Configuration / Setup
This defines how users access objects and data, and what they can do within an application.
What is "User Profile"?
Objects created by users to address the unique needs of their organization.
What are "Custom Objects"?
Custom fields in the Lead object can be mapped to these 3 objects.
What are "Opportunity", "Account" and "Contact"?
The number of days that data may be stored in the Recycle Bin
What is "up to 15 days"?
This automation tool can only be used to create a task, send an email, update field(s), or send an outbound message.
What is Workflow?
A user is a recipient of workflow email alerts OR a user is a customer community administrator
What are "reasons a user cannot be deactivated"?
This custom object field calculates and displays a value in the master record based on values in the detail field.
What is a "Roll-Up Summary Field"?
This allows multiple campaigns to be associated with a single opportunity.
What is "Campaign Influence"?
This feature verifies that the data entered by a user into a record meets the standards the admin has specified before it can be saved.
What are "Validation Rules"?
This tells a process when to start.
What is a "Process Trigger"?
These extend users' functional access, also found in profiles, but without changing their profile.
What are "Permission Sets"?
These two objects are related to Account records.
What are Cases and Opportunities?
When leads come in from a web-to-lead, this can be used to hold the lead until the next sales agent is available to handle it.
What is a queue?
This type of report allows you to group and summarize data by both rows and columns.
What is a "Matrix Report"?
Use this automation tool if you need business processes that need input from users, whether they’re employees or customers in a guided visual experience.
Flow Builder
A system admin can use this to determine who added a field to an account page layout.
What is "The Setup Audit Trail"?
This standard object stores information about sales deals.
What is the "Opportunities" object?
These send automatic email responses to lead or case submissions based on the record's attributes.
What are "Auto-Response Rules"?
A chatter user would want to do this in order to send a private message to another chatter user.
What is "Post a private message to the recipient"?
This automated process is useful for managers who need a way to view & sign off on expense reports, time-off requests, and more.
What is an "Approval Processes"?
This feature allows an admin to maintain the same picklist but use it differently for two different teams.
What is a "Record Type"?
Teams
Accounts
Cases
Opportunities
This feature automatically escalates cases when a case meets specific criteria defined in the rule entry.
What are "Case Escalation Rules"?
Use this to customize how existing filters will apply to a report. Example: Filter 1 AND (Filter 2 OR Filter 3)
What is "Filter Logic"?
This application can execute logic, interact with the Salesforce database, call APEX classes, and collect data from users.
What is FLOW?