SF Admin 201 JS > Section 6 SF Admin Deck > Flashcards

Section 6 SF Admin Deck Flashcards

(70 cards)

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1
Q

Web to lead what is true….

A
  1. default lead creator for web to lead can be specified
  2. standard & custom fields which need to be captured online can be selected
  3. data entered in the web form is validated before it;s sent to salesforce
  4. uses recaptcha settings
  5. you set default lead
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2
Q

business processes

A

lead process - lead status
sales process - opportunity stages
support - case status
solution - solution status

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3
Q

dashboards in lightening

A

view data permission allows choosing any user in the org to be a running user of the dashboard

person selected under “view db as” determines what data is displayed in a dashboard

view as: me, another person, dashboard viewer

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4
Q

custom summary form fields on a single report

A

5

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5
Q

how many rollups can be created in the enterprise edition on a custom object

A

10

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6
Q

is it possible for a user to see a diff set of data in same report and in dashboard

A

yes

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7
Q

what can not be used as source report for analytical snapshot

A

matrix reports

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8
Q

sales teams work together

A

opportunities or quotes

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9
Q

which type of reports can be used to create groups of data or charts

A

tabular

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10
Q

what can be done on objects - page layout

A

change columns & sort order of related lists
make fields required
make fields read only

can not add help text to fields
it’s added in field defintion

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11
Q

benefits of list views

A 
save for future use
filter on fields
print 
mass edit
follow records in list view 
view related chatter
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12
Q

leads are a temporary

A

record bucket to determine if a good fit

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13
Q

what is a lead qualifiacation

A

confirm fit for products/services

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14
Q

conversion process for lead status to….

A

qualified

not qualified

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15
Q

lead custom object are not brought over during

A

conversion
you need custom code to move
must create a custom object on account and contact side
better to use existing fields

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16
Q

lead sources include

A

web
phone
cold calls

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17
Q

lead process =

A

lead life cycle

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18
Q

lead queues

A

places to store the lead before owner is assigned
assignment rule
queue >access >email can be specified to send email when lead is assigned in the queue
queue > accessed via list view
“accept” to take lead from queue

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19
Q

Leads

A

check for potential duplicates > duplicate search
3 leads can be merged
rights to merge are lead owner, lead owner manager or system admin

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20
Q

what does the lead conversion do

A 
covert > 
creates contact fro lead
contact + acct
opportunity
creates follow up task
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21
Q

lead settings

A

can be config to hide opp section when reps do not convert leads

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22
Q

quick actions on leads

A 
new
import
add to campaign
change status
change owner
list view to change multiple records at a time
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23
Q

Campaign history

A

add to campaign

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24
Q

import wizard interface allows you

A

to manage campaign member
import leads & contacts
send 1st email

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25
email list options
email templates merge fields customize emails
26
If you don't select camp mbrs before clicking
send list email and all members are included
27
Campaign levels
Up to 5 available
28
Campaign inful related list
only primary campaign added automatically opp value added to stats
29
campaign infulence models
must be enabled
30
campaign response
mbr status response
31
Can you clone campaigns
yes
32
Lightening Email
permissions must be enabled 3 MB file shared 2000xx links manually expire
33
file storage
``` libraries collaboration document tagging version control notification updates sharing files ```
34
SF admin wants to control login access
1. profile based IP restrictions | 2. profile based login hour restrictions
35
SF auditing features
1. field history tracking 2. login history 3. set up audit trail (shows most recent set up changes)
36
record sharing available on SF
owd sharing rules roles *profiles + perm sets define object level permissions
37
linkedin leads
in set up > linkedinacccts Data is converted directly to new lead lead assigned to a user or queue automatically up to 500 leads per day * linkedin acct assoc w/ company connected to SF org * all forms assoc w/ ads generate leads in SF * default values can be set up and form fields can be mapped * each linkedin form can have 3 optional questions mapped to custom fields
38
using network based security
when someone wants to limit when people login when limiting where people login when making it difficult to use stolen creds
39
mrkting users use what to import data
permissions > data import wizard to import contacts leads and person accts to update campaign mbr status
40
lead auto response rules
#of rules only 1 active at at time 1 or more field entries eval 1 at a time
41
web to lead
500 entries per day > can require recapta triggers auto response + assignmt rules SF generates HTML if no owner assigned default to lead owner *use data loader or import wizard
42
main objects in SF
``` campaign leads accts solutions contracts Opportunities cases ```
43
lead tools
``` import leads mass delete transfer mass email add leads to campaign mass change lead status ```
44
linkedin leads
must connect linkedin mbr accts w/ 1 or more accts
45
custom picklist fields are
local shared multiselect
46
custom picklists are or are not required
not required unless marked
47
records w/ bus processes
sales support solution leads
48
to create record types you need to
update picklists create bus process create record types
49
on the sf mobile app for phone admin can....
change the navigation for device | *caches data offline
50
adding outlook to sf
email messages > use enhanced email
51
what can you do on a phone (mobile)
reset user pw edit user details deactive users
52
what can you sync between SF and microsoft exchange
contacts | events
53
Process builder = small amts of data
``` update record - yes update related records - yes send flow - yes can an email - yes call apex code - yes submit approval - yes create a record - yes send out outbound messages - NO ```
54
workflow = mass sets of data
``` update record - only the parent update related records - yes send a flow - yes call an email -yes call apex code - NO submit approval - NO create record - ONLY TASKS send outbound messages - yes ```
55
outlook lightening sync
contacts and events ONLY
56
automation order for rules
validation assignment workflow escalation
57
what does a custom report type determine
obj available when bldg report | fields that can be used as columns when bldg report
58
components of custom home page layout
dashboard pending approvals list messages + alerts
59
prevent sales from changing fields on closed opp
use data validation rules record types read only page layouts
60
before creating a bus process
ensure all master picklist for fields has all possible values
61
steps to create a record
``` create page layout create record type select page layout for profile select picklist values set who can see it ```
62
when working with dependent fields
a standard picklist is a.... controlling field
63
max # of items in a controlling field
300
64
accts & contacts have what type of relationship
1 acct to many contacts | lookup relationship
65
accts & opps
acct to opps 1 to many look up relationship master detail behavior ...you delete an acct you lose all opps
66
accts & cases
acct to 1 case or many cases | look up relationship
67
campaign
can have many mbrs | can be related to a lead or contact
68
standard object
customize options > add fields > create relationships
69
lead conversion
lead to acct contact opportunity info from lead is copied to acct & contact fields custom fields can be mapped to custom fields on lead
70
relationships > account
standard object | however acct performance would be a custom object
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