Term
Account Teams
What is an Account Team? |
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Definition
| Account teams are created to grant access to strategic accounts to users. |
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Term
Authentication
What 2 approaches does Salesforce use to validate IP addresses of accessing computers? |
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Definition
Computer activation
Trusted IP ranges |
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Term
Change Sets
In which case could change sets be A. To deploy custom fields and validation rules from a production organization to its sandbox organization B. To deploy an application directly from the AppExchange for testing C. To deploy changes from one production organization to another production organization D. To deploy custom objects and Visualforce pages from a sandbox organization to its production organization |
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Definition
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Term
Criteria-based sharing
In which case could criteria-based sharing be used? Choose 2 answers. A. To share records using the Share button on a record B. To share records based on one field on an object C. To share records based on multiple fields on an object D. To share records through the Account Teams related list |
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Definition
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Term
Criteria-based sharing rules
Which statement is TRUE regarding criteria-based sharing rules? Choose 2 answers. A. Criteria-based sharing rules can be used with custom and some standard objects. B. Criteria-based sharing access rolls up through the role hierarchy. C. Criteria-based sharing access can only be granted based on record ownership. D. Criteria-based sharing access can be granted based on any field on the object. |
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Definition
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Term
Currency
Currency What are the 3 types of currency used in Salesforce |
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Definition
- Active - currency that we do business in
- Multiple - used by global companies in opportunities, forecasts, reports
- Personal - users default currency for quotes, reports. Personal currency is set at user level for quotas forecast opportunities and reports
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Term
Dashboards
Can Dashboards get delivered via Email |
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Definition
| Yes you can deliver dashboards via email |
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Term
Dashboards
Can dashboards be scheduled to run any time during the day? |
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Definition
| Yes - dashboards can be scheduled to run any time during the day |
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Term
Dashboards
Explain concept of running user. |
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Definition
| Running User allows the anyone to see top level data that they wouldn't normally have access to. eg A rep may see all sales on a dashboard but they cannot drill down to see report of colleagues sales. |
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Term
Dashboards
How can dashboard push alerts be used? Choose 2 answers. A. To alert sales managers when the total value of their team's opportunities reach a specified sales target B. To alert support managers when the number of escalated cases reaches a specified threshold C. To alert sales managers when the value of opportunities in the pipeline drops by a specified percentage D. To alert marketing managers when the rank of the top campaigns on a table component changes |
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Definition
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Term
Dashboards
How do you restrict access to a dashboard |
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Definition
| By restricting access to the folder where the dashboard is placed |
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Term
Dashboards
How many columns can you have in a dashboard |
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Definition
| Dashboards can contain either 2 or 3 columns |
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Term
Dashboards
List the available dashboard components (there are 10)? |
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Definition
- Horizontal bar
- vertical bar
- Donut
- Pie
- Line
- Funnel
- Gauge
- Metric
- Table
- VF page
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Term
Data Validation
Give 3 facts |
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Definition
DV only affects new records created or updated. Will not work retrospectively on existing data.
DV affect all supported objects except forecasts and territories.
DV is enforced via import and data loader but not in record merge. |
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Term
Data Validation
What is Data Validation |
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Definition
Data validation ensures integrity of data entered or uploaded onto system |
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Term
Data Validation
What is the Data Validation design methodology? 4 steps |
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Definition
- state the business requirements in detail
- break down business requirement into simpler statements and state the error conditions
- express this condition as Boolean statement e.g. close date less than today
- compose error message corresponding to error condition
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Term
| Does folder access role up based on hierarchy? |
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Definition
Access is explicit and does not role up based on role hierarchy. |
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Term
Folders
What 4 things can you organise in folders? |
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Definition
Folders are used for organising
- email templates
- documents
- reports
- dashboards
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Term
Folders
What are the 2 folder access types? |
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Definition
Access is defined as Read or Read/Write |
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Term
Folders
What kind of permissions do you need for folders? |
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Definition
| The "Manage Public Documents" permission gives you access to create a new folder. |
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Term
Junction Object
Give an example of a junction object in Salesforce.com |
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Definition
One example of many to many (junction) relationship is between Case and Solution.
One case can have many solutions attached to it and
One solution can be used in resolving many cases. |
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Term
Junction Object
What does a junction object do? |
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Definition
| A junction object joins the two objects with two master detail relationships. The Junction object is always on the detail side of the object. |
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Term
Junction Object
What is a junction object used for? |
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Definition
| In Salesforce a junction object is used to support a many to many relationship. |
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Term
Language Support
Which is a capability of multiple language support for Salesforce Knowledge? Choose 2 answers. A. Designation of a language assignee and reviewer B. Translation vendor contract management C. Assignment of cases with articles based on language tags D. Translation queues for exporting articles |
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Definition
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Term
OWD
Explain Organisation Wide Default |
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Definition
- OWD (restricts access)
- Role Hierarchy (vertical access)
- Sharing rules (horizontal access)
- Manual sharing (flexible)
- Delegated Admin
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Term
OWD
What do organisation Wide Defaults control? |
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Definition
| Organization-wide defaults control the level of access each user has to records they do NOT own. |
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Term
OWD
Define the term Organisation Wide Defaults |
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Definition
| The OWD restricts access and controls the baseline access to records. |
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Term
Page Layouts
Can Standard fields be removed from a page layout?
Can they be deleted? |
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Definition
| Yes standards field can be removed from page layout but cannot be deleted! |
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Term
Profiles
Define a profile? |
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Definition
A profile defines a user’s permissions to perform tasks.
A profile is a collection of settings and permissions that a user has access to. |
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Term
Profiles
Name 5 things Profiles are used for? |
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Definition
- To identify the users licence type
- To give access to a object
- if the object level permission is missing from the profile then user will not be able to see the records of that object in Salesforce
- To give user access to Tabs
- To give user access to Fields (via FLS)
- To control General Admin settings
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Term
Profiles
Profiles contain a user’s permissions - name all 6. |
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Definition
1. Custom App settings
2. Tab settings
3. Admin Permissions
4. General user permissions
5. Standard Object Permissions
6. Custom Object Permissions |
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Term
Profiles
What do Profiles give you access to? |
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Definition
| Profile give access To Objects = PTO |
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Term
Profiles
What is a Profile?
Does a profile overwrite an organisations sharing model? |
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Definition
Profile - a collection of settings and permissions that determine what you can do with records that you can access.
Profiles don't overwrite an organisations sharing model. |
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Term
Public Groups
Public groups can be used to set sharing rules and to define access to folders and list views.
A public group can be made from a combination of what (4) |
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Definition
- users
- other public groups
- roles
- roles and subordinates
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Term
Public Groups
What are Public groups? |
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Definition
| Public groups are used to grant lateral sharing/collaborative sharing |
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Term
Record Types
What do record Types enable you to do? |
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Definition
With record types you can offer different
- business processes
- picklist values
- page layouts
to different users based on their profile |
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Term
Role Hierarchy
What does the role hierarchy allow? |
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Definition
Role hierarchy allows the managers to see the data of the user reporting to them
Roles are used to maintain the role hierarchy. |
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Term
Role Hierarchy
What is a Role Hierarchy? |
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Definition
| Role hierarchy controls vertical access - controls how record access rolls up in an organisation |
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Term
Role hierarchy
Can Role hierarchy be enabled or disabled for the custom objects? This will decide that data of managers will be seen by CEO or not. |
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Definition
Yes role hierarchy be enabled for the custom objects.
This will decide e.g. if data of managers or sales reps will be seen by CEO or not. |
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Term
Role hierarchy
Explain the relationship between Sharing rules, Role Hierarchy and Organisation Wide Defaults? |
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Definition
Sharing rules are used when you cannot get access using Role
Hierarchy set up and OWD.
Sharing rules opens up access whilst OWD restricts access
Role hierarchy overrides OWD settings
Delegated Admin (view all/modify all) overwrites all security settings. |
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Term
Roles
What do roles give access to? |
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Definition
| Roles give access to the Records = RR |
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Term
Roles?
Define a role?
How do you determine the best role for a User? |
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Definition
Roles are a principal element in sharing rules.
Users should be grouped into roles based upon their need for access to data. |
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Term
Sharing Rules
What can you do with Sharing Rules?
Do sharing rules expand or restrict access? |
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Definition
Sharing rules on a per object basis can grant access beyond the default Sharing Settings;
Sharing rules expand (and do not restrict) access. |
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Term
Sharing Rules
Which 6 standard objects may have sharing rules.
CLACOC |
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Definition
- Campaigns
- Leads
- Accounts
- Contacts
- Opportunities
- Cases
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Term
Sharing rules
What are Sharing Rules? |
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Definition
| Sharing Rules are used to grant more access in comparison to role hierarchy. |
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Term
Sharing settings
What do Sharing Settings control? |
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Definition
| Sharing Settings control the default access for each object across the organization. |
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Term
Tabs
Name the 3 tab settings |
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Definition
• default on - displays a tab by default
• default off - hides a tab by default but user assigned this profile can turn tab back on
• tab hidden - hides tab and users cannot display it |
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Term
What are the 4 Standard Object Permissions in Salesforce
What do they allow you to do? |
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Definition
Create - read and create
Read - read only
Edit - read and update
Delete - read, edit and delete
Standard Object Permissions specify the level of access permissions on different objects. |
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Term
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Definition
| Sales teams are created to grant access to opportunities to users who do not own the account. |
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Term
| Which takes precedence field level security or page layout? |
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Definition
| The most restrictive setting takes precedence(in this case FLS) |
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Term
Workflow actions
Name the 4 types of workflow action? |
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Definition
- Workflow tasks - assign new task to user, role or record owner. They are associated with workflow rules for the same type of record. They can be tracked in activity history and can be reported upon.
- Email Alerts - auto send to 1 or more recipients. Can assign templates that can be sent to any email address in a custom or standard field on the record
- Field Update - auto change the value of a field. Updates apply to standard or custom objects and can update formula fields. Can be immediate or time-dependent
- Outbound messages - send the info specified to a designated end point. SOAP message
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