The field is used in a report
The field is used in a workflow field update.
The filed is used in page layout
The filed is part of field dependency
Grouped by filed names
Cross object formula field
Calculated columns in the related list
Roll-up summary fields
Workflow rules with filed updates
Knowledge automatically creates a solution for each article
Knowledge uses data categories and role to make articles visible to specific users.
Knowledge only allows a single article type across all data categories
Knowledge allows an organization to share articles with partner portal users.
Notes not assigned to a record
Emails not associated to a record
Contacts not assigned to an account
Cases not assigned to acontract
Sharing rules open up access to records.
Sharing rules are required in public read/write operations
Sharing rules grant delete access torecords
Sharing rules grant record access t roles and public groups.
Create a lookup relationship field on the account object
Add the account related list to the survey page layout
Create a lookup relationship field on the survey object.
Add the survey related list to the account page layout.
When record are deleted by a user
When records are imported
When records are edited by the user
When records are updates by the workflow rule
When records are submitted using web-to-lead
Enhanced list views
Service Cloud User
Assign Chatter free licenses to the existing Salesforce users
Enable invites to allow users to invite others within specified email domains.
Create users in the organization and assign them a Chatter Free license.
Assign Chatter free licenses to users outside the specified email domains
Designate running users
Share folders with public groups
Share folders with roles.
Create and share data categories
The objects that are available when building a report.
The report format of the resulting report
The custom summary formulas displayed in a resulting report
The fields that can be used as column when building a report.
Create a custom profile for users on the facilities team.
Modify the standard profile currently shared by both teams
Assign the facilities team to a new role in the role hierarchy
Configure filed -level security on the new object for the facilities team
Data categories control access to articles and questions.
Unanswered questions are automatically escalated to new cases
Community experts must be internal Salesforce users
Answers can be displayed externally on a customer or partner portal.
When another record triggers the same workflow rule
When the record no longer matches the rule criteria
When a validation rule is triggered for the record
When the action is deleted from the workflow queue
Export opportunities and update using the import wizard
Export opportunities and update using the data loader.
Create a list view for opportunities and update using inline editing.
Use similar opportunities to update the opportunities.
Add customers to private Chatter groups.
Create opportunity teams for customers
Add customers to libraries
Use Chatter files to share presentations.
Select the campaign record type when creating the opportunity
Select the primary campaign source for the opportunity.
Use the campaign influence related list on the opportunity.
Use the campaign hierarchy related list on the customers
Update the sharing rules to limit user access to certain oppurtunities
Move the opportunity reports into each users personal report folder
Move the opportunity reports into a folder with restricted access
Use the Show filter to filter report results and reduce records returned.
Grant the user delegated admin rights to campaigns
Select the Marketing User checkbox on the user record.
Assign the user to the standard Marketing user profile
Create a campaign sharing rule to grant access to the user
The user is attempting to log in with the wrong password.
The user is attempting to log in outside of the profile login hours.
The user is attempting to log in outside of the profile IP login range
The user is attempting to log in with the wrong username.
Create an escalation rule based on the opportunity amount
Create an auto-response rule on the opportunity object
Create a validation rule that evaluates the account rating
Create a workflow rule on the opportunity object
Customers can share and install apps published by Salesforce partners.
Administrations can download and customize pre-built dashboards and reports.
Support users can install the Service Cloud console app
Partners can download accounts and contacts to collaborate on sales deals
An assignment rule defines the approver for each process step
The approval history related list can be used to track the process.
An approval action defines the result of record approval or rejection.
A delegated approver can reassign approval requests
Set the filed-level security for the record type.
Create a new page layout for the record type
Add the record type to the required user records
Assign the record type to the appropriate profiles.
Text area (rich)
Text and image area
It allows access to all standard objects in the organization.
It allows access to most custom objects in the organization
It must be enabled for the entire organization
Only recently viewed records are synchronized.
The standard and list price for a product can be listed in multiple currencies.
A product can have a different list price in different price books.
Price books that contain assets cannot contain products
Products without a price are automatically added to the standard price book
Apply a specific value to a field.
Change the record type of a record.
Update the value of a field on a child object
Update the value of a formula filed
The Use Case feed permission is automatically active for all profiles
Case feed replaces the standard case detail page by default
Case Feed requires the Service Cloud User feature license.
Chatter fees tracking must be enabled for the case object
Public Knowledge Base.
Solution tab search
Create an ownership based sharing rule
Create a criteria-based sharing rule.
Create a case assignment rule
Create a case escalation rule
Use the data loader to upsert Salesforce records into the financial system
Use the data loader to match records between the systems
Use the Excel connector to export records from both systems into Excel
Use an external ID field to match records between the systems.
The cloud scheduler can be enabled at the user profile level
Salesforce can automatically propose multiple meeting times based on Salesforce user calendars
A custom logo can be added to the meeting request email sent to a contact or lead.
The cloud scheduler allows users to view available meeting times on lead and contact calendars
Specify a default lead owner.
Specify a default lead creator.
Create an escalation rule to route unassigned leads
Create a validation rule to route unassigned leads
The values that appear in the dependent field.
The dependent fields that appear on a layout
The default value populated in the dependent field
The field level security for the dependent field
Related custom object records
Chatter messenger for specific users
Related list hover links.
Printable list views.
Customizable recent tags
Filters by which users can narrow down results.
Objects included in the search
Fields being searched on for each object
Columns displayed for each object.
Number of records displayed for each object.
Place the US sales director in a queue with the US sales representatives
Define a role hierarchy where the US sales representatives roll up to the US sales director.
Define a role hierarchy where the US sales director rolls up to the CEO
Give the US sales director read/write/edit/delete object permissions on the profile
Customers can view and edit contacts related to their own accounts
Customers can log, view, edit and close their own cases.
The portal can be customized with corporate branding.
The portal and its users can be created without additional licensing
View All for opportunities
Visible for the Sales app
View All data
Read for opportunities
Create two record types.
Create two page layouts.
Create two permission sets
Create two sales processes
To invite customers, partners, and employees to submit ideas around a theme.
To provide access to articles that answer questions around an idea theme
To post customer ideas by logging cases on the ideas tab of the portal
To comment on and vote for ideas posted by other community members.