Describe the administrative restrictions on Standard Reports
A user can only report information that they have “read” access to. This means that if they cannot see a certain user’s data, they cannot report it either. This applies for both field level security and object level security. Page layouts have no impact on reporting capabilities.
Run a Standard [...]
Entries Tagged as 'Certified Administrator'
Analytics
December 10th, 2008 · 3 Comments · Certified Administrator
Data Utilities
December 10th, 2008 · 3 Comments · Certified Administrator
Describe the function of an External ID
Each object can have a maximum of 3 external ID fields.
The external ID can be a number, text, or email field.
An external ID can be used to prevent duplicate entries when importing data.
An external ID makes it much easier to update data in Salesforce from an [...]
Data Validation
October 31st, 2008 · No Comments · Certified Administrator
Define Data Validation
Group+ Edition
Data validation is a method to conditionally prevent records from being saved; it is separate from field level security and page layouts.
List common use cases for Data Validation
See “Useful validation formulas”. A common usage would be to prevent an opportunity from being saved if the close date is in the past.
Describe when [...]
Tags: data validation
Workflow Approval Processing
October 31st, 2008 · No Comments · Certified Administrator
Define the basics of the Workflow Approval Process
Let’s go through the steps:
User submits record for approval. There is no method for automatic approval submission.
Does this record match the criteria for any approval processes on this object? If yes –> Step 3 [...]
Workflow
October 28th, 2008 · 2 Comments · Certified Administrator
Explain how salesforce implements workflow and when to use Salesforce workflow
Workflow rules are Enterprise+. A workflow rule is triggered based upon pre-defined criteria (e.g. Opp Amount > 100k). The workflow rule triggers workflow actions which can update fields, send emails, etc.
Workflow Rules Criteria:
When a record is created, or when a record is edited and did [...]
Tags: workflow
