SALESFORCE ADMIN CERTIFICATION EXAM 2024/2025, Exams of Nursing

Download SALESFORCE ADMIN CERTIFICATION EXAM 2024/2025 and more Exams Nursing in PDF only on Docsity! SALESFORCE ADMIN CERTIFICATION EXAM 2024/2025 How many custom fields can be created on an object? - Precise Answer ✔✔Up to 800 custom fields per object for unlimited Edition. Master-Detail Relationships - Precise Answer ✔✔.Child records must have a parent .Record level security cascades from the parent to the child records .Record deletion cascades from the parent to the child records (delete the parent, the child is also deleted) .Roll-up summary fields can be created on the parent record .Standard objects cannot be the detail object in the relationship Look-up relationships - Precise Answer ✔✔.A parent isn't needed, meaning the relationship is optional .There is no impact to security. Security will be set independent of any related object .Roll-up summary fields can not be created on lookup fields What is the roll-up summary fields limit? - Precise Answer ✔✔Can display the sum, min, or max value of a field in a related list, or the record count of all records listed in a related list. 10 Visualforce expression - Precise Answer ✔✔is any set of literal values, variables, sub-expressions, or operators that can be resolved to a single value. Method calls aren't allowed in expressions. The expression syntax in Visualforce is: {! expression } Coarse-grained components - Precise Answer ✔✔Coarse- grained components provide a significant amount of functionality in a single component, and might add a lot of information and user interface to the page it's used on. These components adds many fields, sections, buttons, and other user interface elements to the page in just one line of markup Fine-grained components - Precise Answer ✔✔Fine- grained components provide more focused functionality, and enable you to design the page to look and behave the way you want. .standard buttons (Edit, Delete, Clone, Send an Email) .Chatter actions (Poll, Post) Apex triggers - Precise Answer ✔✔Apex triggers enable you to perform custom actions before or after events to records in Salesforce, such as insertions, updates, or deletions. Use triggers to perform tasks that can't be done by using the point-and-click tools (declarative) in the Salesforce user interface. There are two types of triggers. .Before triggers are used to update or validate record values before they're saved to the database. .After triggers are used to access field values that are set by the system (such as a record's Id or LastModifiedDate field), and to effect changes in other records. The records that fire the after trigger are read-only. What is the difference between force.com and salesforce.com license? - Precise Answer ✔✔Force.com is a PaaS product. It contains an application or Framework for you to build Apps onto. This license gives no access to leads, accounts or opportunities. You would have to build Apps, Tabs, Custom Objects, Workflow Rules all yourself to design the kind of system that you want to use. Salesforce.com is a SaaS with their three core products, Sales Cloud, Service Cloud and Marketing Cloud. When you purchase Salesforce.com Licenses for Sales Cloud, you get all of your normal tabs (Leads, Accounts etc) plus the ability to customise the whole platform using Force.com! Who See What - Precise Answer ✔✔Org Access: Able to restrict access by IP address and login hours through profiles. At the org level, only IP addresses are set. Login hours are only set at the Profile level. Object Access: Determine through assigned profile. Record Access: Determine through role hierarchy. E.g. US regional manager can see data in the US region only. Field Access: Through field level security. Restricts field access (read/write/non) by profile. Standard profiles - Precise Answer ✔✔group, contact manager, professional edition have standard profiles only. Org Access through IP ranges - Precise Answer ✔✔IP ranges can be set at the company level. Users outside the IP ranges set at the Company level will be sent an activation code. IP ranges can be set at the profile level. Users outside the IP ranges set at the Profile level will be denied access. Login hours - Precise Answer ✔✔Login hours are set at the profile level only. Field level security - Precise Answer ✔✔only available in enterprise, unlimited and developer editions. Custom Object Tabs - Precise Answer ✔✔Allows you to create, read, update and delete the data records in your custom objects. anywhere formulas are used except when creating default values. If you create a formula that references a field on another object and display that formula in your page layout, users can see the field on the object even if they don't have access to that object record. For example, if you create a formula field on the Case object that references an account field, and display that formula field in the case page layout, users can see this field even if they don't have access to the account record. Review delegated administrators - Precise Answer ✔✔ What is Salesforce Classic Lite - Precise Answer ✔✔formerly Mobile Lite, Salesforce Classic Lite is a Salesforce mobile app. Service Cloud - Marcros - Precise Answer ✔✔Automatically complete repetitive tasks on cases, such as selecting the right email templates, so that agents can spend time doing more important things. queues - Precise Answer ✔✔Every time a queue is created, this creates a new customized list. Channels - Precise Answer ✔✔The different ways your customers can reach out to your company are called channels, and they can include something as traditional as a phone number to something as revolutionary as video conferencing on a mobile app. Accounts - Precise Answer ✔✔Accounts are the companies you're doing business with. You can also do business with individual people (like solo contractors) using something called Person Accounts. Contacts - Precise Answer ✔✔Contacts are the people who work at an Account. Leads - Precise Answer ✔✔Leads are potential prospects. You haven't yet qualified that they are ready to buy or what product they need. You don't have to use Leads, but they can be helpful if you have team selling, or if you have different sales processes for prospects and qualified buyers. leads are your prospects who've expressed interest in your product, but you haven't yet qualified to buy. Opportunities - Precise Answer ✔✔Opportunities are qualified leads that you've converted. When you convert the Lead, you create an Account and Contact along with the Opportunity. opportunities are leads that are qualified to buy. Review delegated administration - Precise Answer ✔✔ Review Reports and Dashboards - Precise Answer ✔✔ App - Precise Answer ✔✔a little more than a container for all of the objects, tabs, and other functionality that drives a business process. Currency fields, Checkboxes - Precise Answer ✔✔Once fields are defined are checkbox or currency data types, they cannot be changed to any other type. Currency: The length of the currency field corresponds to the number of digits to the left of the decimal point. An additional Decimal Places field handles the number of digits that should be displayed to the right. Page layout - Precise Answer ✔✔Controls the position and organization of the fields and related lists that are visible to users when viewing a record. value of the Owner field and share settings from their associated primary master record. Object-level security - Precise Answer ✔✔Object-level access allows us to hide whole tabs and objects from particular users, so they don't even know that type of data exists. Object-level access is set with object permissions in user profiles and permission sets. Field-level security - Precise Answer ✔✔Prevents a user from seeing, editing, or deleting the value for a particular field on an object. Allow us to hide sensitive information like salary or SSN w/o having to hide the whole object. Controls the visibility of fields in any part of the app, including related lists, list views, reports, and search results. To be absolutely sure that a user can't access a particular field, it's important to use the field-level security page for a given object to restrict access to the field. Field level access is set with field permissions in profiles and permission sets. Record Level Security - Precise Answer ✔✔Allows particular users to view an object but then restrict the individual object records that they're allowed to see. This can be done through: .Org wide defaults (OWD) - allows you to specify the baseline level of access that a user has in your organization .role hierarchies - allows us to make sure that a manager will always have access to teh same records as his or her subordinates .Sharing rules - allows us to make automatic exceptions to organization-wide defaults for particular groups of users. What are the standard profiles? - Precise Answer ✔✔Read Only Standard User Marketing User Contract Manager Solution Manager System Administrator Important security concepts: - Precise Answer ✔✔The permissions on a record are always evaluated according to a combination of object-, field-, and record-level permissions. When object- versus record-level permissions conflict, the most restrictive settings win. Permission sets - Precise Answer ✔✔When you assign permission sets to a user, you can only assign permission sets that have the same user license as the user or permission sets with no associated license. Org wide defaults - Precise Answer ✔✔Define the record- level access settings. Also called a sharing model, org-wide defaults are used to lock down data to the most restrictive level, and then use other record-level security and sharing tools (roles hierarchies, sharing rules and manual sharing) to open up data to other users. Role Hierarchy - Precise Answer ✔✔represents a level of data access that a user or group of user needs. Users assigned to roles near the top of the hierarchy get to access the data of all the users who fall directly below them in the hierarchy. Are different than profiles and permission set in that it controls a user's record-level access permissions through role hierarchy and sharing rules. It is an easy method for opening up access to those people high up in the role hierarchy tree. they can't set permissions for the custom object, manage workflow and sharing for the object, and modify relationship to other objects. Action Layout - Precise Answer ✔✔Use to customize publisher actions in chatter. Using the action layout editor, you can select fields that will show up when a user clicks on an action. Global Publisher actions - Precise Answer ✔✔determine which actions appear in the publisher in various pages throughout Salesforce, including the HOme tab, Chatter tab, and Chatter group detail pages in the full site, as well as in Salesforce1. Object-Specific actions - Precise Answer ✔✔let users create records or log details about calls 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. Created from the Buttons, Links, and Actions related list of the object. Mobile smart actions - Precise Answer ✔✔a set of pre- confgured actions, just like default actions, however these are only available n Salesforce1. Mobile smart actions appear as a single element in the page layout editor. Workflow - Precise Answer ✔✔is a Force.com platform business-logic engine that allows us to automatically send email alerts, assign tasks, or update field values based on rules that we define. The individual components that make up workflow: rules, tasks, field updates and alerts. Every workflow rule must be based on a single object you choose when you define the rule. This object influences the fields that are available for setting workflow activation criteria. Workflow Rules - Precise Answer ✔✔When a workflow rule is triggered, the following types of actions can occur: .Workflow tasks - assigns a task to a user according to a particular template. .Workflow field updates - changes the value of a particular field on the record that initially triggered the workflow rule. .Cross-object field update are also available for changing the values of fields on a related master record. .Workflow email alerts sends an email according to a specified email template. Unlike workflow tasks, which can only be assigned to users of the app, workflow alerts can be sent to any user or contact, as long as they have a valid email address. .Workflow outbound message - sends data to an external web service, such as another application in the cloud. Queues - Precise Answer ✔✔A collection of records that do not have owners. Users who have access to the queue can examine every record that's in it and claim ownership of the ones they want. Queues are traditionally used in sales and support organizations to distribute new leads and support cases to the employees who have the most availability. The platform natively supports queues for Leads, Cases and any custom object. Default Workflow User - Precise Answer ✔✔Is the user who should be assigned as the owner of a workflow action if the user who originally triggered the rule is no longer active. This user must be designated in time- dependent actions in workflow rules. Salesforce displays this username in teh Created by fields for tasks, the Sending User for email, and the Last Modified By field for field updates. Reports - Precise Answer ✔✔Summaries of the data that's stored in an app. They consist primarily of a table of data, but can also include data filters, groupings, and a customized graph. Report Formats - Precise Answer ✔✔Tabular reports: Ordered set of fields in columns, with each matching record listed in a row. Cannot be used to create groups of data or graphs. Best for tasks like generating a mailing list. Summary reports: Similar to tabular reports, but allow users to group rows of data, view subtotals and create charts. Can be used in dashboards. Most reports tend to be this format. Matrix reports: Allow you to group records both by row and column. Can have graphs and be used in dashboards. Use when you want to see data by two different dimensions that aren't related, such as data and product. Join reports: let you create different views of data from multiple report types. Charts can be added. Use to group and show data from multiple report types in different views. Report Type - Precise Answer ✔✔defines the set of records and fields available to a report based on the relationships between a primary object and its related objects. Reports display only records that meet the criteria defined in the report type. Once a report is created you cannot change the report type. Report filters - Precise Answer ✔✔Define the set of records to be included in the report, e.g. you can include only records created this month or only records that belong to a certain user. Standard filter: quickly filter by record owner and date field. Field Filter: you can filter on any field in the report. Cross filter: let you filter on a report's child objects using a straightforward WITH or WITHOUT condition. Combination Chart - Precise Answer ✔✔Plots multiple sets of data on a single chart. Dashboard - Precise Answer ✔✔shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. These components provide a snapshot of key metrics and performance indicators for your organization. Each dashboard can have up to 20 components. Dashboard running user - Precise Answer ✔✔each dashboard has a running user, whose security settings determine which data to display in a dashboard. All users with access to the folder see the same data, regardless of their own personal security settings. The running user's security settings only apply to the dashboard view. Once a user drills down into a source report or detail page off the dashboard, the user will view the data based on his or her normal security settings. Dynamic Dashboards - Precise Answer ✔✔Dynamic dashboard shows users data according to their own security settings. Dashboard Components - Precise Answer ✔✔Tables - displays a table that contains values and totals from columns in the report. Metrics - displays the grand total from a report, along with a label that you enter. agents and support processes. For example, you can create components to integrate third-party systems into a console, customize a console's highlights panel or footer to display data, or automatically show contextual information alongside records. Differences between files, documents, libraries - Precise Answer ✔✔Files: intended for private files until ready to be shared with others. Prior to Spring 2016, can only be used when Chatter enabled however you can use Files without enabling Chatter now. libraries: works with Salesforce CRM Content. Salesforce1 vs. Salesforce Classic - Precise Answer ✔✔.Salesforce classic lite: enabled at the org level. .only records that users have recently accessed in the Salesforce CRM browser app are automatically synchronized to their mobile devices. however users can search for and download any records that are not automatically delivered to their mobile devices. .most standard objects and configurations are supported; allows view, create, edit and delete accounts, assets, contacts, leads opportunities, events tasks, cases and solutions. Salesforce classic: enabled at the user record. Custom objects and configurations are also supported. Big deal alerts - Precise Answer ✔✔Opportunity function - under customize, Opportunities. A Big Deal Alert is an automated email that includes a snapshot of an opportunity that has reached a given threshold. You can set your threshold by entering a trigger amount and probability. The email will be sent when both triggers are met or exceeded. Your threshold consists of an opportunity amount and probability. For example, you can send an email to your team when an opportunity of $500,000 has reached a probability of 90%. The trigger amount is the total opportunity value and the probability correlates to the stage in the opportunity. Opportunity Update Reminders - Precise Answer ✔✔Opportunity function - under customize, Opportunities. Opportunity Update Reminders are automatically created nightly for users with direct reports in the role hierarchy. Users with newly added direct report(s)may need to wait up to 24 hours before having a reminder available to activate. Updated and accurate opportunities drive precise forecasts. Enabling update reminders lets managers send their direct reports automated emails with a report on the team's open opportunities. Salesforce editions - Precise Answer ✔✔Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions Transfer ownership - Precise Answer ✔✔The following user permissions can be set on the user profile: transfer record transfer cases - Transfer record can also be used. transfer leads - Transfer record can also be used. Edit access on the object type is also required. A record owner, or any user above the owner in the role or territory hierarchy, can transfer a single record to another user. With some objects, like cases, leads, and campaigns, a user may be granted access to transfer records through sharing. Users with the "Modify All Data" permission, or users with the "Modify All" permission for the given object, can transfer any record, regardless of who owns the record. What should be used to control a user's ability to view a dashboard? - Precise Answer ✔✔Dashboard folder access Source Report folder access? Dashboard properties How many can be enabled for tracking on a custom object - Precise Answer ✔✔20 Number of customer formula fields per report - Precise Answer ✔✔5 Limits - Precise Answer ✔✔3 filters per dashboards Up to 10 dynamic dashboards 25 roll up summary fields 5 customer formula fields per report 20 fields enabled for tracking on a custom object. Import Wizard - Precise Answer ✔✔Calcus: .Contacts .Accounts .Leads .Customer Objects .Solutions You are loading less than 50,000 records. Data Loader - Precise Answer ✔✔You need to load 50,000 to 5,000,000 records. Data Loader is supported for loads of up to 5 million records. If you need to load more than 5 million records, we recommend you work with a Salesforce partner or visit the App Exchange for a suitable partner product. You need to load into an object that is not yet supported by the import wizards. You want to schedule regular data loads, such as nightly imports. You want to export your data for backup purposes. Salesforce processes any rules in the following order - Precise Answer ✔✔1. Validation Rules 2. Assignment Rules 3. Auto-Response Rules 4. Workflow rules (with immediate actions) 5. Escalation Rules