Exam Topic Flash Cards from Trailhead
Multitenant
A single application that serves multiple organizations
See also - Salesforce Platform Basics
AppExchange
Cloud computing marketplace through which end users can access, download, and install software apps
See also - AppExchange Basics
Salesforce Help contains…
Produc documentation, a glossary, and release notes.
Experience cloud is for …
empowering customers and collborating with partners.
Making changes should be done …
in a sandbox for development, testing, and training to avoid comprmising the data and applications in a production org.
What are the key topics and relative percentages of the Salesforce Certified Associate Credential?
- Salesforce Ecosystem: 32%
- Navigation: 28%
- Data Model: 25%
- Reports and Dashboards: 15%
Where to add frequenly used reports …
My Favorites
What is the best graphical view of Open Cases by Support Process?
Kanban view organizes a set of records into columns.
Where is the place to check a team member’s login history?
Administration | Users | Users
Best way to limit Global Search?
Filter and sort within Global Search
In SFDC, what is a Tab?
The starting point for viewing, editing, and entering information for a particular object.
Read the Salesforce Glossary to learn more about key terms.
Where can a user view and restore records?
The Recycle Bin
Understand how a Recycle Bin is used.
What is the Object Manager?
A tool that lets Admins access object managemtn settings for both standard and custom objects.
Learn more about the Object Manager in the Setup: Quick Look.
What is the purpose of a Related List?
It includes details and links to other records.
Learn how to Work with Related Lists on Records in Lightning Experience.
What happens when a Lead is converted?
Salesforce uses the information stored in the lead record to create a business account, a contact, and an opportunity.
Learn how lead conversion works with Leads & Opportunities for Lightning Experience.
What is a Formula field type in Salesforce?
A formula is an algorithm that derives its value from other fields, expressions, or values. Formulas can automatically calculate the value on a field based on other fields.
Explore how to apply Formulas and Validations in reports.
What is the purpose of a Dynamic Form?
Dynamic Forms allow you to display fields and sections on a page layout individually like a component so that users only get what they need.
Review how to best use Dynamic Forms in page layouts.
How does a dependent picklist ensure category and subcategory fields?
A dependent picklist filters values based on a selection from another picklist or a checkbox (the controlling value) on the same record.
Study Picklist Administration to explore best practices for picklists.
What is the Schema Builder?
A tool that allows visualization and edits to the data model
Understand Schema Builder with Data Modeling.
What are the types of Object Relationships in Salesforce?
- Master-detail
- Many-to-many
- Lookup
Review Object Relationships Overview to understand more about objects.
What are Record Types used for?
Record Types are used for different business processes, picklist values, and page layouts for different users based on profile.
Learn more about record types in Customize a Salesforce Object.
What are examples of Field Types?
- Formula
- Checkbox
- Date
Study up with Custom Fields: Quick Look to learn about different field types.
How many custom summary formula fields can a report include?
5
Explore how to apply Formulas and Validations in reports.
How is access to a report provided?
The folder is shared with the user / group / role
Read how to Share a Report or Dashboard Folder in Lightning Experience.
In Report Builder, how many maximum rows display (grouped by rows or columns)
- 20 rows if grouped by rows
- 50 rows for tabular (no groups)
Review Reports and Dashboards Limits, Limitations, and Allocations to understand reports.
What feature is used to display a number of reports graphically on a single screen?
Salesforce uses dashboards to present multiple reports side by side in a single layout
Learn more about Reports & Dashboards for Lightning Experience
Subscribe and Schedule Reports
Receive refreshed report results by email on a schedule
Learn how to Schedule and Subscribe to Reports to receive notifications that keep stakeholders informed.
Opportunities worth more than $50M, cases that mention the word “widgets” in the subject, or accounts located in California are examples of …
Report Filters
Read how to Filter Reports by Values to define data in reports.
What does it mean to do a “Dashboard Refresh”?
Load the latest data into a dashboard.
Review how to Refresh Dashboard Data to load the latest data into a dashboard.
What is a Dashboard Filter?
To apply different data perspectives to a single dashboard.
Identify how to Filter a Dashboard to apply different data perspectives.
