Across
- 3. This is a predefined list of values that can be custom or a global value set
- 5. This type of object is an intermediary used to create a many-to-many relationship between two objects
- 8. Unlike a Roll-up summary, this can be used on both master/detail relationships and lookup relationships
- 15. On this “Information” page in Setup you will find fiscal info, data usage, licenses, local settings, org ID, etc.
- 17. A user’s ________ record type is specified in the user’s Profile
- 18. These are used to store info about contractual agreements between the company and customer
- 21. Compared to a spreadsheet, this core feature of Salesforce is like the columns of the spreadsheet
- 23. A way for multiple users to work on one opportunity together (2 words)
- 24. This type of relationship links objects together so that users can see related items from another object, or even the same object
- 26. Lead _____ Rules automatically delegate leads to users or queues based on criteria that you set
- 28. This type of lookup relationship is used to connect two external objects outside of SF
- 29. You can create a ____-_____ summary field to display a value in a master record based on the values of fields in a detail record (2 words)
- 31. Only the record owner, and users above that role in the hierarchy, can view, edit, and report on those records.
- 33. These contain the prices that products should be sold for (2 words)
- 34. These show more in-depth sales information and can be created as a PDF to send to customers
- 36. These are used to track the fulfillment of products and services
- 38. This type of Lead Scoring uses AI to score leads based on a company’s successful conversion patterns
- 39. Campaign ______ are Leads or Contacts associated with campaigns
- 42. “Public Read/Write/_____”: All users can view, edit, transfer, and report on all records (This feature is only available for cases or leads)
- 44. This type of lookup relationship is used when an object in SF is related to an object outside of SF
- 46. This type of profile cannot be edited, but it can be cloned and then edited.
- 47. When adding custom objects be sure to add the object to the ____ in Lightning App; otherwise you will not be able to see it.
- 49. Contact ______ are used to relate contacts with Opportunities
- 50. This is a way of predicting future revenue based on opportunity values and opportunity stages
- 51. These determine which business processes, page layouts, fields and picklist values a user can access (2 words)
- 52. These are holding areas for leads until they’re assigned to a specific owner
- 53. “Public ___ ____”: All users can view, edit, transfer, delete, and report on all records. Only available for campaigns (2 words)
- 57. These are potential customers who do not exist in the Org yet as an Account or Contact
- 58. In this type of picklist, only the values that are defined can be used in the record when saving or importing
Down
- 1. This type of lookup relationship can be used to create a lookup field for the User object only
- 2. “Controlled by ______”: A user can perform an action on an object based on whether he or she can perform that same action on the record associated with it.
- 4. A “_____ Value Set” is used to insert the same picklist set across multiple objects or multiple fields
- 6. This object is used to track sales in Salesforce
- 7. Used to specify the dates and times when customer support is unavailable
- 9. This type of relationship is a tight relationship between objects wherein the parent object controls the child object (2 words)
- 10. Campaign ______ is used to track the impact of campaigns on Opportunities
- 11. These are like guided walkthroughs to the user that capture the lifecycle of standard objects
- 12. Compared to a spreadsheet, this core feature of Salesforce is like the rows of the spreadsheet
- 13. These specify the hours that the Support Team is available to customers (2 words)
- 14. This feature allows you to add a form on any website that then creates a Lead Record in Salesforce (3 words)
- 16. In this type of picklist, more than one value can be selected (2 words)
- 19. Compared to a spreadsheet, this core feature of Salesforce is like the tab of the spreadsheet
- 20. These are used to divide the revenue credit for opportunities across multiple members of a team
- 22. Deleted Field history is stored in the recycling bin for this number of days
- 25. A Business ______ is used to display different picklist values based on the user’s profile or record type (ex. Sales, Lead, Cases, Solutions)
- 27. This type of object CAN be deleted
- 30. These determine the fields that users are able to see on the page; they do not control picklist values (2 words)
- 32. In this type of picklist, the values in one picklist are filtered by the values in another picklist or checkbox
- 35. Leads can be owned by ______ or Queues
- 37. This type of lookup relationship can be used to lookup information within the same object
- 40. “Public ____ _____”: All users can view, edit, and report on all records (2 words)
- 41. These type of Alerts Automatically email users whenever an opportunity reaches a threshold of amount and probability (2 words)
- 43. In this type of picklist, if a value doesn’t match the picklist, it can be added to the record but it will not be added to the picklist values
- 45. This type of object CANNOT be deleted
- 48. When a lead is _____ an account and contact are created automatically with the option of creating an opportunity
- 54. There are two types of Product _____: Revenue (multiple payments for one product) and Quantity (one payment for multiple products)
- 55. “Public ____ ____”: All users can view and report on records but not edit them (2 words)
- 56. In SF, the ____ _______ is the collection of objects and fields in an App
- 59. This standard object allows a company to measure marketing efforts