QUESTIONS AND ANSWERS 100% ACCURATE!!
,KanBan View - ANSWER can be set to show a graphical view of records in a list view.
This view organizes a set of records into columns to track work at a quick glance.
Table View - ANSWER This view is the default display option for Salesforce list views
Split View - ANSWER This view displays Salesforce information with the list on the left
and the record detail on the right.
Tab - ANSWER The starting point for viewing, editing, and entering information for a
particular object.
Recycle Bin - ANSWER View and restore records
Object Manager - ANSWER A tool that lets admins access object management settings
to view and customize standard and custom objects in your org.
Related List - ANSWER A section of a record or other detail page that lists items related
to that record. For example, the Stage History related list of an opportunity or the Open
Activities related list of a case. This list includes details and links related to other
records.
Formula Field - ANSWER An algorithm that derives its value from other fields,
expressions, or values. This can automatically calculate the value of a field based on
other fields.
Number field - ANSWER A field that stores only numeric values.
Dynamic Forms - ANSWER Dynamic forms allow you to display fields and sections on a
page layout individually like a component so that users only get what they need to see.
Roll-up Summary Field - ANSWER - A custom object field that calculates values from
related records or the records in a related list.
-Created to display a value in a master record based on the values of fields in a detail
record.
This field type can be defined on Master-Detail relationship only
Dependent Picklist - ANSWER Users use this picklist to filter values for one picklist,
based on a selection from another picklist or a checkbox (the controlling value) on the
same record.
,Default values - ANSWER An admin controls these values on the picklist in Setup
mode.
Schema Builder - ANSWER Can be used to view the data model as well as create
objects, fields, and relationships quickly. A tool that lets you visualize and edit your data
model.
It's a handy tool for introducing your Salesforce customizations to a co-worker or
explaining the way data flows throughout your system.
You can create relationship fields, formula fields, and normal fields in this tool.
Object Relationships - ANSWER - Master-detail
- Many-to-many
- Lookup
Record Types - ANSWER Used for different business processes, picklist values, and
page layouts for different users based on profile.
All of these are stored as data fields in the org's database. When you update or create
one, the search engine comes along, makes a copy of the data, and breaks up the
content into smaller pieces called tokens. We store these tokens in the search index,
along with a link back to the original ___________.
1. Subcategory of objects.
2. Allows you to offer users different page layouts and picklist values for different
business scenarios, based on their profiles.
3. Allows you to funnel into appropriate workflows/queues.
Field Types - ANSWER Examples of this in Salesforce are:
- Formula
- Checkbox
- Date
A salesforce report can include 5 custom formula fields. This limit is hard-coded and
cannot be increased. - ANSWER How many custom formula fields can a Salesforce
report include?
, Report folders - ANSWER Reports are stored in these. You can share reports with
users, groups, roles, and territories using these. If you export a report, it would
REMOVE the security of the platform.
Report builder shows a MAXIMUM of 20 rows for summary reports (grouped by rows)
and matrix reports (grouped by columns) and 50 rows for tabular reports (no groupings).
- ANSWER How many rows does Report Builder show for the following:
1) Summary reports
2) Matrix reports
3) Tabular reports
Salesforce Lightening Dashboards - ANSWER This Salesforce dashboard presents
multiple reports side-by-side using dashboard components on a single dashboard page
layout
Reporting Snapshot - ANSWER This lets you report on historical data. Authorized users
can save tabular or summary report results to fields on a custom object, then map those
fields to corresponding fields on a target object. They can then schedule when to run
the report to load the custom object's fields with the report's data.
Joined Report - ANSWER This report format allows you to view different types of
information in a single report. This report can contain data from multiple standard or
custom report types.
Multiple reports can be displayed in this format using blocks where each report can be
of a different report type.
Subscribe and Schedule Report - ANSWER Allows users to receive refreshed report
results by email on a schedule.
Report Filters and Filter Logic - ANSWER Add up to 20 filters to a report directly in the
Filters pane using the Add button or by dragging in fields from the Preview pane. In
addition, use filter logic to link multiple filters using AND, OR, and NOT operators to
create sophisticated conditions and offset priority conditions using parentheses and
nested parentheses.
Dashboard refresh - ANSWER Load the latest data into a dashboard
Dashboard Filters - ANSWER Apply different data perspectives to a single dashboard