Getting started

Question 1

What is a salesforce ?

Answer 1

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

Question 2

database in context of salesforce

Answer 2

giant spreadsheet - data is stored in database so you can access it later again

Question 3

app in salesforce

Answer 3

It is a set of objects, fields, and other functionality that supports a business process

Question 4

objects

Answer 4

tables in the salesforce database that stores a particular kind of information –> two types of objects: standard objects and custom objects

Question 5

records

Answer 5

rows in object database table - actual data associated with an object

Question 6

fields

Answer 6

columns in object database tables

Question 7

org

Answer 7

it is short for organisation and it refers to a specific instance of salesforce; company can have one or multiple orgs

Question 8

declarative development

Answer 8

developing without line of code; you use forms and drag-and-drop tools to perform tasks

Question 9

chatter feed tracking

Answer 9

provides a way for multiple people to comment and collaborate on a particular record, it is created every time you create custom object

Question 10

when identifying processes to bring into salesforce look for:

Answer 10

heavy email collaboration
manual processes with numerous steps
teams using spreadsheet
documents shared on local drives

Question 11

salesforce architecture

Answer 11

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

Question 12

multitenancy

Answer 12

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

Question 13

metadata

Answer 13

data about data; all standard, custom configurations, functionality and code in org

Question 14

API

Answer 14

allows different pieces of software to connect to each other and exchange information - you can connect your apps with other apps or software systems

Question 15

object manager

Answer 15

it is where you can view and customise standard and custom objects in your org

Question 16

setup menu

Answer 16

gives a quick links to a collections of pages that let you do everything from managing users to modifying settings

Question 17

main categories of setup menu

Answer 17

• — 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

Question 18

appexchange

Answer 18

like App Store, you can download app and other solutions there