What should the system administrator check when users are unable to find a custom report type?

What should the system administrator check when users are unable to find a custom report type?

What should the System Administrator check when users are unable to find a Custom Report Type? Add a button for the new Report Type to the Report Builder. Make sure the new Report Type is deployed. Make sure the user Profile includes the Report Type.

Which two objects can be related to campaign members choose 2 answers?

Both options A (Contact) and D (Lead) are correct. These objects are used in Salesforce. The campaigns help link together initiatives for marking, and any leads that can come about from the marketing done.

Which two best practices are recommended prior to mass deleting records?

RUN AND EXPORT A REPORT TO ARCHIVE DATA BEFORE DELETION. Correct: Running and exporting a report to archive data before deletion is a best practice. This is recommended just in case the system administrator accidentally deletes leads beyond the expected.

What should a system administrator do first to troubleshoot login error messages?

What should the administrator do first to troubleshoot login error messages? A. CHECK THE USER’S LOGIN HISTORY RELATED LIST ON THE USER RECORD.

Who can manually share records?

Only these 4 users can share the record:

  1. Record Owner.
  2. A user in a role above the owner in the role hierarchy.
  3. Users granted “Full Access” to record.
  4. Administrator.

In which two locations can a system administrator assign a page layout?

The answer to your question is Profile and Record Type.

Where can a system administrator assign a page layout in Salesforce?

System Administrator assign page layout in Profile.

Which two actions should an administrator perform to provide a sales team with an easy solution?

  • Ensure opportunity teams are created for customers.
  • Use Salesforce Files to post presentations in Chatter.
  • Add customers to libraries.
  • Add customers to private Chatter groups.

What are two reasons a user Cannot be deactivated?

A User can’t be deactivated if they’re the User assigned to a Task. A User can’t be deactivated if they are the selected User in a custom hierarchy field, even if the field is deleted. The field must be deleted and permanently erased first.

What is the reason the administrator is unable to deactivate the user?

A System Administrator attempts to deactivate a user but receives the error message “You CANNOT deactivate this user” What is the reason the Administrator is unable to to deactivate the user? A . The user is not assigned to a role.

When you Cannot deactivate a user in Salesforce?

Error ‘Cannot deactivate a User or make them inactive’ on User Deactivation. This error occurs when the User object has a custom field that has “Hierarchy” as the data type. Steps to Reproduce: Create a custom field on User object.

What should an administrator do to assign a service cloud user license to a new user?

To assign the license to a user:

  1. From Setup, enter Users in the Quick Find box, then select Users.
  2. Click Edit next to a user’s name.
  3. Select Service Cloud User .
  4. Click Save.

What should the administrator consider when selecting the username?

What should the administrator consider when selecting the username? It must look like an email address and be unique across all Salesforce organizations. It must be alphanumeric and be unique across all Salesforce organizations. It must look like an email address and be unique to the organization.

Which key topics are covered in the org setup section of the Administrator certification exam?

Describe the content found in the company information area of Setup. Identify various UI features that an administrator controls. Practice common scenarios related to each UI feature. Practice common scenarios related to company information.

Where can system administrator assign a page layout?

Is Salesforce admin certification easy?

How hard is a Salesforce Admin Certification exam? The pass mark is 65%, meaning quite a high level of knowledge is required to be successful in this exam. The test consists of 60 multiple-choice questions, which means you must get at least 39 correct to pass.

Where can an administrator change the organization name and address default locale language and time zone?

a) from the company information section, an admin can modify the org name and address, default locale, default language and default time zone. An admin can also view the unique salesforce.com organization ID, number and types of licenses available and corporate currency.

Where can a user view the completed tasks and past events for an opportunity?

Answer: A, B Explanation: Completed tasks, past events, and sent emails are tracked in the Activity History related list for a record. Tasks and events that have not yet completed are tracked in the Open Activities related list. In addition, activity reports allow users to analyze tasks and events.

What options does an administrator have in customizing reports?

12.1- Describe the options available when creating or customizing a report (e.g., report type, report format, fields, summarizing data, filtering data, charting, scheduling, conditional highlighting)

What should a system admin consider when deleting a custom field choose 3 answers?

Updates to the Chatter feed on a record are only visible to users with access to the record. What should a system administrator consider when deleting a custom field? B. Field values should be archived before a field is deleted.

How many objects can you have in a custom report type?

A custom report type can contain up to 60 object references. For example, if you select the maximum limit of four object relationships for a report type, then you could select fields via lookup from an additional 56 objects.

Which three field types could be included when building a custom report type?

In a Custom Report Type you can add fields from objects that are not your primary report type object, and can span up to 4 object relationships. An example would be including information about the role and profile of the opportunity owner, without listing the User object as one of your report type objects.

What can be done with a custom report?

The Custom Reports feature allows you to create report templates based on any combination of criteria, with many formatting options. Formatting options include headings, columns, sorting, and color graphs. Single and two-level metrics based on any fields can be included.

Can you add fields to standard report types?

Standard report types cannot be customized, and automatically include standard and custom fields for each object within the report type.

What is difference between custom report types and standard report types?

Standard reports in salesforce are those provided by salesforce.com. These type of reports can not be deleted and used primarily for creating custom reports. Custom report is a specialized report of your transactions for a time period that you specify.

Which is standard report filter?

1 Answer

  1. pv0 = report filter value.
  2. pn0 = report filter comparison operator.
  3. pc0 = report filter field.

How do I add a field to a custom report type?

Fields Available for Reports

  1. Select the object on the right window.
  2. Click “Add Fields Related Via Lookup”.
  3. Click the lookup field in the current object. You can now see the fields from the lookup object.
  4. Select the fields you would like to add and click OK.

What should the system administrator check when users are unable to find a custom report type?

What should the system administrator check when users are unable to find a custom report type?

What should the System Administrator check when users are unable to find a Custom Report Type? Add a button for the new Report Type to the Report Builder. Make sure the new Report Type is deployed. Make sure the user Profile includes the Report Type.

What should a system administrator use to disable access to a custom application for a group of users?

A system administrator should use Profiles to disable an application for a group of users in salesforce.

Where can a system administrator assign a page layout?

Answer. In the Page Layouts section, click the Page Layout Assignment button. Click the Edit Assignment button. Click System Administrator in the list, and select Expense Mobile Layout in the Page Layout To Use dropdown list.

What tasks can be performed by a user who is assigned to the standard system administrator profile?

– Reset user passwords. Notes: A user who is assigned to the standard System Administrator profile can configure and customize the application, such as creating and assigning custom profiles to users. The user can also view and modify all data in the organization including resetting user passwords.

What options does an administrator have in customizing reports?

12.1- Describe the options available when creating or customizing a report (e.g., report type, report format, fields, summarizing data, filtering data, charting, scheduling, conditional highlighting)

Which action can a delegated administrator take?

A delegated admin can perform routine tasks such as adding users and resetting passwords, or more complex tasks such as adding a domain.

Where can a user view the completed tasks and past events for an opportunity?

Answer: A, B Explanation: Completed tasks, past events, and sent emails are tracked in the Activity History related list for a record. Tasks and events that have not yet completed are tracked in the Open Activities related list. In addition, activity reports allow users to analyze tasks and events.

Which chart type can an administrator use to compare opportunity amounts by Rep and then by stage?

An administrator can create a stacked bar chart to compare totals and proportions, such as the opportunity amounts by rep and then by stage.

When a user account is deactivated what happens to the associated license?

ANSWER FEEDBACK A. THE LICENSE BECOMES AVAILABLE FOR REASSIGNMENT. Correct. When a user license is deactivated, it’s available to be reassigned to another employee in the company.

What are two reasons a user Cannot be deactivated?

A User can’t be deactivated if they’re the User assigned to a Task. A User can’t be deactivated if they are the selected User in a custom hierarchy field, even if the field is deleted. The field must be deleted and permanently erased first.

What is the difference between freeze and deactivate?

Freeze – Temporarily disable the account. Good for returning users. Deactivate – Suspend the user account entirely and they are not returning users.

What should be considered when deactivating users?

When you deactivate,

  1. The user’s existing records – assigned leads, contacts, accounts, deals, tasks, appointments and notes – are retained.
  2. You will be able to create reports and filter records based on the user.
  3. The user can no longer sign in and access the application.

What is validated before a user can log in?

While authentication is the process of validating the identity of a registered user before allowing access to the protected resource, authorization is the process of validating that the authenticated user has been granted permission to access the requested resources.

Why we Cannot delete user in Salesforce?

You cannot delete users from Salesforce. You can remove their license or deactivate them to remove access to the system, but because they may still own records, they cannot be deleted.

How do I deactivate a Salesforce administrator?

Deactivate the Legacy Administrator User

  1. Setup > Type “user” in the search box. The Users are located at Setup > Users > Users.
  2. Click on User and edit the old System Administrator and deactivate the user.

How do I disable administrator account?

Right-click the Start menu (or press Windows key + X) > Computer Management, then expand Local Users and Groups > Users. Select the Administrator account, right click on it then click Properties. Uncheck Account is disabled, click Apply then OK.

How do I remove administrator from my computer?

How to Delete an Administrator Account in Settings

  1. Click the Windows Start button. This button is located in the lower-left corner of your screen.
  2. Click on Settings.
  3. Then choose Accounts.
  4. Select Family & other users.
  5. Choose the admin account you want to delete.
  6. Click on Remove.
  7. Finally, select Delete account and data.

What happens when you deactivate a user in Salesforce?

Deactivating a user in Salesforce means that user will not be deleted from the system but will no longer be able to log in to Salesforce and their records can be transferred to another user. They cannot be part of workflows or part of any automated processes.

Can the user records be permanently deleted from the Salesforce com?

Record Retention After 15 days in the recycle bin, the record is permanently deleted. If you find yourself deleting records on a regular basis, you may want to set yourself a reoccurring task to check your Salesforce Recycle Bin every two weeks or so.

How do I restrict an IP address in Salesforce?

Restrict Login IP Addresses in the Original Profile User…

  1. How you restrict the range of valid IP addresses on a profile depends on your Salesforce edition.
  2. Click New in the Login IP Ranges related list.
  3. Enter a valid IP address in the IP Start Address field and a higher-numbered IP address in the IP End Address field.
  4. Optionally enter a description for the range.
  5. Click Save.

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