User Management
What is a User'?
anyone who logs in to Salesforce
Profile definition
Profiles determine what users can do in Salesforce. They come with a set of permissions which grant access to particular objects, fields, tabs, and records
What is a Standard Object'?
Objects that are included with Salesforce
What is a report'?
A report is a list of records that meet the criteria you define. It’s displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart.
When does an Immediate Action is executed'?
Is executed as soon as the criteria evaluates to true.
What does every User at Salesforce has?
A User Account
Role Definition
Roles determine what users can see in Salesforce based on where they are located in the role hierarchy
What is a Custom Object '?
Objects that you create to store information that’s specific to your company or industry.
What is a dashboard'?
A dashboard is a visual display of key metrics and trends for records in your org.
When does an Scheduled Action is executed'?
Is executed at the specified time, such as 10 days before the record’s close date or 2 days from now.
What does the User Account Settings determine?
Features and records the user can access.
What is the best profile for most users'?
Standard User profile
Name 3 Standard Objects
Account, Lead, Contact & Opportunity
What is a report type'?
A report type is like a template which makes reporting easier. The report type determines which fields and records are available for use when creating a report
Name 4 examples of what you can do with Process Builder.
How does the Username must be formated'?
It must be formated like an email address and must be unique across all salesforces orgs.
Instead of creating profiles, save time by...
cloning existing profiles
How many character does a Text Area(Long) field allows'?
131,072 characters
Operators available at filter logic'?
AND, OR, NOT
Name 3 Process Types and define when does the process starts for only 2 types.
Record Change - A record is created or edited.
Invocable - It's called by another process.
Platform Event - A platform event message is received.
Name 3 types of User License
What does Users at any role level can do'?
View, edit, and report on all data that’s owned by or shared with users below them in their role hierarchy
How many characters does a Formula field allows'?
3,900 characters
Name 3 types of Report Format and name a primary use case for only one type.
Tabular - Make a List.
Summary - Group & summarize.
Matrix - Group & summarize by row & column.
Joined - Show reports side-by-side in blocks.
Sales reps are supposed to create a record on a child object of Opportunities called Survey Request when an Opportunity is moved to Closed Won. The VP of Sales operations has indicated that this doesn't always happen or the rep doesn't populate all fields correctly. The system administrator has been asked to remove permissions from Sales to create these records and automate record creation.
Which tool should be used?
Process Builder