Examen V

If a custom object is a child in a master-detail relationship, then its OWD setting is controlled by parent

'New Meeting Request' button is available on the Open Activities related list on the detail pages of
contacts, leads, and person accounts

To remove Chatter tab from the top horizontal bar, remove it from the 'Selected Tabs'
from 'Customize My Tabs' from the '+' sign. To remove Chatter link altogether for all profiles, go to
Setup -> Customize -> Chatter -> Settings and uncheck 'Enable'. Now Chatter link will not be
available even if the '+' sign is clicked. To remove Chatter link altogether only for a specific profile,
go to Setup -> Manage Users -> Profiles -> -> Objects and Tabs -> Chatter -> Edit and select'

Any changes to
records owned by a user are automatically followed on Chatter. To disable this feature, go to
Setup -> My Chatter Settings -> My Feeds and check the checkbox for 'Stop automatically

Mail Merge process: About the mail merge process and merge fields
A mail merge is the process of generating form letters and other Microsoft Word documents that
are personalized for the recipient, who is often a contact or lead. The content of each document is
predefined in a mail merge template. Mail merge templates include variables called merge fields
where data from your Salesforce records — for example a contact's name and address—displays
in the generated document.

In order to make sure that sharing rules are calculated and acknowledged as they should
be, recalculate the rules. Recalculate sharing rules by: a. Navigate to Setup| Security Controls|
Sharing Settings b. Under the object where the sharing rule was created or deleted, click on
'Recalculate'. This will reset the record permissions for the object.

There might be another active workflow rule on the same object which might be giving an
output which is conflicting with the output of this workflow rule by updating the same field in some
other way. De activate the other workflow rule or check the business logic as to why we are doing
multiple field updates on the same field.

The workflow actions within a workflow rule execute in the order in which they are created.

If multiple active workflow rules are present on an object, then these workflow rules will execute in
the order in which they have been created.

An opportunity is triggering a workflow rule that is set to evaluate. When a record is created, or
when a record is edited and did not previously meet the rule criteria'. The opportunity previously
met the workflow criteria so the workflow rule should not trigger now. But the workflow rule is being
triggered. This can happen when the account that the opportunity is related to is changed. Doing
this will re-parent the opportunity and thus all 'on-create' workflow rules will trigger

A manual sharing can be created using the Apex Data Loader.

A manual sharing can be created for a standard or custom object u sing the Apex Data Loader

Account object has a custom field 'Tax' of type number. Some account records are present in
Salesforce which do not have any value in this field. This custom field is now made a required field
by editing it. The editing will fail as some records are present which do not have a value for this
field.

Account object has a custom field 'Tax' of type number. Two account records are present in
Salesforce which have the same value in this field say 5000. This custom field is now made a
unique field by editing it. The editing will fail as two records are present which have the same
value for this field.

For manual sharing of any account record, by default the owner of the record has Full Access to
the account record and has Read/Write access on the related contacts, opportunities, cases. The
Read/Write access on the related contacts, opportunities, cases can be made more restrictive for
the owner like read-only by creating a new manual sharing rule for that account record and
selecting the owner's name from within the Users list.

Sales Stages refer to Stage picklist of opportunity

A master object cannot have more than two detail objects through master-detail relationship as at
the most 2 master-detail relationships are allowed per object.

field marked as required while creating the field can be removed from some page layouts

A workflow rule can have a workflow action of type 'Field Update' to determine which record type
should be assigned to the created record.

The various ways of making a tab (say Leads) hidden for any profile: Make it ‘Tab Hidden’ at profile level. (Other options are ‘Default On’ and ‘Default Off’).
Remove Read access on Leads at the profile level. The tab automatically becomes hidden for that
profile.

Opportunities are usually influenced by more than one campaign, the campaign
influence feature allows you to manually or automatically associate multiple influential campaigns
to a single opportunity.

Custom Summary Field/Formula is available only in report generated from Custom Report Type
using with or without relationship with some other object.

An account record can have an Account Team working on that account. Account team
role decides what role any Account Team Member plays in that Account Team. ‘Account Team’ is
a related list on any account record. ‘Contact Roles’ is also a related list on an account record
which is distinct from the ‘Contacts’ related list. Any contact can be added to the ‘Contact Roles’
related list along with specifying what role that contact plays on that account.

Price Books are a list of products with specifically defined unit price s and currencies. A
price book can be set up for multiple currencies. When organizing products into price books,keep
in mind that an o opportunity or quote can include products only from a single price book. To add
or edit products in a price book, click the price book name.

'Quote Line Items' is a related list on a quote. A quote can be treated for an opportunity.
For adding a Quote Line Item to the 'Quote Li ne Items' related list, click on 'Add Line Item'. Then
select any one price book. Then select any of the products available in that price book. Modify the
prices if required and specify quantity for each product. A Line Item in the 'Quote Line Items'
related list is nothing but a product from the Price Book selected for this Quote.

If a custom app is not created for a client company and a standard app like ‘Sales’ is being used
by the client company, then the client company logo cannot be added to the app.

When leads/cases are loaded using the Apex Data Loader, there is no provision for
providing ‘true’ value for the ‘Assign using active assignment rule’ checkbox. So the leads/cases
always get assigned to the user who is doing the data load operation.

Process Visualizer used for: It is used to view the graphical representation of an Approval Process. It can be launched
by clicking the ‘View Diagram’ button on the Approval Process detail page. A section called
Legend gives a summary of the icons used in the approval process.

the difference between Apex Data Loader and Import Wizard as far as displaying error
messages is concerned: Apex Data Loader
Always gives error messages for failures. Error message given if text value provided in field of
type number and loading of the record fails irrespective of whether the field is a compulsorily
required field or not. Import Wizard. Is not consistent in giving error messages. For example, if a
text value is specified in a field of type number (PAN number custom field created on Contact of
type Number),

The difference between Apex Data Loader and Import Wizard as far as record loading is
concerned: Apex Data Loader,Loading of a record fails if even one column/field has invalid data in it.
Import Wizard,Inconsistent behavior. Sometimes the field with invalid data is not loaded but the remaining record gets loaded as mentioned above when text value was provided in a field of type
number but the field was not a compulsorily required field. The record loading fails if this field is
made a compulsorily required field.

is the difference between Apex Data Loader and Import Wizard as far as generating extra
accounts is concerned: Apex Data Loader
If Salesforce account ID is specified incorrectly while loading contact, then loading of contact fails
as no account exists in Salesforce with this account ID. Import Wizard. If account name is
specified incorrectly while loading contact, then new account gets generated with the new name.

Among two records related by master – detail relationship, the detail record can have an owner
which is different from the owner of the master record.

Users or contacts can be added to the ‘Account Team’ of an account.

Salesforce to Salesforce allows you to share records with businesspartners that use
salesforce.com.

A single Sales Process can be assigned to multiple opportunity record types