Advanced Admin

Additional considerations for big object indexing

- An index must include at least one custom field and can have up to five custom fields total. - Custom fields included in the index must be marked as required. - Long Text Area fields can't be included in the index. - The total number of characters across all text fields in an index can't exceed 100. - Once you've created an index, you can't edit or delete it. To change the index, create another big object with a new index. *see attached

Additional considerations for big objects

- Big objects support only object and field permissions. - Once you've deployed a big object, you can't edit or delete the index. To change the index, start over with a new big object. - SOQL relationship queries are based on a lookup field from a big object to a standard or custom object in the select field list (not in filters or subqueries). - Big objects support custom Salesforce Lightning and Visualforce components rather than standard UI elements (home pages, detail pages, list views, and so on). - You can create up to 100 big objects per org. The limits for big object fields are similar to the limits on custom objects, and depend on your org's license type. - Big objects don't support transactions that include big objects, standard objects, and custom objects. - To support the scale of data in a big object, you can't use triggers, flows, processes, and the Salesforce app.

What is service setup

- Get your service team up and running quickly on a variety of support channels. Service Setup flows offer a guided step-by-step experience to walk you through setting up various support features like email support, integrating with Twitter and Facebook, and enabling a Knowledge base. Service Setup in Lightning Experience features an intuitive setup tree and a performance metrics dashboard too. - The tiles across the top of the Service Setup Home page provide recommended setup flows, content, and one-step experiences that take the guesswork out of ramping up Service Cloud. The dashboard is customizable and shows at-a-glance metrics about your customer service team with daily performance or long-term trends. These insights help you assess and anticipate bottlenecks, and streamline calls to increase productivity.

Social Customer Service in service center

- Help your support team deliver personalized customer service from one of your most important channels—social media. Social Customer Service integrates with Twitter, Facebook, Instagram, and YouTube to deliver customer conversations directly to your agents. Setup is easier than ever in Lightning Experience, including Social Business Rules to quickly define how social cases are handled. - Support agents get the tools to manage cases originating from social media and engage customers by responding directly in social networks. - Inbound and outbound social posts appear as items in the case feed, making it easy to follow conversations. Attachments to posts are also viewable right in the feed. Agents can respond to posts using the Social action in the publisher and include an attachment or a Direct Message prompt. They can also like conversations, reply privately to customers, hide comments on Facebook, and delete conversations managed by your company's social accounts.

What is the service analytics apps

- Help your support team use data to uncover key insights and drive the success of your service business. The Service Analytics app shares best-practice key performance indicators (KPIs) about your service data in a single place. Even better, the app tailors this information by role, so everyone on the team gets the right information at the right time. - Using the prebuilt dashboards in the Service Analytics app, service managers can quickly view average case closing times, customer satisfaction, and trending, historical, and peer benchmarks. They can also get insight into the team's use of knowledge articles to resolve cases, and other data so they can quickly take appropriate actions.

What should you do if you want to prevent users from customizing navigation items for a specific app or at all.

- If you don't want your users to personalize the navigation bar for a specific app, disable personalization. From Setup in Lightning Experience, go to the App Manager. For the desired app, select App Options. Select Disable end user personalization of nav items in this app. - If you don't want your users to personalize the navigation bar for any app, disable personalization. From Setup, enter User Interface in the Quick Find box, then select User Interface. Select Disable Navigation Bar Personalization in Lightning Experience. Salesforce recommends disabling navigation personalization by app instead of for the entire org.

When and how can you disable account teams?

- If your account reps aren't using account teams and you don't want to retain account team data, you can disable account teams. - Before disabling account teams, do the following: 1. Delete all custom fields, custom buttons and links, page layouts, validation rules, Apex triggers, and workflow rules that you've added to account teams. 2. Delete all custom reports that include account team information. 3. Uninstall Apex packages that use account teams. 4. Remove account team members referenced in your Apex code. - To disable: 1. In Setup, use the Quick Find box to find Account Teams. 2. Select Disable Account Teams. WARNING Disabling account teams is an irreversible process, permanently removing all teams from accounts, deleting all default account teams, and removing the Account Team related list from all page layouts.

How do you view contact hierachieres?

- In Lightning Experience, view the contact hierarchy from the Actions dropdown menu on the contact record page. - Contact hierarchies are derived from the Reports To field on contact records.

What happens to an existing navigation bar when you add or remove items to it as the app maker

- Items that you add to an app's navigation bar are added to the end of users' personalized navigation bars in the order that you added them. - When you remove an item from an app, that item remains in your users' personalized navigation bars, and users can then delete it.

What are the type of custom fields you can add to a big object

- Lookup Relationship to standard and custom objects - Date/Time - Email - Number - Phone - Text - Text Area (Long) - URL To create an index for your big object, at least one custom field must be marked as required.

What are big objects

- Objects that support a billion or more records in salesforce - two kinds: Standard big objects are defined by Salesforce and are included in Salesforce products. FieldHistoryArchive, part of our Field Audit Trail product, is an example of a standard big object. FieldHistoryArchive allows you to store up to 10 years' worth of archived field history data, helping you comply with industry regulations related to auditing and data retention. - Custom big objects are defined and deployed in Setup. You can create a custom big object in Setup, where you set its definition, fields, and index. The fields defined in a big object's index determine the big object's identity and its ability to be queried.

Omni Channel Feature in service center

- Omni-Channel helps your service center route any type of incoming work item—including cases, chats, or leads—to your most qualified, available agents. It's flexible and customizable, and you can configure it without writing code. - Use Omni-Channel to manage the priority of work items for agents and balance the distribution of assignments. You can also define which agents work on different types of assignments, such as leads or sales inquiries, and other assignments that help with support questions. - Omni-Channel routes all these assignments to the correct agents automatically, which your agents will love. They no longer have to pick and choose work assignments from a queue, which saves everyone time, effort, and brainpower. - In Lightning Experience, the Omni-Channel utility delivers work right to your Lightning Service Console users via requests routed through Omni-Channel. Console users can set their presence status and accept or decline work depending on your Omni-Channel settings.

How do you prevent a temporary tab from being created

- The asterisk to the left of the navigation item name indicates that it's a temporary tab. A temporary tab opens when you open an item that doesn't have a parent object already in the navigation bar. The temporary tab is removed from the nav bar when you close it, log out of Salesforce, or switch to a different app. - Control if temporary tabs are created when users access items outside of the app. From Setup in Lightning Experience, go to the App Manager. Edit the desired app. On the App Options page, select Disable temporary tabs for items outside of this app.

Activity timelines on opportunity considerations

- The configuration of page layouts and record types affects the tabs in the activity composer. Don't see the tabs for calls, tasks, events, or emails in the activity composer? Adjust your page layouts, record types, and user permissions. - In the activity timeline, you can customize the display and order of fields when an activity is expanded for events, tasks, and logged calls. Do this customization using event and task compact layouts. Even if you remove certain fields from a compact layout, they remain in the activity timeline because they contain essential activity information. For example, suppose that you remove the due date, the date and time, or the task status fields from a compact layout. The event start date and time, the task checkbox, the task due date, and the call logging date still appear on activities in the timeline. - The description field for events and the comments field for tasks also always appear in the timeline, although they aren't available in the compact layout. The remaining fields visible in the timeline reflect the fields you include in the compact layout. - The activity timeline icons aren't customizable. The icons for activity types (events, tasks, calls, and email) in the timeline aren't customizable.

How do you customize the hierchary view for accounts or contacts

- The hierachy view is the layout you see when you click through on "view account/contact hierachy" - to adjust this, go to the object in object manager and create/adjust the layout under "Hierachy columns"

What are some of the events and actions available for use in a transaction security policy?

- These are some of the available event types for Transaction Security policies. 1. API Event for monitoring and protecting all API queries. This prevents unauthorized data exports. 2. List View Event for access to list views. This tracks user's access to list views from both the UI and API queries. 3. Login Event for monitoring login details. This blocks logins from untrusted locations, unsupported browsers, and specific device types. 3, Report Event for report views and exports. This blocks or requires multi-factor authentication for access to sensitive information or notifies when reports are run or exported. - You can select which actions to take if the policy is triggered. 1. Block the operation. 2. Require a higher level of assurance using multi-factor authentication. 3. Do nothing (this can be useful for testing). 4. Opt-in for Policy notifications, sent via: -Email -In-app notification to the Salesforce app -Both email and in-app notifications

How do you enable and apply multiple curreencies?

- Too enable and apply multiple currencies: 1. From Setup, in the Quick Find, search for Company Information, then select Company Information. 2. Click Edit. 3. Check Activate Multiple Currencies. 4. Click Save. - Once multiple currencies is enabled you also: 1. Activate additional currencies and optionally select a new corporate currency. 2. Ensure users have correct personal currencies. 3. Make sure users use the correct currency when creating records. - once multiple currencies is enabled, it cannot be disabled.

What is salesforce transaction security

- Transaction Security is a feature that monitors Salesforce events in real time to spot potential trouble based on rules you create. With Transaction Security, you can create policies that consist of events, notifications, and actions. - An event is anything that happens in Salesforce, including user clicks, record state changes, and measuring values. Events are immutable and timestamped. - When you create a Transaction Security policy, you first pick a transaction, or event, to watch for and then you choose actions that are triggered when the event occurs. These rules and actions you create are called policies. Transaction security policies are created for many use cases, and you can extend them with Apex for customized protection. *To use Transaction Security, you have to first purchase a Salesforce Shield or Salesforce Shield Event Monitoring add-on subscription., we do not have this in our sf org

How do you query big objects

- You can query big objects using standard SOQL with the Bulk API and batch Apex - Bulk API can query results larger than 100k records, which is optimal for reporting. If you need to manipulate data, batch Apex is a better option. Salesforce recommends that you structure your Batch Apex job so that it self-paginates if you want to operate on result sets larger than 50k.

What are salesforce account teams and how do you enable them?

- account teams are a group of people how help manage an account and have visibility to the opportunties, cases, and related lists associated with the account. They are essentially the support system of the account - to enable account teams: 1. In Setup, use the Quick Find box to find Account Team Settings. 2. Click Enable Account Teams. 3. Select the account page layouts where you want to include the Account Team Member related list. You can also include the related list in page layouts that users have customized. 4. Save your settings - account teams are composed of users and there account team role assignments

Tips for lightning experience optimization

- add another round of users - collect feedback from end users and guage overall satisfaction/pain points (poll using chatter, survey, focus group, QA session, can user chatter topic such as #feedback) - have monthhly or quaterly meeting with champions to make refinements to roadmap - track adoption rates (lightning usage app in salesforce., accessed through app launcher, has metrics such as regular users by time frame, profile usages) - run Salesforce Optimizer to receive a personalized report highlighting exactly how you can improve your org today - create reports and dashboards to track metrics outlined in discover phase. - schedule switcher: Drive adoption of the new interface by automatically switching Lightning Experience-enabled users out of Salesforce Classic on a regular schedule. You can choose to switch users to Lightning Experience on a daily or weekly basis.

How do you view account hierachieres?

- click the button "View Account Hierachy" while viewing an account. - Users expand or collapse parts of a hierarchy as they navigate through it. They can view up to 2,000 accounts from each point where they enter a hierarchy. - Account hierarchies are derived from the Parent Account field on accounts

What are some things you can do with the help menu

- help menu is in the top right (the question mark) - admins can add sections to this - salesforce will recommend documentation based on the page that you are on. for example, when looking at prices, you can click "help for this page" and it will bring up a list of documentation and trailheads explaining price rules - you can view sf release notes and get support from trailhead

PREVGROUPVAL

- only used on summary reports - PREVGROUPVAL() is most useful for evaluating report data that you've grouped by a date field, such as Close Month or Created Date. - If there's no previous group in the report, PREVGROUPVAL() returns null (that is to say, it returns nothing; no value). For example, say that your report has 12 groups, January through December. For February, PREVGROUPVAL() returns January. For January, because January is the first group, there is no group before it, so PREVGROUPVAL() returns null. - The formula for PREVGROUPVAL() is written as PREVGROUPVAL(summary_field, grouping_level [, increment]). Let's look at how it breaks down. A. summary_field is the name of the grouped row or column (like AMOUNT:SUM). B. grouping_level is the summary level (like CLOSE_MONTH). C. [, increment] is the number of rows or columns that constitute each grouping. - The maximum value for the [, increment] field is 12. If an [, increment] isn't specified, then the summary function automatically uses 1. ex: AMOUNT:SUM - PREVGROUPVAL(AMOUNT:SUM, CLOSE_MONTH)

What are sidebars?

- prebuild service agent specific dashboards in service console - Another set of dashboards—called sidebars—are specifically for support agents. For a given case, an agent can view customer history, number of cases, and CSAT. Ensure that agents have fast access to this information by embedding these sidebars on key Salesforce pages, such as the service console. - Most of the hard work is already done for you! We built the complex queries, formulas, and ratios that draw from your service and sales data, and assembled them into easy-to-read visualizations. All you do is run a built-in configurator and answer a few questions about the data and fields you'd like to see. (this applies to sidebars and the service analytics app)

Service Console features

- service console is salesforce's out of the box service console app - Here's how the standard Service Console app helps you out. Manage cases faster Split view shows a list view at the same time as workspace tabs and subtabs, letting your support agents manage multiple cases on a single screen (1). See it all at once A preconfigured, three-column layout puts all the important information on the same page, and minimizes clicks and scrolling. A. In the first column, case details, contact details, and related cases for the parent account are displayed using Related Record and Related List Single components (2). B. The second column includes a highlights panel that's front and center (3). The compact case feed lets you see more of your case updates (4). C. The third column includes related lists and Knowledge articles relevant to your case (5). Keep up on all the details The preconfigured utility bar provides fast access to History and Notes (6). You can also customize the utility bar to include other tools like Macros, Omni-Channel, and the Open CTI Softphone. *For users to see and use the Notes utility, Notes must be enabled in your org. For users to see and use articles in the Knowledge component, Lightning Knowledge must be enabled in your org. *Salesforce recommends that this app is customized by youn including related items and utility items

Schema definition meaning?

- the detailed descriptions of each separate API capability contained within the API spec document.

What is a big object index

- the index defines the composite primary key for a big object. The fields defined in a big object's index determine the big object's identity and ability to be queried. -the index defines the composite primary key for a big object. The fields defined in a big object's index determine the big object's identity and ability to be queried. The fields defined in your index should be the fields that will be most relevant to your queries, so you have to have foresight and do some planning here. The order in which you define the fields is also a big consideration. If you're using SOQL to query your big object, you can query only on the fields that make up your index, in the order you defined them in. Assign the field you will use most frequently in a query filter to the first position in your index. You can also use only specific comparison operators, depending on the field's position in your query.

To first setup your external service, you need your api specifications. What is this

- the service you are wanting to connect to will create a rest api and will write up an api specfication document (salesforce uses the commonly adopted openapi specification format for the description) - the api specifications documents described what the api can and cannot do as well as give the access parameters - the api specifications document will contain actions such get, post, put, delete. SF will interrupt these to create the invocable actions. - the api specification will contain the api's scheme defintion

Some use cases for big objects

1. 360° View of the Customer: You've got a lot of customer information you want to store. From loyalty programs to transactions, order, and billing information, use a custom big object to keep track of every detail. 2. Auditing and Tracking: Keep a long-term view of your users' Salesforce usage for analysis or compliance purposes 3. Historical Archive: Maintain access to historical data for analysis or compliance purposes while optimizing the performance of your core CRM or Lightning Platform applications.

Steps for setting up an external service

1. An external web services provider, such as a bank, hosts its REST-based API. In this scenario, think of a REST-based API as specifying a type of contract between the bank (provider) and you (consumer). 2. The web service provider (like in our bank web service example) or a developer (or maybe even you) shares a JSON-based API spec that describes the API. 3. A Salesforce administrator or developer declaratively creates a named credential to authenticate the web service endpoint using the URL of the REST-based API provided by the external web service provider. The endpoint is simply what exposes the web services resources for interaction with External Services. 4. A Salesforce admin declaratively registers the web service and uses both the Named Credential and API spec during the registration process. External Services imports the API spec's operations into your org and makes them available as invocable actions. 5. A Salesforce admin uses Flow Builder to access the invocable flow actions that were registered in Step 4. 6. During runtime, flow sends a callout to the web service endpoint. The web service returns output based on the API spec. Data is retrieved, created, updated, or deleted by the external web service. Salesforce can capture these responses from the external web service for use with a tool like Flow Builder. If an API producer has not shared a spec with you, then creating an API spec in Step 2 is not a declarative process. You can either create the API spec (depending on your background) yourself, enlist your developer, or use a schema builder tool like Swagger Editor to do this.

How do you create a big object?

1. Click and select Setup. 2. Enter Big Objects in the Quick Find box, then select Big Objects. 3. Create a big object and add some basic details. 4. Add custom fields. They store the data on your big object. 5. Add an index. The index defines the composite primary key for a big object and is used for querying and filtering the big object data. 6. Save the big object and change the status to Deployed. Object names must be unique across all standard, custom, external, and big objects in your org. see image

Three phases of lightning transition:

1. Discover: Learn about the benefits and ROI that your company gets with Lightning and evaluate your org's readiness to make the transition. Then plan your rollout and change management strategies, and align transition goals with stakeholders. 2. Rollout phase: Get ready to roll out Lightning Experience. Prepare your users, and prepare your org by turning on key features and adjusting existing customizations. Then go live! 3. Optimize phase: Boost adoption by measuring how things are going and motivating users to work in Lightning Experience. Keep iterating on your rollout plan with more users, new use cases, and continuous improvement. Finish the transition by turning off access to Salesforce Classic. - the transition is handled similar to alm 1. use the transition wizard which has a org transition readiness report. 2. have an exec sponsor 3. calculate roi 4. have a roll out plan: all in or some users and add over time 5. have metrics of success: such as increased lead conversion 6. demo 7. make list of classic feature usage and make sure they are supported in lightning

What are the three parts of a transactions security policy

1. Events: API Event, List View Event, Login Event, Report Event. File,Event, etc 2. Condition: Based on selected event, you will have different condition values that ar predefined. ex. if event is report event, your condition selections include things like DashboardID, User ID, Rows Processed. We can do something like event = report event, condition = rows processed greater than or equal to 100 and operation is report exported 3. Action: can be a block, mfa to require user to reautenticate or none and send notification to a specified person. *event and condition has its own prefined set of values so there is a lot to these. *once the whole policy is built, make sure to enable it on the third screen (see next cards)

How do you turn off salesforce classic once your lightning rollout is complete?

1. From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. 2. Select the Optimize phase. 3. Click Turn Off Salesforce Classic for Your Org to expand the stage. 4. Turn on Make Lightning Experience your org's only experience. 5. The next time users log in to Salesforce, they land in Lightning Experience and are no longer able to switch to Salesforce Classic.

How do you adjust which apps appear in the lightning experience app launcher

1. From Setup, enter App Menu in the Quick Find box, then select App Menu. 2. From the list of app menu items, drag the apps to change their order. Changes take effect immediately. 3. Optionally, click Visible in App Launcher or Hidden in App Launcher to show or hide individual apps from the App Launcher for all users in the org. - the app launcher shows the top 7 apps based on user permissions - The app menu lists all apps installed in the org. However, the apps that users see in their App Launcher and app menu vary depending on each app's visibility settings and user permissions. Users see only the apps that they are authorized to see according to their profile or permission sets.

How do you change your corporate currency rate?

1. From Setup, enter Company Information and click Company Information. 2. Click Currency Setup. 3. In the Active Currencies list, click Change Corporate. Select your new corporate currency from the dropdown. Only currencies that have been added and are active are available. 4. Click Save.

How do you setup advanced currency management?

1. From Setup, enter Company Information and click Company Information. 2. Click Currency Setup. Under Advanced Currency Management is not enabled, click Enable. 3. When prompted, select Yes, I want to enable Advanced Currency Management and click Enable. 4. If you receive a pop-up message that reads: Navigate to this page? Click the Open button. 5. When advanced currency management is first enabled, your existing exchange rates automatically become the first set of dated exchange rates. These rates are valid for all time, until you define another set of exchange rates.

How do you update conversion rates?

1. From Setup, enter Company Information and click Company Information. 2. Click Currency setup. 3. In the Active Currencies or Inactive Currencies list, click Edit Rates. 4. Enter the conversion rate between each currency and your corporate currency. 5. Click Save. Your currency amounts update using the new rates. Note: Previous conversion rates are not stored and all conversions within opportunities, forecasts, and other amounts use the current conversion rate. You can use advanced currency management to set exchange rates based on dates so that you are not recalculating old calculations.

How do you set up a new currency?

1. In the "currency setup" section of the company information page, click "new" 2. pick your currency, pick your conversion, pick your decimal places. 3. click save.

Once you have multiple currencies activated, how do you manage and add currencies

1. Once "Active Multiple currencies" is true in company information, you can scroll down the page to the "Currency setup" section. 2. Here, you will see a list of active and inactive currencies and you have the ability to add new ones from here by clicking "new" *currency setup" is a button at the top of the company information page

How do you enable transaction secuirity policies?

1. Setup 2. "Transaction security policies" 3. click enable. After this, you are able to click new and use conditional builder to build a transaction

Things to do to improve data quality

1. Validations to improve data input 2. use formulas were possible so that data is read in correctly instead of inputted by a user 3. Lookup filters to improve data quality 4. Use a flow to set field values so uers do not have to do it

What are some considerations for deactivating a currency

1. You cannot deactivate the corporate currency 2. Deactivating a currency does not alter amounts in items that use that currency, but your users are no longer able to enter new amounts using the inactive currency. 3. Deactivating a currency that's set as a user's personal currency automatically resets the user's currency to the corporate currency.

How can an end user personalize their navigation items inside of an app

1. click the pencil icon and add items. you can reoder nav items here as well

How do you customize your own personal language, time zone, email settings, etc?

1. click your profile icon 2. click settings. This is where you control the settings for your personal account and not for the org. *make sure users setup there personal currency under "Language and time zone." This is useful for when commisions are being paid out or expenses are being processed, etc.

Tips for lightning rollout

1. create a chatter group for everyone involved so everyone is connected 2. set up a team of champions to advocate for the lightning rollout 3. run a campaign to get end users excited about the lightning rollout 4. post often to the chatter group so increase engagement 5. Have a communication plan including a launch day message from the executive sponsor 6. there are trailhead modules that show end users how to use lightning. you can encourage end users to do those modules 7. make sure to train the trainers 8. use lightning transition tools (see image) 9. To use lightning experience, users must have lightning experience permission set, which is automically enabled for standard profiles and must be added to customer profiles

How do you customize your orgs theme and branding

1. setup 2. themes and branding here you can change the org theme from the default lighting blue to other themes. You can alos upload imag to customize your brand.

At a high level, how do external services works

1. you register your third part as an external service in sf using api specifications 2. the registration creates invocable actions 3. use the actions in a flow to perform an operation on the third party.

What is the maximum number of nav items in an app

50. This 50 includes what you have added as the app maker as well as what users have added. If you have added 32, they are only able to add an additional 18.

What is a session based permission set and when might you want to use one

A computer session begins when a user logs in and begins to interact with another user or with a device. The session becomes active when first logged in and inactive after logging off or a certain time out period. Session permissions sets restrict access to functions fo the active session. When the session times out or is inactivated, the user must start a new access session to regain the permissions. An example of usage is to restrict app access to the IP range of a specific conference room that that data is only accessible there.

How do you maintain your account teams through mass updates?

Add, remove, or replace multiple account team members at a time. Update member roles and access. 1. In Setup, use the Quick Find box to find Mass Reassign Account Teams. 2. Specify your changes by following the steps. Select the appropriate account, contact, case, and opportunity access for new or changed team members. Then complete any custom fields included in the account team page layout.Suppose that you deactivate an account team user who has Read/Write access on accounts, contacts, opportunities, or cases, and then you reactivate the user. The user's access defaults to Read Only. 3. Review the number of changed records, and then click Done. - basically, Mass Reassign Account Teams are adding a team member in mass, removing in mass, or replacing in mass

List of considerations for customizing account teams: Custom Fields and Picklists

Custom Fields and picklists: 1. Salesforce Classic Availability: Custom fields and picklists aren't visible in Salesforce Classic. 2. Maximum Custom Fields: You can create up to 100 custom fields for an account team. 3. Custom Field Visibility: When editing team members, users see custom fields, even if you don't add the fields to the Add Account Team Members multiline page layout. 4. Deleting Custom Fields: If you delete a custom field, filters based on the custom field are also deleted. The results of assignment or escalation rules that rely on the custom field's data can change 5. Default Values in Custom Fields: If you include a default value for a custom field, the field appears blank to Lightning Experience users while they're adding account team members. If users don't enter a value, the default value appears on the record after they save. 6. Custom Picklists: Mass Reassign Account Teams doesn't support custom picklists.

What could be the problem if users are not able to create a new record from a navigation bar item

Eachtab's dropdown menu includes an option to create an item. For example, create an account by selecting + New Accountfrom the Account tab's dropdown menu. However, the New action doesn't appear if: - Users don't have the create permission for the object - The New action isn't part of the search layout for the object's list view

What is embedded chat in service console

Embedded chat is like a chatbot that users use to communicate with agents. They click the widget in the bottom right, fill out a a short form, and the agent receives the message from within there service console. They are notified of the incoming chat there and are able to respond quickly

How do you set up account team roles?

Every account team member has a role on an account, such as account manager or sales rep. To track the roles that team members fill in your company, customize account team roles. To set up account teams: 1. In Setup, use the Quick Find box to find Team Roles. 2. Edit the picklist values for team roles to follow your business process. 3. Save your changes. 4. To update a changed picklist value globally, in Setup, use the Quick Find box to find Replace Team Role. *see image on prior card then this one. you can click through team roles or replace team roles to get to the screen shown.

What are salesforce external services?

External Services facilitates this exchange by letting you declaratively (no coding!) integrate with externally hosted services that perform business actions or computations for use in your Salesforce org. ex: - Credit scoring service function for your Salesforce Account detail page - An eligibility verification service for discounts - Flexible digital payment services - Mapping services with visualization tools - Real-time order notification in Slack - Identification: Fraud prevention service - Integration of separate omnichannel retailing services - Google services - Government and international institutions services a. Air quality index (AirNow) b. Citizen services c. Centers for Disease Control and Prevention (CDC) d. The World Bank

What is the formal "External Services" Definition

External Services: A Salesforce integration product that encompasses (1) registering an external web service that you submit as an OpenAPI-compliant specification defining the web service, and (2) magically (well, almost!) bringing the operations of your external web service into the Salesforce Platform (see invocable actions) for use with point-and-click tools like Flow Builder. In a nutshell, it declaratively connects external REST APIs using OpenAPI standards.

What is the formal "External web services" Definition

External web service: Also referred to as external services (lowercase). Any type of function, action or process that's developed and hosted outside of the Salesforce Platform. For an external web service to be consumable by External Services, it must be a REST-based API that typically uses the HTTP(s) protocol to navigate the web. (If you don't know what REST is, that's OK.)

What is field service?

Field Service is a mobile-friendly field service hub for your service team. Your agents can easily connect with people who work at customer sites, or who work on the go in delivery vehicles. Field Service helps everyone on the team make smarter decisions with visibility into operational performance and key performance indicators. Running a field service business means managing many moving parts. With Field Service, your agents, dispatchers, and field technicians get the tools to manage work orders, service resources, and scheduling. But what about specifics? How about: A. Create service resource records that represent your field service technicians and add details about their skills, service territories, and availability. B. Set up multilevel service territories that represent the regions where your technicians work. C. Track your product inventory and service vehicle locations. D. Schedule one-time or recurring appointments for customers and add details about technician preference and required skills. E. Standardize your business's field service tasks with maintenance plans and templates. F. Keep customers informed about service progress with on-site service reports.

Where can you go for guided assistance from classic to lightning

From set, go to "Lightning Experience transition assistant". This is essentially a wizard to walk you through what to do.

Benefits and usage of Salesforce optimizer

Here are just a few examples of how Optimizer can help you improve your org as part of your Lightning Experience transition project. - Page layouts are displayed differently in Lightning Experience than they are in Salesforce Classic. The more page layouts you have to manage, the more work you have to make sure they all display properly in the new interface. The Optimizer report identifies page layouts that aren't being used in your implementation so you can delete them. - Complex pages with a large number of custom fields can be slower to display in Lightning Experience. Nor is it much fun for users to find what they need when they have to scroll through tons of fields. Optimizer identifies fields that aren't used so you know it's safe to remove them. - Hard-coded links in your implementation will likely break in Lightning Experience. The Optimizer report tracks down any hard-coded URLs that are lurking in your org and flags them for you. Replace them with My Domain links. - Older web browsers aren't supported by Lightning Experience. The Optimizer report lists users who access Salesforce from unsupported browsers so you can help them update to a supported version. - Lightning Experience includes many productivity-enhancing features that aren't available in Salesforce Classic. The Optimizer report recommends Lightning Experience-only features that your users may benefit from, such as the Lightning Sales or Service Consoles. To run your Optimizer report, head to Setup. Enter Optimizer in the Quick Find box, then select Optimizer. Depending on size of your sf implementation, the report can take hours. a pdf of the report will be saved to your salesforce files

Junction object

Is a custom object with two master-detail relationships, and is the key to making a many-to-many relationship. The first master-detail relationship will be the primary relationship. The detail and edit pages of the junction object will use the color and any associated icon of the primary master object. The junction object will inherit the value of the Owner field and share settings from their associated primary master record.

What are "Locale Settings" in Salesforce?

Locale settings determine the default display of data based on a company's geographical location

PARENTGROUPVAL

PARENTGROUPVAL() returns the value of a specified parent group, which is any level above the one on which the formula is evaluated. If a report has only one group , then the report grand total values are "above" the one group. The report grand totals are always the most senior group. The formula for PARENTGROUPVAL() is written as PARENTGROUPVAL(summary_field, grouping_level). Here's how it breaks down. A. summary_field is the value from the grouped row or column (like AMOUNT:SUM). B. grouping_level is the name of a parent-level value in the report (like GRAND_SUMMARY for the overall total).

What are the company settings that you have control over?

See attached image. Notice there are 3 differnt setup pages 1. Company information 2. Fiscal year information 3. Support Information

Standard Fields on Account Team Member (object in object manager, not available for search)

See attached screenshot. Can confirm these are the exact fields we have in the nd org for the "Account Team Member" object

How do you create a session based permission set?

Session based permission sets are created the same way as any other permission set, except you ahve to check the box "session activation required." When you select session activation required, the permission set does nothing until a session is activated for it. See next cards

List of considerations for customizing account teams: Team Member Information Display

Team Member Information Display: 1. Lookups to Team Members Not Supported: You can't create a lookup from an object, such as an account, to an account team member. 2. Sorting in Related List: The Account Team related list is sorted by Team Member Name. The sort order can't be customized, even if you specify the sort order in the Account Team Member page layout. A user can sort the related list by any other column, but when the page is refreshed, sorting reverts to the Team Member Name column. 3. Contact Access for Team Members If you set the org-wide default for contacts to Controlled by Parent, users can't see or edit the Contact Access field. 4. Deleting Team Members: A deleted account team member record is not moved to the Recycle Bin, and it can't be undeleted unless the record was cascade-deleted when deleting a related account.

What happens when you enable contacts to multiple accounts?

The Contacts to Multiple Accounts feature lets you relate a single contact to multiple accounts so that you can easily track the relationships between people and businesses—without creating duplicate records. When the feature is set up, account records include the Related Contacts related list and contact records include the Related Accounts related list.

What is search layout

The search layout controls what all users see when they land on that object's home page. In Lightning Experience, from Setup, find the object in the Object Manager, then scroll to its Search Layout related list and edit the Search Results search layout.

What is the formal "Invocable actions (in the context of External Services)" Definition

These represent the declarative building blocks available from a growing number of Salesforce Platform tools like Flow Builder or Einstein Bots. Invocable actions assist admins and developers by providing a way to implement and use any type of action in a consistent manner. In the External Services ecosystem, once you register your external web service's operations with External Services, you can access the resulting invocable actions from, for example, the Flow Builder tool.

MAKE LIST OF SETUP TREE ITEMS

Three sections 1. adminstration 2. platform tools 3. settings

List of considerations for customizing account teams: Validation Rules, Flows, and Apex Trigger Support

Validation Rules, Flows, and Apex Trigger Support: 1. Lightning Experience Support Validation rules, flows, and Apex triggers are applied when Lightning Experience users add their default team to an account using the Add action on the related list. However, they're not applied when Lightning Experience users select the personal settings option to add their default team to accounts automatically. 2. Salesforce Classic Support: Validation rules and Apex triggers are bypassed when Salesforce Classic users add default account teams via any method. 3. Ownership Change: When an account team member is removed during an account ownership change, Apex triggers are bypassed.

How do you customize the name of a custom object

When you create the object, you can specify the naming convention there.

How do you remove the ability to switch to classic from lightning?

When you're ready for some of your users to go all in on Lightning Experience, assign them the Hide Option to Switch to Salesforce Classic user permission. This permission puts the user in Lightning Experience the next time they log in, and removes the Switch to Salesforce Classic link from the user's profile menu.

Lightning knowledge in service console

Your support agents can search, view, author, and manage articles from a single Knowledge home page in Lightning Experience. Plus, they can do the following authoring actions without leaving Knowledge home. 1. Create an article 2. Published articles—create a draft version or archive the article 3. Draft articles—publish, edit, or delete 4. Archived articles—restore or delete 5. Bulk actions—archive, assign, publish, restore, submit for translation, and delete drafts or archived artic. *see image on previous card #6

What is the best way to query a big object is you are working with extremely large data returns

batch apex, not soql

Formula Field Return Types

checkbox, currency, data, datetime, number, percent, text, time

How do you define transaction security using apex instead of condition builder

condition builder lets you specificy criteria in the builder. If you go the apex route, you select an action, such as "block" then select "New empty apex class" as your apex class. This will generate an empty apex class that you can find under "apex classes" is setup. clicking next here takes you the "actions" portion of the policy which is about the same as the condition builder. You still have to to your apex class and add the correct code. Do not enable the policy until this is done.

To use a session based perimission, you need a method to activate and deactivate a session, how do you do that declaritively?

create a screenflow that has only 1 action called ""Activate Session-Based Permission Set." This action only takes the session based permission set's api name. Keep in mind that your flow will error if you do not already have users pre-assigned to the ps. Once activated, the user will have the permissions until there session ends. From here, you need to expose the flow outside of setu. The method used in the trailhead was to create an app page with a single region. Embed your flow there. Then activate your page, make a tab for it, and make sure it is in the navigation. Users can go to that page, run the flow, when the flow is done running, the user will have the permissions for the remained of there session.

COME BACK HERE TO TERRITORY MANAGEMENT WITH FRESH EYES

explicitly called out in the exam guide

What makes for a valid and supported schema?

external Services can properly support your schema and call your web service when both of these requirements are met. 1. Primer on Schema Validation: Although a schema is human-readable, it must also be machine-readable. It needs to follow a logical structure so that External Services can easily consume it. An incorrectly structured schema means that the external web service can't communicate (returns error and exception messages) and, ultimately, External Services can't ingest it. Meeting structural, logical, and syntax restrictions is a necessary first-pass of schema validation. The OpenAPI specification defines these general rules and takes the guesswork out of calling an external web service. 2. Supported External Services Schema: In addition to general OpenAPI guidelines for schema validation, there are also schema limitations that are specific to External Services. You'll want to review these requirements before you register your API spec with External Services. A supported schema in External Services means that both your schema is valid according to the OpenAPI specification. And it also adheres to the specific External Service requirements. For example, an API spec might fail the registration process if it exceeds the file size limitation, or exceeds the limit on total number of objects or actions. Here all off the the external services supported schema requirements: https://help.salesforce.com/s/articleView?id=sf.enhanced_external_services_considerations.htm&type=5

T/F: Users can personalize nav items for apps in classic

false

What are the two main ways big objects can be populated in salesforce?

there are two main ways of populating a big object. You can use a .csv file with Data Loader or the API, or do it entirely through Apex.

T/F: When you evaluate your org for lightning experience, start by running the lightning experience readiness check to get an analysis of your orgs features and customizations.

true

t/f: By default, Salesforce organizations use a single currency. Once you set the required currency locale in your company settings, all currency values on records display in that currency.

true

t/f: the best time to involve an executive sponsor and stakeholder is at the start of the project and through the duration

true

t/f: when planning your lightning experience transition, define strategies for how you'll roll out to users and how you'll prepare users for the new interface.

true

T/F: You can create create tasks and events from kanban

true, A yellow triangle on an opportunity card in kanban view can indicate three types of alerts: overdue tasks, no open activities, or no activity for 30 days. Users can click the triangle to create tasks and events right from the card. Items on the board vary based on which list view is open.

t/f: The Lightning Experience Transition Assistant in Setup provides step by step guidance on the phases, stages, and recommended activities for a successful transition

true. it is quite long

T/F: Users are able to adjust the sort order of apps

true. see image. This order will override whatever the admin sets in the app menu

T/F the lightning setup menu is restricted to only things that are supported in lightning

true. some things are still only supported in classic

What is one way to speed up opportunity processing

use paths with guidance for success (paths can be made for numerous objects), use kanban view as well (Kanbans can be used for almost any stage)