Salesforce Terms

named credential

-provided by the external service provider -specifies the URL of a callout endpoint and its required authentication parameters

Trigger (PB)

(Part of Process Builder) The trigger identifies when the process should run. For record change processes, the trigger determines which object and which of the following changes the process should pay attention to. Only when a record is created Anytime a record is created or edited (Main Diff of processes --when it starts)

API

(application programming interface) is a system used by a piece of software to talk to other pieces of software

Cloud Flow use to.

-Automate a guided visual experience. -Add more functionality for a behind-the-scenes process than is available in Process Builder. Build the more complex functionality in the Cloud Flow Designer. Then call the resulting flow from the process. -Start a behind-the-scenes business process when a user clicks something, like a button. For example, when an opportunity is won, your company wants a renewal opportunity to be created automatically. As you see later in this module, you can build parts of that use case as a process, but the rest has to be built in a flow.

Lightning Flow Use Cases

-Create a guided tutorial or wizard with screens. -Set up automated tasks and processes. -Connect to external systems. -Add automation to your pages and apps. -Reuse what you build.

Salesforce Mobile

-free with every SFDC license -app is plug & play meaning just download from app store and go -cross platform i.e. on Android and iOS -app has offline capabilities!! -not just an app-it's a customizable platform bc of point and click tools

Multiple users are suddenly reporting to you that they are receiving a Validation Rule error when trying to create a new account record. The error mentions that the Industry field for the account cannot be blank. The problem is, these users cannot see the Industry picklist field, and are therefore unable to select an Industry and save new account records. Which steps should you take in order to troubleshoot and resolve this issue for your users? (select 2)

1) Check the Field Level Security for the industry 2)check the page layout

2 methods of importing SFDC data

1. Data Import Wizard 2. Data Loader

picklists

3 types -custom, standard, custom-multi select 2 parts: field (what shows up on object landscape) and value set (the list of options to fill in) picklist fields can have the following properties: Restricted Dependent or Controlling Values can be defined three ways: Set individual values when you create the picklist. These are specific to a single picklist field. Use the built-in set of values for the standard picklist fields that come with your Salesforce org. Create a global value set. A global value set is a custom set of values you create to share with more than one picklist field.

Salesforce Admin Exam

60 questions w/ 90 minutes....ADVICE: use all 90 minutes -use time to go back & mark & double check Passing Exam Score is 65%...not easy as these multiple choice questions are very well worded Good strategy...identify what you know has to be incorrect Mark unsure questions for later review PASS or FAIL that's it no explanation

Identity (field type)

A 15-character, case-sensitive field that's automatically generated for every record. You can find a record's ID in its URL.

Custom List Button

A custom list button is a button that you can add to a related list (detailed segment in an object). When you create a list button for an object, you can add that button to that object's related list when the related list appears on other objects.

Lookup

A field that references the data in another field, possibly on another object. A ________field can be identified by the clickable magnifying glass icon that appears alongside it. An example of a standard lookup field is the "Account" field that appears on a contact -- this field is set to reference the "Account Name" field on the associated account object.

Formula

A formula field in Salesforce is similar to a cell in Excel that contains a formula. The field relies on an equation to populate the data it shows. That equation may take other fields or information into consideration. An example of a formula field might be a field that shows the number of days since sales last followed up with a specific lead.

Activity History

A list stored on a record in Salesforce that shows the history of activities that have been carried out on that object. For example, the activity history section on a contact record may contain a list of actions the sales rep has taken in working that lead -- emails sent, calls made, etc.

Which of the following would be considered a Junction Object in Salesforce?

A many to many relationship created with two lookup relationships

Trigger

A piece of Apex code that is used to kick off actions in Salesforce when a change to a record, or creation of a new record, happens in Salesforce. An example use might be to change the "company type" field on an account record to "enterprise" if an account is set to have more than 500 employees in its company size field.

Connector

A piece of software that connects another system (like a marketing software platform, or an email tool) to Salesforce.

Lead Scoring

A process typically carried out in a marketing platform that assigns a numeric value to a lead to represent how qualified he/she is

Apex

A programming language used by developers to build applications that interact with Salesforce. These applications are often hosted on the Force.com platform (see below); there are hundreds of generally available applications in the Salesforce AppExchange.

Closed-loop Reporting

A reporting methodology in which data about which leads/contacts/accounts ultimately convert into sales is passed back to a marketing platform . In the marketing platform, the marketer can then attribute that customer to the various marketing efforts they touched, and better understand the ROI each of those efforts generated.

Chatter

A set of collaboration tools that are woven throughout Salesforce, allowing individuals to work together and share information on deals they are working. Users can join different groups, comment on different objects and data, and share details

Opportunity Stage

A standard field found on the opportunity object that is used to track the status of an opportunity.

Accounts

A standard object in Salesforce that represents a company or organization (but not necessarily a customer).

Opportunity

A standard object in Salesforce that represents a potential sales deal. An _______ record typically contains details about the potential deal, like expected deal size (a dollar amount that cascades up to Salesforce forecasts), expected close date, probability, and opportunity stage.

Lead

A standard object in Salesforce that represents an individual identity at an early stage in the sales process. The record isn't natively connected to other data in Salesforce, but is "converted" when it represents a valid opportunity (a process which creates a contact in its place, and associates it with account and opportunity records).

Marketing Cloud

A suite of social analytics tools offered as an add-on to Salesforce that helps large enterprise organizations monitor and leverage social media.

Workflow Rule

A tool in Salesforce that allows you to automate certain actions like sending notification emails, updating fields in your database, adding tasks to a record in Salesforce, and more. An example use of workflow rules might be setting up a rule that sends an email to a specific sales manager when a deal comes in that needs their approval, based on the company size (or any other characteristic) of the associated opportunity.

Web to Lead

A tool in Salesforce that allows you to create simple forms that you can place on outside websites. When a user fills out the form, a lead is created in Salesforce.

Standard Object

A type of record where data is stored that Salesforce uses out of the box. Examples might be a lead object, a contact object, an account object, or an opportunity object.

Filter Logic

Add Boolean conditions to control how field filters are evaluated. You must add at least 1 field filter before applying filter logic.

You recently added a new Stage to the Opportunity object. Users are now reporting that the new Stage is not available from the picklist to select from. What do you need to do to make the new Stage selection visible for users?

Add the new Stage as a Selected Value in the appropriate Sales processes in which it should be displayed Explanation: The Sales Process is where you set which Stages are visible to users. Field Level Security dictates whether a user can view and edit a field, but doesn't control to the level of which specific picklist values display. Likewise, the Page Layout controls which fields are displayed on a page, but don't control specific picklist values of a field. Whenever you have to deal with specific picklist value visibility, the things that control this are typically Record Type and Process related.

Name (field type)

All records need names so you can distinguish between them. You can use text names or auto-numbered names that automatically increment every time you create a record.

Paste special....as values

Allows you to delete columns bc the value is pasted not the formula

Sales Process

Allows you to specify the different stages that are available on an opportunity. Opportunities can have different Record Types and you can have different stages available for different opportunity record types

Quick Actions....

Although they're actions, Email, Log a Call, New Event, and New Task don't show up here. Because they're associated with activities, they appear under the Activity tab. Standard Chatter actions like Post and Poll show up under the Chatter tab.

app

An app is a collection of items that work together to serve a particular function.

Campaign

An object in Salesforce used to track a marketing effort. This object houses several standard pieces of data -- a campaign name, start and end dates, expected revenue, budgeted and actual costs, and more. While Salesforce campaigns have many uses, most marketers use them for reporting purposes. Campaigns are often used in conjunction with closed-loop reporting from a marketing software platform like HubSpo

Users are reporting that a picklist field is missing several selections for some records, but not for other records. What would you check in order to troubleshoot this issue?

Check the selected value for the picklists of each record type

page layout editor

Control which fields, lists of related records, and custom links users see Customize the order that the fields appear in the page details Determine whether fields are visible, read only, or required Control which standard and custom buttons appear on records and related lists Control which quick actions appear on the page

The director of Sales has asked that you provide pricebook pricing for multiple currencies. You currently have just one pricebook created in your Salesforce org. You have also previously enabled multiple-currencies in your Salesforce org. What would you do to accommodate this request?

Create individual products for each currency, for each product that is needed in the pricebook

You recently created a new object in Salesforce, but did not create a tab for the object. Which type of tab would you need to create, if you later decide that a tab would be helpful for accessing this new object's records

Custom Object Tab

The Chief Technical Officer has requested that all data records out of Salesforce be backed up weekly. What standard functionality does Salesforce provide to accommodate this request?

Data Export

The Director of Sales would like to be able to see more details around changes to key fields on opportunities. He has asked that whenever an opportunity's Stage or Amount is changed, he needs to be able to see which user performed the change, when, as well as the previous and new entries. What should you do to accomplish this task?

Enable Field History tracking on Opportunities and then select to track history on the Stage and Amount fields on the Opportunity object You can select certain fields to track and display the field history in the History related list of an object. The field history data is retained for up to 18 months. Refer to https://help.salesforce.com/articleView?id=tracking_field_history.htm&type=0 for more details. You could theoretically set up a workflow rule and email alert to email the Sales Director, but this wouldn't be the optimal solution. You could actually likely accomplish this through any of these available answers, but the point is that Field History Tracking is custom-made for this sort of situation and doing anything more complex wouldn't be as suitable of a solution. You could also likely create a report to also give you this same information.

Changing the locale setting will change the language of the user

FALSE To change the language of the User Interface for an individual user in Salesforce, you would change the Langauge setting on that user's user record. Changing the Locale will potentially impact the format of certain fields, such as Date fields, but does not localize the User Interface into a different languag

Valid chatter components

Feed, Bookmarks, Groups

Custom

Fields you create on standard or custom objects are called custom fields.

Cross filter

Filter a report by the child object using WITH or WITHOUT conditions. Add subfilters to further filter by fields on the child object. For example, if you have a cross filter of Accounts with Opportunities, click Add Opportunity Filter and create the Opportunity Name equals ACME subfilter to only include those opportunities.

Row Limit

For tabular reports, select the maximum number of rows to display, then choose a field to sort by and the sort order. You can use a tabular report as the source report for a dashboard table or chart component, if you limit the number of rows it returns.

You need to extend the Service Cloud User feature license to a user in your organization. Where would you go to do this?

From the user record by checking the Service Cloud User checkbox

Approvals

How records get approved (not using Apex, Process Builder or Cloud Flow) In an approval process, you specify: The steps necessary for a record to be approved and who approves it at each step. For example, when an employee creates a time-off request, have Salesforce automatically send an approval request to the employee's manager. The actions to take based on what happens during the approval process. For example, if a time-off request is approved, update fields on the employee's record. But if the request is rejected, send a notification to the employee.

Lookup relationships

In our Account to Contact example above, the relationship between the two objects is a lookup relationship. A lookup relationship essentially links two objects together so that you can "look up" one object from the related items on another object. Lookup relationships can be one-to-one or one-to-many. The Account to Contact relationship is one-to-many because a single account can have many related contacts. For our DreamHouse scenario, you could create a one-to-one relationship between the Property object and a Home Seller object.

Lightning app

Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar. Lightning apps let you brand your apps with a custom color and logo. You can even include a utility bar and Lightning page tabs in your Lightning app

There are three primary types of custom buttons and links that you can create.

List button—Appears on a related list on an object record page. Detail page link—Appears in the Links section of the record details on an object record page. Detail page button—Appears in the action menu in the highlights panel of a record page.

Disabling workflow rules from firing when using the Data Loader

NO you cannot You would have to first do it manually before running the Data Loader

Extra rules for Importing Data

New Values for Picklists and Multi-Select Picklists—If you import a picklist value that doesn't match an existing picklist value: For an unrestricted picklist, the Data Import Wizard uses the value that's in the import file. For a restricted picklist, the Data Import Wizard uses the picklist's default value. Multi-Select Picklists—To import multiple values into a multi-select picklist, separate the values by a semicolon in your import file. Checkboxes—To import data into a checkbox field, use 1 for checked values and 0 for unchecked values. Default Values—For picklist, multi-select picklist, and checkbox fields, if you do not map the field in the import wizard, the default value for the field, if any, is automatically inserted into the new or updated record. Date/Time Fields—Ensure that the format of any date/time fields you are importing matches how they display in Salesforce per your locale setting. Formula Fields—Formula fields cannot accept imported data because they are read-only. Field Validation Rules—Salesforce runs validation rules on records before they are imported. Records that fail validation aren't imported. Consider deactivating the appropriate validation rules before running an import if they affect the records you are importing.

How should Organization Wide Defaults be set?

OWDs should be set as closed as possible, you then layer more permissive security settings on top of the OWD's by adding SHARING RULES

Pricebooks

Only can use on per opportunity

Which of the following can be used to make a field required?

Page Layout Validation Rule Required Checkbox on the field

How can you relate an opportunity to a campaign? (select 2)

Primary Source Campaign for Opportunity Use Campaign Influence Related List on the Opp

To generate a graphical representation of an Approval Process

Process Visualizer

The Organization Wide Default for Opportunities is set to Public Read/Write in your organization. Which Security feature would you utilize to restrict access to Opportunities for a certain set of users?

Profiles

THOROUGHLY UNDERSTAND Profiles, Permissions, Field Level Security, Page Layout, Role

Profiles are used in order to grant or deny access to a custom app in Salesforce. Roles control which records you have access to, but do not control App access. Page Layouts control the user interface for individual records. Sharing Rules are made at the object level, but not at the app level.

What types of scheduling can be defined on a product in Salesforce? (select 2)

Quantity Revenue

System (field type)

Read-only fields that provide information about a record from the system, like when the record was created or when it was last changed

Activities

Records stored on an object that are typically used to represent actions taken on a lead, contact, or account -- things like phone calls, emails from a rep, or future tasks that a rep intends to complete

Which of the following allows you to report on historical data in Salesforce in order to monitor and spot trends?

Reporting Snapshot A reporting snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object's fields with the report's data. Reporting snapshots enable you to work with report data similarly to how you work with other records in Salesforce. Refer to https://help.salesforce.com/articleView?id=data_about_analytic_snap.htm&language=en_US&type=0 for more details. Reporting Snapshots were previously known as Analytic Snapshots, so you may see that mentioned online as well.

elements (CF)

Screen Display data to your users or collect information from them with Screen elements. You can add simple fields to your screens, like input fields and radio buttons and out-of-the-box Lightning components like File Upload. Logic Control the flow of... well, your flow. Create branches, update data, loop over sets of data, or wait for a particular time. Actions Do something in Salesforce when you have the necessary information (perhaps collected from the user via a screen). Flows can look up, create, update, and delete Salesforce records. They can also create Chatter posts, submit records for approval, and send emails. If your action isn't possible out of the box, call Apex code from the flow. Integrations Connect your flow to an external database by using local actions or Apex code. Local actions let you make requests without going through the Salesforce server. Cloud Flow Designer also has a couple of tie-ins to platform events. Publish platform event messages with a Record Create element. Subscribe to platform events with a Wait element.

Which of the following is not a valid dashboard component type?

Snapshot

3 report formats

Tabular Summary Matrix

Which of the following components can be added to a custom Home Page in Salesforce Classic? (select 2)

Tasks Calendar

4 actions you can add to a Workflow rule...

Tasks, Email Alerts, Field Updates, Outbound Messages

Global User Interface Settings

The Global User Interface settings are a series of checkmarks that are available from Setup > User Interface. These settings control a multitude of user interface functions and it will serve you well to experiment with them in order to become more familiar with what they do and how they impact the interface of Salesforce.

A user is reporting that they are unable to log in to Salesforce. You check their user record and show no log in attempts for them in the past several days. What are possible things the user is doing wrong? (select 2)

The user is entering their username incorrectly The user is attempting to log into a sandbox environment instead of a production

visualforce

Two development mode: from setup, Develop > pages, or enable Visualforce development mode. Visualforce development mode: you can create a new page by entering a unique URL in your broswe's address bar.

Chart

Use a chart when you want to show data graphically. You can choose from a variety of chart types.

Gauge (speedometer)

Use a gauge when you have a single value that you want to show within a range of custom values

Action (PB)

When a criteria node evaluates to true, the process executes the associated actions or waits to execute them at a scheduled time. Each immediate action is executed as soon as the criteria evaluates to true. Each scheduled action is executed at the specified time, such as 10 days before the record's close date or 2 days from now. At the specified time, Salesforce makes sure that the associated criteria node still evaluates to true. If so, the scheduled action is executed. You can schedule actions based on either: A specific date/time field on the record that started the process. For example, a month before an account's service contract expires. The time that the process ran. For example, 3 days from now.

Criteria (PB)

While a process gets one trigger, you can add as many criteria nodes as your heart desires. Each criteria node controls whether or not the process executes the associated actions. If the record doesn't meet the criteria, the process skips those actions and moves on to the next criteria node in the process. In each criteria node, you can: Set filter conditions. Enter a custom formula. Like in validation rules, the formula must resolve to true or false. Opt out of criteria and always execute the associated actions.

How to create a renewal opportunity when an opp is closed won...

You can grab the ID o a recreated record and use it in Flow (not PB)

Global Actions

You create global actions in a different place in Setup than you create object-specific actions. They're called global actions because they can be put anywhere actions are supported. Use global actions to let users log call details, create or update records, or send email, all without leaving the page they're on. Global actions live on a special layout of their own, known as the global publisher layout. It isn't associated with an object, and it populates the global actions menu in Lightning Experience. Users can access the global actions menu by clicking + Global Actions menu icon in the Salesforce header.

You are trying to connect to Salesforce from an IP address that is outside of your company's trusted IP range, using the Data Loader. Your login attempts fail, although you know you are entering your Username and Password correctly. You have confirmed that your account is not locked by successfully logging into Salesforce via the browser interface. Which of the following is a valid reason why you are unable to connect?

You have forgotten to append a security token to the end of your password in the data loader login window

schema definition (review here) & relationship to external services

a good schema needs to be readable and also requires a logical structure that allows External Services to consume it - schemas contain the endpoint information and authentication parameters for the REST-based API web services

report

a list of records (like opportunities or accounts) that meet the criteria you define. But reports are much more than simple lists. To get the data you need, you can filter, group, and do math on records. You can even display them graphically in a chart!

View

a predefined set of filter criteria that can be applied to a list of data from a drop-down menu. Many lists of data come with a preset list of helpful _______; for example, you might choose to filter a list of contacts to see only "My Contacts," which would surface a list of only contacts that you are set as the owner of. You can also create custom ______in Salesforce.

Object relationship

a special field type that connects two objects together. Ex. If a sales rep opens an account, they've probably been talking to a few people at that account's company. They've probably made contacts like executives or IT managers and stored those contacts' information in Salesforce. It makes sense, then, that there should be a relationship between the Account object and the Contact object. And there is!

Report

a view in Salesforce of a specific subset of records and fields of data

Data Import Wizard

accessible through the Setup menu, lets you import data in common standard objects, such as contacts, leads, accounts, as well as data in custom objects. It can import up to 50,000 records at a time. Use the Data Import Wizard When: You need to load less than 50,000 records. The objects you need to import are supported by the wizard. You don't need the import process to be automated.

compact layout

affects banner on top of records on Mobile app

Concatenate

allows you to combine cells data together (fxn) If adding text between....put in quotes (, )

Approval process

another tool useful as a declarative tool not in Lightning Flow that covers what Lightning Flow may not

Hierarchical relationship

are a special type of lookup relationship. The main difference between the two is that hierarchical relationships are only available on the User object. You can use them for things like creating management chains between users.

Standard filters

are applied by default to most objects. Different objects have different standard filters, but most objects include the standard filters Show Me and Date Field. Show Me filters the object around common groupings (like "My accounts" or "All accounts"). Date Field filters by a field (such as Created Date or Last Activity) and a date range (such as "All Time" or "Last Month").

Field Filter

are available for reports, list views, workflow rules, and other areas of the application. For each filter, set the field, operator, and value. With tabular, summary, and matrix reports, you can drag a field from the Fields pane to the Filters pane to add a report filter.

Summary Reports

are similar to tabular reports, but also allow you to group rows of data, view subtotals, and create charts. Summary reports give us many more options for organizing the data, and are great for use in dashboards. Yes! (HOW WE GROUP OPPS BY REP)

Formula fields

calculate values using fields within a single record

compact layout

control which fields your users see in the highlights panel at the top of a record. They also control the fields that appear in the expanded lookup card you see when you hover over a link in record details, and in the details section when you expand an activity in the activity timeline.

CRUD

create, read, update, delete permissions that are not related to a user's role in the salesforce hierarchy

Object

database tables ( examples include Accounts or Leads) is a type of record that Salesforce uses to store your data. There are several standard examples that every Salesforce instance comes with out of the box -- an account, a lead, an opportunity, a contact, and many more. It is also possible to set up custom ______ to reflect custom pieces of data or custom parts of your process.

cloud flow

each is made up of; Elements (1) appear on the canvas. To add an element to the canvas, drag it there from the palette. Connectors (2) define the path that the flow takes at runtime. They tell the flow which element to execute next. Resources (3) are containers that represent a given value, such as field values or formulas. You can reference resources throughout your flow. For example, look up an account's ID, store that ID in a variable, and later reference that ID to update the account.

Report types

each report type has a primary object relationship and a field layout 2 types: 1)Primary object with related object (ex. Opportunities report with products on each record) 2)Primary object with or without related object (opportunities with or without products)

dynamic dashboards

each user sees the data they have access to without needing to create separate dashboards for each user. This means a single powerful dashboard can be used for multiple users in your company, because the logged-in user viewing the dashboard sees the data they should see, based on their security and sharing settings.

Process Builder

every process consists of at least one trigger, one criteria node, and one action. You can configure immediate actions or schedule actions to be executed at a specific time.

vlookup

great for matching salesforce ID's to record owners OR to match account ID's to account names. How to... the matching column must be in the leftmost column of the lookup tableAND must be ascended order

Molding Mobile App

helpful because things are not the same between desktop & mobile...3 features to customize mobile apps = quick actions; compact layouts; mobile navigation

Dashboard

is a graphical representation of what you might find in a report. They might include charts, gauges, or other graphics that represent the metrics that underly them. They make it easy for a team to track progress toward a goal or metric.

Schema builder

is a handy tool for introducing your Salesforce customizations to a co-worker or explaining the way data flows throughout your system. It is great for visualization, but you can also use it to customize your data model.

Field

is a piece of data stored on an object. An example of a field might be the "First Name" or "Email Address" field found on the lead and contact records. Fields are also often referred to as "properties."

Queue

is akin to a "holding pen" for objects that aren't yet assigned to an individual. An example might be a "Recycled Leads _________" where your sales reps send unqualified leads to if they determine the lead isn't ready for sales contact.

Forecast

is an estimate of revenue that will be brought in during a given time period. In the context of Salesforce, it is a type of report that shows a tally of data from opportunities expected to close in a specified time period. Your sales managers may use them to monitor their pipeline throughout the month.

Object Specific Actions

let users create records or log details about calls, emails or other interactions. The difference between this and Global actions is that you can only add these actions to record detail pages, since they are automatically associated with a specific object. (contacts log task) Created from the Buttons, Links, and Actions related list of the object.

Detail Page Button

located in drop down arrow of the page

Master-Detail Relationship

master-detail relationships are a bit tighter. In this type of relationship, one object is the master and another is the detail. The master object controls certain behaviors of the detail object, like who can view the detail's data. For example, let's say the owner of a property wanted to take their home off the market. DreamHouse wouldn't want to keep any offers made on that property. With a master-detail relationship between Property and Offer, you can delete the property and all its associated offers from your system.

global publisher layout

own layout for global actions

declarative

point and click programming within the SFDC interface

Lightning Flow

provides declarative process automation for every Salesforce app, experience, and portal. Included in Lightning Flow are two point-and-click automation tools: Process Builder, which lets you build processes, and Cloud Flow Designer, which lets you build flows. To sum up the differences: Lightning Flow is the name of the product. Process Builder and Cloud Flow Designer are the names of the tools. Use Process Builder to make processes; use Cloud Flow Designer to make flows.

Matrix Reports

similar to summary reports but 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.

Data Loader

this is a client application (Must download separately) that can import up to five million records at a time, of any data type, either from files or a database connection. It can be operated either through the user interface or the command line. In the latter case, you need to specify data sources, field mappings, and other parameters via configuration files. This makes it possible to automate the import process, using API calls. You need to load 50,000 to five million records. If you need to load more than 5 million records, we recommend you work with a Salesforce partner or visit the AppExchange for a suitable partner product. You need to load into an object that is not supported by the Data Import Wizard. You want to schedule regular data loads, such as nightly imports.

APEX

use when you need more functionality than Cloud Flow or Process Builder

Apex use case...

use when you need more functionality than is available in Process Builder or Cloud Flow Designer. Build the more complex functionality as invocable Apex methods. Then call the resulting Apex as an Apex action in the process or as an Apex element in the flow.

External Services

used to work between the SFDC platform and external service (not an API designed by internal team)

Validation Rules

verify that data entered by users in records meet the standards you specify before they can save it. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of "True" or "False." REVIEWWWW how to do these

initial submission action

when a user first requests approval for a new position...this action ensures other users can't change the record

Process Builder use when....

when you need to start a behind-the-scenes business process automatically. Processes can start when: A record is created A record is updated A platform event occurs

Quick Actions

2 types: object specific actions & global actions

When creating a Custom Summary Formula in a Report, what are the four valid Summary Types which you can select? (select 4)

Average, Min, Max, Sum

When are Data Validation Rules fired in Salesforce? (select 2)

Before a new record is saved Before a new record is updated

What Report functionality would you use in order to quickly categorize report records without creating a formula or a custom field?

Bucketing Bucketing lets you quickly categorize report records without creating a formula or a custom field within Salesforce.When you create a bucket field, you define multiple categories (buckets) that are used to group report values.

When it comes to field dependency in Salesforce, which of the following type of fields can be dependent fields? (select 2)

Custom Picklist Multi-select picklist

In which of the following scenarios can a Validation Rule fire, thus helping prevent bad data from entering your Salesforce org? (select 3)

During the initial creation of a record During the manual update of a record During a mass import from the Data Uploader

What statements are true regarding Junction objects?

Establishes a many to many relationship between 2 objects Is a custom object with 2 master-detail relationships

Which Dashboard Component would you use in order to display a single value that you want to show within a range of custom values?

Gauge

See sample scenarios or Apex, Cloud Flow, Process builder

In Choose the Right Automation Tool under Lightning Flow under Intermediate

2 Main types of object relationships

Lookup relationships Master-detail relationships

Data types

Salesforce supports a bunch but some of the most common on SFDC include: Checkbox, Date or DateTime, and Formula

Tabular reports

Simplest fastest way to look at data. Similar to a spreadsheet --many columns Good for mailing lists, not usable in dashboards

Types of summaries

Sum, count, min, max

True or False: Once a Salesforce Organization has enabled Multiple Currencies, that Organization can not revert back to a single Currency.

TRUE

Which of the following controls a user's access to a dashboard? (select 2)

The source report folder access. Dashboard folder access

Which of the following can you determine by viewing a user detail page? (select 3)

The user's profile The user's role The last time a user logged in

Where would you go to view pending workflow actions that are scheduled to fire in the future?

Time-based Workflow

Detail Page Link

When you link a page on a record (Ex.

flow interview

a running instance of a flow

Roll up fields

calculate values from a set of related records, such as those in a related list. You can create roll-up summary fields that automatically display a value on a master record based on the values of records in a detail record. These detail records must be directly related to the master through a master-detail relationship.

Find + replace

clean up data easily

Process Builder CAN"T

post to a community feed, submit a related record for approval, delete records, create a bunch of records & associate them with each other, perform complex logic...SO if PB doesn't owrk then use CF but if that doesn't then use Apex!

Sales Path

provides you with Key Fields and Guidance for Success sections on an opportunity when enabled. ONLY available in Lightning Experience

Task

represent an action that has been taken or will be taken with respect to a record in Salesforce

Text to columns

separates contact data from 1 column to two