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22 Cards in this Set
- Front
- Back
- 3rd side (hint)
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List view |
A list of records that meet specific filter criteria |
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User Lisence |
Determines a baseline of features that the user can access |
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Permission set |
A collection of settings/permissions that give users access to different tools and functions |
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Record type |
Record types allow you to associate different business processes and subset of pick list value to different users based on their user profile. They are used to determine which page layouts users see when viewing records, based on their user profile. Setup - Object Manager-Account - Record Types - New |
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Page layout |
The organization of fields, custom links, related lists on an object detail or edit page |
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Formula field |
A read-only field that derives it’s value from the formula expression you define. It is updated when any of the source fields change. You can define formula field for 7 types: Number, Currency, Percent, Date, Date/Time, Checkbox, Text |
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Custom objects |
Creating by user according to his needs. Each custom object has 5 standard fields |
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Roll-up summary field |
Is a custom object field that calculates values from related records. It is created to display A VALUE IN A MASTER RECORD based on the values of fields in a DETAIL RECORD. It can be defined on Master-Detail relationship only |
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Compact layout |
There are three things: 1. Page Layout 2. Mini Page Layout 3. Compact Layout Page layout is the detail page layout for each object, and with each page layout you have a mini page layout associated. Compact page layouts are completely for Salesforce1 which is for mobile devices. |
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Escalation rule |
An escalation rule automatically reroutes a case and can notify a user if the case remains open after a certain period of time has passed. With an escalation rule, you can: Choose to escalate a case to a queue or to another user. Configure the rule to automatically notify a user. |
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Validation rule |
Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False”. |
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Sharing rules |
Use sharing rules to extend sharing access to users in public groups, roles, or territories. Sharing rules give particular users greater access by making automatic exceptions to your org-wide sharing settings. |
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Profile |
A subset of the functionality defined in a user cense or permission set license. |
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Permission set |
Is a subset of the functionality defined on a user license/permission set license. Each user can be assigned many permission sets. Permission set extends a user’s access beyond the functionality defined in the profile |
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What should the sys admin do when users are unable to find a custom report type? |
A) Make sure the new report type is deployed B) Make sure the user profile includes the report type C) Add the new report type to the related objects D) Add a button for the new report type to report builder |
Answer A |
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Criteria-based sharing rules |
determine what records to share based on field values other than ownership |
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What should an admin do to organize the fields available on a report? |
Create a custom report type |
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Tabular report |
Consists of an ordered set of fields in columns, matched record listed in a row. Use it to create 1) lists of records 2)list with a single grand total. They can’t be used a) to creat groups of data or charts b) in dashboards unless rows are limited (ex: contact mailing lists, activity reports) |
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Summary report |
Allows to group rows of data, view sub totals, create charts. Can be used as a source report for dashboard components. Use it to show sub totals based on the value of a particular field, to create hierarchical list (as opportunities for your team), subtotal by stage and owner |
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Matrix report |
Allows to group and summarize data by both rows and columns. Can be used for dashboard. Use for comparing related totals, (especially if you have large amount of data to summarize, compare values in different fields, or you want to look at data by date, product, person, geography |
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Roll-up summary field |
A read-only field that displays SUM, MIN, MAX of a field in a related list or record COUNT of all records listed in a related list. Based on master-detail relationship (master record controls specific behaviors of the detail and sub detail records). Different types of summaries you can use: COUNT, SUM, MIN, MAX |
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1)Accounts 2)Contacts 3)Leads 4)Opportunities |
1) companies 2) people working for a company 3) potential customers 4) deals in progress (you can convert a lead into an opportunity)
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