What are the areas of Salesforce where field-level security restricts a user's
access to a field? - ANSWER-1. Record detail pages
2. Record edit pages
3. Related lists
4. Search results
5. Reports
6. List views
Territory Management Considerations - ANSWER-- Once territory assignment has
been enabled, it cannot be disabled.
- Territory management works in parallel with other sharing functionality.
- Both role and territory hierarchy must be managed simultaneously.
- Forecasts are derived from territory hierarchy, not role hierarchy
(customizable forecasting must be enabled).
- Forecast data is derived from the opportunities associated with a user's
territory.
- Users will have a different forecast for each territory to which they are
assigned.
,Notes on Cross-object Workflow Field Updates - ANSWER-Cross-object workflow
field updates work with:
- custom-to-custom master-detail relationships
- custom-to-standard master-detail relationships
- some standard-to-standard master-detail relationships
What do Entitlements do? - ANSWER-Entitlements do the following:
- Define service levels of support
- Manage entitlements and service contracts
- Verify if customers are eligible for support
- Enforce levels via automated processes
What are 3 models for Entitlements? - ANSWER-1. Entitlements Only
2. Entitlements and Service Contract
3. Entitlements, Service Contracts, and Line Items
What are Entitlement Processes? - ANSWER-Entitlement Processes are timelines
that include all of the steps that a support team must complete to resolve a case.
What are Milestones? - ANSWER-Milestones are required steps in a support
process. Examples include first response and resolution times.
, What are Milestone-actions? - ANSWER-Milestone-actions are time-dependent,
workflow actions that occur at every milestone.
What is a sandbox? - ANSWER-A sandbox is a replica of the production
organization that allows users to develop code and configure changes as well as
test and train in a separate organization without risking or compromising data.
True or False: Sandboxes are updated with new features a couple of weeks before
each Salesforce release. - ANSWER-True
What is an encrypted text field? - ANSWER-An encrypted text field is a text field
that can contain letters, numbers, or symbols which are encrypted.
Who are the users that can see values stores in encrypted fields? - ANSWER-
Users that have the "View Encrypted Data" permission.
True or False: Encrypted fields CANNOT be included in report results. - ANSWER-
False. Encrypted fields CAN be included in report results.
True or False: Encrypted fields can be modified irrespective of whether the user
has the "View Encrypted Data" permission. - ANSWER-True