sf-review-adm-20171002

This class was created by Brainscape user Marty Kopka. Visit their profile to learn more about the creator.

Decks in this class (12)

ORGANIZATION SETUP (GLOBAL UI)
• Describe the information found in the company profile (e.g., fiscal year, business hours, currency management, default settings, company information). • Distinguish between the various UI features that an administrator controls, including the implications (e.g., UI settings, search settings, list views, home page layouts).
17  cards
User Setup
• Identify the steps to set up and/or maintain a user (e.g., assign licenses, reset passwords, and resolve locked user accounts). • Understand the implications of activating, deactivating, or freezing a user.
9  cards
Activity Management and Collaboration
• Describe the capabilities of activity management (e.g., manage tasks, events, public calendars, multi-day events, cloud scheduler). • Describe the features of Chatter (e.g., feed, groups, following, security).
16  cards
Security and Access
• Explain the various organization security controls (e.g., passwords, IP restrictions, identity confirmation, network settings). • Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model (e.g., organization-wide defaults, roles and the role hierarchy, manual sharing, sharing rules and public groups). • Given a scenario, determine the appropriate use of a custom profile or permission set using the various pro
17  cards
Standard and Custom Objects
• Describe the standard object architecture and relationship model. • Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and understand the implications of deleting fields. • Given a scenario, determine how to create and assign page layouts, record types and business processes for custom and standard objects.
14  cards
Sales and Marketing Applications
• Given a scenario, identify the capabilities and implications of the sales process. • Given a scenario, identify the appropriate sales productivity features using opportunity tools and know when products and Price Books should be used (e.g., big deal alerts, update reminders, similar opportunities, competitors, team selling). • Describe the capabilities of lead automation tools and campaign management. • Describe the capability of Salesforce Content.
30  cards
Service and Support Applications
• Describe the capabilities of case management (e.g., case processes, case settings, and case comments). • Given a scenario, identify how to automate case management (e.g., case assignment, auto-response, escalation, web-to-case, email-to-case, case teams). • Describe the capabilities of solution management (e.g., settings, categories, processes) and Salesforce Knowledge. • Describe the capabilities of the Community application (e.g. Ideas, Answers).
13  cards
Data Management
• Describe the considerations when importing, updating, transferring, and mass deleting data (e.g., CSV files, field matching, matching types, record IDs, external IDs, duplicate records). • Given a scenario, identify tools and use cases for managing data (e.g., dataloader, data import wizard). • Describe the capabilities and implications of data validation tools. • Describe the different ways to back up data (e.g., weekly data export service, exports, dataloader).
11  cards
Analytics, Reports and Dashboards
• Describe the options available when creating or customizing a report (e.g., report type, report format, fields, summarizing data, filtering data, charting, scheduling, and conditional highlighting). • Describe the impact of the sharing model on reports. • Describe the options available when creating and modifying dashboards (e.g., dashboard components, data sources, chart types, scheduling, and running user). • Describe the capabilities of custom report types.
9  cards
Workflow / Process Automation
• Given a scenario, identify the appropriate automation solution based on the capabilities of workflow/process. • Describe capabilities and use cases for the approval process.
8  cards
All Review Questions
Takes all of the review questions from all of the decks and places them into a single deck to study from.
156  cards
Desktop/Mobile Admin and AppExchange
No deck description has yet been added by the author.
12  cards

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sf-review-adm-20171002

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