SALESFORCE ADMIN CERTIFICATION, Exams of Social Sciences

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Salesforce Admin Certification How many custom fields can be created on an object? - answer - Up to 800 custom fields per object for unlimited Edition. Master-Detail Relationships - 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 - 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? - 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 - 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 - 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 - answer - Fine-grained components provide more focused functionality, and enable you to design the page to look and behave the way you want. output components - answer - components that output data from a record and enable you to design a view-only user interface. Sandbox storage limits - answer - .Partial Copy sandboxes have a 5 GB of files and a 5 GB of data storage limit. .Developer Pro sandboxes have a 1 GB of files and a 1 GB of data storage limit.

.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? - 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 - 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 - answer - group, contact manager, professional edition have standard profiles only. Org Access through IP ranges - 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 - answer - Login hours are set at the profile level only. Field level security - answer - only available in enterprise, unlimited and developer editions.

Custom Object Tabs - answer - Allows you to create, read, update and delete the data records in your custom objects. Web Tabs - answer - displays any web URL in a tab within your Salesforce application. Visualforce Tabs - answer - display customer user-interface pages created Visualforce. Lightning Page Tab - answer - Lightning Page Tabs let you add Lightning Pages to the Salesforce1 navigation menu. Lightning Page tabs don't work like other custom tabs. Once created, they don't show up on the All Tabs page when you click the Plus icon that appears to the right of your current tabs. Lightning Page tabs also don't show up in the Available Tabs list when you customize the tabs for your apps. What are the Salesforce standard objects? - answer - The following standard objects can be renamed: Accounts, Activities, Articles, Assets, Campaigns, Cases, Contacts, Contracts, Documents, Events, Ideas, Leads, Libraries, Opportunities, Opportunity Products, Partners, Price Books, Products, Quote Line Items, Quotes, Solutions, and Tasks. The following standard objects cannot be renamed: Home, Chatter, Forecasts, Reports, and Dashboards. Apex Triggers - answer - Blocks of Apex code that are executed before and/or after any record action, such as create, update, or delete. Used for complex business logic automation and where such functionality is too complicated to be implemented using validation rules or workflow rules, such as field updates. Master Picklist - answer - A complete list of picklist values available for a record type or business process. Bulkifying Apex - answer - Bulkifying Apex code refers to the concept of making sure the code properly handles more than one record at a time. What is a cross object formula field? - answer - Created through the simple formula tab. Cross-object formulas are formulas that span two or more objects by referencing merge fields from related records. Cross-object formulas can reference merge fields from a master ("parent") object if an object is on the detail side of a master-detail relationship. Cross-object formulas also work with lookup relationships. You can reference fields from objects that are up to 10 relationships away. Cross-object formulas are available anywhere formulas are used except when creating default values.

Currency fields, Checkboxes - 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 - answer - Controls the position and organization of the fields and related lists that are visible to users when viewing a record. Control visibility and edit ability of the fields on a record. In page layouts, can set fields as read-only or hidden, can control which fields require users to enter a value and which don't. Should never be used to restrict access to sensitive data that a user shouldn't view or edit as users can still access that field through other parts of the app, such as reports or through API. Compact layout - answer - Used to display a record's key fields at a glance. Using this, you can indicate which fields should appear in a record's highlights area. Relationship Custom Fields - answer - Lookup Relationship: Creates a simple relationship between two objects (many to one). The object with the lookup relationship field is the many record and the reference object is the one record. Many lookup relationship fields can be on a single object. Master-detail relationship: creates special parent-child relationship between objects: the object on which the master-detail relationship field is created is the child or "detail", and the object referenced in the field is the parent or "master". Ownership and sharing are determined by the master record. This is a required field on the detailed record. Search Layouts - answer - Ordered groups of fields that are displayed when a record is presented in a particular context, such as in search results, a lookup dialog, or a related list. You can choose up to 10 fields to include in the lookup dialog, and order them in any way you choose. Review the different type of searches available in Salesforce - answer - Review Salesforce mobile and offline capability - answer - Hyperlink function - answer - lets you create a hyperlink to any URL or record in Salesforce.

Junction object - answer - 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. Object-level security - 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 - 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 - 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? - answer - Read Only Standard User Marketing User Contract Manager Solution Manager System Administrator Important security concepts: - 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.

.creating and editing users and resetting passwords for users in specified roles and all subordinate roles .assigning users to specified roles .Logging in as a user who has granted login access to an admin .managing custom object created by the primary admin. Members of the delegated administrator group must have the "View Setup and Configuration" permission. Each delegated administration group can have up to five members. Delegated Administration - Custom Object Administration - answer - Can manage just about every aspect of the custom object, such as modifying page layouts, adding fields, and even deleting the object; however, they can't set permissions for the custom object, manage workflow and sharing for the object, and modify relationship to other objects. Action Layout - 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 - 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 - 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 - 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 - 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 - 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 - 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 - 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. Is this no longer applicable in the latest version of salesforce?? Email templates - answer - allow you to create form emails that communicate a standard message, such as a welcome letter to new employees or an acknowledgement that a customer service request has been received. Approval Process - answer - allow you to specify a sequence of steps that are required to approve a record. Each step allows one or more designated approvers to accept or reject a record. Allows you to specify actions; sending email alert, updating field value, or assigning a task that should occur whenever a record is approved, rejected first submitted for approval or recalled. Approvals - answer - Email template: Create email template to use when notifying approvers. Record approval page layout: the page the approver sees when he or she approves or rejects a record.

Report filters - 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 - answer - Plots multiple sets of data on a single chart. Dashboard - 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 - 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 - answer - Dynamic dashboard shows users data according to their own security settings. Dashboard Components - 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. Gauges - shows the grand total of a report as a point on a "fuel-tank" type of scale. Charts - Displays a bar, column, line, pie, donut, or funnel chart - or any chart contained in a report. Visualforce page - displays any visualforce dashboard component in your organization. Custom Report Type - answer - define the criteria from which your users can run and create reports. When you create a report type, you specify the objects, relationships, and fields that users can select for their reports.

Web Services - answer - is a mechanism by which two applications that run on different platforms, that were written in different languages, and that are geographically remote from each other, can exchange data using the internet. Web services makes data exchange between two such applications as straightforward as two processes exchanging data on a single computer. In web services, data is exchanged in XML. Visualforce - answer - 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. Service Console - answer - A salesforce app available in the Service Cloud license. Give 360 view of the customer and where that customer is in the support process. .Records display in a list, which you can pin at the left of the top of the screen. .Selected records appear as primary tabs, and tabs let you work on several items at once. .A highlights panel shows key information related to records. .Records related items appear as subtabs, and subtabs let you quickly switch between related information without losing context. .View and interact with content in the feed or detail area. .Access custom component data in sidebars and footers. Custom Components - answer - Components let you build out a console for the specific needs of your 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 - 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 - 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.

To transfer ownership of any single record in an organization that does not use territory management, a user must have the appropriate "Edit" permission and either own the record or be above the owner in the role hierarchy. For example, to transfer ownership of an account, a user must have "Read" and "Edit" access to the account. Additionally, the new owner of the record must have at least "Read" permission on accounts. The Public Full Access and Public Read/Write/Transfer sharing settings give all users the ability to transfer ownership of that type of record as long as they have the appropriate "Edit" permission. In organizations that use territory management, users that have been assigned to territories can be enabled to transfer the accounts in their territories, even if they are not the record owner. To transfer campaigns, users must also have the Marketing User checkbox selected on their user record. Changing Ownership for Portal Accountszzzz - answer - To transfer a Partner account, you must have the "Manage Users" or "Manage External Users" permission. If you are the owner of a Customer Portal account and want to transfer the account, you can transfer the account to any user in your same role without the need for special permission. You cannot transfer a Customer Portal account to a user with a higher or lower role. Partner accounts can only be transferred to users with the "Manage External Users" permission. To transfer a Portal account with both Customer and Partner Portal users, you must have the "Manage Users" permission. You cannot assign an account with Customer Portal users to an owner who is a partner user. What type of record access can an Administrator grant through sharing rules? - answer

• Read Only Read/Write Review Currency and multiple currency - answer - Who can cases be assigned to when case assignment rules are being set up? - answer
• Partner Portal User Queue Internal Salesforce User What should be used to control a user's ability to view a dashboard? - answer - Dashboard folder access Source Report folder access? Dashboard properties How many can be enabled for tracking on a custom object - answer - 20

Number of client equation fields per report - reply - 5 Limits - reply - 3 channels for every dashboards Up to 10 unique dashboards 25 roll up synopsis fields 5 client equation fields for each report 20 fields empowered for following on a custom item. Import Wizard - reply - Calcus: .Contacts .Accounts .Leads .Client Articles .Arrangements You are stacking under 50,000 records. Information Loader - reply - You really want to stack 50,000 to 5,000,000 records. Information Loader is upheld for heaps of up to 5 million records. On the off chance that you want to stack in excess of 5 million records, we suggest you work with a Salesforce accomplice or visit the Application Trade for a reasonable accomplice item. You really want to stack into an item that isn't yet upheld by the import wizards. You need to plan normal information loads, like daily imports. You need to trade your information for reinforcement purposes. Salesforce processes any principles in the accompanying request - reply - 1. Approval Rules

2. Task Rules
3. Pre-programmed message Rules
4. Work process rules (with quick activities)
5. Acceleration Rules