Security & Access
Public Read Only, Private, Public Read, and Write
What are the OWD (Org-Wide Defaults) options for objects?
These are potential revenue-generating events.
What is an Opportunity?
We have several fields (across different objects) that will need the same picklist values, what should we use to set the picklist values for each field without manually typing it in each time?
A global picklist.
A graphical representation and visual presentation of reports data in salesforce.
What is a Dashboard?
Workflow and Process Builder
What two platform automations are being phased out?
A collection of settings and permissions that give users access to various tools and functions
What is a Permission Set?
A type of Account in Salesforce that doesn't have related Contacts
What is a Person Account?
What is Paas, Saas, Iaas?
2. Software-as-a-Service
3. Infrastructure-as-a-Service
Tabular, Summary, Matrix, and Joined
What are the 4 types of reports in Salesforce?
Type of flow that is triggered when a record is created, updated, or deleted.
What is a record-triggered flow?
Controls whether a user can see, edit, and delete the value for a particular field on an object.
What is Field Level Security?
Custom fields that automatically provide results based on records and related records
What is a formula field?
There is a field that needs to be populated before the record can be saved, what should we use?
A type of report that can contain data from multiple standard or custom report types.
What is a Joined Report?
Elements that should never be in a loop.
What is a pink box element?
User permission needed to manage Campaign Members.
Allows you to associate two records together in a relationship.
What is a lookup field?
What type of field should you use to create a one-to-many relationship between two objects with limited access to child records?
A master-detail field
Enables you to create complex reports that go beyond the standard Salesforce report types.
What is a Custom Report type?
A mechanism in Salesforce Flow that allows you to handle errors and exceptions that may occur during the flow execution.
Organization Level Security, Object Level Security, Field Level Security, Record Level Security
What are the 4 levels of Data Access in Salesforce?
A way to create a many-to-many relationship between Salesforce objects.
What is a junction object?
Match the Automation Rules with the order in which they are processed: Assignment Rules, Workflow Rules, Validation Rules, and Escalation Rules.
1. Validation Rules
2. Assignment Rules
3. Workflow Rules
4. Escalation Rules
A feature that allows you to categorize values for a field in a report without having to create a custom formula field at the object level.
What is a Bucket Field?
An input variable that automatically captures the current Record Id
What is a recordId flow variable?