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165 Cards in this Set
- Front
- Back
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What is the first thing you have to select when creating a report? |
Report type |
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What are the four (4) standard report types? |
1. Opportunity 2. Forecast 3. Support 4. Admin |
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What are the four (4) report formats? |
1. Tabular 2. Summary 3. Matrix 4. Joined |
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What are the differences in usage for each report format? |
1. Tabular - listing (think 'table') 2. Summary- allows for groupings and subtotals 3. Matrix- used for showing comparison of data 4. Joined- used for showing blocks of related info (at most 5 blocks) |
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What records will you have access to when running reports? |
1. Records you own 2. Records you have read/write access 3. Records being shared with you 4. Records owned by user below you in the role hierarchy |
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True or False. Field level security for reports is applied in the Enterprise, Unlimited, and Developer edition. |
False |
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Name the four (4) dashboard components. |
1. Gauge 2. Table 3. Chart 4. Metric |
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What are the seven (7) chart types for a dashboard? |
1. Horizontal bar 2. Vertical Column 3. pie (food) 4. donut (food) 5. funnel (food) 6. line 7. scatter |
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What are three areas of the Report Builder? |
Fields (based on object) Preview (display) Report Options (filters) |
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True or False. When running a report with over 2K records and you export to Excel, you will only be able to view all the records. |
True. In SF, you will only see the first 2K records. |
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What is the key capability of custom report types? |
Allow you to expand filtering options on standard reports |
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When should you use Report builder? |
1. change the report format 2. add custom formulas 3. add, remove, reorder columns 4. add charts |
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When should you use Report options? |
1. filter report data 2. generate groupings 3. change what info is being displayed |
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What are the steps for creating a dashboard in the Dashboard Builder? |
1. Select the running user 2. Select the dashboard component 3. Select the data source |
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How many components can you have on your dashboard? |
up to 20 |
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What permission do you need to add, create, edit and delete a dashboard?? |
Manage Dashboards |
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What permission do you need to change the running user of a dashboard? |
View My Team Dashboard |
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What Report Format cannot be a data source for a Dashboard? |
Tabular--if it does not have any row limits |
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What type of report filters, allow you to exclude/include data? |
Cross Filters |
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What type of report filters, allow you to perform an AND/OR? |
Filter logic |
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What are the two main folder types for reports for any user? |
1. Unfiled public reports- admin controlled 2. My Personal Custom Reports - controlled by user |
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True or False. 'Printable view' retains the format of a report. |
True |
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True or False. A report must be saved in a public folder in order to email a report. |
True |
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True or False. Clicking 'Export Details' allows you to export a report as .csv or .xlsx |
True |
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What are the three access types for reports in the report folder? |
11. Viewer - view only 2. Editor- edit report 3. Manager- view, edit and control access to report |
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What permissions enable a user to create a dashboard? |
1. Manage Dashboards 2. View all data |
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True or False. A dashboard only as current as its last refresh date and you must refresh each time you login. |
True. |
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How many cross filters can each report have? |
At least 3 |
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What are the three bucketing report options? |
1. text- group based on field, with user-defined text 2. numeric- create a range 3. picklist- group by specific value from picklist |
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Where is the report type located when you create a report? |
The top left corner of the screen |
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True or False. You can change the report type once the report is created. |
False |
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What are the mathematical operations available on a report? |
Sum, Max, Min, Avg |
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What is PARENTGROUPVAL? |
used to show for example, the percent each sales rep contributed to the sales pipeline |
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True or False. Sharing Access on Report Folders is enabled by default after the Winter 14 release. |
True |
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What permissions are needed to change the running user of a dashboard? |
View my Teams Dashboard (you can only change it to people below you in role hierarchy) |
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This allows an organization to report on changes to field values over time |
Historical Trending |
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What objects can be imported via the SF Wizards? |
Accounts Contacts Custom Objects Leads Solutions |
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Name the different import wizards. |
1. Mass Transfer (not on solutions) 2. Mass Transfer Approval 3. Mass Delete (not on custom objects) 4. Mass Update Addresses 5. Data Import |
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Where is the Data Loader found? |
Setup -> Data Management -> Data Loader |
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Name the data loader operations |
Insert- create new records Delete- delete records Update- update existing rec Upsert- update and create new rec if not found Hard Delete - perm delete, put in recycle bin Export- excludes files in recycle bin Export all - includes files in recycle bin |
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The Import wizard can load up to ___________ records. |
50, 000 |
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The Data Loader can load up to ______________ record. |
no limit |
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The Mass Transfer import wizards can transfer up to _________ records. |
250 |
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Why should you use validation rules? |
To ensure user enters valid data when creating or updating a record. |
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True or false. Validation rules impact 1) API usage, 2) web to lead and 3) web to case |
True |
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What manual tools does SF have to maintain data quality on Leads, Accounts and Contacts? |
Leads- find duplicates, merge leads Accounts- merge accounts Contacts- merge contacts |
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What should you consider before importing a file? |
1. formatted correctly 2.duplicates are removed |
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HOw often can you backup data in SF? |
weekly (every 6 days) or monthly (28 days) |
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What format are files that are being backed up exported to? |
.csv files |
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What are three ways to backup data in Salesforce? |
1. Data Export - result .csv file 2. Data Loader- use Export function, result .csv file 3. Report Export - create report and export it as .csv |
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There __ of digits for a Record ID in the UI and ___ of digits for a Record Id in API |
15, 18 (respectively) |
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T or F. The 15 digit Record ID is case sensitive. |
True |
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T or F. Deleted records are stored in the Recycle Bin for 10 days before they are permanently removed. |
False. 15 days |
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T or F. Users can restore records they delete. Sys Admins can restore records deleted by any user. |
True |
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T or F. You can store up 25x the amount of data as allowed by your org. |
True |
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When are validation rules invoked? |
After a user attempts to save the record |
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What are some ways to prevent duplicates in SF? |
1. use a 3rd party app 2. train users to search for leads, contacts, before import 3. make certain fields required using validation rules |
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Name this SF feature that allow you to create trend reports and dashboard reports; as well as protects data from deletion |
Analytical Snapshots |
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What report formats support source Analytical Snapshots? |
Tabular or Summary |
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This SF feature allows a sales rep to find new prospects and clean data associated with existing leads and contacts |
Data.com |
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When should Audit Fields be enabled in SF? |
When performing a data migration |
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T or F. You can create, edit, delete, and undelete standard objects. |
False. Custom objects only |
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T or F. You cannot update custom object permissions on standard profiles, only on custom profiles. |
True |
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T or F. When deleting a custom object, some data loss may occur even if the custom object is undeleted. |
True |
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T or F. Formula fields are read only. |
True |
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T or F. Formula fields cannot reference several field types, including (but not limited to): Text Area (Long), Text Area (Rich), Picklist (Multi-Select). |
True |
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How do you create a formula field? |
Create a custom field on an object and select field type 'Formula', then based on the type of data using select format as either decimal, %, currency, etc. |
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When to use formula fields? |
1. to cross reference a field from another object 2. to ensure data validation 3. to perform a calculation |
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What happens when you delete a custom field? |
1. the deleted custom field is automatically deleted after 15 days 2. When you delete a custom field, all of the field history data is deleted and changes are no longer tracked. |
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What are the capabilities of SF Classic Lite? |
A mobile app similar to SF Classic, available in all editions, and very limited in comparison to Salesforce1 mobile app. Cannot view Content library Does not support custom objects Does not support custom mobile configurations *org wide setting must be enabled by Admin |
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This SF feature is a marketplace where you can buy, build, sell and install apps for SF |
AppExchange |
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What are the two (2) package types in the AppExchange? Define their differences. |
1. Managed- upgradeable and partially customizable; does not count against org wide limits (used by partners to distribute/sell apps to customers) 2. Unmanaged- not upgradable and fully customizable; counts against org wide limits (used to distribute open source projects to developers) |
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What three objects can you sync between Salesforce and outlook? |
Events Tasks Contacts |
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What are the two installation options for installing Salesforce for Outlook? |
Manual- customize what contacts, events and tasks you want to sync Automatic- sync all contacts, events and tasks |
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Summer 14'- what is the new change to the Salesforce for Outlook installation? |
With the Summer'14 release Salesforce for Outlook uses a modified installation routine. It now needs to install for each user on the machine as it installs into the current users %appdata% folder not to the Program Files location as with previous versions. There are quite a few benefits to this as it reduces potential permissions issues at install around file access in various folders.. |
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Record Types impact three (3) areas of the UI for a user |
1. page layout 2. picklist values 3. business processes |
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Why should you use a Master Picklist when creating a record type? |
Allows you to account for all values of a picklist regardless of what Record Type is selected. |
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How can you delete a Record Type? |
You have to deactivate it first and then delete it. All associated records should be reassigned or set the value for Record Type to 'none'. |
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T or F. Record Types can be deleted if they are referenced in the APEX. |
False. |
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How do you create a Record Type for a Standard ObjecT? |
1. Setup 2. Customize 3. Select Object 4. Click Record Types 5. Click New |
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How do you create a Record Type for a Custom Object? |
1. Setup 2. Create 3. Object 4. Select the Custom object 5. Click New in the Record Types related list |
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What are the four (4) types of object relationships in SF? |
1. Master Detail- links 2 objects so that the master record controls the detail. Supports roll up summary fields. If a master is deleted, then the detail record is deleted. If detail record is deleted, master record remains intact. * required on the page layout 2. Lookup- does not support sharing or roll up summary fields 3. Hierarchial - lookup relationship model used for 'user' object only 4. Many-to-Many- like master detail, allows records of one object to linked to multiple records of the other object |
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Do not exceed ____________ child records for a master detail relationship. |
10,000 |
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Difference between 'file storage' vs 'data storage' |
data storage- counts number of records in SF file storage- counts number of documents and attachments in SF |
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What are the five (5) components of a company profile? |
1. Company Overview-view storage, licenses, org id, default lang and time zone 2. Fiscal Year- custom (if diff from 3 mths) or standard (3mths) 3. Business Hours & Holidays- define hours of operation and holiday hours 4. MyDomain- login page development/branding 5. Language Setting- language displayed in SF, what objects will be translated. |
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What edition of SF has the Service Cloud, Sales Cloud and Salesforce platform? |
Performance edition |
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What are the three (3) licensing types in SF? |
1. Sales Cloud- Contact Mgr, Grp, Prof, Enterprise, Perf 2. Service Cloud- Prof, Enterprise, Perf 3. Force.com-Light/Enteprise |
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What two things can own a record in SF? |
1. User 2. Queue |
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What are the three (3) areas to consider when creating a user in SF? |
1. licensing - user license, feature license 2. Security- role, profile 3.Localization- locale, lang, time zone, currency |
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True or False. In order to see the time zone of your current location, if you are a traveling SF user, then you would have to change the time zone setting in your user profile to the current location. |
True |
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How are LoginHours and LoginIPRanges established for a user? |
via the profile |
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What prevents login from except from specific IP addresses? |
Login IP ranges |
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This determines when a user can login to SF. |
Login Hours |
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This feature is configured org-wide and removes login restrictions; to establish specific IP addr permitted for access. |
Trusted IP ranges |
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True or False. Changing the default locale of a user, does not change the date fields. |
False |
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What is CRUD? |
Create, Read, Update/Edit, Delete permissions found under a user Profile |
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Describe the security options in SF |
Profiles- access to objects Role- access to record Org- access to org (ip ranges and login hrs) Field- access to fields |
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T or F. OWD setting override user permissions. |
False |
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T or F. Role access setting override user permissions. |
False |
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T or F. Field access settings dont override user permissions. |
True |
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Do OWD setting provide access to records you dont own? |
Yes |
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What are the four OWD settings? |
Public Read Only Public Read/Write Private Public Read/Write/Transfer |
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what does role hierarchy provide? |
allows access to records for those users that report to you in an organization (vertical access) |
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T or F. Field level access trumps the ViewAll or ModifyAll permissions. |
True |
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This capability allows you to share access to records regardless of your place in the role hierarchy. (horizontal accesS) |
Sharing Rules |
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Do Sharing Rules provide access to List Views and Folders? |
No |
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What does User Sharing do? |
Allows you to show or hide an internal or external user from another user in your org. |
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Profiles Control... |
* Which standard and custom apps users can view
* Which tabs users can view * Which record types are available to users * Which page layouts users see * Object permissions that allow users to create, read, edit, and delete records * Which fields within objects users can view and edit * Permissions that allow users to manage the system and apps within it * Which Apex classes and Visualforce pages users can access * Which desktop clients users can access * The hours during which and IP addresses from which users can log in * Which service providers users can access (if Salesforce is enabled as an identity provider) |
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When should custom profiles be created? |
when you want to customize the user permissions of a standard profile |
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What are some of the capabilities of Content or Salesforce CRM Content? |
Version Control File sharing- via URL, uploads Search content Voting and rating of files Preview file types Reporting capabilities |
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In order to access Content, a user must have the following permission? |
Salesforce CRM Content User |
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What are the two (2) types of libraries for SF Content? |
Personal Library Shared Library |
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What permission must a user have to create a shared library in SF? |
Manage Salesforce CRM Content |
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What are the two (2) related lists that can be added to a page layout for Content? |
1. Related Content- displays content that can be attached to a record 2. Content Deliveries- displays content that was delivered to a user or group |
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Accessing a shared library of SF Content is done by... |
individual user OR |
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What are the 3 default library permissions? |
1. Viewer- view content only 2. Author- view and update content 3. Workspace Administrator- view, update content and access controls to library |
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Name the two (2) types of activities. |
1. Events 2. Task |
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Difference between a Task and Event |
Task - "to-do items" has a due date and assigned to a user or group of users (i.e. create slide presentation)
Event - "appointments" have a start and end time (i.e. meetings on a calendar) |
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T or F. Tasks are moved from “Open Activities” to “Activity History” when the task status is “Closed” |
True |
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When does a task show under Activity History? |
When the task is marked 'complete' |
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When does an event show under Activity History? |
When the start time of the event has passed |
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T or F. Activities can be associated to most standard objects. In order to link an activity to a custom object, you must ensure that the “Allow Activities” checkbox is enabled for the object. |
True |
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What are the two types of Chatter groups? |
1. Public - any user can join 2. Private - user must ask permission to join |
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This is a personalized search, enabled with Chatter, and returns more info based on objects a user utilizes most |
Global Search |
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This is a personalized search, enabled with Chatter, and return search results based on the objects utilized most |
Smart Search aka Global Search |
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This a search that is enabled when Chatter is disabled and/or Global Search is not enabled |
Sidebar Search |
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T or F. Sidebar search returns custom fields if the values are unique |
False |
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This is a SF feature used to automatically generate a Chatter post when data within a record changes |
Feed tracking |
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What are three (3) Chatter features? |
1. upload a file 2. book mark a post 3. like a post |
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This grants additional access to users who are linked to a profile but require exceptions. |
Permissions Sets |
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Name the 6 standard profiles. |
Contract manager Solution manager Standard User Marketing User System Admin Read Only |
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Public Read/Write/Transfer is an OWD that can be applied to only 2 objects. |
Cases and Leads |
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This permission grants access to user records to mgmt based on their level in the role hierarchy. |
Grant Access Using Hierarchies |
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Your profile determines your ______ page layout. |
Home |
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Your home page layout consists of ______. |
Components |
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This allows you to choose to export report data in .csv or .xls format. |
Export Details |
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This allows you to export a report and maintain the report format. |
Printable View |
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SF for outlook can sync which objects: |
Contacts, Emails, Events and Tasks |
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This permission must be on a custom object to allow an activity to be linked to it. |
Allow Activities |
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Feature in SF that allows you to book meetings and propose meeting times to attendees. |
Cloud Scheduler |
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___________ ___________ is enabled when Chatter is enabled for searching. |
Global Search |
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________________ _____________ is enabled when Chatter is disabled for searching. |
Sidebar Search |
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Field tracking cannot occur on fields with more than _____ characters. |
255 |
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You can track up to _____ fields per object. |
20 |
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Name the two relationships with objects. Determine which one allows roll up summary fields. |
Master Detail - allows roll up summary fields Lookup |
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How many roll up summary fields can object have? |
10 |
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When to use Lookup or Master Detail relationship? |
Master Detail- when custom object and you want to use roll up summary fields; cascade record level security and deletion; when a relationship is mandatory
Lookup- for standard fields and use when the "many" object is standard object. |
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Name the four main field types |
Formula- calculations based on other values Roll up Summary- record count of related records Master Detail- create relation between custom objects Look up summary- creates relationship between std objects |
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This controls three things: 1) page layout 2) picklist values 3) business processes for a page |
RecordType |
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Tor F. Master records are records that exist before record types are established. |
True |
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T or F. Leads convert to opportunities once the lead has purchased something. |
True |
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This allows you to assign leads to a specific profile or person based on defined criteria. |
Lead Assignment |
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Leads are converted to three things. |
Account Opportunity Contact |
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T or F. Leads cannot be converted to an existing oppty. |
True |
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A technique in SF to identify those leads as "hot" or "cold" based on if their purchase history. |
Lead scoring |
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T or F. Custom lead fields need to be mapped over and created in order to be available on a contact, lead, or oppty. |
True |
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T or F. A lead does not become READ ONLY once converted. |
False |
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Feature in SF that allows an org to attribute oppty revenue to multiple users. |
Oppty Splits |
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Opportunity Stages are defined by three things: |
Type Probability Forecasting |
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T or F. An opportunity can have more than one pricebook. |
False |
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T or F. One pricebook must be active in order to link a product to a quote or oppty. |
True |
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Org wide access privileges for pricebooks are |
View Only Use No Access |
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An opportunity can have more than one campaign. T or F. |
False |
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How to calculate Campaign ROI? What must be true? |
Total Value won opptys- actual cost / actual cost=%
all opptys must be closed/won campaign must be oppty primary campaign |
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You can have up to 5 campaign in your campaign hierarchy. |
True |
