Admin SF 1

Gauge

Table

Chart

Metric

Customizable recent tags

Chatter messenger for specific users

Printable list views

Related list hover links

Probability

Sales quota

Forecast category

Account rating

Chatter files

Documents

Libraries

Attachments

Create opportunity teams for customers

Add customers to libraries

Add customers to private chatter groups

Use chatter files to share presentations

Sharing rules open up access of records

Sharing rules grant delete access to records

Sharing rules grant record access to roles and public groups

Sharing rules are required in public read/write organizations

Customers can share and install apps published by salesforce partners

Support users can install the Service Cloud console custom app.

Partners can download accounts and contacts to collaborate on sales deals

Administrator can download and customize pre-built dashboards and reports

Knowledge allows an organization to share articles with partner portal users

Knowledge only allows a single article type across all data categories

Knowledge automatically creates a solution for each new articles

Knowledge uses data categories and roles to make articles visible to the specific users.

Cases not assigned to a contact

Notes not assigned to a record

Emails not assigned to a record

Contacts not assigned to an account

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.

The standard and list price for a product can be listed in multiple currencies.

When the action is deleted from workflow queue.

When the record no longer matches the rule criteria

When a validation rule triggered for the record

When another record triggers the same workflow rule

Open activities

Closed cases

Related custom object records

Open cases

Closed activities

Run reports

Marketing user

Mass email

Object permissions

Active

A assignment rule defines the approver for each process step

An approval action defines the result of record approval or rejection

The approval history related list can be used to track the process

A delegated approver can reassign approval requests

Assign chatter Free licenses to users outside the specified email domains

Create users in the organization and assign them a chatter free license.

Enable invites to allow users to invite others within specified email domains

Assign chatter free licenses to existing user Salesforce users

When record are edited by user

When records are updated by a workflow rule

When records are submitted using web-to-lead

When records are deleted by a user

When record are imported

Create two permission sets

Create two record types

Create two page layouts

Create two sales processes

Update to the chatter feed on a record are only visible to users with access to the record

Posts made to a user’s profile are visible to all users in the organization.

Posts to a user’s profile are hidden from anyone below that user in the role hierarchy

Posts to a user’s profile can be made private by clicking the icon.

Opportunities

Accounts

Users

Contacts

Campaign Members

Enhanced list views

Summary reports

Matrix reports

Tabular reports

Answers can be displayed externally on a customer or partner portal.

Unanswered questions are automatically escalated to new cases

Data categories control access to articles and questions

Community experts must be internal salesforce users.

Salesforce content

Public knowledge base

Self-service portal

Solution tab search

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 the similar opportunities to update the opportunities

The report format of the resulting report.

The custom summary formulas displayed in a resulting report

The objects that are available when building a report

The field that can be used as columns when building a report.

Share folders with roles

Create and share data categories

Designate running users

Share folders with public groups

Update the value of a formula field

Apply a specific value to a field

Update the value of a field on a child object

Change the record type of a record

Add the account related list to the survey page layout.

Add the survey related list to the account page layout

Create a lookup relationship field on the survey object

Create a lookup relationship field on the account object

A custom logo can be added to the meeting request email sent to a contact or lead

Salesforce can automatically propose multiple meeting times based on salesforce user calendars

The cloud scheduler can be enabled at the user profile level

The cloud scheduler allows user to view available meeting times on lead and contact calendars

Filter by which users can narrow down results

Number of records displayed for each object

Fields being searched on for each object

Objects included in the search

Columns displayed for each object

It must be enabled for the entire organization

It allows access to most custom objects in the organization

Only recently viewed records are synchronized

It allows access to all standard objects in the organization.

Grand totals

Date fields

Summary formulas

Summarized totals

Group by field names

Opportunity user

Console user

Service cloud user

Knowledge user

Customers can log, view, edit and close their own cases.

Customers can view and edit contacts related to their own accounts

The portal and its users can be created without additional licensing

The portal can be customized with corporate branding

Select the campaign record type when creating the opportunity

Select the primary campaign source for the opportunity

Use the campaign hierarchy related list on the opportunity

Use the campaign influence related list on the opportunity