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Examen

Salesforce Associate Certification, All Questions and answers, VERIFIED.

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37
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Subido en
31-01-2024
Escrito en
2023/2024

Salesforce Associate Certification, All Questions and answers, VERIFIED. You can add global actions to - -any page that supports actions, like the Home page, the Chatter tab, and object pages. Global create actions enable users to create object records, but there's no automatic - -relationship between the record that's created and any other record. You can also use global XXX actions to enable your Salesforce for Outlook users to create new records directly from the Salesforce Side Panel. - -Create a Record Only THESE appear on the user profile page, regardless of the actions in the User page layout. - - standard Chatter actions (Post, File, Link, Poll, and Thanks) To let users ask questions in their Chatter feed, groups, and records, - -add the Question action to global layouts. Add Log a Call actions to XXX to let users record call details from global pages, such as the Home page and the Chatter tab in the full Salesforce site, or the Feed or Groups pages in Salesforce1. - -global layouts Use a XXX OR XXX to create a global custom action for tasks that don't require users to interact with or create records that have a relationship to a specific object. - -Visualforce page or a canvas app XXX apps that you want to use as custom actions require Publisher as a location. - -Canvas Visualforce pages that you want to use as global custom actions can't use XXX. For example, if you want a custom action that lets users enter a street address and see a map, the local time, and the local weather. For this action, create a Visualforce page that doesn't use any of the standard controllers, and - -standard controllers add it as a custom global action. KanBan View - -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 - -This view is the default display option for Salesforce list views Split View - -This view displays Salesforce information with the list on the left and the record detail on the right. Tab - -The starting point for viewing, editing, and entering information for a particular object. Recycle Bin - -View and restore records Object Manager - -A tool that lets admins access object management settings to view and customize standard and custom objects in your org. Related List - -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 - -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 - -A field that stores only numeric values. Dynamic Forms - -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 - -- 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 Page layouts - -This controls the layout and organization of buttons, fields, and related lists on object record pages. customize the fields that will be displayed on the page. Admins use this to customize the content of record pages for users. Useful for different record types when they each require different fields. Apex Code - -Is a strongly typed, object-oriented programming language that allows developers to execute flow and transaction control statements in the Lightening platform server in conjunction with calls to the Lightening platform API. Salesforce Path - -You use this to guide users through steps in a business process Dependent Picklist - -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 - -An admin controls these values on the picklist in Setup mode. Schema Builder - -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 - -- Master-detail - Many-to-many - Lookup Record Types - -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 - -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. - -How many custom formula fields can a Salesforce report include? Report folders - -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). - -How many rows does Report Builder show for the following: 1) Summary reports 2) Matrix reports 3) Tabular reports Salesforce Lightening Dashboards - -This Salesforce dashboard presents multiple reports side-by-side using dashboard components on a single dashboard page layout Reporting Snapshot - -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 - -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 - -Allows users to receive refreshed report results by email on a schedule. Report Filters and Filter Logic - -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 - -Load the latest data into a dashboard Dashboard Filters - -Apply different data perspectives to a single dashboard Trailblazer Community - -This helps you learn relevant skills, connect with other Trailblazers, and give back. This is your one-stop shop to learn, earn, and connect from anywhere. Content found here blends a variety of content types and approaches to cater to all types of learners, including: Videos Code samples Walkthroughs Screenshots Images Tables and charts Step-by-step instructions Trail - -A __________ is an ordered group of modules, projects, or both that provides a guided learning path to learning a new skill, product, or rol

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Salesforce Associate Certification
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Institución
Salesforce Associate Certification
Grado
Salesforce Associate Certification

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Subido en
31 de enero de 2024
Número de páginas
37
Escrito en
2023/2024
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