
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Definition
| Yes, an end user can import members into a campaign as long as they have Marketing checkbox and marketing Profile. |
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Term
Marketing Admin
If your Marketing team needed to add 10,000 existing leads to a campaign at one time, what would be the best way to do this? |
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Definition
The maximum number of Leads/Contacts that can be added are at one time are
from reports - 50,000
from the wizard - 250 |
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Term
Marketing Admin
When a lead is converted, it becomes an Account, Contact, and optionally an Opportunity. T/F |
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Definition
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Term
Service and Support
Sending an email to a customer from the Case resets the case escalation? T/F? |
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Definition
| FALSE Note: You have to edit the case to reset case escalation |
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Term
| Service and Support 2. Do cases relate to Leads and Accounts? |
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Definition
| No - Cases relate to Accounts and Contacts. |
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Term
Service and Support
Early Triggers are used to allow notification before a Case actually escalates. T/F? |
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Definition
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Term
Salesforce Console
Salesforce Console only displays views that were previously created. T/F? |
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Definition
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Term
Salesforce Console
2. The console's center frame is the detail page view of any record selected from any of the console’s other frames. T/F? |
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Definition
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Term
Salesforce Console
3. The mini view does not display if the record in the detail view does not have any records associated with it. T/F? |
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Definition
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Term
Extending Salesforce
Custom Objects have the same sharing capabilities as Standard Objects. T/F? |
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Definition
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Term
Permission Sets
What do permission sets do? |
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Definition
| Permission sets extend users' functional access without changing their profiles. |
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Term
Permission Sets
Describe the difference between profiles and permission sets. |
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Definition
| While users can have only ONE profile, they can have MULTIPLE permission sets. |
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Term
Field Level Security
Name the 3 types of Field level security. |
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Definition
1. Visible – makes the field visible and read/write
2. Hidden – hides the field
3. Read Only – visible but read only
FLS can be set either from the object or the profile. |
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Term
Organisation Wide Defaults
What are OWD's? |
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Definition
| Organisation Wide Default settings define the baseline level of access for records we do not own. |
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Term
Organisation Wide Defaults
Name 2 cases where OWD does not apply |
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Definition
OWD does not apply to
1 records owned by a user
2 records inherited via role hierarchy |
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Term
Organisation Wide Defaults
What are the 3 main OWD settings? |
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Definition
1. Private
2. Public Read Only
3. Public Read/Write |
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Term
Organisation Wide Defaults
The 3 main settings are Private, Read Only, Read/Write.
What are the other OWD settings? |
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Definition
- Leads/Cases - Public Read/Write/Transfer
- Calendar - Hide/Show details & Add events
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Term
Record Ownership
Name 3 ways in which a user can gain Full Access to a record |
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Definition
Full access to a record is obtained by
1) being the record owner
2) being above record owner in role hierarchy*
3) their profile contains “modify all data” permission
* when user obtains access thru role hierarchy, they inherit same level of access as that user from whom they inherited access. |
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Term
Roles & Role Hierarchy
What is the difference between roles & role hierarchy? |
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Definition
Roles – Control level of visibility that users have to an organisations data.
Role Hierarchy – defines data access rights to users above them in data hierarchy |
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Term
Roles
Can Users in the same role view each others records? |
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Definition
| No - users in the same role CANNOT view each others records. |
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Term
Data Permissions Overview 1 - Record Ownership
- Every record always has an owner (except Solutions, a few others)
- Record owner is always a user or a queue
- Record owner always has FULL permissions on records they own
- Members of queue can take ownership of a record |
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Definition
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Term
Data Permissions Overview 2 - OWD
Your baseline salesforce.com permissions begin with the Org-Wide Defaults. Here you define default permissions for each object (standard and custom) as
- Read
- Read/Write
- Read/Write/Transfer
- Private (zero perms)
- Controlled By Parent Record |
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Definition
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Term
Data permissions overview 3 - Role hierarchy
Roles EXTEND permissions on records owned by people in lower roles to people in roles up the Role Hierarchy tree.
FULL permissions for records across ALL objects are extended.
Peers in a single role gain no additional access to each others records.
Higher roles only gain access to lower roles in a branch below them. |
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Definition
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Term
Data permissions overview 4 - Public Sharing
As OWD and role hierarchy will not always satisfy sharing requirements, so special case sharing can be granted by defining sharing BY OBJECT with specified permission levels:
Read
Read/Write
Read/Write/Transfer
The users are defined using
Roles
Territories
Queues
Public Groups |
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Definition
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Term
Data permissions overview 5 - Additional permissions extensions
1) Individual record sharing- One record at a time, using the Sharing button on each record
2)Sales and Account Teams
- Used to measure team activity and performance. |
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Definition
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Term
Data permissions overview 6 - Territory Management
Territory management grants access to accounts based on the characteristics of the accounts. e.g. based on criteria such as postal code, industry, revenue, or a custom field that is relevant to your business.
You may also need to generate forecasts for these diverse categories of accounts.
Territory management solves these business needs and provides a powerful solution for structuring your users, accounts, and their associated contacts, opportunities, and cases. |
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Definition
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Term
Access
When a user wants to access a record what 5 things does the system check and in what order? |
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Definition
1. Does the user have “View all Data” Permission – if yes they view all records but if not then....
2.Is the user the record owner – if yes then view all records if not then....
3.Are org wide defaults set to Read Only or Read/Write – if yes then view all records if not then....
4.Is the record owned by someone below the user in role hierarchy – if yes then view all records if not then...
5. Sharing – check sharing then manual sharing to see if user has access to records. If not then user will not be able to view the record. |
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Term
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Definition
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Term
| Workflows consist of 2 parts? What are they |
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Definition
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Term
Workflow
What is the workflow process |
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Definition
1) Create the evaluation criteria
2) Add the action email, field update, task, outbound message
3) Add time trigger (optional) |
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