Configuration and Setup Flashcards

Question

Business Hours

Answer 1

- Determines the times when users are available to support customers and are the basis for the computation of support processes hours - Are used in the calculations for support processes such as Case Escalation rules and the Entitlement process

Answer 2

- Defines the business year of the company, which is also referred to as the accounting year, taxation year, financial year, or the budget year - Standard or custom fiscal years can be used

Answer 3

- Follows the Gregorian calendar (ex: 12-month structure) and can be configured to start on the first day of any month and be named for the starting or ending year - Based on a monthly structure and can start on any month - Can be replicated by choosing the Gregorian calendar

Answer 4

- Can be defined using custom periods and can be based on existing template or an existing template which can be modified - Can use a different structure such as quarters - Will impact forecasting, reports, and quotas - If this type of year is enabled, it CANNOT be reverted back to a standard year

Answer 5

1.) Data 2.) File

Answer 6

- Uesd by creating records (ex: Account records, Contract records, Opportunity records) - Most records use 2 KB of storage - There are several exceptions though (ex: Person Account (4 KB), Campaigns (8 KB), and E-mail messages (storage according to the size of the e-mail)

Answer 7

Used by storing files in Attachments, the 'Documents' tab, the 'Files' tab, Content, Chatter (including user photos), and Site.com assets

Answer 8

- If an org utilizes this, up to 1 million of these types of records can be stored - If more storage is added, up to 1 billion of these records can be stored

Answer 9

- Controls how certain information is displayed in a Salesforce org - Set up by the System Admin

Answer 10

1.) Date 2.) Time 3.) Number 4.) Phone Number 5.) Name 6.) Address

Answer 11

Allows dated exchange rates to be recorded to track the amounts when Opportunities were closed

Answer 12

1.) Full View 2.) Grouped View

Answer 13

A data-dense view that focuses on details and related lists and puts all the information on the same page

Answer 14

Divides record information into groupings across multiple regions and tabs

Answer 15

1.) Enable Hover Details 2.) Related List Hover Links 3.) Inline Editing in Lightning Experience 4.) Disable Navigation Bar Personalization in Lightning Experience 5.) Enable Printable List Views 6.) Enable Salesforce Notification Banner

Answer 16

- Enables a summary display of a record when hovering over a record link - The fields displayed are determined by the compact page layout

Answer 17

A settings enabled by default that adds related list links at the top of the record detail page or a custom object detail page in Setup

Answer 18

- When a user hovers over the field, a pencil icon will appear if the cell is editable - On the other hand, a lock icon will be displayed if it is non-editable

Answer 19

- Disables the option for a user to customize an app's navigation bar in Lightning Experience - This customization includes the reordering and adding of items or the renaming and removing of items the user may have added

Answer 20

When enabled, a button will be displayed for generating a print-ready format of the data in the view

Answer 21

- This type of banner appears on the pages for Accounts, Contacts, and Dashboards, as well as in the 'Setup' area - It can be dismissed or disabled entirely

Answer 22

- Can be customized to fit the users' needs - Apps can be created and customized by navigating to 'App Manager' in Setup - The items that are visible can be selected and rearranged, and the utility bar in the footer can be enabled by adding a utility item to the app - The navigation bar color and logo can be customized for each Lightning app - The app can be assigned to user Profiles

Answer 23

Each app in Lightning Experience has this type of bar included which is used to access the items and functionality in the app

Answer 24

- Opened when a user clicks an item that does NOT have a parent object placed in the navigation bar - Can be used to access relevant items from the navigation bar - Can be made permanent in the navigation bar by selecting 'Add to Nav Bar'

Answer 25

- Allows users to switch between apps - The apps that appear here can be changed by navigating to 'App Menu' in Setup - Users can immediately open or search for an app by clicking on the 'App Launcher' icon - The apps that users see in their App Launcher and app menu depend on each app's visibility settings and user permissions - Profile or permission sets can be to used to authorize users to see apps

Answer 26

- A declarative tool and setup for creating single-step prompts or multi-step walkthroughs - Helps users with onboarding and learning new features and to display custom alerts - Walkthroughs can be placed on object record pages, object Home pages (including Home), supported setup pages, and new, edit, and clone record pages, including dialogs - Can be managed by navigating to the 'Settings' in the 'In-App Guidance Setup' page - The 'Manage Prompts' permission is needed to create prompts and walkthroughs - For users, I can have up to 3 custom prompts and walkthroughs active at a time

Answer 27

- Type of search where users can search data stored in repositories (a central location in which data is stored and managed) outside of Salesforce while remaining inside the Salesforce user interface - For example, a team member can use Salesforce global search and see results from external search engines - Can be configured through in Experience Cloud sites

Answer 28

- Enabled by default and provides features like search personalization, natural language search, and instant actionable results - Search results are going to be based on the records that are most relevant to the user - Suggested searches and record previews are immediately seen and actions on records can also be completed as search terms are being typed - Common words and phrases can be used as search terms and this type of search automatically turns them into usable search filters - This type of search is available in Lightning Experience in Essentials, Professional, Enterprise, Performance, and Unlimited Editions

Answer 29

- Allows filtering search results using common words and phrases - Einstein Search enables queries for this type of search for supported objects such as Task and shows matching records

Answer 30

- This type of search is customized based on factors such as recent user activity, geographic location where users work most often, and ownership - Personalization is generally available for the following standard objects: 1.) Accounts 2.) Cases 3.) Contacts 4.) Leads 5.) Opportunities 6.) Tasks - Prioritizing specific results over others can make users more productive, which is both time and cost-efficient

Answer 31

1.) List View 2.) Kanban View

Answer 32

- A list or summary of records that meet defined criteria - View can be either tabular, split, or a Kanban view - Supports Inline Editing! - Only the first 2,000 records are searched automatically. Users can overcome this limitation by using more specific terms or by changing the filters and sorting order - Can be personalized based on the user's preferences - Records and Fields that appear in this type of view depend on what the user has access to - The records displayed are only those that a user has visibility to (e.g. own or have access to) - The fields displayed are only those a user has visibility to according to the field-level security - The default list view can be accessed via Pinned - Can be restricted to user groups and roles

Answer 33

Can be accessed by ALL users

Answer 34

Allows keyword search within the view

Answer 35

1.) Create and name a new list view or clone an existing list view 2.) Select the 'List View Sharing' 3.) Add List View filters 4.) Select the fields to display 5.) Optionally, create a 'List View' chart 6.) Use Sharing Settings to adjust visibility if required

Answer 36

1.) Only for the User that created the view 2.) ALL Users (including Partner and Custom Portal Users) 3.) Shared with a group of Users

Answer 37

Displays data for an object as a chart in the 'List View' interface

Answer 38

- Can be added to a list view - Can be a vertical bar, horizontal bar, or donut

Answer 39

- The ability to change the value of a field, without needing to navigate to a record - This type of editing means being able to update a record from somewhere other than the record page, such as a list view or report

Answer 40

- A type of list view presented as a visual summary for a selection of records - Can be more customized by determining summary and group fields

Answer 41

Added to display ONLY the object records that meet a defined set of criteria in a single view

Answer 42

Allows applying multiple filters on the data in the List View to focus down the list with precision

Answer 43

Provides access to the Import Wizard from the 'List View' interface

Answer 44

Allows emails to be sent to individual leads, contacts, and campaigns in a list view

Answer 45

- A one-stop shop, point-and-click tool that can be used to create and customize Lightning Apps and home pages - Can be used to build and configure responsive Lightning apps and custom pages for Lightning Experience and the Salesforce mobile app using a template - Components can be added to custom Lightning pages based on user needs - Can be used to manage Lightning App settings such as branding, navigation, options, and the Lightning pages assigned to that app

Answer 46

These determine the layout of the page components when using the Lightning App Builder

Answer 47

- Calculates a page's performance for desktop and form factors - This tool identifies the components that have the most impact on the page load time - If possible, the components that take the longest time to load should be moved to non-default tabs or an accordian to improve page performance

Answer 48

1.) 'Standard Components' tab 2.) 'Custom Components' tab 3.) Custom Components installed via a Managed Package

Answer 49

- Enables Lightning Web components (source) to communicate with other custom Lightning components (target) that exist on the same Lightning App page - For example, when a button is clicked on a source component, the target components respond individually based on data contained in the communication message

Answer 50

The first page that is displayed to a user and can be customized using the Lightning App Builder

Answer 51

- Similar to Lightning App pages (they are NOT tied to a specific record) - When these types of pages are activated for an app or an org default, they occupy the home tab and are the first page shown to the user when they navigate to an app - The 6 steps to creating this type of page are: 1.) Create a new page or clone an existing Home page 2.) Select a standard or custom template 3.) Add components to the layout 4.) Optionally set component visibility 5.) Activate the Home page 6.) Set the page as Default for the Org, App, or for an App/Profile combination

Answer 52

- Alternative to using the 'Tabs' component for displaying several different components that are collapsible - There can be up to 25 sections with this feature

Answer 53

- Can be created for Console apps - This type of page remains displayed as a user navigates to subtabs in a Lightning console app

Answer 54

- Where all apps in an org can be viewed, created, managed, and customized, including the App menu configuration - Users can access apps and other items by clicking the appropriate icon

Answer 55

- Menu that can be used to navigate and edit the pages of a Lightning app

Answer 56

- This MUST exist for a Lightning component or page in order to add it to an app in Salesforce or the navigation menu of the Salesforce mobile app - It is automatically created when a Lightning page is built and activated using the Lightning App Builder

Answer 57

1.) Global Actions 2.) Action Layout Editor 3.) Object-Specific Actions

Answer 58

- Can be created to perform any of the following: 1.) Creating a Standard Object record (Account, Campaign, Case, Contact, Contract, Event, Group, Lead, Opportunity, Question, Task) 2.) Creating a Custom Object record 3.) Logging a Call 4.) Sending an e-mail 5.) Displaying a Visualforce page 6.) Displaying a custom Canvas 7.) Launching a Lightning component - Can be added to any page that supports actions - Available in places like the home page, and allows action types such as creating a record or logging a call - Has NO automatic relationship with any record - Can be found on the (+) icon in the Salesforce header - Allows creation of object records

Answer 59

Fields can be added, removed, or reordered using this tool for an object-specific action

Answer 60

- Can be used by users to quickly create or update records, log calls, etc. in the context of a particular object - Automatically associated with related records - Can be found on the 'record detail' page of a specific object - Allows creating a record that is related to the object for which the action is created - Possible action types are creating a record, sending an e-mail, logging a call, customizing Visualforce, updating a record, creating Lightning components (Aura and Lightning Web components), and creating Flows - Ex: Account, Asset, Campaign, Case, Opportunity, etc.

Answer 61

- Used to select global actions and order those actions - NOT associated to any object - Inherits object page layouts that are not customized with actions - Can have more than 1 of these - These types of layouts can be assigned to different Profiles

Answer 62

- Determines the fields that will be displayed when the action is initiated - When an action is created, there is ALWAYS a corresponding layout that can be customized based on requirements - Fields can be added, removed, or reordered on this type of layout - Can be configured from: 1.) Setup 2.) Object Manager 3.) Object 4.) Buttons, Links, and Actions

Answer 63

- Option that must be ticked when adding new object-specific actions for the first time on an object’s page layout - This option will allow the users to set a customized list of actions on Lightning Experience and mobile app pages

Answer 64

- Predefined by Salesforce per object - For example, on the Account object, predefined actions include New Task, New Contact, etc.

Answer 65

- Preconfigured just like Default actions per object - This type of action appears as a single action element in the page layout editor - For example, on the Account object, the actions include New Task, New Contact, New Opportunity, etc. - These are displayed only in the Salesforce mobile app

Answer 66

Predefined by Salesforce and attached to a limited set of objects, such as Send Email, Log a Call, View Website, etc.

Answer 67

- After this type of action is set up, up to 100 records can be selected in a list view and perform mass updates in Lightning Experience - These types of actions CANNOT be performed on a Recently Viewed list

Answer 68

The first few fields in this type of layout determine which fields are included in the hover details

Answer 69

Shows the primary Account fields as well as the related object detail

Answer 70

Clickable links that can redirect users to the complete list view of the corresponding related object records

Answer 71

- Allows easy access to common productivity tools such as Notes, History, Calculator, and Omnichannel - Items placed in this bar will appear near the bottom of the screen. It can be set to display on either the bottom left or bottom right of the screen

Answer 72

- Productivity tools that can be added to an app - These types of items appear in the Utility Bar at the bottom of the app - The alignment of the Utility bar can be set

Answer 73

- Can be used to immediately open or search for apps or items - Users can drag and sort the apps according to personal preference

Answer 74

Can be used to change the app's visibility in the App Launcher

Answer 75

- Displays a list of auto-suggested records for multiple object types as a user types in it - These type of results can be refined by setting the number, date ranges, record name, owner, or e-mail

Answer 76

Allows accessing a record before performing a full search

Answer 77

Lists recently-viewed items that match the search term when a user clicks into the 'Search' box

Answer 78

Lists up to 5 records that have a name that matches the search term

Answer 79

Searches across searchable objects and takes the user to the ‘Top Results’ page

Answer 80

Searches within the current object and takes the user to the object’s search results page

Answer 81

Option that can be selected to limit the search to an object entered in the search box

Answer 82

- A feature that allows a user to search for a record of an object and associate it to a record of another object using a lookup field

Answer 83

- Field that can be used to associate two records together in a relationship - When a user types in this field, they see a dynamic list of suggested matches instantly

Answer 84

The instant results match to the record’s name, but a full search can be performed to match against all the searchable fields

Answer 85

- If configured, this type of field is displayed under the primary record name that provides more contextual information - This is ALWAYS the related account for contacts and opportunities shown in recent items

Answer 86

These types of filters can be used to restrict the valid values and lookup dialog results for relationship fields

Answer 87

A lookup field that includes a lookup filter that references fields on the source object record

Answer 88

This type of term is ONLY matched to the record name field

Answer 89

This type of term is matched with ALL searchable record fields

Answer 90

- This type of layout determines which fields users can view, filter on, and sort by on the search results page for global search and lookup search - This type of layout for an object can be configured to select the fields that should be shown as columns on the search results page - CAN be created for individual objects - The following can be customized in this type of layout: 1.) Fields in a record’s instant results preview 2.) Fields that can be filtered 3.) Fields shown in a recommended result 4.) The secondary field in instant results - This type of layout can be configured from the Setup Menu or Object Manager for BOTH lookup and global search - Standard Users CANNOT customize this type of layout - Standard buttons aren't available in these types of layouts - These types of layouts can be accessed for a particular object from the Object Manager in Setup - Encrypted fields CANNOT be filtered

Answer 91

This type of layout can be created for each object

Answer 92

These types of columns are displayed and arranged according to the object search layout assigned to a user profile

Answer 93

- Allows a user to make any list the new default - Default ______ list: 'Recently Viewed'

Answer 94

- Available for Contacts, Leads, and Campaign list views - Individual emails will be sent to each record’s email address

Answer 95

- This type of view will allow users to efficiently work with multiple records from a list without going back and forth to the 'List View' page - With this type of view, users can see a list view and a record side by side - They can also perform applicable mass actions on the records listed with this type of view - This feature is available in console apps and standard navigation

Answer 96

Available in Lightning App Builder; provides additional capabilities from the 'Related List - single' view such as row limits, sorting, and filtering

Answer 97

Can be set for app, record, and home pages by defining filters

Answer 98

- This type of tab is used to define the target component and data (property values) that will be communicated in the interaction - It also shows the name of the source component and event, as well as the type of interaction between the source and target components

Answer 99

Can be used to define the value of a property

Answer 100

Can be used as the org default or be customized and assigned to app or app and profile combinations

Answer 101

- Can be set for components on Lightning app and home pages to make them dynamic - For example, this type of filter can be based on a field on the User object, such as 'Country'

Answer 102

- Actions which can be used to dynamically control the visibility of Action buttons on a record page based on the values on the record - It helps in keeping the record page neat and streamlined - Actions can be configured to only appear on the record page when the values on the fields match the criteria defined

Answer 103

App which helps with monitoring adoption metrics and page performance

Answer 104

Located in Lightning App Builder; calculates the page performance of a Lightning Record Page and identifies the components that have the most impact on page load time

Answer 105

- Allows users to find what they need using item names, complete actions, and access recent records and lists - This navigation bar can be customized for each app; custom colors and branding can be used to make each app unique and easy to identify - This navigation bar can be used to access Lightning apps containing Lightning components - For items like opportunities, users can create records and access recent records and lists directly from the navigation bar

Answer 106

- A copy of a Production org; linked to the actual Production org - When initially created, these only contain metadata (configuration), but some can contain data (records) too - Used to develop and test in a safe environment, completely separate from production - Development and testing in this ensures that there is no disruption to the production environment

Answer 107

1.) Developer 2.) Developer Pro 3.) Partial 4.) Full Copy

Answer 108

Purpose: Development, configuration, and testing of new functionality Storage Limit: 200MB Data storage, 200MB File storage Initial Data: Configuration only Refresh: 1 day

Answer 109

Purpose: Development in which larger amounts of data are needed to test functionality; Integration from multiple developer sandboxes Storage Limit: 1GB Data storage, 1GB File storage Initial Data: Configuration only Refresh: 1 day

Answer 110

- Purpose: Testing or training where a subset of the data is sufficient - Storage Limit: 5GB Data storage, File storage (same as Production) - Initial Data: Subset of data determined by template - Refresh: Every 5 days

Answer 111

- Purpose: Performance testing, load testing, and staging in an environment that is identical to production - Storage Limit: Same as Production - Initial Data; All data, but subset of data can be copied through a sandbox template - Refresh: Every 29 days

Answer 112

1.) Change Sets 2.) Visual Studio Code 3.) Ant Migration Tool 4.) Salesforce CLI 5.) Workbench 6.) Unmanaged Package

Answer 113

- A useful tool that can be created easily through configuration by an Admin - Can be used to deploy metadata between related sandbox/production orgs through a deployment connection - Created by adding main and dependent metadata components in the source org - Before this can be deployed, it needs to be updated - When using these types of sets, validation of components is possible before deployment - Multiple test options are available when validating or deploying this type of set in the destination org - Inbound and outbound sets are used when deploying metadata components - Available in the following editions: 1.) Enterprise 2.) Performance 3.) Unlimited 4.) Professional 5.) Database.com

Answer 114

1.) User Details 2.) User License 3.) Feature License 4.) Resetting Passwords 5.) Unlocking Users' Accounts 6.) Localization

Answer 115

While creating a new User, the details such as Last Name, E-mail, Username, User License, and Profile are required

Answer 116

- Determines the level of access to the org and what Profile can be selected for a particular User

Answer 117

- Provides access to additional features not included with the User license - Ex: Salesforce CRM Content User

Answer 118

- A password can be reset by a User or Admin - Unlike a User, Admins can reset passwords for multiple Users

Answer 119

A User's account that has been locked due to too many failed attempts to access can be unlocked by an Admin

Answer 120

Various locale settings, such as language, time zone, and currency can be specified on a User's record

Answer 121

Determined from the company profile; can be overridden on the user record

Answer 122

Determines date and time formats, as well as, name, address, and number formats

Answer 123

- Provides information on past login attempts to the org - The 'Status' column will indicate success or reason for failure to login - It can be viewed as a related list on a User record or for all Users - This shows up to 20,000 login records for the past 6 months

Answer 124

Users assigned by the main System Admin which are given enhanced permissions to do different activities

Answer 125

- Controls what Admin privileges are granted - Users in this group can: 1.) Create and edit Users in specific roles 2.) Assign Users to specified Profiles 3.) Unlock Users and reset passwords for Users in certain roles 4.) Assign or remove Permission Sets for Users 5.) Create public groups and assign Users to specifed public groups 6.) Manage specific custom objects

Answer 126

1.) Password Case Sensitivity (Passwords ARE case-sensitive) 2.) Login Hours (Users may be trying to access the Org ouside of login hours set by the System Admin) 3.) Inaccurate Username (The User is using the wrong Username) 4.) Incorrect Domain (Trying to log using test.salesforce.com (used for sandboxes) instead of login.salesforce.com) 5.) MyDomain Policy (User tries to login with login.salesforce.com when MyDomain is deployed and login policy restricts login.salesforce.com) 6.) Profile-Based IP Restriction (IP restrictions may be in place, and the User is outside of set IP's) 7.) Unverified Account (The new User has not verified their account via the 'Verify Account' link within the allotted time) 8.) Locked Out (The account may be locked from too many failed login attempts)

Answer 127

1.) An account verification link sent via e-mail is clicked (by default, the link will expire after 7 days) 2.) A password is created 3.) A security question is created

Answer 128

1.) Last Name 2.) Alias 3.) Nickname 4.) E-mail 5.) Username 6.) User License 7.) Profile

Answer 129

- Allows the creation of up to 10 multiple users at once - The username will be the same as the email address when adding a user with this method - All users will have the SAME user license assigned - Individual user records will need to be edited after creation to choose further details

Answer 130

- Used to prevent User access to the org - Can occur if the User has too many failed login attempts or if a User's position is unknown at a particular time - This is an immediate action that prevents users from logging in and having access. No emails or Chatter alerts will be sent - Performing this action does NOT release their license. To release the user's license, the user must be deactivated

Answer 131

- This action disables Users from logging in and having access to Salesforce - These Users will no longer get any e-mail or Chatter alerts - Reminder: Users CANNOT be deleted - Users who should no longer have access to the org should be ___________ - Do this action to a user by unchecking the “Active” button on their user record - Users CANNOT be ___________ if they are the sole recipient of a Workflow Email Alert, Customer Portal Administrator, or User selected in a Custom Hierarchy Field

Answer 132

Action which can be enabled to allow external Community and Chatter users to deactivate their own accounts

Answer 133

1.) Org Security Controls (ex: Login Access. Login Hours, IP Restrictions, and Password Policies are controlled here) 2.) Objects (ex: Account, Contact. Profiles and Permission Sets are controlled here) 3.) Object Record (ex: Salesforce. Org-wide Defaults, Role Hierarchy, Sharing, and Teams are controlled here) 4.) Fields on a Record (ex: Name, Type, Lead Source. Field-Level Security and Page Layouts are controlled here)

Answer 134

1.) Password Policies 2.) IP Restrictions 3.) Device Activation 4.) Network Settings

Answer 135

- Settings that govern the login and password specifications of a Salesforce org’s users - Can be defined at the Profile level and the Org level to implement restrictions which make passwords more secure - Profile _______________ settings override the Org-Wide Password Policies for a Profile’s users - If these are NOT set for a Profile, the org-wide _____________ apply - Changes to the organization-wide ____________ do NOT affect profile-specific ____________ which may be different - Can be configured in Setup; will apply to ALL Users in the org

Answer 136

1.) When the e-mail address of a User is changed, the password is also reset for security 2.) It's possible to change the password of specific Users or all Users by clicking the 'Reset Password' button on the 'User' page in Setup 3.) When a User's password is reset, the User receives an e-mail that contains a link and instructions to reset the password 4.) Resetting a locked-out User's password automatically unlocks the User's account

Answer 137

- Way to control access to a Salesforce org - It is possible to control where Users can log into Salesforce by specifying a range of trusted IP addresses in their Profile settings with these restrictions - Login hours can also be defined - Can be set up at both a User and Profile level - Users can be logged in from a trusted IP address without receiving a login challenge for verification of their identity, such as a code sent to their mobile phone - If Users try to login from outside the trusted IP range, they are sent an Activation code. Once the code is entered, they can access Salesforce

Answer 138

- Available to allow Users to confirm their identity - Using this type of method acts as a 2nd form of User authentication - A security layer in addition to username and password - Invoked when a User logs in from an unrecognized browser or device, and is logging in from outside a trusted IP range - Based on browser cookies, and Users will not be asked again unless the cookie is cleared (either manually or browser deletes cookies) or the User browses in Private mode

Answer 139

At the org level, this allows specifying trusted IP ranges from where Users can login without verifying their identity

Answer 140

- Trail in the 'Setup' portion of Salesforce whose history captures Admin-related changes, Flow, workflow, and other automation changes, object-level changes, group changes, data management, e-mail deliverability, Apex Visualforce, and Lightning component changes - Shows the 20 most recent setup changes and stores audit trail history for the past 6 months - Can be downloaded for the last 6 months in Excel (CSV format) - The Setup changes tracked in this trail show the date the of the change, who made it, and what the change was

Answer 141

1.) Tracked Changes 2.) Customization Changes 3.) Groups and Sharing 4.) Data Management 5.) E-mail Deliverability and Delivery 6.) Delegated Adminstrators 7.) Notification Changes 8.) Apex 9.) Lightning Components

Answer 142

- 1st setup change in the Setup Audit Trail - Admin-related changes that are tracked include changes to Company Information, default settings like Language or Locale, users, portal users, Roles, Permission Sets, Profiles, etc.

Answer 143

- 2nd setup change in the Setup Audit Trail - Any changes related at customization are tracked - These include changes to workflow rules, approval processes, flows, page layouts, custom apps, custom objects, custom fields, field-level security, validation rules, etc

Answer 144

- 3rd setup change in the Setup Audit Trail - Changes to public groups, sharing rules, and org-wide sharing settings, including the 'Grant Access Using Hierarchies' option, are tracked

Answer 145

- 4th setup change in the Setup Audit Trail - Changes related to data management that are tracked include use of the Data Import Wizard, exporting data, mass transfer or deletion of records, etc.

Answer 146

- 5th setup change in the Setup Audit Trail - Changes to the Email Deliverability Access Level, the connected app’sPIN length, inactivity timeout, email relay and or record filters are tracked here

Answer 147

- 6th setup change in the Setup Audit Trail - Setup changes made by delegated administrators are also tracked

Answer 148

- 7th setup change in the Setup Audit Trail - Custom and standard notification types delivery setting changes can also be tracked for mobile, desktop, and connected apps

Answer 149

- 8th setup change in the Setup Audit Trail - Creation of Apex classes, triggers, Visualforce pages, Lightning pages, and static resources is tracked

Answer 150

- 9th setup change in the Setup Audit Trail - Audit trail can be used to track when users create, change, or delete a custom Lightning component

Answer 151

- There are default password requirements for new orgs, including one alphabetic character and one number - A password MUST contain at least 8 characters, including 1 alphabetic character and 1 number - The security question answer CAN'T contain the User's password - When Users change their password, they CANNOT reuse their last 3 passwords

Answer 152

1.) Single Sign-On (SSO) 2.) Multi-Factor Authentication

Answer 153

- This method of sign-on can be used to standardize authentication for SF Users - In order to implement this, either federated authentication using Security Assertion Markup Language (SAML) or delegated authentication can be utilized - Users have 1 login; they don't have to log into multiple systems constantly with this sign-on method - Better adoption method because Users log in with once

Answer 154

- Increases an org's security by requiring a second level of authentication for every User login - It can either be service-based or policy-based - Users provide the second factor by installing a mobile authenticator app, such as the Salesforce Authenticator app - Users can also use a U2F security key - Can be set up using a permission set and assigned to specific Users

Answer 155

1.) Federated Authentication 2.) Delegated Authentication

Answer 156

- Allows affiliated but unrelated web services to share authentication data - Automatically enabled for an org

Answer 157

- Allows the usage of a preferred authentication provider - Uses a stronger form of user authentication and makes the login page private and accessible only behind a corporate firewall - Setting is enabled in Setup > Single Sign-On Settings by first disabling login with SF credentials - Makes a login page private

Answer 158

- Can only be set up on a Profile setting - To restrict when Users can log in, these can be set at the Profile level but NOT at the Org level - In a Profile, it's possible to set the days and hours when Users with the Profile can log into the org - If a User tries to login outside these hours, they are denied access - When an error is denied access, they see the same error message which appears when the username or password is incorrect - To allow Users to login at any time, 'Clear all times' can be clicked - To prohibit Users from logging in on a specific day, set 'Start Time' to 12 am and 'End Time' to 'End of Day'

Answer 159

1.) Salesforce Authenticator Mobile App 2.) U2f Security Key 3.) One-Time Password Generator 4.) SMS Text Message 5.) E-mail

Answer 160

- Allows Salesforce Admins to monitor login behavior and keep a Salesforce org secure - Provides critical login information such as: 1.) Users who have suspicious login activity 2.) Users who logged in more than the average number of times 3.) The average number of logins per Users per a specified time period 4.) Users who logged in during non-business hours 5.) Users who logged in using suspicious IP ranges - No UI

Answer 161

- A feature that allows the creation of a subdomain for the company's Salesforce org - Required in order to activate other SF features - Allows highlighting the brand of the comapny and making the org more secure - Helps in better management of login and authentication of the org - Production orgs that are created Winter ‘21 or later will get this feature by default

Answer 162

- Network that improve download times and org performance - To improve User experience regardless of user location, this Netowrk routes requests to the closest Salesforce location where this Network is deployed - If the customer org allowlists Salesforce IP addresses by region, Salesforce recommends including the current Salesforce IP address ranges for regions where the customer org has end users

Answer 163

- Runs on all of the different session settings, password policies, and different security settings in which I have set up within my org - I can see what the high-risk security settings are - A summary score is calculated using a proprietary formula and shows how an org measures against a security baseline, such as the Salesforce Baseline Standard - Up to five custom baselines can be uploaded and used instead - Settings that meet or exceed the baseline increase the score, and settings that are at risk lower the score - Typically, changing the settings to be less restrictive decreases the score - A lower score indicates settings at higher risk or further away from the recommended values - In addition to a score, a grade is also provided tomore easily assess the org's overall security status. The grades correspond to the following score percentages: 1.) Very Poor (54% and below) 2.) Poor (55% - 69%) 3.) Good (70% - 79%) 4.) Very Good (80% - 89%) 5.) Excellent (90% and above)

Answer 164

- Can can be configured in Setup, including the session connection type, timeout restrictions, and IP address ranges - Can be modified at the org level and in User Profiles - Profile settings override the org-wide settings - Org-wide _________ settings, such as session timeout, secure connections, caching, and session security levels, can be configured on the ____________ page - If using the enhanced profile interface, one can click ‘____________’ in a User Profile to configure the Profile ______________ - Can be modified on the User Profile, which will override org-wide settings

Answer 165

- Consists of recommended values for the following 4 categories of security settings: 1.) High Risk (such as the number of expired certificates) 2.) Medium Risk (such as the minimum password length) 3.) Low Risk (such as the password question requirement) 4.) Informational (such as the days until certificate expiration)

Answer 166

- Secure and persistent browser caching can be enabled to improve performance - Caching and autocomplete on the login page can also be enabled

Answer 167

Protection from this can be enabled for custom Visualforce pages with standard headers and with headers disabled

Answer 168

- Can be required to ensure that Users verify their identity with MFA when they log in - Support users and subscribers with high-assurance sessions always bypass MFA verification during login as another User

Answer 169

- Can be done using a permission set - Once the Flow deactivates the session-based permission set or permission set group, the Users will lose the permissions associated with the permission set or permission set group

Answer 170

- A User can register for this; this tool use biometric readers to verify identity - Examples of this are Touch ID, Face ID, and Windows Hello

Answer 171

- Enables the use of the company’s unique 'My Domain' name on all URL's across the org, including Experience Cloud sites, Salesforce sites, etc. - It meets the latest browser requirements - It is recommended for all Salesforce orgs and would be required by the Summer ‘22 release - These Domains are available in Hyperforce orgs and in orgs that have a deployed 'My Domain' that is routed via the Salesforce Edge Network - It is not going to be available in scratch and Developer Edition orgs

Answer 172

- Can be used to intercept real-time events and applyappropriate actions to monitor and control user activity - When a policy is triggered, a user can be blocked or multi-factor authentication can be enforced. Optionally, in-app or email notifications can be received - A user can be blockedfrom completing a request. When a policy with a block action is triggered during a report view, the user sees a message explaining the action - A default or custom e-mail notification can be sent. It contains the policy that was triggered, the event or events that triggered it, the policy’s ID, and related event fields - Examples of real-time event monitoring eventsthat support transaction security policies are ApiEvent, ReportEvent, LoginEvent, ListViewEvent, etc.

Answer 173

- Can be used to detect certain types of threat events and take proactive measures - Can be created for API Anomaly Event, Credential Stuffing Event, Report Anomaly Event, and Session Hijacking Event - A Flow triggered by a threat event can be used to send e-mail notifications, deactivate affected users, reset passwords, generate cases, etc. - For example, when an anomaly is detected in how a user makes API calls, this type of flow can automatically generate a case for a follow-up investigation - Customers who have purchased the Salesforce Shield or Event Monitoring add-on can use flows with threat events

Answer 174

- A European data protection law that regulates the processing, collection, storage, transfer, or use of personal data about EU individuals - A data protection law defining how personal information of EU individuals needs to be handled - Defines how personal information of EU citizens and residents must be handled and has high penalties for violation - Gives individuals more control over how their data is collected, used, and stored - Applies if an org contracts with an EU individual or business regardless if the org has a physical presence in the EU - Applies to marketing activities and handling personal and sensitive information - Orgs need to take measures to minimize the amount of personal information stored and not keep information for longer than necessary

Answer 175

Options include encryption, data masking, event monitoring, sharing settings, field-level security, and session settings

Answer 176

- Processes data upon behalf of the data controller - This is Salesforce

Answer 177

Salesforce customer that is responsible for managing customer data

Answer 178

- Any individual data collected that relates to a Lead, Contact, or Person Account - Can also be a Salesforce end user

Answer 179

Include owner, field usage, data sensitivity, and compliance categorization levels

Answer 180

1.) Legitimate Purpose 2.) Data Deletion 3.) Secure 4.) Consent 5.) Accurate 6.) Accountable

Answer 181

- Personal Data can only be collected for a legitimate purpose - Data use must be limited, explicit, and for specific purposes

Answer 182

Personal Data MUST be deleted if it is no longer required for the original purpose

Answer 183

Data must be kept secure and measures MUST be put in place to prevent unauthorized access, disclosure, loss, destruction, or alteration

Answer 184

- Consent to collect and store personal data must be ‘freely given, specific, informed, and unambiguous’ - It can be revoked

Answer 185

Personal Data collected must be accurate and kept up to date

Answer 186

Data is handled according to GDPR principles and demonstrate compliance via record keeping and reporting

Answer 187

- This type of policy can be used to classify and define how long data should be retained - This type of policy can be defined for field history using Field Audit Trail - Customer 360 Privacy Center can be used to define these types of policies

Answer 188

Can be made GDPR compliant using standard Salesforce data privacy objects and custom objects as required

Answer 189

Any data that can identify an individual

Answer 190

A subcategory of personal data and needs to be highly protected due to the risk of loss, harm, damage or discrimination

Answer 191

1.) Right of Access 2.) Right of Rectification 3.) Right to be Informed 4.) Right to Erasure 5.) Right to Restrict Processing 6.) Right to Data Portability 7.) Right to Object 8.) Right of Automated Decision-Making and Profiling

Answer 192

Individuals have the right to know exactly what information is held about them and how it is processed

Answer 193

Individuals have the right to have inaccurate or incomplete personal data rectified

Answer 194

Organizations must be completely transparent in how they are using personal data

Answer 195

Individuals have the right to have their personal data deleted or removed in certain situations

Answer 196

Individual's right to block or suppress processing of their personal data

Answer 197

Right to receive the personal data in a structured, commonly used, and machine-readable format and have the right to transmit those data to another controller

Answer 198

Individuals have the right to object to their personal data being used (ex: for direct marketing)

Answer 199

Right not to be subject to a decision based solely on automated processing, including Profiling

Answer 200

- Contained within the GDPR; data protection through technology design - Means any and all businesses wishing to be compliant will have to design policies, procedures, and systems which comply with the GDPR from the inception of the product's or processes' development

Answer 201

- The Data Model MUST enable GDPR principles of recording consent, enabling export and deletion of data, and only capturing and retaining data for legitimate purposes - Must be considered in relation to standard objects (Lead, Contact, Person Account, User) object and custom object records that record personal and sensitive information - Can use standard objects provided by Salesforce for this purpose (ex: Individual, Consent objects), but can also include custom objects for specific purposes - E-mail functionality will check and warn if standard e-mail opt-out fields are checked

Answer 202

1.) Field Access 2.) Record Access 3.) Object Access 4.) Role Hierarchy 5.) Sharing Rules 6.) Manual Sharing 7.) Public Groups

Answer 203

Field-level security can be defined in Profiles to control visibility to fields within records

Answer 204

Org-wide defualt setting determines users' access to records they don't own

Answer 205

A User's Profile determines whether a User can access an object and the access level

Answer 206

Users above the owner in this have access to records owned by the owner

Answer 207

Users can ______________ individual records with other Users using the 'Sharing' button

Answer 208

- This type of group can be used in an org and may contain specific users, users in particular roles or territories, users in roles and those below them in the hierarchy, and other ______ groups - This type of group can be created for features such as Sharing Rules, Sharing Records, adding Users to a Content Library, and folder access - ONLY Admins can create these types of groups - Users in these types of groups can be made up of Users, Roles, Roles and Subordinates, Territories, & Territories and Subordinates

Answer 209

- Determines which objects a User can access and what actions they can take on those objects - Also determines Permissions on objects and access to tabs and apps - New ones are ALWAYS cloned from an existing _______ - Standard ________ are assigned to Users. These CANNOT be edited but CAN be cloned - Standard ________ have several profiles that come right out-of-the-box and are immediately available to assign to a User. These include: 1.) Standard User 2.) Contract Manager 3.) Minimum Access - Salesforce 4.) Marketing User 5.) Solution Manager 6.) System Administrator - Permissions on objects can set to: 1.) Create 2.) Read 3.) Edit 4.) Delete 5.) View All/Modify All - These include 2 types of settings: 1.) App Settings 2.) System Settings

Answer 210

- 1st example of a Standard Profile - Create, Read, Edit, and Delete for most objects, Run Reports, View Org Setups, View but not manage campaigns, and Create but not review solutions

Answer 211

- 2nd example of a Standard Profile - Standard User + Manage Contracts

Answer 212

- 3rd example of a Standard Profile - Least-privilege access with Access Activities, Chatter Internal User, Lightning Console User, and 'View Help Link' permissions

Answer 213

- 4th example of a Standard Profile - Standard User + Import Leads, Manage Campaigns, Create E-mail Templates, and Manage Public Documents

Answer 214

- 5th example of a Standard Profile - Standard User + Review and Publish Solutions

Answer 215

- 5th example of a Standard Profile - Access to all functionality that doesn't require an additional license - Configure and customize the application - Can View and Modify All Data, which overrides all Sharing Rules

Answer 216

- 1st type of Standard Profile setting - Defines which apps are available to users with a particular Profile, permissions specific to apps, access to pages, and object permissions

Answer 217

- 2nd type of Standard Profile setting - Includes settings that apply to ALL apps, such as security settings and overall data visibility

Answer 218

- Determines access to other Users' data for records they do NOT own - Provides access to custom objects and MOST standard objects - The 5 types of access are: 1.) Public Read/Write/Transfer 2.) Public Read/Write 3.) Public Read-Only 4.) Private 5.) Controlled by Parent - Changing these settings and increasing default access (ex: From Public Ready-Only to Public Read/Write) will take effect IMMEDIATELY) - Changing these types of settings and decreasing default access in an existing org with significant data will take some time for Salesforce to recalculate User access

Answer 219

Users can view, edit, and change ownership (ONLY for Leads and Cases) with this level of access

Answer 220

Allows Users to view and edit other Users' records

Answer 221

Allows Users to view other Users' records but NOT edit them

Answer 222

Users cannot see other Users' records unless it is shared or if the User is above the record owner in the role hierarchy

Answer 223

Users can perform an action based on if they can perform the action on the Parent object (ex: Contact actions are controlled by the actions available on an account)

Answer 224

- A list of products and their prices - This is the master list of all my org's products and their default standard prices - Salesforce creates this when I start creating product records

Answer 225

1.) Pricebook: Use 2.) Pricebook: View Only 3.) Pricebook: No Access

Answer 226

All Users can view pricebooks, add pricebooks to Opportunities, and add products in the pricebooks to Opportunities with this option

Answer 227

With this option, Users can view pricebooks but only users with ‘Edit’ permission on Opportunities or Users that have been manually granted access can add pricebooks to Opportunities

Answer 228

Users do NOT have visibility to pricebooks and cannot add them to Opportunities UNLESS it has been manually shared with them with this option

Answer 229

1.) Activity: Private 2.) Activity: Controlled by Parent

Answer 230

- Only the owner of the activity and Users above the owner in the role hierarchy can edit and delete the activity with this option - Users that have read access to the record that is related to the activity can view the activity

Answer 231

Activity permissions are determined by the access the user has on the record or records related to the activity with this option

Answer 232

1.) Campaign: Public Full Access 2.) Campaign: Controlled by Campaign 3.) Campaign: Controlled by Campaign Member

Answer 233

Users can view, edit, transfer, delete, and report on all Campaign records with this option

Answer 234

Only users who have access to the campaign are able to see the details of the campaign members related to the campaign with this option

Answer 235

Users can only see the campaign members whose Lead or Contact records they already have access to with this option

Answer 236

1.) User: Private 2.) User: Public Read Only

Answer 237

All Users have read access to their own user record and those below them in the role hierarchy with this option

Answer 238

- ALL Users can see one another's user detail pages with this option - They can also see all Users in lookups, list views, ownership changes, user operations, and search

Answer 239

1.) Calendar: Hide Details 2.) Calendar: Hide Details and Add Events 3.) Calendar: Show Details 4.) Calendar: Show Details and Add Events

Answer 240

Others can see whether the User is available but cannot see any information about the User's calendar events with this option

Answer 241

Same as 'Hide Details' with the addition of being able to insert events in other Users’ calendars with this option

Answer 242

Users can see information about events in other users’ calendars with this option

Answer 243

Same as 'Show Details' with the additional of being able to insert eventsin other users’ calendars with this option

Answer 244

In Salesforce, this type of acces is based on the concept of opening up record access from more restrictive to less restrictive

Answer 245

1.) Object (Profile object permissions and Permission Sets determine access to records owned) 2.) Org-Wide Default Settings (Determines access to records NOT owned) 3.) Role Hierarchy 4.) Sharing Rules (Record access is granted based on record owner or criteria) 5.) Manual Sharing (Users can manually share records with other Users) 6.) Team Access 7.) Territory Hierarchy Access

Answer 246

These will override field properties that were set in the page layout if these settings are more restrictive

Answer 247

Read-only field-level security will OVERRIDE the 'Edit' permission on the object

Answer 248

Field-level security will OVERRIDE the 'Modify All Data' and 'View All Data' permissions

Answer 249

These types of fields OVERRIDE field-level security and will appear on 'Edit' pages regardless of field-level security

Answer 250

- A way to open up access to records owned by other users - Users whose roles are above in the hierarchy have access to records of users whose roles are below them in the hierarchy - This allows additional record access when the object OWD setting is set to more restrictive than Public Read/Write (ex: Private/Public Read-Only) - This is NOT an organizational hierarchy; this should be thought of as a data access hierarchy - This type of access does NOT override object access determined by Profiles (ex: If this setting for Opportunities is set to 'Edit,' but the Users' Profie object permission for Opportunities doesn't have 'Edit,' they will not be able to edit Opportunities)

Answer 251

- Allows users to share records up or down their management chain - This setting can be enabled on the 'Sharing Settings' page - Once enabled, users can share records with their managers or manager subordinate groups - Manual sharing, sharing rule, or Apex managed sharing can be used to share records with this type of group

Answer 252

- Allows record access to be: 1.) Granted to other users based on their role, territory, public group membership, or manager groups, that they wouldn't normally have access to according to the OWD settings 2.) Extended across the role hierarchy, these types of records owned by 1 role with users in another role at the same level 3.) Extended across the territory hierarchy, these types of records owned by users in a territory or with users in a territory - Access granted can be 'Read Only' or 'Read/Write' - For campaign members, this option can inherit from Lead and Contact rules or from the Campaign itself - If this allows a User to view or edit certain records but the User's Profile does not give them ‘Read’ access to the object, then the User will not be able to access the records associated with this option

Answer 253

- Allows users to share records with other users on a one-off basis - With this option, records can be shared with other Users, Roles, Roles and Subordinates, Territories, Territories and Subordinates, Public Groups, Manager Groups or Manager Subordinate Groups - Can be used to share specific records and manage record shares by clicking ‘Sharing’ on the record in Lightning Experience - This option includes a Share Window, which allows managing who the record is shared with and sharing any associated records - This is available only for Accounts, Opportunities, Cases, Contacts, Leads, and records of custom objects in Lightning Experience - The access level for the record and any associated records can be Full Access, Read/Write, Read Only, and Private - A User should be able to ______________ this record if they're: 1.) The owner of the record 2.) Above the owner of the record in the role hierarchy 3.) a User that has full access (ex: a Superuser) 4.) Admin Access options: 1.) Read/Write (view and edit, add associated records, notes and attachments) 2.) Read-Only (view, add associated records, cannot edit or add attachments or notes)

Answer 254

1.) Turned On 2.) Turned Off

Answer 255

- 1st Manual Sharing record sharing option - A user can manually share their own user record with other users using the ‘Sharing’ button

Answer 256

- 2nd Manual Sharing record sharing option - Sharing of one’s own user record can be disabled with the ‘Manual User Record Sharing’ checkbox on the 'Sharing Settings' page

Answer 257

- Button which can be used to determine why a user has access to a record - This button is available for Accounts, Opportunities, Cases, Contacts, Leads, and custom objects - Button needs to be included in page layouts in order to be used

Answer 258

1.) View reports and dashboards 2.) View who has what access

Answer 259

1.) View reports and dashboards 2.) View who has what access 3.) Save a report or dashboard 4.) Rename a report or dashboard 5.) Delete a report or dashboard

Answer 260

1.) View reports and dashboards 2.) View who has what access 3.) Save a report or dashboard 4.) Rename a report or dashboard 5.) Delete a report or dashboard 6.) Share a report or dashboard folder 7.) Rename a report or dashboard folder 8.) Change a folder's sharing settings 9.) Delete a report or dashboard folder

Answer 261

- Can be used to control access of a group of users to a subset of records based on record and user criteria - It is available for custom objects, contracts, tasks, and events

Answer 262

- Controls the visibility of default records by filters based on users’ needs, specified by division, ownership, or record criteria - Records are still accessible based on sharing settings - Available for Account, Case, Contact, Event, Lead, Opportunity, Task, and custom objects

Answer 263

- Exact ______ to Contact, Opportunity, and Case records can be specified. - This can be set to: 1.) No Access 2.) View 3.) Edit Access

Answer 264

This option only appear depending on the OWD settings of the object; they will NOT appear if the OWD setting is public

Answer 265

1.) Run Reports 2.) Schedule Reports 3.) Subscribe to Dashboards 4.) Report Builder 5.) Create and Customize Reports 6.) Create and Customize Dashboards 7.) Manage Reports in Public Folders 8.) Manage Dashboards in Public Folders

Answer 266

- 1st important user permission - This permission allows users to run reports - It also allows viewing dashboards if the User has access to the Dashboard folder

Answer 267

- 2nd important user permission - This permission allows a user to schedule reports

Answer 268

- 3rd important user permission - This permission allows a User to subscribe to dashboards

Answer 269

- 4th important user permission - This permission allows users to create, edit, and delete reports in public and private folders in Salesforce Classic or Lightning Experience, depending on the selected permission

Answer 270

- 5th important user permission - This permission allows a user to create, edit, and delete reports in the ‘My Personal Custom Reports’ folder - Reports can also be saved to any shared folder if sharing rights allow

Answer 271

- 6th important user permission - This permission can be assigned to allow a user to create, edit, and delete dashboards in the ‘My Personal Dashboards’ folder - Dashboards can also be saved to any shared folder if sharing rights allow

Answer 272

- 7th important user permission - When this permission is assigned, a user can create, edit, and delete reports, and manage their sharing in all public report folders

Answer 273

- 8th important user permission - When this permission is assigned, a user can create, edit, and delete dashboards, and manage their sharing in all public dashboard folders

Answer 274

- These can be shared with Users, public groups, roles, or role and subordinates - There are three levels of access provided to a user, group, or role with this: View, Edit, and Manage

Answer 275

- Can be shared with: 1.) Users 2.) Roles 3.) Public Groups 4.) Roles & Subordinates 5.) Territories 6.) Territories & Subordinates

Answer 276

- Can be shared with: 1.) Users 2.) Roles 3.) Public Groups 4.) Roles & Subordinates 5.) Territories 6.) Territories & Subordinates

Answer 277

- Profiles allow specifying settings related to a User's access level for objects, apps, tabs, and page layouts - Settings are object-based - Settings allow access to certain Apps and Tabs - Determines which page layout a Profile uses - Object permissions can be set at the Profile level and include: 1.) No Access 2.) Read 3.) Create 4.) Edit 5.) Delete 6.) View All/Modify All

Answer 278

A Profile can be used to grant app, system, or custom permissions to specific Users within an org

Answer 279

- This can be assigned to a User to extend the User's settings and permissions granted by their Profile - Used to expand user privileges beyond what their Profile allows - Add Permissions: Can allow be used to increase privileges, not remove - Assign to Specific Users: Enables granting of specific permissions and settings at the User level - Users can be assigned one or more ________________________ - Includes most Profile settings (ex: object and field permissions, tabs, apps, and Visualforce page access)

Answer 280

- Can be created which groups permission sets together and then assigns them to a User - Mulitple __________ groups can also be assigned to a single User - Permissions in this type of group can be disabled or "muted" by adding a 'Muting _____________' - Only 1 muting ___________ set is allowed in this type of group

Answer 281

1.) App Permissions 2.) Custom Permissions 3.) System Permissions

Answer 282

These types of permissions control what actions can be performed in different apps (ex: Call Center App and being able to use Live Agent)

Answer 283

These types of permissions MUST be enabled, and they can be used to grant access to custom apps or processes

Answer 284

These types of permissions grant access to actions that are org-wide (ex: create report folders or use Chatter)

Answer 285

Existing Profiles in an org which can be assigned to Users and cloned but cannot be edited

Answer 286

- Created when a Profile needs to be fully customized and a Standard _______ doesn't meet the requirements - Can be created by cloning an existing Profile - Created to fully customize a Profile - It can be fully customized based on security requirements - These types of Profiles are NOT available in Contact Manager and Group Editions

Answer 287

When this option is enabled, ONLY permissions available to the org are going to be enabled in the cloned Profile

Configuration and Setup Flashcards

(311 cards)