User Records cannot be imported via Import Wizard
Control the layout and organization of detail and edit pages
Control which fields, related lists, and custom links users see, on detail and edit pages only
Control which standard and custom buttons display on detail pages and related lists
Determine whether fields are visible, read only, or required, on detail and edit pages only
All of the Above
All 20K records are displayed in the UI
First 2K records are displayed in the UI
10 Reports each having 2K records are created
Report Fails and an error is reported
Tasks allow you to track the specific actions you plan to perform or have performed; Email Alerts cannot track specific actions
Email Alerts allow you to track the specific actions you plan to perform or have performed, Tasks cannot track specific actions
Email Alerts and Tasks allow you to track the specific actions you plan to perform or have performed
Email Alerts and Tasks cannot track the specific actions you plan to perform or have performed
Criteria based sharing Rules
None of the Above
Opportunities, Followers, User Feed
Accounts, User Feed, Comments
Users, User Feed, Comments
Chatter Groups, Members
Validation rules apply to all new and updated records for an object.
Validation rules can update fields which are not included in a page layout.
Validation rules can referrence fields which are not included in a page layout.
If an error message is not set, a default message will be prompted instead.
All of the above.
None of the Above.
Show up to 2000 records in the record count display
Print up to 1000 records in print view
Be enabled and disabled by individual users
Print list can be exported to excel
Notes & Attachments
HTML Email Status.
If John has Read and Edit permissions only on Accounts he can only Read and Edit Contacts.
John will not be able to see contacts on an Account to which is not visible to him.
John can still create contacts under those accounts which are visible to him.
John can still create contacts to any accounts.
The Console is composed of the list view, the detail view, the mini view and the search bar.
Administrators customize what displays on the console's list view, detail view, and mini view by configuring console layouts, related objects, and mini page layouts.
Users can create list views on Objects within the Console.
The Console tab is just like other tabs in Salesforce except that the console can display records from several different Salesforce Orgs all on one Console tab.
Every user must be assigned to a role, or their data will not display in opportunity reports, forecast roll-ups, and other displays based on roles.
It is always necessary to create individual roles for each title at your company, rather than define a hierarchy of roles to control access of information entered by users in lower level roles.
When an account owner is not assigned a role, the sharing access for related contacts is Read/Write, provided the organization-wide default for Contacts is not Controlled by Parent.
To simplify user management in organizations with large numbers of users, you can enable delegated administrators. Delegated Administrators are automatically assigned a Cloned System Administrator Profile giving them virtually all privileges of a System Administrator over the entire Organization
Creating two validation rules with contradicting criteria.
Write helpful error messages. Include instructions when necessary.
Activate a new validation rule upon completion of its formula and error messages so that users can provide feedback immediately.
Because validation rules run on the Self-Service portal, make sure your validation rules don't prevent Self-Service users from creating cases
Object and Tabs
Leads that are members of multiple campaigns will display all associated campaigns in the Campaign Influence related list of the opportunity.
The last campaign that a Lead became a member of will be listed as the Primary Campaign Source.
Regardless if the lead is a member of a campaign or not, you have to manually add influential campaigns to the Campaign Influence related list.
If you convert the lead from the Campaign Member Detail page of a certain campaign, that campaign will be listed as the Primary Campaign Source in the Campaign Influence Related list.
Bob's User Role is not above that of John's in the Role Hierarchy.
John has no Read Permission to Documents
John access to the Files Tab.
John is not a Salesforce CRM Content user.
Using Insert in Dataloader.
Clone Existing User Record from the detail page.
Add Multiple Users option at the Users page.
User Import Wizard
Holidays that are not associated to any Business Hours will apply to the whole Organization.
Holidays enable you to specify the dates and times at which your customer support team is unavailable.
You can only delete a holiday that is not associated with any business hours.
During Holidays, access to Salesforce CRM is restricted.
Penny who has a Marketing User profile although their System Administrator unchecked the Marketing User checkbox in her user record.
Sheldon who is a Marketing Executive, she has a Create permission on Campaigns and is set to be a Marketing User.
Leonard, a System Administrator who is not a Marketing User.
Raj has a Solution Manager profile and is set to be a Marketing User.
A customer replied to a support rep's email.
A Case is created from a web-to-case form.
A customer submitted a case from the Self-Service Portal.
A Case is created by the support rep during a customer call.
If the Organizational Default permits view of a certain record to all users, a Role Hierarchy can be set up to restrict view to some users or group of users.
If the Organizational Default restricts view of a certain record to some users, a Role Hierarchy can be set up to open access to them.
If a Field is hidden to a Manager Profile using Field Level Security (FLS), a Role Hierarchy can be set up to open visibility of the said Field to the Users with Manager Profile.
If a Field is hidden in the Page Layout of the Manager Profile, a Role Hierarchy can be used to open visibility of the said Field to the Users with Manager Profile.
Files in attachments, the Documents tab and the Files tab,
User Profiles, Photos and Chatter Files.
Google Docs, Chatter: Feed posts and tracked changes, and Quotes
Roles assigned to members in Account Teams are based Account Team Roles List while that for the Sales Teams are based on Sales Team Roles list. You can manage these lists of Roles Separately for each Team.
A sales team is a group of users that typically work together on opportunities while an account team is a team of users that work together on an account.
A sales team is a group of users that typically work together on Opportunities and Leads while an account team is a team of users that work together on an account.
A Sales Team is a subset of an Account Team. The latter may be composed of one or more of the former.
An Account Team is a subset of a Sales Team. The latter may be composed of one or more of the former
Upon initial post of the customer in the Answers community.
Upon reply to a customer's email.
When closing a Case.
Upon reply from the customer.
When updating 150 Leads records so that a custom field in the updated records will contain a null value.
When updating 900 Accounts records so that the email field in the updated records will have the Marketing User's Email address.
When importing 1900 new records to a custom field.
When Mass Deleting more than 250 records at a time.
Tab Label and Tab Name.
URL of a web page/site.
Content Frame Height (pixels)
Folder Access is controlled by permissions while Record Access is controlled by Role Hierarchy and Org-Wide Defaults.
Folder Access is controlled by permissions while Record Access is controlled by Role Hierarchy, Field Level Security and Org-Wide Defaults
Folder Access is controlled by permissions while Record Access is controlled by Field Level Security and Org-Wide Defaults.
Folder Access is controlled by permissions while Record Access is controlled by Role Hierarchy and Field Level Security.
Salesforce prevents the record owner from editing or deleting the record.
Users must have the "Modify All" object-level permission for the given object, or the "Modify All Data" permission, to edit the locked record.
If the record is a Campaign, you can not add campaign members to it prior to approval.
You can still edit the default action for initial submission and recall actions.
When you change the Fiscal Year Start Month of a Standard Fiscal Year, you come up with a Custom Fiscal Year.
When you enable Custom Fiscal Year, a default Custom Fiscal Year Template will be assigned to your Organization.
Standard fiscal years can start on the first day of any month
Case Escalation Rules.
Email to Salesforce
Email to Case.
Case Assignment Rules.
There is no extra step because Salesforce automatically converts the users available and busy times into your time zone.
You have to convert the time zone in a drop in the timezone picklist to match that of yours.
If you are inviting multiple users from many different time zones you need to set the default time zone first.
You can't invite a user from a different time zone. You must set all users to have similar time zone before you can send an invite.
The related lists of the case page layout must be modified
The custom links of the case page layout must be modified
The related object of the case page layout must be modified
The mini page layout of the case page layout must be modified
Opportunity Close Date Only
Product Date Only
Schedule Date Only
Opportunity Close Date, Product Date, Schedule Date
The sales process controls the stage field, the record type controls all other picklist fields
The record type controls the stage field, the sales process controls all other picklist fields
The record type controls the picklist fields
The sales process controls all picklist fields
The junction object is deleted
The related field in the junction object is deleted
The master records are deleted
The intersection object is deleted
Cannot filter views by more than one campaign at a time
The maximum number of Leads/Contacts that can be added from a report at one time is 50,000
The maximum number of Leads/Contacts that can be added from the wizard at one time is 250
Can add converted leads to a campaign
Integrated Campaign Builder views are not exposed through the Force.com API
Approval process is revoked
Approval changes to pending stage due to conflict within approvers
Add related records
Report on records
Edit details on records
KAthy can edit and view her own oppurtunities
Kathy can EDIT and VIEW her jennifers oppurtunities
Kathy can edit and view Phils oppurtunities
Kathy can view but cannot EDIT phils oppurtunities
Kathy can View but cannot edit Jennifers oppurtunities
By Creating three sharing rules between them
By creating a public group with all three Sales Reps
By changing the Org wide defaults
Phil can view but cannot edit Tims ABC oppurtunity
TIM cannot VIEW / EDIT phils account
Phil can EDIT and VIEW Tims ABC oppurtunity
Tim can VIEW and EDIT Phils account
Tim can VIEW but cannot EDIT phils account.
Discount will be automatically approved
Request will be sent to the Sales director for approval
Request will be sent to Sales director and VP of Global Sales for Approval
Request will be sent to VP of Global Sales for approval
They enable end users to activate additional IP addresses for accessing salesforce.
They are used to identify regular SF users
They include IP addresses that are used in conjunction with a browser cookie
They approve login requests from unknown browsers and IP addresses.
Select sync direction and conflict behaviour
Select the appropriate config template
Assign users and profiles to a configuration
Enable the chatter feed sync with Outlook
Follow files and links for a dashboard
Follow posts and comments for a dashboard.
Follow posts and comments for the dashboard source reports.
Auto-follow dashboards created by the user.
Grant the sales manager the "Drag-and-Drop Dashboard Builder" permission.
Create the dashboard as dynamic dashboard.
Grant the sale manager the "Manage Dynamic Dashboards" permission.
. Grant the sales manager the "View My Teams Dashboards" permission.
The user Role is insufficient to view this tool
Email is unchecked for that profile in FLS
This is a bug and must be escalated
Mass mail is not enabled for the profile.
Mass mail is not checked in FLS
ANY NOTES THAT BELONG TO THE EXISTING OWNER
ALL CONTACTS THAT BELONG TO THE EXISTING OWNER.
ALL OPPORTUNITIES - OPEN AND CLOSED
ALL OPEN ACTIVITIES ASSIGNED TO THE EXISTING OWNER. NOTE THAT COMPLETED ACTIVITIES WILL NOT BE TRANSFERRED.
IT PROVIDES DATA VISIBILITY BY COMBINING A LIST VIEW AND RELATED RECORDS ON ONE SCREEN.
. IT ALLOWS AGENTS TO VIEW KEY RECORD INFORMATION IN THE HIGHLIGHTS PANEL.
IT PRESERVES THE CONTEXT OF CALLS USING PRIMARY TABS AND SUBTABS.
IT ALLOWS ACCESS TO DATA BY OPENING EACH RECORD IN A NEW WINDOW.
IT ALLOWS AGENTS TO TAKE NOTES IN AN INTERACTION LOG WHILE ON A CALL.
OPPORTUNITY UPDATE REMINDERS
BIG DEAL ALERTS
WORKFLOW FIELD UPDATES
ADD MEMBERS - SEARCH
ADD MEMBERS - IMPORT FILE
EDIT MEMBERS - SEARCH
ADD MEMBER - PROFILE
UPDATE & ADD MEMBERS - IMPORT FILE
ALL CAN BE USED
SOLUTION RECORDS CANNOT BE IMPORTED VIA IMPORT WIZARD