Reports & Dashboards
Dashboards can only be refreshed by doing this.
What is manually clicking the Refresh button?
What are Organization-Wide Defaults (OWD)?
Two standard objects that cannot be imported via the Data Import Wizard
What are Case and Opportunity?
This controls the position and organization of fields and related lists visible to users when viewing a record.
What is a page layout?
Used to automatically assign ownership of a case to a user or queue when created.
This is used to grant access to dashboards, reports, and documents.
What is sharing folders?
Used to apply additional permissions to a user without creating a new profile.
What is a permission set?
Deleting a custom object field will result in this potentially unintended consequence
What is loss of data within the field?
Used to control data entry by verifying field information is entered correctly.
What are validation rules?
Used to send an automated email to a user when a case is created.
What are Case Auto-Response Rules?
A Marketing Manager wants to generate a list of contacts for a mailing list. This would be the best report format to use.
What is Tabular?
The four base object permissions granted using a profile or permission set.
What is Create, Read, Edit, Delete (CRED)?
Subset of object records that offer different business processes, picklist values, and page layouts to different users
What is a Record Type?
A point-and-click tool used to create custom Lightning pages.
What is the Lightning App Builder?
The three records created when converting a lead.
What are account, contact, and opportunity records?
The setting for this determines what data is displayed on a dashboard.
What is a running user?
Two options a System Administrator has for restricting access to Salesforce at the profile level.
What are Login hours and Login IP Ranges?
These fields are read only and do not display when editing a record
What are custom formula fields?
This is the order that rules are run in.
What is Validation, Assignment, Auto-Response, Workflow, and Escalation (VAAWE)?
Used to configure the Status field for a particular case workflow. Applied to a Record Type.
What is a Support Process?
When subscribing to a report or dashboard, the three frequency options for scheduling delivery.
What is daily, weekly, or monthly?
The four privileges to record ownership.
What are view, edit, delete and transfer?
This field type cannot be used as a dependent field
What is a checkbox?
The four actions that a workflow can trigger.
What are tasks, email alerts, field updates, and outbound messages?
The object that represents the relationship between Products and Price Books.
What is Price Book Entry?