Salesforce Admin Prep

New Values for Picklists and Multi-Select Picklists—If you import a picklist value that doesn't match an existing picklist value:

A. For an unrestricted picklist, the Data Import Wizard uses the value that's in the import file. B. For a restricted picklist, the Data Import Wizard uses the picklist's default value.

What is Advanced Currency Management?

Manage exchange rate start dates which impacts current and closed deals on opportunity and opportunity products

Page Layout (Field level visibility)

Only controls the visibility of fields on detail and edit pages

What are the list of Salesforce Standard Objects?

1. Accounts 2. Leads 3. Contacts 4. Opportunities

What actions can be triggered by notifications?

1. Approval Requests 2. posts to your profile

What are the Settings found in Support Information?

1. Business Hours 2. Holidays

What do Locale Setting include?

1. Date/Time Format 2. Number Format 3. Name Order 4. Address Format 5. Phone Number Format 6. Note: Also includes Language and Time Zone

When Can Users Be Prompted for Two-Factor Authentication?

1. Everytime they login to Salesforce 2. Everytime they access a connected app, dashboard or report 3. Custom Login or custom app

What are the Settings found in Fiscal Year Information?

1. Fiscal Year

What do you need to set up SSO?

1. Inbound SSO 2. Third Party Identity Provider

What are the Settings found in Company Information?

1. Name and Address 2. Primary Contact 3. Default Locale :(Language) 4. Default Currencies 5. Currencies (All Currencies) 6. Storage Used 7. Licences available

Sharing Model for Object Permissions

1. Private: Only the record owner and users above in the role hierarchy 2. Public Read Only: All users can view and report on records but not edit them. only the owner and users above them can edit 3. Public Read/Write: all users can view edit and report 4. Controlled by Parent: A user can perform an action (such as view, edit, or delete) on a contact based on whether he or she can perform that same action on the record associated with it.

What are the different Chatter Views?

1. What I follow (people + things that I follow (up to 500) 2. To me (All posts where your mentioned) 3. Company Highlights (ranks the trending posts in your org) 4. My Draft

Global Value Sets

A global value set is a custom set of values you create to share with more than one picklist field.

Standard picklist

A. Cannot be deleted from the org B. Cannot use a formula for a default value C. Cannot be restricted or a dependent picklist

Use Data Loader when:

A. 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. C. You need to load into an object that is not supported by the Data Import Wizard. D. You want to schedule regular data loads, such as nightly imports.

Use the data import wizard when:

A.You need to load less than 50,000 records. B.The objects you need to import are supported by the wizard. C. You don't need the import process to be automated.

What is Salesforce Identity?

Connects your Salesforce org users with external apps and services & provides administrative tools for montioring, reporting, and maintaining apps and user authorization

Criteria-based sharing rules

Determine what records to share based on field values other than ownership.

Maximum users to add

Determined by the salesforce edition and the number of user licences you purchase

Profiles

Determines what users can do in Salesforce

Roles

Determines what users can see in Salesforce based on there role in the hierarchy

User Licence

Determines which features a user can access in Salesforce

grant access to records they own by default

If users have the "View all" or "Modify All" object permissions and the "View all data" or "Modify all data" system permissions

What does the create menu in setup do?

It provides quick access to create items that are common in your organization: Create a new user Create multiple users at once Create a new custom object Create a new custom tab Create an email template Create a workflow process

You share a post with lots of comments and files? What gets shared

Just the post

Where can you specify object permissions?

Permission Sets & Profiles

How can you mark the best answer on a chatter question?

Select the "Best" answer and it will be marked and copied to the top of all answers

Standard Profiles

System Administrator, Read Only User, Standard User, Marketing User, Contract Manager, Solution Manager

Matching Rule

The matching criteria to identify duplicate records. Salesforce comes with three standard matching rules: one for business accounts; one for contacts and leads, and another for person accounts.

What happens when you mention someone in a group they don't have access to, the mentioned person?

They dont get notified but in the post their name becomes a link in the profile

Field Setting can be applied where?

This can be applied by either modifying profiles or permission sets or from the field accessibility menu in Setup

Data Export Wizard

This is an in-browser wizard, accessible through the Setup menu. It allows you to export data manually once every 7 days (for weekly export) or 29 days (for monthly export). You can also export data automatically, at weekly or monthly intervals.

Data Import Wizard

This tool, 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. It provides a simple interface to specify the configuration parameters, data sources, and the field mappings that map the field names in your import file with the field names in Salesforce.

What are topics?

Topics are searchable terms that you add to a post using a hashtag (#). Search results include all the feed items that you have access to that are tagged with (#TakeItToChatter.) example

Anyone who has access to your profile or is following you can view your posts

True

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. And deactivating a currency that's set as a user's personal currency automatically resets the user's currency to the corporate currency.

True

Once a multi-currency is enabled it cannot be disabled

True

Streams notifications give you a way to get notified when record feeds are updated.

True

What are listed and unlisted groups in chatter?

Unlisted groups are not returned in searches and require invitations to join. Only the members of an unlisted group can post and comment and add files. Both listed and unlisted private groups can either include or exclude your customers.

How many files can you attach to a post?

Up to 10

Login IP Ranges

Users outside the login IP ranges can't log into Salesforce

Chatter Orginal Verision

When you share but have commented on the post already, a link of the orginal version of the post can be viewed

Enable Advanced Currency Management

You are able to manage/update exchange rates by date (manage exchange rates)

User Provisioning for Connected Apps

able to create, manage, and secure user accounts across all orgs and connected apps

Centralized User Account Management

admins can manage all their user accounts in one place

Standard picklist fields

can be controlling but not dependent

Multi-Select Picklist

can be dependent, but not controlling

Custom picklist fields

can be either controlling or dependent

Field-Level Security

controls the visibility of fields in any part of the app, including related lists, list views, reports, and search results

Trusted IP Ranges

define a list of IP ranges a use can login without having to provide additional verification

Duplicate Management

helps you and your sales teams quickly and easily manage duplicates for: Business accounts Contacts Leads Person accounts Records created from custom objects

public group defined by

individual users roles roles and subordinates territories territories and subordinates other public groups

sharing rules can grant only

read only or read/write acess

Custom report on Duplicate Record items

run reports on records that were created that bypassed the duplicate rule

Data Loader

this is a client application 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.

Duplicate rule

what happens after you identify a duplicate

Convert Multi-picklist to a regular picklist

when you convert a multi-select picklist to a picklist field that doesn't support multi-select, Salesforce clears the values for that field on existing records. The new field only allows one value.