JDub
Admins with ___ permission and ___ with ___ permission can log in as ___ user in their org without asking end-users to grant ___ (the orgs can contact Salesforce.com to ___ this setting if required).
"Modify All Data"; delegated admins; "View Setup and Configuration"; any; login access; remove
UC has a custom field on its contact record called Salary that is hidden for all profiles except the Sys Admin. The Admin has been asked to grant Read-Only access to the Salary field to the recruiters and assistants. The recruiters and assistants currently have two different profiles. Choose two: (a) Change the access levels in the Recruiter and Assistant profiles to Read-Only for the Salary field (b) Create a sharing rule for the Contact object using criteria-based sharing on the Salary field (c) Create a perm set with Read-Only access to the Salary field and assign it to the assistant and recruiter users (d) Create a new profile for the assistants and recruiters and reassign these users to the new profile
(a) Change the access levels in the Recruiter and Assistant profiles to Read-Only for the Salary field (c) Create a perm set with Read-Only access to the Salary field and assign it to the assistant and recruiter users
What should an Admin consider when setting up and maintaining Salesforce Knowledge? Choose 3: (a) Data category visibility is assigned through roles and profiles (b) Article version numbers must be assigned by a Knowledge Manager for tracking (c) Knowledge settings must be configured in order for users to be able to create articles from cases (d) Solution category browsing must be enabled in Solution settings
(a) Data category visibility is assigned through roles and profiles (c) Knowledge settings must be configured in order for users to be able to create articles from cases (d) Solution category browsing must be enabled in Solution settings
Sales reps are reporting trouble synching quotes with their related opptys. What is a possible explanation for this problem? Choose two: (a) The attached currency is no longer active (b) The quote contains an archived list price (c) The quote is attached to a closed oppty (d) The user does not have Edit perms on the quote
(a) The attached currency is no longer active (b) The quote contains an archived list price
The sales manager at UC wants to see all opptys that do not have any activities. Which report type could be used to meet this req? Choose two: (a) A custom report type with Oppty as the primary object and Activity as the secondary object (b) An oppty report with a cross-object filter of opptys without activities (c) A joined report using an oppty report in Block A; a task and event report filtered by tasks for Block B (d) A standard oppty filtered by the field Last Activity and a custom date range that is blank
(b) An oppty report with a cross-object filter of opptys without activities (d) A standard oppty filtered by the field Last Activity and a custom date range that is blank
The new user business process at AW Computing specifies that the CEO, vice presidents, sales directors, and sales reps have access to Salesforce. The process also specifies that IT managers do not have access to Salesforce. For this scenario, when would you add a new user to Salesforce? Select all that apply: (a) John, the VP of sales, leaves the company to work for a competitor (b) Ella, the IT Manager, moves into a new position as a Sales Director (c) Mai, the Sales Rep, is promoted to Sales Director (d) Mac joins the company as a Sales Director
(b) Ella, the IT Manager, moves into a new position as a Sales Director (d) Mac joins the company as a Sales Director
UC has a req to report on opptys where the probability has dropped beneath 50%. The Admin has created a custom checkbox as a way to identify these records. What else should the Admin do to meet this req? (a) Enable field-history tracking on the field and include the history in the report filter (b) Create an approval process that submits the oppty for approval when the custom checkbox is true (c) Create a workflow rule that updates the field when the probability drops below 50% (d) Build a validation rule that displays an error when the user enters the probability at less than 50%
(c) Create a workflow rule that updates the field when the probability drops below 50%
When a user attempts to save a record, which business logic executes before a Workflow Field Update? - Workflow Email Alert - Apex Before Trigger - Custom Validation Rule - Roll-Up Summary Field
- Apex Before Trigger - Custom Validation Rule
Two key features of Lightning: 1) ___, which shows the organization's sales process and is used to guide reps through each ___ required to qualify ___ and close ___ 2) ___, which lets sales reps visually review the status of deals, organized by each ___ of the sales process. Reps can ___ deals from one ___ to another and get ___ when an ___ is needed on a key deal.
1) Sales Path; stage; leads; opptys; 2) Opportunity Board; stage; drag; stage; alerts; action
To route approvals based on complex approval matrices: 1) Store the ___ in a ___ 2) Use ___ to retrieve the right ___ based on the ___ of a ___
1) approval matrix; custom object 2) Apex; approver; criteria; record
5 Teams in User Deactivation settings:
1. Account Teams 2. Oppty Teams of closed opptys 3. Oppty Teams of open opptys 4. Predefined Case Teams 5. Ad hoc Case Teams
LPB Actions (8)
1. Apex 2. Create a Record 3. Email Alerts 4. Flows 5. Post to Chatter 6. Quick Actions 7. Submit for Approval 8. Update Records
7 trigger events
1. Before Insert 2. Before Update 3. Before Delete 4. After Insert 5. After Update 6. After Delete 7. After Undelete
Four things workflow rules allow you to do
1. Field Updates 2. Tasks 3. Email Alerts 4. Outbound Messages
SF declarative tools used to automate business processes (4)
1. Processes 2. Workflow Rules 3. Approval Processes 4. Flows
Debug log category - Workflow - includes info about (6)
1. assignment rules 2. escalation rules 3. workflow rules 4. processes 5. approval processes 6. flows
LPB: You can call ___ from a ___ to add a customized functionality to your process
Apex; process
___ helps in managing the process for an ___ in ___ because multiple ___ for an ___ are executed through a ___.
EVALUATE THE NEXT CRITERIA; object; one place; action groups; object; single process
___ can be used to automate business processes when a process is too complicated to be created using ___ or requires more advanced functionality. They are created using ___. They allow you to use complex ___, operate on ___ simultaneously, and ___ users through a series of ___.
Flows; Process Builder; Cloud Flow Designer; branching logic; several records; navigate; screens
LPB: The ___ action allows you to trigger an ___ to automate complex business processes
Flows; autolaunched flow
___ a user prevents them from ___ to Salesforce.
Freezing; logging in
___ a user record is used to temporarily suspend a user that requires more ___ to ___. It ___ make the ___ available for use in the organization.
Freezing; work; deactivate; doesn't; user license
Processes can be used to automate business processes that can be simplified to ___.
IF and THEN Statements
___ users cannot ___. When users are ___, their ___ become available. ___ users ___ all their ___.
Inactive; log in; deactivated; user licenses; Inactive; still own; data
___ allows you to create ___ that execute ___ when certain ____ are met.
Lightning Process Builder; processes; actions; conditions
___ is a ___ tool that allows you to automated business processes using a ___.
Lightning Process Builder; workflow; visual interface
The user's ___ (where ___ is specified) need to be modified if they differ from the ___.
Local Settings; time zone; company defaults
___ set the password ___ and password ___.
Password Policies; requirements; lockout settings
In LPB, the ___ list displays all the ___. It is found under Setup > Create > ___ > ___
Paused and Waiting Interviews; pending scheduled actions; Workflows & Approvals; Flows
___ appear in debug logs as a combination of ___ and ___.
Processes; workflow rules; flows
LPB: Use the ___ action to allow ___ to use an ___ or ___ to ___, ___, and ___ from the ___ or ___. You must create a ___ before iet can be used in a ___.
Quick Actions; users; object-specific; global action; create records; update records; log calls; Chatter feed, Salesforce1; quick action; process
To view the number of user licenses, click ___ > ___ > ___
Setup > Company Profile > Company Information
If you're able to successfully deactivate a user, once you uncheck the Active checkbox and click save, you are prompted to select the ___ settings. These determine whether or not the user remains a part of ___.
User Deactivation; teams
Which field in the user record must be in the form of an email address and unique across all Salesforce users?
Username
Noah is a Salesforce user for AW Computing. He just called Rob, the Salesforce Administrator, because he gets an error message when he tries to log in to Salesforce. What should Rob do first to troubleshoot this issue for the user?
View the login history
An interface designed with ___ can include ___ to incorporate advanced ___ functionality.
Visualforce; Apex code; business logic
Devs can use ___ to customize the Salesforce ___. It can be used to create ___, apply custom color, fonts, and other styling to Salesforce pages, ___ standard ___ and ___ to ___ users to a new ___, and display ___ from other Salesforce ___ or ___ on a page.
Visualforce; user interface; custom pages; override, buttons, tabs, route, location; content, objects, external web services
___ and ___ only execute when a record is ___
Workflow rules; processes; saved
A user would click ___ > ___ > ___ > Grant Account Login Access to grant login access to the admin.
Your Name > My Settings > Personal
A user can be ___ or ___, but not ___. When a user stops using Salesforce, the user's status is set to ___. This allows ___ of ___ and ___ for past users.
active; inactive; deleted; inactive; tracking; history; data
At AW Computing, the employee referral web page allows employees to submit a candidate for a position. The web page uses a specific color scheme and presentation of the information. The recruiting team wants the list views from the Candidates tab to match the look and feel of the employee referral web page. How can an admin meet this req? a) Have a dev write an Apex trigger b) Have a dev create a VF page c) Modify the page layout of the Candidate object d) Modify the search layout for the Candidates tab
b) Have a dev create a VF page
Apex triggers can execute ___ or ___ certain ___.
before; after; events
When a sales rep wins an oppty, the sales team wants an automatic Chatter post that congratulates the rep on winning the deal. Which automation feature should an admin use to meet this req? a) Workflow rule b) Update reminder c) Process d) Quick action
c) Process
Debug log category - System - includes info about ___ to all ___, such as the ___ method
calls; system methods; System.debug
When using debug logs, you can control and view the log information by specifying debug log ___: (8)
categories; 1. Database 2. Workflow 3. Validation 4. Callouts 5. Apex Code 6. Apex Profiling 7. Visualforce 8. System
Devs can write and save Apex code as either a ___ or as a ___. A ___ is a template or blueprint from which ___ are created, while a ___ is Apex code that executes an ___ when a record is ___ or ___.
class; trigger; class; objects; trigger; action; saved; deleted
If the newly-reset password does not work, the user may need to clear the ___ and ___ for the ___.
cookies; cache; browser
LPB: You can ___ for any ___ or ___
create a new record; standard; custom object
With LPB, by default, a ___ is set to ___ after its ___ is executed. However, you can select ___ instead of ___ to continue in the ___. You can use this second option only if the ___ includes ___ and no ___. Before using this option, ensure the next ___ is defined.
criteria node; STOP; action group; EVALUATE THE NEXT CRITERIA; STOP; criteria node; immediate actions; scheduled actions; criteria node
In LPB, you can add multiple groups of ___ and associate ___ with each ___.
criteria; actions; criterion
Users at AW Computing are reporting that workflows are not working as expected. What tool should the admin use to investigate this issue? a) Setup audit trail b) Scheduled job c) Workflow log d) Debug log
d) Debug log
At AW Computing, users sometimes delete lead records accidentally. When these records are restored from the recycle bin, the management team wants an email to be sent to notify the lead owner that the record was undeleted. How can an admin meet this req? a) Create a workflow email alert b) Create a workflow outbound message c) Create a process that sends an email d) Have a dev write an Apex trigger
d) Have a dev write an Apex trigger
Visualforce is commonly used for displaying ___, collecting ___, creating ___, and customizing the design of a ___.
data; data; applications; page
Debug log category - Database - includes info related to ___ activity, like ___ or ___ ___
database; creating; updating; records
A ___ records ___, ___, and ___ for a specified ___ every time that ___ executes a ___.
debug log; database operations; system processes; errors; user; user; transaction
Use ___ automation tools and ___ available from the ___ before considering ___ tools.
declarative; apps; AppExchange; programmatic
Every company should have a ___ for requesting additional ___.
defined process; user licenses
Apex can be used to prevent ___ of records under certain conditions, preserving ___ quality.
deletion; data
Visualforce can be used to display fields ___, by ___ or ___. It can also be used to ___ pages ___.
dynamically; criteria; user; override; conditionally
Apex Use Cases: Get ___ with a single click; route ___ based on complex ___
e-signatures; approvals; approval matricies
By default, the ___ becomes the ___, but it can be changed by the admin. The ___ must be unique across all ___ and in the form of an ___.
email address; username; username; Salesforce Users; email address
LPB: You can send ___ (although they must be created before they can be used in a ___)
email alerts; process
Debug log category - Visualforce - includes info about Visualforce ___, such as the ___ of a ___ in a ___
events; evaluation; formula field; VF page
In LPB, actions ___ in the ___ in which ___ within that ___. Furthermore, ___ and ___ cannot be ___, but they can be ___ by clicking and dragging in a process.
execute; order; they appear; process; criteria nodes; actions; reused; reordered
User interfaces built with VF can ___ the ___ Salesforce style, or ___ it with a completely different ___.
extend; standard; replace; look and feel
LPB: Post to the ___, a ___, or the ___ using the ___ action.
feed of a user; Chatter group; record that started the process; Post to Chatter
Debug logs contain a lot of info, so ___ logs is important. Log ___ determine the ___ of information being logged. 8 levels:
filtering; levels; amount; 1. NONE 2. ERROR 3. WARN 4. INFO 5. DEBUG 6. FINE 7. FINER 8. FINEST
The ___ character of the ___ and the first ___ characters of the ___ are automatically combined to create the ___. As a common practice, the Admin can change the ___ to the first part of the ___. This way, the ___ can be used to identify the user when running ___.
first; first name; four; last name; alias; alias; email address; alias; reports
With Apex, devs can execute ___ and ___.
flow; transaction control statements
Visualforce is a ___ for creating well-designed user interfaces and enables any kind of ___ and ___ to be built and delivered entirely in the ___.
framework; interface design; application; cloud
Once the login access is ___, you can log in as an ___ by clicking Setup > Manage Users > Users, and the clicking ___ next to the ___ of the user. When you are finished troubleshooting, click ___ to ___ as the user.
granted; end user; "Login"; name; "Logout" log out
In LBP, actions can be either ___ or ___.
immediate; scheduled
Not all debug log ___ are available for all the debug log ___.
levels; categories
The first thing to do to troubleshoot user ___ issues is to view the ___ of the user on the ___. Look at the ___ column to determine the root cause of the issue.
login; login history; user record; "Status"
If trying to troubleshoot using the debug log, add a new debug log ___ and set your ___.
monitored user; event filters
Debug log category - Apex Profiling - includes profiling info, such as ___ and the ___ of ___
namespace limits; number; emails sent
Apex is Salesforce's ___ programming language that allows developers to add ___ to business processes. Devs can use Apex to perform complex ___ over ___, create complex ___ that are not easily supported by declarative automation tools, and ___ with an ___ by sending a ___ out to an ___.
object-oriented; validation, multiple objects; business processes; integrate, external system, call, external web service
LPB does not support ___, however, you can use the ___ action to provide similar functionality.
outbound messages; Call Apex
Admins can transfer ___ of ___ from one user to another, or keep it as is. Typically, ___ of past ___ is kept ___ to allow ___ of ___ and ___ for ___.
ownership; data; ownership; data; as is; tracking; history; data; past users
You can reset the ___ of ___ users at one time.
password; several
With LPB, each ___ can have up to ___ and only one ___ of a ___ can be ___ at a given time.
process; 50 versions; version; process; active
Salesforce's two ___ tools: (2)
programmatic; Apex; Visualforce
Debug log category - Callouts - includes info about callouts, consisting of the ___ and the corresponding ___ from an ___
request; response; external Web service
Approval processes allow you to ___ for approval, and the also ___ specified ___ based on whether a ___ is ___ or ___.
route records; execute; workflow actions; record; approved; rejected
When a user attempts to ___ a record, different types of business logic execute in a specific order:
save; 1. System Validation Rules 2. Apex Before Triggers 3. Custom Validation Rules 4. Duplicate Rules 5. Apex After Triggers 6. Assignment Rules 7. Auto-Response Rules 8. Workflow Rules 9. Processes 10. Escalation Rules 11. Roll-Up Summaries
In LPB, ___ cannot be used in processes that ___.
scheduled actions; evaluate every time a record is created or edited
In LPB, when Salesforce tries to execute ___ of an ___ who ___, then the ___ receives a ___ with details about what happened and how to fix it. Hence, Salesforce makes ___ to execute ___ before removing them from the ___.
scheduled actions; inactive user; started the process; process admin; fault email; additional attempts; failed scheduled actions; queue
The only thing workflow rules allow you to do that you can't do with processes is ___ without using ___.
send outbound messages; Apex code
Debug log category - Apex Code - includes info about Apex code such as the ___ and ___ of ___
start; completion; triggers
LPB: You can ___ a record through the ___ or specify a ___ using the ___ action.
submit; default approval process; specific approval process; Submit for Approval
Apex has ___ that looks like ___ and acts like ___.
syntax; Java; database stored procedures
Apex allows devs to add business logic to most ___, including ___, ___, and ___.
system events; button clicks; related record updates; VF pages
Visualforce can be used with other coding languages because it uses a ___ similar to ___.
tag-based markup language; HTML
You can also ___ a user on their ___. Click the ___ button. The user can now log in with their ___ and ___. If the user forgot their ___, it will need to be ___.
unlock; user record; "Unlock"; username, password; password; reset
LPB: You can ___ ___ or ___ on the ___ or any ___, including ___, using the ___ action.
update records; fields; record that started the process; related record; child records; Update Records
Debug log category - Validation - includes info related to ___
validation rules
With LBP, you can use ___ to easily ___ and maintain processes.
versioning; track
LPB supports all the same actions as ___, except for ___. Workflow rules support only a ___ of these actions.
workflow rules; outbound messages; subset
LPB use cases: • Sending an ___ reminder to the ___ if a high-value oppty is still open 10 days before the specified close date • ___ all the mailing addresses on all ___ when a billing address is changed on an ___ • ___ based on ___ and ___ that executed based on ___ • Creating an order ___ with ___ in the oppty and associated acct when the oppty stage changes to closed and won
• email; account team • Updating; child contacts; account • Creating records and notifications; stages of an oppty; scheduling follow-up tasks; changes to records • record; data
Deactivating a user can fail for a number of reasons, including: • Assigned ___ or ___ as part of an ___ • ___ of a ____ • Default ___ user • Default ___ owner • Default ___ owner
• leads, cases, assignment rule • Sole recipient, workflow email alert • lead • case