Given a scenario, identify where Salesforce customization takes place

Question 1

How can you customise objects?

Answer 1

Modifying fields, defining field types, establishing relationships between objects, and setting up validation rules to ensure data integrity.

Question 2

How can you customise page layouts?

Answer 2

Display relevant information, rearrange sections, and add or remove fields to match their workflow and preferences.

Question 3

How can you automate things in Salesforce?

Answer 3

Salesforce provides Workflow Rules, Process Builder, and Flow Builder to automate business processes and streamline workflows. Users can define rules, criteria, and actions to trigger automated actions, such as sending email alerts, updating fields, creating tasks, or initiating approvals.

Question 4

How can you customise reports and dashboards?

Answer 4

Users can customize report types, define filters, groupings, and summarize data to generate insightful reports. Dashboards can be customized to display key metrics and charts, providing a consolidated view of important information.

Question 5

How can you customise Salesforce with code?

Answer 5

Build custom applications and extend the platform’s capabilities. Developers can write custom code to create custom functionality, integrations with external systems, and advanced business logic.

Question 6

How can you customise Lightning pages?

Answer 6

Add or remove components, rearrange sections, and configure component properties to design personalized user experiences.

Question 7

How can you customise Salesforce to ensure data integrity is automatically enforced?

Answer 7

Salesforce allows the creation of validation rules to enforce data quality and consistency. Users can define rules to ensure that specific fields meet certain criteria or that data entered adheres to predefined standards, preventing the creation of incorrect or incomplete records.

Question 8

How can buttons and actions be used to customise Salesforce?

Answer 8

They provide quick access to frequently performed actions or external URLs. These buttons and actions can be added to page layouts, related lists, or list views, enhancing user productivity and efficiency.