SFDC201

VAAWPE

Very Awesome Admins Work Pretty Efficiently. This is the order of execution: Validation, Assignment, Auto-response, Workflow, Process, Escalation Rules

CC-CLAS

the objects that Import Wizard can import: campaign members, contacts, custom objects, leads, accounts, solutions

SFDC content

(classic only); holds the content of your org. does not automatically save content.

User setup: reset password

1. Setup >> Users 2. Select the checkbox next to the user's name. Optionally, to change the passwords for all currently displayed users, check the box in the column header to select all rows. 3. Click Reset Password. Users can't reset password in mobile and can't reset as single sign-on. Admins can reset unlimited passwords. https://help.salesforce.com/articleView?id=resetting_and_expiring_passwords.htm&type=5

User setup: Resolve locked accounts

1. Setup>> Users 2. Select the locked user. 3. Click Unlock. This button appears only when a user is locked out. https://help.salesforce.com/articleView?id=users_unlock.htm&type=5

Org Setup: List views

A saved version of a list of records that meet specific filter criteria. Object tab, List View Controls Settings, New List View https://help.salesforce.com/articleView?id=basics_understanding_list_views_lex.htm&type=5

User setup/ security: Permission Set

A collection of permissions and settings that gives users access to specific tools and functions (e.g., Chatter, Objects)

Junction Object

A custom object with two master-detail relationships. Using a custom junction object, you can model a "many-to-many" relationship between two objects. e.g., Positions and Job Posting Site objects have the Job Posting object as the junction object. https://help.salesforce.com/articleView?id=relationships_manytomany.htm&type=5

product family

A group of products having common classification criteria. this is optional

Salesforce Knowledge

A knowledge base set up with a company's own processes. All standard users can access; edit access must have Knowledge enabled. Once enabled, can't be reversed; the Knowledge tab is available to all standard profiles.

Roll-Up Summary Field

A roll-up summary field calculates values from related records, such as those in a related list. https://help.salesforce.com/articleView?id=fields_about_roll_up_summary_fields.htm&type=5

price book entry

line item that has a product and its associated price. (from video)

lightning for outlook

links outlook emails to cases, leads, accounts, contacts, opportunities (CLACO). Can also relate events to records.

Object architecture

Accounts are the main object, with Contacts, Cases, and Opportunities as child objects. Lead objects are created from Campaign objects and can convert to accounts, contacts, and optionally opportunities. https://help.salesforce.com/articleView?id=overview_of_custom_object_relationships.htm&type=5

Filter logic

Add Boolean conditions (AND, OR) to control how field filters are evaluated. You must add at least one field filter before applying filter logic. each filter is assigned a number. https://trailhead.salesforce.com/content/learn/modules/administrator-certification-prep-reporting-and-automation/practice-reports-and-dashboards?trail_id=administrator-certification-prep

Org setup: Search Results

In each object, change how many results appear in the Search results page. https://trailhead.salesforce.com/content/learn/modules/administrator-certification-prep-setup-and-objects/study-up-on-org-setup?trail_id=administrator-certification-prep

Flow

An application that executes logic, interacts with Salesforce databases, calls Apex classes, and collects data from users

External ID

An external ID is a custom field that has the External ID attribute, meaning that it contains unique record identifiers from a system outside of Salesforce. When you select this option, the Data Import Wizard detects existing records in Salesforce with external IDs that match those values in the import file. https://help.salesforce.com/articleView?id=faq_import_general_what_is_an_external.htm&type=5

Campaign influence

An opportunity can have only one primary campaign. Only the primary campaign influences campaign rollup summary fields on the related campaign. Campaign influence allows indication of more than one campaign outside of the primary campaign.

Escalation rules

Automatically escalate cases to the right people when the case meets desired critieria.

Delete an approval process

Before deleting, 1. ensure the approval process is inactive and 2. remove pending approval requests. https://trailhead.salesforce.com/en/content/learn/modules/administrator-certification-prep-reporting-and-automation/study-up-on-workflow-and-automation?trail_id=administrator-certification-prep

how to make sure report doesn't choose duplicate deals

Change forecast category to Omitted on duplicate opportunities (classic only)

Suggested Solutions

Classic only: Object Manager>> Case>> Page Layout >> Case Detail page. Button in Solutions section that Helps users easily find relevant solutions to cases they are viewing; may reduce support staffing costs. https://help.salesforce.com/articleView?id=sol_suggestion.htm&type=5

Contact roles

Contact roles specify the part that each contact plays in an account, case, contract, or opportunity https://help.salesforce.com/articleView?id=contactroles_define.htm&type=5

Assignment Rules

Define conditions that determine how leads or cases are processed.

Duplicate record management

Duplicate rules determine what to do with potential duplicate (allow or block save, set alert, bypass sharing rules) and matching rules are the criteria used to detect duplicates. https://help.salesforce.com/articleView?id=duplicate_prevention.htm&type=5

Public Group

Example: a carpool group. As vs. personal group. Any user can create both. A set of users and can be other groups. You can use groups in the following ways. **To set up default sharing access via a sharing rule To share your records with other users To specify that you want to synchronize contacts owned by other users To add multiple users to a Salesforce CRM Content library To assign users to specific actions in Salesforce Knowledge https://help.salesforce.com/articleView?id=user_groups.htm&type=5

Similar opportunities

In classic, searches for opportunities that share common fields with the current opportunity. (setup>>Opportunity>> similar oppties)

Lookup relationship

Field that allows users to select values from another object. The relationship field allows users to click on a lookup icon to select a value from a popup list. The other object is the source of the values in the list. Does not share security setting with the other object

Campaign members

Leads and Contacts relate to this object. When leads or contacts are added as a campaign member, they are a part of a campaign.

VESTD

For records you own, you have the right to View, Edit, Share, Transfer, and Delete them as long as profile and permission sets allow.

Web-to-case

Functionality that lets you gather customer support issues and feedback on your company's website and then generate case records using that data. Maximum 5000 in 24 hours

Org Setup: Locale settings

Group of settings in Settings>> Company Information >> Company Settings (click Edit button to edit) used to determine the default display of data (currency, timezone) based on a company's geographical location. These can also be configured per user in the User record's locale settings.

Content Deliveries

In Setup, a repository that allows you to create urls for files, photos, documents that you want to send to your records. SFDC feature that tracks how often a file is viewed

Activate an approval process

Must have at least one step. Once created, it can't be changed (can be deleted): cannot update the order or number of the steps, or change skip and reject logic, even after it is deactivated. https://trailhead.salesforce.com/en/content/learn/modules/administrator-certification-prep-reporting-and-automation/study-up-on-workflow-and-automation?trail_id=administrator-certification-prep

Lightning Sync

Keep contacts and events in sync between Microsoft, google apps and SFDC. Setup>> Outlook integration and Sync. Getting replaced by Einstein Activity Capture https://help.salesforce.com/articleView?id=lightning_sync_admin_overview.htm&type=5

Object relationships

Link objects together to allow users to see relevant data in various pages and lists. Master-detail Many-many Lookup (external, indirect, hierarchical) https://help.salesforce.com/articleView?id=overview_of_custom_object_relationships.htm&type=5

Price Book

List of products and their associated prices. Standard vs. custom price books. One price book per Opportunity.

List view vs. reports

List views show a list of records for a particular object in the object tab; reports show a list of records that meet "with or without" object filters and can be displayed on dashboards.

Matrix report

Matrix allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports that only group by row or column, not both, show as summary reports.

Record Type

Object setting that sets different business Processes, Picklist values, and Page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each. Or you might display different page layouts for your customer support cases versus your billing cases. https://help.salesforce.com/articleView?id=customize_recordtype.htm&type=5

OWD

Organization wide defaults for records you do not own: Public Read/Write, Read only, Private

Org Setup: Search results

Per object, located in Object Manager>> Object >> Search Layout or Search Layout for Classic. Can change types of fields you can see.

summary report

Summary reports are similar to tabular reports, but also allow users to *group rows of data*, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner. Summary reports with no groupings show as tabular reports on the report run page. https://help.salesforce.com/articleView?id=reports_changing_format.htm&type=5

Network settings

Set designated Salesforce IP addresses and domains, DNS, API Connectivity. https://help.salesforce.com/articleView?id=000335667&type=1&mode=1

Process Types

Record change, event, invokable

Manual sharing

Record-level access rules that allow record owners to give read and edit permissions to other users who might not have access to the record any other way. only in classic: Click Share button in record. Click Add. From the Search dropdown list, select the type of group, user, role, or territory to add. https://help.salesforce.com/articleView?id=granting_access_to_records.htm&type=5

Sharing rules

SHARING RULES open up access to automatically grant users access to objects when OWD or Role hierarchy doesn't allow it. (Sharing rules works best if used on a predicted group of users {Roles}. -Sharing rules allow you to selectively grant data access to defined sets of users. -When you transfer records from one user to another, the sharing rules are reevaluated to add or remove access to the transferred records as necessary. -When you modify which users are in a group, role, or territory, the sharing rules are reevaluated to add or remove access as necessary. -Sharing rules automatically grant additional access to related records. For example, opportunity sharing rules give role or group members access to the account associated with the shared opportunity if they do not already have it. -If multiple sharing rules give a user different levels of access to a record, the user gets the most permissive access level. -Users in the role hierarchy are automatically granted the same access that users below them in the hierarchy have from a sharing rule, provided that the object is a standard object or the Grant Access Using Hierarchies option is selected. -Regardless of sharing rules, users can, at a minimum, view the accounts in their territories. -Making changes to sharing rules may require changing a large number of records at once. To process these changes efficiently, your request may be queued and you may receive an email notification when the process has completed. -Lead sharing rules do not automatically grant access to lead information after leads are converted into account, contact, and opportunity records. -In a master detail object relationship, you cannot create a sharing rule for a detail object, it is inherited.

Auto-reponse rules

Send automatic email responses to new lead or case submissions depending on criteria in record. Setup>>Lead/Case Auto-Response Rules

Org Setup: Currency management

Setup >> Company Information >> Manage multiple currencies enabled

User setup: Assign and manage licenses

Setup >> Company Settings >> Company Information >> User Licenses (link to related list): right granted to a user to access application. one license per user. Types of licenses: Standard, Chatter, Service Cloud, Community https://help.salesforce.com/articleView?id=users_understanding_license_types.htm&type=5

Org Setup: Fiscal year

Setup >> Company Settings >> Fiscal year. Can set standard or custom. https://help.salesforce.com/articleView?id=setting_the_fiscal_year.htm&type=5

User setup: Activate, freeze, and deactivate users

Setup >> Users - click on user name, not Edit: - check/uncheck Active box to activate/deactivate. - to freeze/unfreeze (button toggles one or other) https://help.salesforce.com/articleView?id=admin_users.htm&type=5

User setup: Create and maintain users

Setup >> Users >> Add User Add user(s), edit user profiles, unlock un/freeze, deactivate, domains, user fields https://help.salesforce.com/articleView?id=admin_users.htm&type=5

Org Setup: The Company Information page can tell you which of the following? (Select 3) A. Organization edition B. Number of Salesforce licenses C. Salesforce Organization ID D. Number of inactive users E. Number of System Administrators

Setup>> Company Settings >> Company Information https://help.salesforce.com/articleView?id=admin_profile.htm&type=5

CRED

Setup>> Profiles, the ability to set Basic Access to objects: Create Read, Edit, Delete: settings

Salesforce Communities

Setup>>Community Settings. Communities are spaces for employees, customers and partners to collaborate on best practices and business processes.

Org Setup: UI features

Setup>>User Interface>> User Interface: a list of checkboxes that allow you to configure settings such as enableing changing Chatter profiles, inline editing, enhanced lists, etc. https://help.salesforce.com/articleView?id=customize_ui_settings.htm&type=5

Process Trigger

Something that determines the start of a process. Trigger depends on whether process is for a record change, event, or invokable. https://trailhead.salesforce.com/en/content/learn/modules/administrator-certification-prep-reporting-and-automation/study-up-on-workflow-and-automation?trail_id=administrator-certification-prep

Activities

Task or event objects that record interactions of your org with records in objects such as accounts, contacts and opportunities.

TACO

Teams can give access to records in the Accounts, Contacts and Opportunities objects that you do not own

CLOS

The 4 objects that require setup of a Business Process (stages) before you can create a record type: Case, Lead, Opportunity, Solution

Sales Process

The list of stages to get a sale at the end, quantifying in % likelihood of closing at each stage. Need to associate with Opportunity Record Type (Object manager>> Opportunity>> Record type) Setup>> Sales Process

IP Restrictions and Login Access are examples of permissions set at what level of the Salesforce structure? a. Organization b. Object c. Record d. Field

Trusted IP ranges are permissive (i.e., single login, no verification code/challenge). Setup>>Network access Login hours are restrictive: Setup Profile Login hours Setup>>Profile>>Login IP ranges https://help.salesforce.com/articleView?id=security_networkaccess.htm&type=5 https://help.salesforce.com/articleView?id=000333031&type=1&mode=1

PPP

What record types control: Picklists, Process, Page Layouts

Custom price book

a price book that offers a subset of products or prices that are different for different market segments, e.g., non-profit sector.

Chatter Group Features

actions in Chatter that allow users to collaborate, such as creating different kinds of Chatter Groups; post announcements, files, and links; including customers in private groups https://trailhead.salesforce.com/en/content/learn/modules/administrator-certification-prep-applications-activities-and-mobile/study-up-on-activity-management-and-collaboration?trail_id=administrator-certification-prep

Lookup filter

administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields. Example: restrict Account Name field in Opportunities to choose from only active accounts. https://help.salesforce.com/articleView?id=fields_lookup_filters.htm&type=5

Partner community vs. customer community

allows your org to share objects and records with business associates, resellers, dealers, etc. vs customers, fans, stakeholders (https://help.salesforce.com/articleView?id=networks_resources.htm&type=5)

Quick Actions

an automated series of actions implemented globally (Setup>> Global Actions) or on one object. Actions can be Create, Update, or Log a Call. Quick Actions can be used in a process and can only set values for fields that are part of the action's layout (series of actions?). can be added to Outlook Publisher layout

Business process

an automated set of activities that accomplish a specific task, such as processing a customer's order. Can set process properties, trigger, criteria, and actions. Automate with 4 tools: Process Builder, Flow Builder, Workflow, Approvals Setup >> Process Builder >> New https://help.salesforce.com/articleView?id=process_create.htm&type=5

Lightning for Outlook

an extension that links Outlook emails to contacts, leads, opportunities, accounts, and cases. It can also link Outlook calendar events to records. Setup>>Outlook Integration and Sync

Flow

application that can execute logic, interact with SFDC database, call Apex, collect data from users https://trailhead.salesforce.com/en/content/learn/modules/administrator-certification-prep-reporting-and-automation/study-up-on-workflow-and-automation?trail_id=administrator-certification-prep

Opportunity update reminders

automated emails sent to manager's direct reports about team's open deals. notification of opportunities that meet criteria, such as owner's last login, past due oppty, opptys not updated last 30 days

Big deal alert

automatically sends email alert for opportunities with large amount. one per org.

Approval Process

automation of how records get approved in SFDC. At each approval step, specifies from whom to get approval and actions to take. was created on the same code base as workflow

related lists that track how a campaign contributes to the pipeline

campaign influence and contact roles

Password Policies

can be set by admin, e.g., minimum characters, char type, how many days active, whether users can unlock themselves. SF does not allow user to auto-remove account locks due to pw. https://help.salesforce.com/articleView?id=admin_password.htm&type=5 (also in Setup, can Expire all Passwords)

Report Types

characteristic of a report that determines which objects, records and fields can be viewed in it. Two types: standard and custom. You can associate up to four objects to a custom report type.

reports: what makes a field available vs. a field viewable?

custom report types control fields available to a report; selecting fields to columns in a specific report makes them viewable.

Case Feed Actions and Feed Items

enabled together in one feature under Support settings, this allows users to see an upgraded Case Feed interface. https://help.salesforce.com/articleView?err=1&id=case_interaction_upgrading_cases.htm&type=5

Default case owner

ensures that your cases are assigned to a specific support person even if no assignment rules apply. In Setup>> Support settings

Competitors on opportunity page layout

how to view competitor products in comparison to own products (in classic: setup>> opportunities>> competitors https://trailhead.salesforce.com/en/content/learn/modules/administrator-certification-prep-applications-activities-and-mobile/review-sales-and-marketing-applications?trail_id=administrator-certification-prep

Org Setup: Home Page Layout

https://help.salesforce.com/articleView?id=000325725&type=1&mode=1 Setup >> Lightning App Builder. Click New, and select Home Page. Click Next Enter label, Click Next Choose Page Template, Click Finish Add your preferred components Click Save, Click "Activate" Choose where to assign the homepage, Click Save

Paused flow interviews??

if permission given by admin, allows you to pause a flow if there was a network problem or user needs to wait to pay. https://help.salesforce.com/articleView?id=flow_interviews_pause.htm&type=5

dynamic dashboard

runs using the security settings of the user viewing the dashboard. Each user sees the dashboard according to his or her own access level. This approach helps administrators share one common set of dashboard components to users with different levels of access.. Can optionally specify authorized users who can change the running user. https://help.salesforce.com/articleView?id=dashboards_select_running_user.htm&type=5

Standard price book

standard prices of all products you offer (https://trailhead.salesforce.com/live/videos/a2r3k000001WFhu/preparing-for-your-admin-certification-products-and-price-books/)

Process Trigger

the action which tells the process to start DEPENDS ON WHETHER PROCESS IS FOR A RECORD CHANGE, PROCESS, OR INVOKABLE.

Data loader.io Data export service

the former is a web-based app (there is also a downloadable tool under Setup>>Data Loader). the latter is in Setup>> Data Export and a way to export data via email notification ON A SCHEDULED BASIS.

Org Setup: Default settings

the pre-set user interface settings are: -Quick create: shows on leads, accounts, contact, opps tab home pages. -Enable hover links for related lists -Separate loading of related lists of external objects (classic) -Enable inline editing -Enable enhanced lists -Advanced: Enable Improved Setup User Interface -Advanced: Enable Advanced Setup Search (Beta) NOT enabled: - separate loading of related lists -Disable Navigation Bar Personalization in Lightning Experience -Disable the "Lightning Experience Turns On Soon" Admin Reminder and Adoption Admin prompts -Sidebar items (2) -Enable Japanese Imperial Calendar in Lightning Experience for the Japanese locale -Name settings (2) -Setup : none except Enable Enhanced Page Layout Editor and Enable Streaming API -Advanced: mail merge items (2) https://help.salesforce.com/articleView?id=customize_ui_settings.htm&type=5

Master-detail relationship

type of relationship between objects where the detail object shares security settings with the parent object. Also, there is a cascade delete effect: deleting of the parent also deletes child record.

TOFE

types of Workflow actions: task, outbound message, field update, email (Setup>>Workflow)

Quick action

types of actions only these: create, update, log a call

Dashboard push alert

users can follow gauges or metrics with set breakpoints or highlighting and get chatter notification. Setup>>Email notifications

evaluation criteria vs. rule criteria

when do we check (when record is created, edited, edited to meet criteria) vs. what do we check for? (field value or date trigger met)