User Management
What is a profile?
A collection of settings that define user permissions.
What is a data import wizard?
A tool for importing records into Salesforce.
What is field-level security?
Controls visibility of fields for users.
What is a custom object?
An object that you create to store data unique to your organization.
What is a report type?
A template that defines the fields displayed in a report.
How do you reset a user’s password?
Use the “Reset Password” button on the user record.
What is a data export?
A process to back up Salesforce data.
What is a role hierarchy?
A system that controls record access based on user roles.
What is a page layout?
A layout that determines the arrangement of fields on an object’s page.
What is a dashboard component?
A visual representation of data from reports.
What is a permission set?
A set of permissions that can be assigned to users.
What is data validation?
Rules that ensure data entered meets certain criteria.
What is a sharing rule?
A rule that allows you to extend access to records.
What is a formula field?
A field that calculates values dynamically based on other fields.
How can you schedule a report?
By using the report's "Schedule" feature.
How do you create a new user?
Go to Setup > Users > New User.
What is a data relationship?
The way records are linked together in Salesforce.
What is the difference between public and private sharing?
Public allows all users to see records; private restricts access.
How do you create a picklist field?
By defining the field type and value options in the object setup.
What is a joined report?
A report type that combines data from multiple report types.
What is two-factor authentication?
A security feature that requires two forms of verification.
What is a custom report type?
A user-defined report type that combines fields from multiple objects.
How do you set up login hours?
By setting login hour restrictions in the profile settings.
What are Lightning pages?
Customizable layouts that control the appearance of Lightning components.
How can you share a dashboard?
By using the "Share" button to share with specific users or groups.