Platform basics Flashcards
When identifying processes to bring into Salesforce, look for:
A.Manual processes with numerous steps B.Email-driven processes C.Teams using spreadsheets to run the business D.Documents shared on local directories *E.All of the above
Three use cases for Finance on the platform are:
A.Help desk, Pricing, Facilities management
B.Vendor management, Transportation, Contract management
*C.Budget management, Pricing, Contract management
D.Identity management, Billing management, Budget management
E.All of the above
Our trusted, multi tenant cloud means you get:
A.The benefits of the same core set of features for all customers
B.Upgrades three times a year
C.No software to install to access Salesforce
*D.All of the above
The Salesforce API is:
- A.Like a contract between two pieces of software, allowing them to connect and exchange information
B.Not available for certain technologies such as wearables
C.The exact same thing as an API name
D.Only for programmers to use
Metadata refers to:
A.Everything in your Salesforce org, including your customer and user data
B.A representation of your standard functionality, without customizations
*C.Data about data
D.Configuration -based modifications only
Navigation and set up
The Company Information page is where you can find:
A.Your org ID
B.Licenses available and in use
C.Information on important limits such as data and file usage
*D.All of the above
What are the three main categories in the Setup menu?
A.Object Management, Preferences, Groups
B.User Management, Settings, Security
*C.Administration, Platform Tools, Settings
D.AppExchange, Profiles, Customizations
What is an easy way to find what you’re looking for in the Setup menu?
*A.Type the first few letters of what you’re looking for in the Quick Find box.
B.Click headings and subheadings until you find what you’re looking for.
C.Memorize what’s in each category.
D.Click one of the main categories in the Setup menu, then look at the page to the right.
App exchange
When you’re getting started with AppExchange, a best practice is to:
A.Install apps of interest right away.
B.Request the top 3 apps from each department.
C.Develop a plan, including budget, timing, and key department use cases.
*D.Install apps directly into production.
When you want to find an app after you install it, what should you enter in the Quick Find box in Setup?
A.Installed Apps *B.Installed Packages C.Installed Components D.Installations E.Apps
User management -
Usernames must:
A.Include a character, a symbol, and an emoji.
B.Be unique only within your (not all) Salesforce organizations.
*C.Be in the format of an email, for example, jdoe@domain.com.
D.Always start with the last name first.
When you create a user, you can:
A.Add only one user at a time.
B.Take a long lunch break because you’ve saved so much time.
*C.Generate a new password and notify the user immediately.
D.Replace existing users.
Field-level security allows you to:
*A. Restrict access to certain fields on object records.
B.Set passwords on specific fields.
C.Make information harder to find.
D.Prevent a group of users from accessing and modifying specific objects.
You can manage record-level access in your organization using:
A.Organization-wide defaults. B.Role hierarchies. C.Sharing rules. D.Manual sharing. *E.All of the above.
Get to Know Salesforce Identity
How do admins and businesses benefit from Salesforce Identity?
*A.Convenient one-click access to all apps so users can be more productive.
B.Users create more passwords, which provides higher levels of security.
C.Decentralized user management.
D.Admins can log in as any user in their org.
