Productivity and Collaboration Flashcards
Activities
- Made up of BOTH Tasks and Events
- Can be created from a Parent records or from the task, events, and calendar object home page
- Can be created, viewed, and related to records such as Accounts, Cases, Contacts, and Opportunities
- Can be independent as a personal task or event
- Can be viewed from the Calendar for Events or Task List on the home page for Tasks
- Related to Standalone (Personal Tasks and Events)
Shared Activities
- A Task or Event that is related to multiple contacts (for example, recording attendees of a meeting)
- Up to 50 contacts can be related to a shared Task or Event. This includes a designated primary contact
- When a Primary Contact is selected, the name appears in the ‘Name’ field and can be used in search filters
- MUST be enabled in Setup
Archived Activities
- Salesforce permanently stores these types of activities, which can be viewed from the timeline by clicking the ‘View All’ option
- Can be viewed in the ‘Activity’ timeline
Activity Settings
- Controls general activity behavior and functionality
- The following settings can be enabled or disabled:
1.) Group Tasks
2.) Activity Reminders
3.) Multi-Day Events (events that are more than 24-hour durations)
4.) Recurring Tasks and Events (SF Classic ONLY)
Activity Timeline
- Displays next steps and past activities on an Opportunity, Lead, Account, Contact, Contract, and custom objects that have activity enabled
- Above the feature is the Activity Composer, which allows Tasks and meetings to be added easily
- Upcoming & Overdue: This section displays Open Tasks and Upcoming Events
- Overdue Tasks’ dates are shown in red
- Filters may be used to only display activities that meet chosen criteria
Account Timeline
- Feature which shows how events and tasks can be managed without leaving the record page
- Tasks can be added easily and will appear in the Upcoming & Overdue section
- Tasks can be closed in 1 link
- Tasks can be updated from the Activity Timeline
Task
- A To-Do item that can have a due date as an option
- Can be assigned to other Users
- 1 component of Activities
- Can be customized with custom fields, validation rules, record types, and page layouts
- Can be assigned to a Queue and can be completed by any Queue member
- Can be copied by clicking the ‘Create Follow-Up Task’ or ‘Create Follow-Up Event’ buttons
- These can be set for Recurrences
- List view can be accessed from the _____ tab
- Today’s, open, overdue, and recently completed _____ can be shown
- These fields can be edited directly on the List View. The fields displayed can be customized
- Users can view their own _____, and managers can see their team’s _____
- Can be shared to multiple contacts in a Case record
Group Task
- Can be assigned up to 200 Users
- A separate copy of the Task is created for each User with this feature
- After the Users are selected, and before the Task is created, the total number of Tasks to be created is displayed
Events
- Scheduled Calendar events with a duration
- Can be assigned to other Users
- 1 component of Activities
- Can be customized with custom fields, validation rules, record types, and page layouts
- Can be set for Recurrences
Multi-Day & Repeating Events
Events that last for more than 24 hours; these can be enabled or disabled by navigating to ‘Activity Settings’ in Setup
WhoID Field
- Represents the related Leads or Contact records
- Both Tasks and Events have this field
WhatID Field
- Field which is used for relating to Account, Opportunity, Campaign, Case, and other objects
- Both Tasks and Events have this field
Recurrence
- Repeat event or Task wherein the frequency can be set
- Can be set for Tasks and Events
Salesforce Classic
- No ‘Activities’ tab
- Activities are created and viewed ONLY from the related record
Lightning Experience
- A ‘Task’ List View is available
- Tasks can be created from the List View
- The ‘Open Activities’ and ‘Activity History’ related lists are replaced with the ‘Activities’ component
Roll-Up Setting
- When this setting is updated:
1.) Only new Activities are affected
2.) Existing activities are only affected if they’re updated in a way that causes this is be recalculated, such as when an Activity is closed - In an org where Contacts can relate to multiple accounts, it is NOT recommended to update this setting
Calendar
- A visual form of tracking Events
- Can be personal or public
- Personal _________ can be shared with users
- Public _________ can be shared with public groups, roles, and users
- If a User creates an Event and associates a file to it, ANYBODY with access to the Event can also view this file
- Every User has a personal ________. Owners can grant access to other Users
- Admins can create public _________ and resources
- Public _________ and resources can be shared with manager subordinate groups, manager groups, public groups, Roles, Roles & internal subordinates, territories, territories & subordinates, and Users
- By default, NO sharing is set up
- Can be used to view and organize individual or group meetings and _________
- Individual _________ cna be scheduled or hidden
- There is a limit of 150 items that can be displayed in a day or week view. Beyond that limit, SF already prompts an Alert and hides items on other _________
- This can be customized by applying a List View
- A User can share the MyEvents _________ with a manager or other colleagues, but NOT with personal and public groups
Public Calendars
Calendars which are used to manage group activities
Resource Calendars
Calendars which can be used to schedule the use of shared _________, like a conference room or equipment
Lightning Sync
- Feature which can be configured to synchronize contacts and events between Salesforce and Outlook
- This feature can also synchronize Contacts and Events between a Microsoft Exchange-based calendar and Salesforce
- Can be configured to define who can sync and what items they can sync
- Private events can be set up to sync between Outlook and Salesforce
- Event attendee details sync automatically when the event organizer is set up to sync events and the email addresses match Contacts, Leads, or User Profiles
- It can be customized to determine whether Users sync events, and in some cases, in which direction
- Filters can be created to limit contacts or events from syncing
- This feature can be set up such that deleting a syncing Event removesvits counterpart from the other system automatically
- This feature is no longer available to customers who purchase SF starting in Winter 2021
6 Activity Management Capabilities
1.) Tasks & Events
2.) Activity Timeline
3.) Calendars
4.) Group Tasks
5.) Shared Activities
6.) Multi-Day & Repeating Events
Notification Cards
Events and Task Reminders display as these
Resources
- When these are needed for a meeting, they can be booked in calendar events such as attendees
- A ________ calendar can be used to schedule and organize the use of a shared ________, such as equipments and conference rooms
- Ex: Computers
Event Series
- Another term for ‘Repeating Events’
- Allows Users to create Events that repeat at a specified interval
- Can be scheduled by creating a new event in the Calendar tab
- The ‘Repeat’ checkbox MUST be selected
- Frequency (daily, weekly, monthly, or yearly) and a series end date (none, after a specific number of events, or on a specific end date) need to be specified
Outlook Integration
- An add-in for Outlook that can be used to integrate Outlook with Salesforce
- A productivity feature that helps users access Salesforce directly from Outlook
- This feature can do the following 6 things:
1.) View Salesforce records
2.) Create Salesforce records
3.) Log E-Mails
4.) Search for records
5.) Create E-Mails with Templates
6.) Snc Contacts and Events - Can be used to log Events to SF records, such as Contacts and Leads
- If relating multiple contacts to tasks and events is enabled, matching contacts are automatically selected
- While this shows the first 15 matching contacts, reps can log an event to up to 50 Contacts or one Lead
Unresolved Items
Items that cannot be assigned to Salesforce records appear here in Salesforce
7 Objects that can be viewed from Outlook when they both have related E-Mails:
1.) Contacts
2.) Accounts
3.) Leads
4.) Opportunities
5.) Cases
6.) Users
7.) Custom Objects
3 Salesforce Add-In Tab Functionalities
1.) Show related SF records
2.) Manage Tasks
3.) Use templates
Enhanced E-Mail
Can be enabled to allow relating emails to Salesforce records
G-Mail Integration
- Gives a quick view of sales-related records without switching between Salesforce and Gmail
- Sales reps can view and relate Salesforce Contacts, Leads, Accounts, Opportunities, and Cases relevant to the Gmail messages received or sent
- New Salesforce records can be created using the Action Publisher
- Inline editing feature can be used to modify records without leaving Gmail
- The global search can be used in the pane to find other person records
- A Contact or Lead can be created directly from this tool when a Sales rep receives an email from an address that doesn’t match an e-mail in a record in Salesforce
- Recipients’ email privacy settings can be seen in the ___________ pane
- If using Google Chrome on a desktop, there is a browser extension that provides this tool
- Users can log emails from Gmail to Contacts, Leads, or Person Accounts in the ‘To’ or ‘Cc’ fields or any person record in Salesforce
- While logging emails using the ‘Log Email’ button, Sales reps can select the exact people and Salesforce records to relate to an email
- Sales reps can manually log emails from this pane, even if the Einstein Activity Capture settings has emails disabled
- Salesforce Inbox users who are part of an Einstein Activity Capture configuration that has emails disabled can also log emails
- The most relevant record will be selected by default if there are multiple people records that match the email address
- The order for people matching is: standard users, contacts, leads, and other Users
- Sales reps can manually log events to records
- If relating multiple contacts to tasks and events is enabled, matching contacts are automatically selected
- While the integration shows the first 15 matching contacts, reps can log an event to up to 50 contacts or 1 lead
- Allows Sales reps to work with Salesforce data from their Gmail inbox
‘Batch Edit’ Feature
Feature which could be used to select and assign multiple items (up to 50) at one time
Salesforce for Outlook
- Older product (newer version is Outlook Integration) which syncs Contacts, Events, and Tasks between a desktop based version of Outlook and Salesforce
- Also allows viewing Salesforce records related to Contacts and Leads, and adding emails, attachments, Events, and Tasks to Salesforce contacts
- Scheduled for full product retirement in June 2024
Einstein Activity Capture
- Can be used to automatically add email and Events from User email and calendar applications to the activity timeline of related records
- Events, including internal events, are synced to Salesforce calendar and added to the activity timeline of the related Salesforce record
- Contacts synced between Salesforce and the external calendars and email application
- Contact data is used by Einstein Email Insights
- User productivity is improved with this tool. For example, Sales reps no longer have to manually log activities so they can focus on other sales tasks. Field mapping on Events and Contacts can be customized as well
- Several settings are available to select which data can be logged and shared
- Also, e-mails with sensitive information are automatically identified and not shared to anyone else apart from the recipient
- In order to implement this feature, Lightning Sync MUST be turned OFF
Activity Metric Fields
- Fields which can be added on list views, page layouts, reports, triggers, processes, etc.
- Can display the summary of sales activities for a particular record. For example, first email date, inactive days, last call date, last email sent date, last email received date, and many more
- Different fields are available for Accounts, Contacts, Contracts, Leads, and Opportunities
- Can be turned on by going to the ‘Einstein Activity Capture’ menu in Setup and by navigating to ‘Settings’ and then the ‘Capture Settings’ tab
- Are NOT available with Einstein Activity Capture Standard. The necessary editions and/or licenses are required for the feature.
Einstein Activity Capture Configuration
- Can be created to define how data flows between Salesforce and the connected accounts
- The ‘Settings’ tab can be used to enable Einstein Activity Capture, edit the records that activities are added to, and enable the ‘Activities’ dashboard
- The ‘Settings’ tab also allows an Admin to edit activity sharing settings, sync internal events, and enable showing-only events that are Salesforce records in the activity timeline
- E-mail Settings are available to prevent automated email replies from being shared and prevent sensitive emails from being shared
- The Advanced Settings of a configuration allows an Admin adjust the time frame of emails and events initially captured when users connect their accounts to Salesforce for the first time
Chatter
- SF’s form of social media
- Access is available for standard SF licensed Users
- There are only 3 licenses: External, Free, and Only
- Users can view and respond to posts that they have access with
- Only people with access to a particular record or group can see posts and the record activity feed
- Other people can comment on a post, and the conversation will be organized in a thread
- Enabled by default in SF orgs
4 Settings that are available when Chatter is enabled in an Org
1.) Enabled for new orgs automatically but can be turned off
2.) Allow Customer invitations - Control if Users can invite people outside of the org to join a private group
3.) Profile-Based Chatter: Can be enabled for part of the org by enabling Profile-based Chatter rollout (Salesforce needs to enable the feature)
4.) Allow Saleforce.com Users to invite coworkers who don’t have licenses to Chatter. These Coworker Chatter Users can see only Profiles, files, and groups
Chatter Only (a.k.a Chatter Plus License)
- Licenses target Users with no SF licenses but needs access to some SF objects in edition to Chatter
- There is a cost for adding this license
- Can no longer be purchased, but those with existing licenses can add licenses
- Users can access standard Chatter people, Profiles, Groups, Files, Dashboards, Reports, and limited functionality
- Provides access to SF functionality and limited object access
- Can use and improve Workflows with this license
- Calendars can be used to create and track activities
- A User can modify up to 10 custom objects
8 Chatter Features
1.) Posts
2.) Topics
3.) Chatter Editions
4.) Chatter Settings
5.) Feed
6.) Groups
7.) Following
8.) Security
Posts
1st Chatter Feature; Updates or Comments made on a particular record or within the group
Chatter Editions
3rd Chatter feature; Chatter Free, Chatter External, and Chatter Only (plus) licenses are available for Users
Chatter Settings
4th Chatter feature; available in Setup for groups, rich link previews, and feed
Feed
5th Chatter feature; Tracking can be enabled for objects and up to 20 fields in Setup
Groups
6th Chatter feature; Private, Public, or Unlisted ______ can be created to allow people to collaborate
Following
7th Chatter feature; Records or Users can be ________ to make Chatter activity appear in the Feed
Security
8th Chatter feature; Chatter post access is determined by record or group access
4 Things Chatter Feeds can do
1.) Can create a sorted list of Activities (ex: posts, comments, record updates) related to a person or a record
2.) Files and links can be commented as post to collaborate with other Users
3.) Enable Feed Tracking for objects to allow tracking changes on records
4.) Post polls to conduct a survey
Chatter File
Allows files up to 2 GB to be attached to a post or comment on Chatter
Chatter Follow Records or Users
Records or Chatter Users can be “followed” so that other Users can be notified and see their Field updates
3 Things Chatter Groups Can Do
1.) Create public or private groups to collaborate with specific people
2.) Invite customers to private groups to work with external Users
3.) Post announcements in Chatter groups
Chatter Like
A vote of approval to ‘Like’ a post or comment in Chatter
Chatter Messages
Get secure and private conversations with other Chatter Users when using this feature
Chatter Poll
A way of collecting feedback related to a particular question
Chatter Share
Share a post with followers or a group
3 Things that can be done in Chatter Topics
1.) Add topics to Chatter posts and records
2.) View all posts about a topic
3.) Find and endorse people knowledgable about a topic
Publisher Actions
Create quick actions and add them to the Chatter _________
Posts
- Updates or comments made on a particular record or within a group
- Fields and links can be associated with this
- Any number of these can be bookmarked and found again quickly in the Bookmark feed in the left sidebar
Topics
- 2nd Chatter feature; Enabled for Objects and added to Records
- Can be used to collaborate on themes and issues
- Can be enabled for objects and added to records
- List Views can view this as a criteria
- Users can use ______ to records to organize them by common themes
- Pages are available for each _____ created
- Posts can be organized using these
- Existing ______ can be added to new Posts or new ______ can be created
- These can be selected, created, or added using hashtags
- Lists all related posts that contain the selected particular topic
- Can be used to filter records in a list view
Chatter Feed
- This can be used to display changes to record fields
- Objects and fields can be enabled to appear here
- Custom objects and fields can be tracked
- A maximum of 20 fields per object can be tracked
15 Standard Objects that can be Tracked in Chatter Feed
1.) Accounts
2.) Assets
3.) Campaigns
4.) Cases
5.) Contacts
6.) Contracts
7.) Events
8.) Leads
9.) Opportunities
10.) Orders
11.) Products
12.) Quotes
13.) Solutions
14.) Tasks
15.) Users
Chatter Publisher Actions
- Allows quick actions to be defined directly in a Chatter feed
- Standard and custom quick actions are available
- Create or update records associated with the Feed record
- Log-A-Call action can be done from this tool in order to track calls made related to the record
- Custom Actions: Visualforce or Canvas apps
- Standard actions that can be done include:
1.) Post
2.) File
3.) Link
4.) Poll
Chatter Groups
- These allow a number of people to collaborate
- These can be set to Public, Private, or Unlisted
- Public Group: ANYONE can join and see its feed
- Private Group:
1.) The owner must be asked for permission to join
2.) ONLY the System Admin, members, and Users with ‘View All Data’ permission can see and add posts to the Feed
3 Characteristics of Unlisted Chatter Groups:
1.) ONLY members can view the detail page, feed, and files
2.) These types of groups do NOT appear in search results and non-members CANNOT visit the ‘Group Detail’ page
3.) ONLY members and Users with the ‘Managed ________ Groups’ permission can find and access these types of groups and MUST be enabled in Chatter settings
Broadcast Groups
- Groups which can be used to create announcements
- ONLY the group owner and manager can create posts
- Group members can respond but CANNOT create new posts
- Public, private, or unlisted groups can be marked as this type of group as well
Following (a Record)
- When Users engage in this activity, any Chatter activity related to that record or User appears in the Feed
- Records or Users can be followed
- Users can turn on settings to automatically follow any records they create
- Depending on how many Users are in the org, Users will follow their managers and certain other Users automatically
- Users will be Alerted to any Field changes
- Notifications of post can be adjusted in ‘My Settings’ to send e-mails for each post, a daily recap, weekly recap, or no e-mails
Chatter Security
- Determined by record or group access
- Posts are publicly visible to everyone and put into the all-company Chatter feed when posted to the User’s Profile, the Home Page, Chatter tab, or public groups
- @Mentioning a User does NOT give them access to the post if they don’t have access to the record or are not part of the private or unlisted group
- Files attached to a Post follow the same visbility rules as the post itself
Notification Builder
- Used to select which devices and supported applications will show a notification for a certain activity
- A standard ____________ can be mutedby deselectingall delivery channels
- Custom _____________ can be created to include a personalized message that is targeted toward a User or a Group
Chatter Free
- Free license which is designed for Users who don’t have Salesforce licenses but need access to Chatter
- These types of Users access Chatter feeds, people, groups, and files using the links in the sidebar of the Chatter page
- Users can access standard Chatter items, but they cannot access ANY Salesforce objects or data
- Tabs cannot be seen by Users, unlike other Salesforce Users
- One standard Salesforce license enables up to 5,000 of these licenses
Chatter External License
- Can be used to collaborate with customers in Chatter groups
- Customers are Users outside of a company’s email domain
- One standard Salesforce license currently enables 500 of these Chatter licenses
- Customers can access information and interact with Users only in the groups they are invited to
- These types of Chatter Users have no access to Salesforce objects or data
Lightning Platform
- License which includes access to Chatter
- Various Salesforce features and capabilities such as Reports, Dashboards, Knowledge, Salesforce app, roles, and advanced sharing are available for these types of Users
- Users have access to standard Chatter people, profiles, groups, and files pages
- The license also allows Users to interact with objects such as Accounts, Contacts, Cases, and Assets
Allows Emoticons
Chatter feature which shows emoticons in feed items and comments
Allow Group Archiving
Chatter feature which archives groups if there is no activity for 90 days
Allows Records in Groups
Chatter feature which associates records with groups
Case Feed Timestamps
- Chatter feature which shows a timestamp that is relative (2h ago) or absolute (October 31, 2019 at 9:23 am.) on case feed posts
- The default is relative
Draft Posts
Chatter feature which reveals the ‘My Drafts’ feed and allows drafts to be saved automatically
E-mail Notifications
Chatter feature which allows each User to control notifications related to Chatter in ‘My Settings’
Emoticons in Feed
Chatter feature which displays pictorial representations of keyboard combinations
Out of Office
- Chatter feature which lets users set a message and an expiration date for the message, next to their name in Chatter when they are out of office
- Messages automatically expire after the end date
Rich Link Previews in Feed
Chatter feature which allows links in posts to be converted into embedded videos, images, and article previews
Rich Text Posts
Chatter feature which allows Users greater options to format their text including bold, italics, and using bulleted lists
Topics
Chatter feature which allows guests and Users to view topics in Salesforce Sites and Portals
Feed Tracking
- Can be used to display changes to record fields
- Objects and fields can be enabled to appear in the Chatter feed
- A maximum of 20 fields per object can be tracked
Question Action
Allows Users to ask a question, answer a question, and pick the best answer
Group Feed
Where all group activities are displayed, members can be added, and email settings can be updated
‘Follow’ Button
Found at the top of the page of a supported record
Quip
- A collaboration tool with Office Suite functionality
- App which can be used to edit documents and collaborate with co-workers
- Can be connected with Salesforce which allows the team to be in sync and work on ____ documents and Salesforce records from a central platform
- Documents can be accessed across:
1.) Records
2.) Search
3.) Chatter
4.) Files Home
Salesforce Mobile App
- Provides mobile access to to SF data and functionality on Android an iOS devices
- SF can be accessed through this app
- Replaces SF Classic and SF Touch
- Visualforce pages can be published to this App easily
- Items appearing in the navigation menu in this App can be customized and reordered
- Many aspects of the navigation menu can be customized for the org
- ‘Salesforce Navigation’ can be accessed in Setup to change the items that are displayed in the navigation menu
- Users can individually reorder navigation menu items to on Lightning apps directly from this app
- The ‘Smart Search Items’ adds standard and custom SF objects to the ‘Recent’ section in the menu
- Contains 200 List Views per object
4 SF Standard Features that are NOT available in the SF Mobile App:
1.) Account Hierarchy
2.) Merging Accounts, Contacts, and Leads
3.) Managing Campaign Members
4.) Lead History-Related List
Salesforce Mobile Wizard
Used to complete the essential steps for setting up the SF Mobile App
Launchpad Lightning Web Component
Can help Users access information quicker
‘Enterprise Territory Managment’ Feature
Feature which allows selecting a checkbox when they’re editing an Account to run territory assignment rules when an Account is updated and saved
Path
Mobile device users working on Leads and Opportunities can be guided using these in the app
Enhanced Mobile App Security
- A paid Mobile Application Management (MAM) add-on that can be used for high security and compliance needs
- It can be used to enforce policies, such as checking biometric login credentials everytime a User opens the mobile app
- If a mobile device is jailbroken or rooted, it can be blocked
- Access to certain features, such as Calendar and Contacts, can also be blocked
SalesforceA
- Mobile app which allows Admins to use their phone or tablet to perform essential Admin tasks like:
1.) Resetting passwords
2.) Viewing Current System Status
3.) Freezing Users
Salesforce Data
Records of standard and custom objects can be accessed by Salesforce users on the go using the Salesforce app
Salesforce App Setup
Salesforce Mobile Quick Start can be accessed in Setup to complete the essential steps
Data Management
Features such as lead conversion, Contacts to Multiple Accounts, preventing duplicate records, and working with Account and Opportunity teams are supported by the app
Navigation Menu
Can be customized and contains items related to Salesforce data and functionality
Offline Access
- Enables users to continue working on Salesforce records even when there is no internet connectivity
- Frequently accessed records can be cached and ‘Offline Edit’ can be enabled in Salesforce Offline
- Can be enabled on 2 levels:
1.) Cache records - Caching frequently accessed records, so users can view data while offline
2.) Offline Edit - Enabling ’Offline Edit’, so users can create, edit, and delete records while offline
Productivity & Collaboration
Chatter feeds and features, such as Salesforce Today, Notes, Events, Tasks, Email, and Quip documents, can be accessed
SF Mobile App User Interface
- Includes the App Launcher, Navigation Menu that shows the different items, and the Navigation Bar
- A Mobile Home page can be enabled as well
Activity Timeline in the Salesforce Mobile App
- Displays the tasks, events, logged calls, and emails that are associated with a particular record
- This is available in the Salesforce mobile app on both iOS and Android for the Accounts, Leads, Opportunities, and Contacts objects
Chatter (Salesforce Mobile App)
- Can be used to post to groups, download files, or update service cases or Sales Opportunities
- Chatter feeds, people, and groups can be used
- The ‘Chatter’ tab can be used to access the record feed
- Chatter features, such as sharing Chatter posts and editing user profile details, are supported
- Chatter posts can be edited directly from the App
- Can be used to access the record feed
- Feed can be accessed when using this as well
Dynamic Actions
- Available for custom objects in the mobile app
- Can be configured to be only visible to the current user based on specified conditions such as the field value of the record, profile of the logged in user, current device used, etc.
AppExchange
-A marketplace run by Salesforce that offers solutions (custom apps, Lightning components, bolt solutions, flow solutions, Lightning data ) that extend Salesforce functionality
- These include apps to install in the Salesforce instance, Lightning Components, Bolt solutions for Communities, Flow Solutions to integrate with third-party systems, and Lightning Data
- Packages can be installed in Sandboxes or Production environments
- Enables customers to do the following actions on solutions:
1.) Download
2.) Install
3.) Evaluate
4.) Purchase
2 AppExchange Solutions for Lightning Components
1.) Add-ons for Lightning Pages
2.) Usable on Lightning Community Pages
2 AppExchange Lightning Bolt Solutions
1.) Apps, Flows, and Community Templates
2.) Industry and Business-Specific Use Cases
4 AppExchange Apps Solutions
1.) Managed Packages
2.) Unmanaged Packages
3.) Native & Composite Apps
4.) Industry & Function-Specific Apps
2 AppExchange Flow Solutions
1.) Integration with Third-Party Systems
2.) Flow Actions
2 AppExchange Lightning Data Solutions
1.) Sales & Marketing Data Integration
2.) External Data Sets
Package
- The set of components that make up the custom app
- Includes any configurations required for the app:
1.) Tabs
2.) Objects
3.) Fields
4.) Validation Rules
5.) Reports
6.) Apex Code
Native Apps
- Apps which don’t depend on any external applications
- Simple to install and configure
Composite Applications
- Apps which include integration with external systems or services
- Often requires the vendor’s assistance to set up
Managed Packages
- Apps created and updated by an AppExchange vendor
- Can contain locked and unlimited unlocked components
- Can be sold on a subscription basis
- Upgrades can add new functionality or adapt to functionality in new SF releases
- Some customization is possible but limited to ensure that upgrades will be successful
Unmanaged Packages
- Can be used for open-source projects or app templates
- Are NOT locked or protected so all components can be modified to change or extend functionality
- They CANNOT be updated by the Publisher
- Components such as Apex Code can be modified and customized
Lightning Components
- Out-of-the-Box building blocks to add onto Lightning Experience
- A code and developer-free option to expand and customize my Lightning pages
- They are reusable on different Lightning pages or in Experience Cloud sites
Lightning Bolt Solutions
- Ready-made solutions for Experience Cloud sites to help Users get started quicker
- Intended to help customers quickly configure Experience Cloud sites
- A package can contain a combination of Experience Builder templates, Flow categories, and custom apps
- These are typically solutions for an industry or a specific use case
Flow Solutions
- Based on Flow actions which allow connecting with and performing actions on thrid-party systems
- Available in the AppExchange to connect with third-party systems without additional integration or code
- It is NOT possible to change the data type of standard fields
- Available for accepting a CC payment, conducting a credit check, checking the weather forecast, and adding a video player
Lightning Data
- Used for data solutions that allow the comparison of CRM data against outside sources for validity
- Similar to Data.com offerings but from new sources
- Most of the data solutions are aimed at Sales and Marketing
App Page
- Contains the collection of available paid or free ready-to-install third-party applications
Collaboration Apps
- Apps available for improved collaboration within an organization
- Examples of these apps are:
1.) Chatter
2.) Chat Web & Conferencing
3.) Project Management
4.) Document Management
Function Apps
- Apps can be used to help with business functions and processes
- 10 examples of these types of apps:
1.) Sales Apps
2.) eCommerce
3.) Compensation Maangement
4.) Contract Management
5.) Partner Management
6.) Forecasting and Territory Management
7.) Customer Service
8.) Marketing
9.) Sales Intelligence
10.) Sales Methodologies
Data Management Apps
- Apps available for cleaning and updating data
- Examples of these types of apps are:
1.) Address Validation
2.) Data Cleansing
3.) Data Loaders (Jitterbit, Informatica, DataLoader.io)
4.) Data Integration
5.) Duplicate Management
Human Resources Apps
- Apps available to help with managing human resources
- Examples of these types of apps are:
1.) Recruiting
2.) Time Sheets
3.) Applicant Tracking
Marketing Apps
- Apps that can assist with marketing activities and productivity
- Examples for these types of apps are:
1.) Campaign Management
2.) Dashboards and Reports
3.) Data Cleansing
4.) Email and Calendar Sync
5.) Event Management
Industry-Specific Apps
- Apps which can be used to meet the needs of a specific industry
- Examples of these types of apps are:
1.) Communications
2.) Education
3.) Non Profit
4.) Real Estate
5.) Financial Services
6.) Government
7.) Healthcare and Life Sciences
Finance Apps
- Apps that can assist with financial services
- Examples of these types of apps are:
1.) Payment Processing
2.) Time and Expenses
3.) Accounting (e.g. FinancialForce)
Components Navigation Page
Page which allows Users to view and download from an array of Lightning components built by Salesforce Labs and Salesforce Partners
Bolt Solutions Navigation Page
A compact list of all pre-built solutions, available and ready to be deployed
3 Different Types of AppExchange Use Cases
1.) Generic
2.) Functional
3.) Indusrty-Specific
