Getting started Flashcards
What is a salesforce ?
it stores customer data, provides ways to collaborate with people you work with; to manage sales, to manage customer service, to connect their employees and improve efficiency
database in context of salesforce
giant spreadsheet - data is stored in database so you can access it later again
app in salesforce
It is a set of objects, fields, and other functionality that supports a business process
objects
tables in the salesforce database that stores a particular kind of information –> two types of objects: standard objects and custom objects
records
rows in object database table - actual data associated with an object
fields
columns in object database tables
org
it is short for organisation and it refers to a specific instance of salesforce; company can have one or multiple orgs
declarative development
developing without line of code; you use forms and drag-and-drop tools to perform tasks
chatter feed tracking
provides a way for multiple people to comment and collaborate on a particular record, it is created every time you create custom object
when identifying processes to bring into salesforce look for:
heavy email collaboration
manual processes with numerous steps
teams using spreadsheet
documents shared on local drives
salesforce architecture
series of layers that sit on top of each other
- salesforce is cloud company; everything is stored in cloud
- salesforce platform - is powered by metadata and made up of parts like data service, ai, API
- apps sit on top of platform - there are rebuild offerings like sales, marketing and services
multitenancy
means that you are sharing resources ; no matter the size of business you get access to the same computing power, data storage and core features
metadata
data about data; all standard, custom configurations, functionality and code in org
API
allows different pieces of software to connect to each other and exchange information - you can connect your apps with other apps or software systems
object manager
it is where you can view and customise standard and custom objects in your org
setup menu
gives a quick links to a collections of pages that let you do everything from managing users to modifying settings
main categories of setup menu
- — administration - used to manage users and data
- – platform tools - used for customisation, you can view and manage data model, create apps, modify user interface and deploy, or manage code
- – settings manage company info and org security
appexchange
like App Store, you can download app and other solutions there