Science Computer Science
Salesforce Admin Certification
Save
Students also studied
Flashcard sets Study guides
Salesforce Admin Certification Salesforce Admin Certification CMSC135 Quiz 7
Teacher 176 terms 173 terms 9 terms
Kelvin_Muriuki5 Preview jl3254 Preview kuriachrisyuis
User License Determines the baseline of features that the user
User License
can access.
A collection of settings and permissions that give users access to
various tools and functions. The settings and permissions in
Permission Set
permission sets are also found in profiles, but permission sets
extend users' functional access without changing their profiles
Defines how users access objects and data and what they can do
Profile within the application When you create users, each one gets a
profile.
2 reasons you can't deactivate a User is a recipient of workflow email, user is a customer
user community administrator
Admin can't change Created It's a system audit field and can't be changed without logging a
Date field- why? case
Need to store CC account Create encrypted text field. Update field level security settings
numbers. 2 ways to enhance
security
What feature allows same Record Types
picklist fields for different
teams?
What should you update to Sales processes
support different stage values
for opportunities?
Too many record types for all User updates default record type in My Settings / Remove
profiles- need to bypass record types from users' profiles
choosing a record type every
time
Customer support wants a New page layout called Case Close Page Layout
different page layout for closing
cases
, Read only field showing a value computed by an admin-defined
What is a formula field formula: Number, currency, percent, date, date-time, checkbox,
text
What is a custom object a user-created object having five standard fields
Custom object field that compiles values from related records or
What is a roll up summary field related lists. Creates a value in a Master Record by looking at
fields in a detail record. Master-Detail only.
One to many relationship, Links two objects together. No effect
on deletion or security. Lookup relationships are similar to
master-detail relationships, except they do not support sharing
Lookup field
or roll-up summary fields. With a lookup relationship, you can:
Link two different objects or Link an object with itself (with the
exception of the user object; see Hierarchical).
Closely links objects together such that the master record
controls behaviors of the detail and subdetail record
Example: You can define a two-object master-detail relationship,
Master-Detail
such as Account—Expense Report, that extends the relationship
to subdetail records, such as Account—Expense Report—
Expense Line Item. You can then perform operations across the
relationship.
Many child objects to one parent object, Example: Country to
one-to-many relationship cities. Relationships can be Master-Detail, Lookup, Self,
Hierarchical
Benefit of using Trusted IP logging in on a trusted IP address doesn't require ID verification
ranges
Where do you change password Profiles
expiration time?
Limit report visibility Save in a folder shared only with viewers
How can you tell who added a Setup audit trail
field to an account page layout?
Private sharing model: narrow Create the case teams and use case assignment rules
visibility of cases to one team
Custom object: some need read Set object organzation wide defaults to Public read / write, Give
/ write and some need read one group Profile R/W permission and the other profile read
only. only permission
a Team can't see an object's tab Team profiles, Team permission sets
what 2 settings to check?
Prevent users from selecting the Remove the record type as an Assigned record type in profiles
wrong record type and/or permission sets
Admin can't share a report folder set to private
folder
Gives users special access my making exceptions to org-wide
What are sharing rules settings. Extends sharing access to public groups, roles or
territories
use with sharing settings to determine the level of access that
Role Hierarchy users have to data. Roles in hierarchy affect components like
records or reports
Salesforce Admin Certification
Save
Students also studied
Flashcard sets Study guides
Salesforce Admin Certification Salesforce Admin Certification CMSC135 Quiz 7
Teacher 176 terms 173 terms 9 terms
Kelvin_Muriuki5 Preview jl3254 Preview kuriachrisyuis
User License Determines the baseline of features that the user
User License
can access.
A collection of settings and permissions that give users access to
various tools and functions. The settings and permissions in
Permission Set
permission sets are also found in profiles, but permission sets
extend users' functional access without changing their profiles
Defines how users access objects and data and what they can do
Profile within the application When you create users, each one gets a
profile.
2 reasons you can't deactivate a User is a recipient of workflow email, user is a customer
user community administrator
Admin can't change Created It's a system audit field and can't be changed without logging a
Date field- why? case
Need to store CC account Create encrypted text field. Update field level security settings
numbers. 2 ways to enhance
security
What feature allows same Record Types
picklist fields for different
teams?
What should you update to Sales processes
support different stage values
for opportunities?
Too many record types for all User updates default record type in My Settings / Remove
profiles- need to bypass record types from users' profiles
choosing a record type every
time
Customer support wants a New page layout called Case Close Page Layout
different page layout for closing
cases
, Read only field showing a value computed by an admin-defined
What is a formula field formula: Number, currency, percent, date, date-time, checkbox,
text
What is a custom object a user-created object having five standard fields
Custom object field that compiles values from related records or
What is a roll up summary field related lists. Creates a value in a Master Record by looking at
fields in a detail record. Master-Detail only.
One to many relationship, Links two objects together. No effect
on deletion or security. Lookup relationships are similar to
master-detail relationships, except they do not support sharing
Lookup field
or roll-up summary fields. With a lookup relationship, you can:
Link two different objects or Link an object with itself (with the
exception of the user object; see Hierarchical).
Closely links objects together such that the master record
controls behaviors of the detail and subdetail record
Example: You can define a two-object master-detail relationship,
Master-Detail
such as Account—Expense Report, that extends the relationship
to subdetail records, such as Account—Expense Report—
Expense Line Item. You can then perform operations across the
relationship.
Many child objects to one parent object, Example: Country to
one-to-many relationship cities. Relationships can be Master-Detail, Lookup, Self,
Hierarchical
Benefit of using Trusted IP logging in on a trusted IP address doesn't require ID verification
ranges
Where do you change password Profiles
expiration time?
Limit report visibility Save in a folder shared only with viewers
How can you tell who added a Setup audit trail
field to an account page layout?
Private sharing model: narrow Create the case teams and use case assignment rules
visibility of cases to one team
Custom object: some need read Set object organzation wide defaults to Public read / write, Give
/ write and some need read one group Profile R/W permission and the other profile read
only. only permission
a Team can't see an object's tab Team profiles, Team permission sets
what 2 settings to check?
Prevent users from selecting the Remove the record type as an Assigned record type in profiles
wrong record type and/or permission sets
Admin can't share a report folder set to private
folder
Gives users special access my making exceptions to org-wide
What are sharing rules settings. Extends sharing access to public groups, roles or
territories
use with sharing settings to determine the level of access that
Role Hierarchy users have to data. Roles in hierarchy affect components like
records or reports
