SF Admin 201 JS > Section 9 SF Admin Deck > Flashcards

Section 9 SF Admin Deck Flashcards

(102 cards)

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1
Q

report is emailed to subscribers

A

within 30 min of preferred start time

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2
Q

line charts are used to show

A

change in values over time
supports multiple groupings
cumulative line charts and grouped cum line summarize a single value summed over time

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3
Q

bar charts used when

A

comparing distance or time

horizontal bars or stacked
limited to a single grouping

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4
Q

salesforce knowledge content …how to make it public on a website?

A
  1. enable salesforce knowledge

2. create a help center community

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5
Q

filter options for viewing a report

A

the show me filter —-
provides options to show ALL records the user has access to

My Opportunities the user owns
or
My Teams where the owner role is lower in the role hierarchy than the user running the report

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6
Q

what can delegated user admin do

A

they can

assign specific permission sets
reset pw for users in specific roles
create and edit users in specific profiles and roles

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7
Q

dashboard components

A

chart (bar chart, line chart, stacked bar chart, donut chart, funnel chart, scatter)
gauge (single value displayed)
metric (one key value - such as number of cases created today)
table (lightening or legacy/excel type created only in old version)

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8
Q

whats true regarding adding records to chatter groups

A

records can not be added to groups that allow CUSTOMERS

groups that allow customers do not support adding records

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9
Q

bucket fields can be defined on

A

number % currency picklist and text fields

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10
Q

lightening tables can add up to

A

2 groups which case to display a subtotal row in the table

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11
Q

how to edit a bucket column

A

bucket field can be created from an existing column

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12
Q

what is supported by row level formulas

A 
summary field 
picklist field
conditional formatting 
report charts
formatted report export
report subscriptions
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13
Q

there are 3 levels of access provided to a group user or role

A

view - can only view report + access

edit - can do above view edits AND save, rename, or delete a report

manage - users can do all of the above plus share reports, folders, delete them, and change a folders sharing settings

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14
Q

what situations can trigger an auto response rule

A

customer portal case submission
web to case submission
email to case submission

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15
Q

dynamic dashboards

A

data is shown according to the users sec settings

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16
Q

valid identity verification methods

A

using verification code in an email that is sent to the address assoc with the account

OR

using the sf authenticator mobile app to verify the account activity

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17
Q

a filter on a date field can use the

A
  1. start date or end date
  2. making it possible to use open ended custom date ranges
  3. date ranges can also accept manually entered values

ALSO
4. when filtering on a picklist field - no selection can be selected to LIMIT the results to records that are BLANK or contain NULL values

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18
Q

enhanced run page does what

A

same thing as the lightning report builder

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19
Q

Max # of dashboard components that can be added to a single dashboard

A

20

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20
Q

manual sharing can….

A

can be used to give individuals access but you can’t specify the ROLE

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21
Q

report builder in lightening

A

add column picklist is used to add fields as columns into the report

field pane is used to drag and drop a field directly onto the report

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22
Q

sales manager finds a contact has a relationship w/ multiple companies & needs to tract these

A

1 - add the related accounts related list to the contact page layout
2- add the related contacts related list on the account page layout
3 - then delete the existing contact related list on the account page layout

OR

enable contacts to multiple accounts feature

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23
Q

what is true regarding setting up new users

A

user name and email can be the different EXCEPT when setting up multiple users

profiles available depend on the license type selected

*A user can only have 1 profile and 1 role assigned

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24
Q

reports can be exported in lightening

A

into a formatted report or details only view

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25
What is the implication of not following good data practices as your data increases in your app?
apps run more slowly reports run slow or time out full sandbox refresh times out *more data to copy the time increases
26
report can be sent as an email attachment
csv or xlsx file format
27
Opportunity Teams
If defined can be added with 1 click Can set up a default team in your personal settings
28
what should have been done to ensure that a SF admin can troubleshoot on a users behalf w/o having to request login access from the user
turn on the "admin can log in as any user" setting in the login access policies page
29
Implications of freezing a user
access can be allowed again by unfreezing the user the user will no longer be able to log in *it does not release the license for use by another user
30
What 2 scenarios are the records created without showing the end user a validation rule
when web to case and web to lead is created the end user is not showed if validation rules fail validation rules can run and no response would be sent if these failed
31
Chatter plus or Chatter only licenses
access to some objects | no longer being offered
32
user is locked out, what can the admin do to assist
1. unlock the user 2. reset the pw using the reset password button OR have the user unlock the record to their account themself admin can't change the pw on behalf of a user
33
can you use buckets for filtering and grouping
yes - they segment the data
34
bucket field can be defined
on different field types including picklist values
35
quicksearch reports
can be used to find a specific report searches reports dashboards and folders directly from the reports or dashboard tab
36
most templates include
a show me and date filter
37
report subscriptions can be set up for
weekday daily weekly specific time
38
what does conditional highlighting do
allows summarized values to be colored can be used on sum fields such as grand totals and cust sum formulas NOT used to highlight fields on indiv records in the detail rows or for the tabular reports
39
what do you need to enable to auto send customer support survey
create auto response rules to automatically send email if the case criteria is met or enable surveys in the org and create a survey to send to recipients
40
what is true regarding the use of bulk macros
a. bulk macros can update field values on multiple records b. bulk macros can send emails to contacts on selected records * bulk macros can run on records of acct case contact or leads
41
enhanced folder sharing
reports and dashboards are shared using enhanced folder sharing a report or dashboard can only be accessed if the user has access to the folder it is contained in
42
what external email service is available in lightening
GMAIL or Office 365 accounts emails can be seen in the sent items folder of their email acct
43
Bucket fields in reports - what do ranges do
ranges -can be defined and name to a bucket field values
44
new users having issues with expired links
what do you do....you extend the # of days before the account verification link expires
45
field history reports
it is possible to filter by old value and new value fields to track specific field level changes
46
adding multiple users feature
users can be allocated to diff roles each user will be allocated to the same lic type users can be allocated to the same or diff profiles
47
user needs to create a campaign and doesn't see the NEW button on campaign screen....
ensure the marketing user checkbox is on the user record ensure the users profile has the create permission on the campaign object
48
2 capabilities of the create calendar from SF object feature
a. calendar can be created from a custom or standard object b, calendars can be customized by applying a list view
49
Chatter external licenses
gives external users access to chatter (customers outside the org)
50
column charts
seriously just a bar chart vertically best for showing relative counts such as employee counts w/in same vertical used when showing values by date (duh) traditionally run on horizontal axis (obviously)
51
bucket fields
can not be created in joined reports
52
public groups contain
other public groups roles users assigned to spec territories
53
what objects can duplicate rules be configured
custom objects leads contacts accounts *will not work on opportunity or products
54
identity verification method
email is sent to the user if a new identity verification method is added e.g. mobile phone
55
what lic types can be used to allow commun users to create and edit reports
partner commun and customer commun plus
56
what is true about resetting passwords
users sec token is reset after resetting a pw | users account is automatically unlocked after their pw is reset
57
If the sharing model is private for an object
the user will only see the records specified below; diff users will see diff results for the same report based on record ownership, access via sharing and their role record owner = see the records which they own in the report access via sharing = see records shared to them via sharing rules OR manual sharing user role = see records owned by users below them in the role hierarchy
58
what is true about telephony features in SF lightening dialer
available in lightening experience only users can call by clicking on phone # fields supports incoming and outgoing calls
59
what can profiles be used for
1. make certain fields of an object read only for users 2. controlling apex classes & visualforce pages a user can access 3. ensuring a record type is visible to users
60
whats true about file sharing in lightening
file can be shared privately with specific people files home can be accessed to share a particular file file permissions can be changed by file owners and collaborators file permissions are either viewer collaborator or set by record
61
what feature is not available to community USERS in the commun service commun template
TEMPLATE customization
62
conditions
can be set to trigger an email notification when the open issue record counts greater than 20
63
defining ranges and names in a bucket field
ranges and buckets are defined for values for example 0 values are defined as Zero and values greater than 0 are defined as low and greater than 10,000.00 are defined as high so you have 3 buckets 0, low and high for an annual revenue Basically buckets are segmenting values into segments ....
64
when to use a donut chart
must = 100 wedges total value
65
admin is tasked with creating new home pages in lightening experience
home page can be assigned to each app home page can be customized for each profile
66
what can autofill a field value
workflow or default value *you can NOT use a validation rule or dependent picklist
67
there can be up to...
5 bucket fields and 20 buckets for each field in a report
68
Sharing models for reports
if the sharing model is public read write or public read only the users will see the SAME records in the report
69
admin wants to convert a lead automatically & send email to contact 1 day after
``` use process builder with a flow action to convert the lead ADD a WAIT element to set the 1 day wait period automatically to email contact ``` *Wait element can automate processes that require time based waiting
70
users have what type of folders
a private folder that cannot be shared reports saved in this folder can not be accessed by other users
71
best way to process deactivation requests when users change jobs....
enable user self deactivate
72
bucket fields can be used for
grouping filtering and categorizing report values based on a defined criteria
73
cust serv manager would like to be notified when cases exceed x amt
ask the cust serv manager to subscribe to an open case report for notifications
74
what is true regarding record level security
roles are used to create a sharing heirarchy sharing rules can never be stricter than OWD
75
when do you use a formula field
non editable and calculate at math values at run time *clue here is non editable look for this in the question
76
user has left their phone at home & what can admin do to help them (they need it for multifactor auth)
generat a temp verification code q
77
What is true regarding editing feed posts and comments
a. ability for users to edit their own feed posts is enabled by default b. administrators can edit any post
78
summary fields in reports do what
they can summarize number or a currency by sum, avg, min or max summary values are displayed at all grouping levels summary fields also appear at the grand total level in sum and matrix reports examples subtotal - sum by group = $20K
79
Login on a users behalf requires
that you turn ON the 'Admin can log in as any user' in the login access policies page
80
Chatter free license gives
employees access to chatter but NOT access to anything else (no records)
81
when do you use a roll up summary field
when you are rolling up values from detail (child) records in a master detail record if you are totaling fields use a formula field
82
what is true regarding adding a report chart to the service console
source report must contain a chart the report chart must be added to the page layout of the object from which to display the chart the source report of the chart must be a summary or matrix report
83
what are the default PW settings
if you are locked out have your users check to make sure one alpha character & 1 # is used PW need to have 8 characters
84
how can an admin ensure the security of data on commun site
require secure connection HTTP to HTTPS
85
does SF support email bounce mgmt
NO
86
folders can be shared with
users public groups roles and role or subordinates
87
scatter charts
report on data grouped by summarized values for one or two groups of data requires 1 summarized field
88
what is a row level formula
it can be created for a report which requires specific information that is not available in a stand alone field only 1 row level formula can be created by report dashboard components support row level formulas up to 3 unique fields can be referenced
89
field level security can be used to do what
can be set to visible or read only
90
how can knowledge based articles be accessed
from public knowledge site from customer community (view and rate articles BUT can't create or edit articles) from the case feed
91
run page is the
report viewer in lightning and provides and improved user interface with enhanced performance
92
user can't login ....why?
user logging in from an IP address outside of the defined range for their profile user is attempting to log in outside of the login hours defined for their profile
93
you have a dynamic dashboard set up; who do you run it as?
run it as the dashboard viewer
94
what user license types could be used to allow community users to create and edit reports
Customer commun plus | Partner commun
95
custom summary formulas
custom summary formula allows a formula to be defined on a number percent or currency summary field 4 types of summary can be used for a custom summary formula sum avg max min there is a 3,900 character for each custom summary formula custom summary formula can be created for summary matrix and joined reports (at least one grouping is required) up to 5 formulas can be defined per report save effort of having to create a formula field if the value is only required in a report
96
how can support agents who use the case feed complete tasks quickly & consistently
use macros in the case feed *macros are supported on all objects with feed based page layouts enabling macros can allow support agents to auto complete tasks in a single click repeat tasks can be before a workflow rule is even triggered and are not limited to sending emails responses to a customer
97
report filter options
``` report build allows the use of standard filters cross filters historial field filters depending on report type report has between 2 to 4 standard filters applied by default ```
98
what is true about salesforce communities
SF - can use SF profiles to control the tabs that commun users have access to commun are branded spaces that can allow customers, employees & partners to connect
99
When can time dependent workflows be added?
Workflow rules must be deactivated first!
100
when you are on a report you can do what with a field value
summarize the data (sort ascending, sort descending, group e.g and summarize or bucket this column or remove column)
101
chart types
``` bar chart column chart line chart donut chart funnel chart scatter chart ``` can be created on the summary matrix or joined reports
102
funnel charts are used
to help analyze flow of records in the business process where a larger segment suggest an area of interest
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