Admin Beginner Flashcards
lookup relationship
links two objects together so that you can “look up” one object from the related items on another object
1:1 or one-to-many
hierarchical relationship
a type of lookup relationship
only available on the User object, e.g. creating management chains between users
master-detail relationships
one object is the master and another is the detail; the master object controls certain behaviors of the detail object, like who can view the detail’s data
app
a set of objects, fields and other functionality that supports a business process. You can see which app you’re using and switch between apps using the App Launcher. (the dots)
objects
tables in Salesforce DB that store a particular kind of information. There are standard objects like Accounts and Contacts and custom objects like the Property object you see in the graphic.
Records
are rows in the object database tables. records are the actual data associated with an object.
fields
columns in the object DB tables
org
short for organization. refers to a specific instance of Salesforce
declarative development
developing without code
you use forms, and drag and drop tools to perform powerful customization tasks
programmatic development
uses Lightning components
places where there might be a salesforce solution
heavy email collaboration reliance on spreadsheets shared local documents time-intensive, repetitive manual steps impact on only a few departments
salesforce architecture
–> applications: sales, service, marketing
(consistent, powerful functionality)
–> platform: lightning, heroku, appexchange
(data services, AI, API)
–> salesforce: CRM data, authentication, access model
(trusted, multitenant cloud)
multitenant cloud
shared resources for data clients
access to the same computing power, data storage, and core features
metadata
data about data
the structure of your salesforce org
standard and custom configurations, functionality, and code are metadata
magic of salesforce: knows how to store and then immediately serve that metadata after you create it
API
allow different pieces of software to connect to each other and exchange information
when you add a custom object or field, the platform automatically creates an API name to retrieve the metadata and data you’re looking for
setup menu: administration
where you manage your users and data; you can do things like add users, change permissions, import and export data, and create email templates
setup menu: platform tools
most customization happens here
view and manage your data models, create apps, modify the user interface, and deploy new features to your users
programmatic development happens here / this is where you manage your code
setup menu: settings
where you manage your company information and org security. you can do things like add business hours, change your locale, and view your org’s history.
data model
a way to model what database tables in a way that makes sense to humans
standard objects
objects that are included in salesforce; common business objects like Account, Contact, Lead, and Opportunity are all standard objects
custom objects
objects you create to store information that’s specific to your company or industry
data import wizard
accessible through the Setup menu
lets you import common standard objects, such as contacts, leads, accounts, as well as data in custom objects.
it can import up to 50,000 records at a time
simple interface to specify the config parameters, data sources, and the field mappings that map the field names in your import file with the field names in Salesforce
data loader
client application that an import up to five million records at a time, of any data type, either from files or a database connection
it can be operated either through the user interface or the command line
in the latter case, you need to specify data sources, field mappings, and other parameters via config files
this makes it possible to automate the import process, using API calls
SOAP API
data loader uses the SOAP API to process records
for faster processing, you can configure it to use the Bulk API instead
the Bulk API is optimized to load a large number of records simultaneously
it is faster than the SOAP API due to parallel processing and fewer network round-trips
steps to follow before you start importing any data
- create an export file
- clean up the import file for accuracy and consistency. this involves updating the data to remove duplicates, delete unnecessary information, correct spelling and other errors, and enforce naming conventions
- compare your data fields with the salesforce fields you can import into, and verify that you data will be mapped into the appropriate salesforce fields. you might need to fine tune the mapping.
- make any configuration changes required in salesforce to handle the imported data. for example, you might need to create new custom fields, add new values to picklists, or temporarily deactivate workflow rules.
SOAP vs. Bulk
While SOAP API retrieves data in batches of up to 2,000 records (or up to 200 records, if two or more custom fields of type long text are selected), Bulk API allows batches of up to 10,000 records. Bulk API batches have the same record count limit for both querying and loading data to Salesforce.
data export service
an in-browser service, accessible through the Setup menu
it allows you to export data once every 7 days or 29 days
you can automate it
weekly: enterprise, performance, unlimited
29 days: professional/developer
data loader
client app that you install separately
it can be operated through the user interface or the CLI
the latter option is useful if you want to automate the process, or use APIs to integrate with another system
why is creating a custom object tab important?
without a custom tab, you can’t add a custom object to an app
lightning apps
give your users access to sets of objects, tabs, and other items all in one convenient bundle in the nav bar
some things you can include in a lightning app
standard objects (most) custom objects visualforce tabs lightning component tabs canvas apps via visualforce tabs web tabs
use lightning experience manager to:
- view all your salesforce apps
- create lightning apps or connected apps
- see which apps are visible in lightning experience
- easily manage apps
what happens when you create a list view chart for an object?
When you create a list view chart for an object, such as Opportunities or Leads, the chart is associated with the object. The chart is available for any list view that you have permission to see for that object, except the Recently Viewed list.
compact layout
control which fields your users see in the highlights panel at the top of a record
also they control the fields that appear in the expanded lookup card you see when you hover over a link in record details, and in the details section when you expand an activity in the activity timeline
do compact layouts also control how records display in the salesforce mobile app?
yes
Compact layouts also control how records display in the Salesforce mobile app. If your company uses the Salesforce mobile app, you can help your users see what they need on mobile screens, where space is limited and quick recognition of records is important.
two ways to customize a page in Lightning Experience
- customize a page’s layout
2. customize a page’s content
page layout editor
- control which fields, lists of related records, and custom links users see
- customize the order that the fields appear in the page details
- determine whether fields are visible, read only, or required
- control which standard and custom buttons appear on records and related lists
- control which quick actions appear on the page
3 primary types of custom buttons:
- list button – appears on a related list on an object record page
- detail page link – appears in the links section of the record detail on an object record
- detail page button – appears in the action menu in the highlights panel of a record page
creating custom buttons and links
add link / button
don’t forget to add to page layout
object-specific actions
automatic relationships to other records and let users quickly create or update records, log calls, send emails, and more (in the context of a particular object)
types of object-specific actions
- Create actions create records that are automatically associated with related records
- update a record actions that make it easy for users to edit records
- log a call actions - enter notes about calls, meetings, etc.
- custom actions invoke lightning components, flows, visualforce pages or canvas apps
- send email actions - available only on cases - give users access to a simplified version of the case feed email action in the salesforce mobile app
global actions
these can be put anywhere that actions are supported
lets users log call details, create records, or send email, all without leaving the page they’re on
Global actions live on a special layout of their own, known as the global publisher layout. It isn’t associated with an object, and it populates the global actions menu in Lightning Experience. Users can access the global actions menu by clickingGlobal Actions menu icon in the Salesforce header.
if an object page layout isn’t customized with actions, then the actions on those object record pages are inherited from the global publisher layout
perks of mobile app
- included with every salesforce license
- app is plug and play
- cross platform (runs on android and ios)
- offline capabilities
- works with desktop version of lightning experience
- not just an app; it’s a platform; customizable
notes about mobile navigation
- you can set different menu configs for different types of users / users with certain permissions can change their navigation tabs
- if you want to include visualforce pages, lightning pages, or lightning components in your lightning apps, you must create tabs for them
- before adding a page to the salesforce mobile app, make sure the page is enabled for mobile
quick actions
offer a fast way for mobile users to launch a specific workflow in the Salesforce mobile app, like creating records, logging calls, or sharing files.
quick actions are great for mobile because…
- you can create custom actions tailored to your own business processes and use cases
- each action has its own unique page layout, so you can limit the fields to just the ones mobile users truly need
- you can prepopulate fields on the page layout to save mobile users some time
object-specific actions
- can update records
- can create records that are automatically associated with related information. for example, a user could initiate an action that simultaneously creates a contact and associates it with an account.
how do you expose object-specific actions in the mobile app?
you don’t add them to the global publisher; instead, you make them available to users by editing the object’s page layout
don’t remove a required field from the layout unless
- the field has a default value
- you specify a predefined field value for the action
- the field already contains data; for example: if the action updates a record, the user entered the required information when they initially created the record
4 scenarios in user engagement
- onboarding: show users where to begin and what’s new or changed. get them to the “aha moment” quickly.
- feature discovery and adoption: help beginners become experts; help experienced users learn new things; raise awareness of new features and releases
- troubleshooting help: provide just-in-time prompts that help users learn by doing; offer reliable resources and access to support
- deeper learning: give users the skills and information they need to get as much value as possible out of your product or application
push method
use push method when users may not notice or seek out help, but would benefit from assistance
pull method
use when user is motivated to seek help
help menu!
info bubble!
tool tips!
prompt
single, small pop-up window that directs users’ attention to a feature, update or call to action
the user notices the prompt, ingests the information or takes action, and moves on
walkthrough
a series of connected prompts that provides a step-by-step guided experience across a single or multiple page for in-context learning
- onboard new hires
- highlight a series of key but related features
- provide a navigational or feature overview
- guide users through a multi-step procedure
report
simply put: a list of records that meet the criteria you define
but you can filter, group, and do math – even make charts!
dashboard
visual display of key metrics and trends for records in your org
a report type determines…
which fields and records are available for use when creating a report
matrix report
when you summarize rows and columns
