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Salesforce Heather > Salesforce > Flashcards

Salesforce Flashcards

1
Q

standard functionality

A

out-of-the-box products and features that you can use to run your business

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2
Q

You need to:
Sell to prospects and customers

So we give you:

A

Leads and Opportunities to manage sales

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3
Q

You need to:
Help customers after the sale

So we give you:

A

Cases and Communities for customer engagement

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4
Q

You need to:
Work on the go

So we give you:

A

The customizable Salesforce mobile app

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5
Q

You need to:
Collaborate with coworkers, partners, and customers

So we give you:

A

Chatter and Communities to connect your company

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6
Q

You need to:
Market to your audience

So we give you:

A

Marketing Cloud to manage your customer journeys

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7
Q

database

A

think of a giant spreadsheet. When you put information into Salesforce, it gets stored in the database so you can access it again later. It’s stored in a very specific way so you’re always accessing the information you need.

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8
Q

app in Salesforce is?

A

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

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9
Q

Objects are ?

A

tables in the Salesforce database that store a particular kind of information. There are standard objects like Accounts and Contacts and custom objects

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10
Q

Records are?

A

rows in object database tables. Records are the actual data associated with an object

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11
Q

Fields are?

A

columns in object database tables. Both standard and custom objects have fields.

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12
Q

org

A

Org is short for organization, and it refers to a specific instance of Salesforce

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13
Q

declarative development

A

Developing without code.

use forms and drag-and-drop tools to perform powerful customization tasks

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14
Q

programmatic development

A

uses things like Lightning components

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15
Q

Account

A

An account is an organization, company, or consumer that you want to track—for example, a customer, partner, or competitor.

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16
Q

Account Assignment Rule

A

A rule that automatically assigns accounts to territories, based on criteria you define.

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17
Q

Account Team

A

An account team is a team of users that work together on an account. For example, an account team may include an executive sponsor, dedicated support agent, or project manager.

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18
Q

Activity

A

An event, a task, a call you’ve logged, or an email you’ve sent. You can relate an activity to other records, such as an account, a lead, an opportunity, or a case. In an org with Shared Activities enabled, you can relate an activity to multiple contacts. Tasks can also be generated by workflow rules and approval processes configured by a Salesforce admin.

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19
Q

Activity History

A

The Activity History related list of a record displays all completed tasks, logged phone calls, saved interaction logs, expired events, outbound email, mass email, email added from Microsoft® Outlook®, and merged documents for the record and its associated records.

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20
Q

Administrator (System Administrator)

A

One or more individuals in your organization who can configure and customize the application. Users assigned to the System Administrator profile have administrator privileges.

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21
Q

Advanced Function

A

A formula function designed for use in custom buttons, links, and s-controls. For example, the INCLUDE advanced function returns the content from an s-control snippet.

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22
Q

Advanced Search

A

A search function within Salesforce that offers search features and functionality. To access it, click Advanced Search… in the sidebar.

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23
Q

Add-on

A

An add-on is a type of quote for a current customer who wants to add a license or product through the end of the current contract.

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24
Q

Age

A

In opportunity reports, the Age of an open opportunity is the number of days since the opportunity was created. For closed opportunities, Age is the number of days between the creation date and the closed date.
In case reports, the Age of an open case is the elapsed time from creation to the present. The Age of a closed case is the elapsed time from creation to the closing time of the case. You can choose to view the Age of a case in days, hours, or minutes.

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25
Q

Agent

A

A Salesforce CRM Call Center user who handles inbound or outbound calls. An agent is usually identified by a four-digit number that serves as the agent’s ID within the associated computer telephony integration (CTI) system.

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26
Q

Agent Console

A

See Salesforce Console and Console Tab.

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27
Q

AJAX Toolkit

A

A JavaScript wrapper around the API that allows you to execute any API call and access any object you have permission to view from within JavaScript code.

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28
Q

Amount Without Adjustments

A

Applies to Collaborative Forecasts. The sum of a person’s owned revenue opportunities and the person’s subordinates’ opportunities, without adjustments. Subordinates include everyone reporting up to a person in the forecast hierarchy. This amount is visible only on reports.

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29
Q

Amount Without Manager Adjustment

A

Applies to Collaborative Forecasts. The forecast number as seen by the forecast owner. This is the sum of the owner’s revenue opportunities and the owner’s subordinates’ opportunities, including adjustments made by the forecast owner on the owner’s or subordinates’ forecasts. It doesn’t include adjustments made by forecast managers above the owner in the forecast hierarchy.

30
Q

Amount Without Owner Adjustment

A

Applies to Collaborative Forecasts. The forecast amount as seen by the forecast owner without the owner’s adjustment. This is the sum of the subordinate’s opportunities, including adjustments made by their manager or by the subordinate themselves, plus the rollup of the owner’s own opportunities. It doesn’t include adjustments made by the forecast owner.

31
Q

Ant Migration Tool

A

A toolkit that allows you to write an Apache Ant build script for migrating Lightning Platform components between a local file system and a Salesforce organization.

32
Q

Apex Connector Framework

A

he Apex Connector Framework is a set of classes and methods in the DataSource namespace for creating a custom adapter for Salesforce Connect. Create a custom adapter to connect to data that’s stored outside your Salesforce org when the other available Salesforce Connect adapters aren’t suitable for your needs.

33
Q

Reporting Snapshot

A

A reporting snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object’s fields with the report’s data.

34
Q

Reporting Snapshot Running User

A

The user whose security settings determine the source report’s level of access to data. This bypasses all security settings, giving all users who can view the results of the source report in the target object access to data they might not be able to see otherwise.

35
Q

Reporting Snapshot Source Report

A

The custom report scheduled to run and load data as records into a custom object.

36
Q

Reporting Snapshot Target Object

A

The custom object that receives the results of the source report as records.

37
Q

Annuity

A

See Quantity Schedule and Revenue Schedule.

38
Q

Anonymous Block, Apex

A

Apex code that does not get stored in Salesforce, but that can be compiled and executed by using the ExecuteAnonymousResult() API call, or the equivalent in the AJAX Toolkit.

39
Q

Answers

A

Answers is a feature of the Community application that enables users to ask questions and have community members post replies. Community members can then vote on the helpfulness of each reply, and the person who asked the question can mark one reply as the best answer.

40
Q

Anti-Join

A

An anti-join is a subquery on another object in a NOT IN clause in a SOQL query. You can use anti-joins to create advanced queries. See also Semi-Join.

41
Q

Apex

A

Apex is a strongly typed, object-oriented programming language that allows developers to execute flow and transaction control statements on the Lightning platform server in conjunction with calls to the Lightning Platform API. Using syntax that looks like Java and acts like database stored procedures, Apex enables developers to add business logic to most system events, including button clicks, related record updates, and Visualforce pages. Apex code can be initiated by Web service requests and from triggers on objects.

42
Q

Apex Controller

A

See Controler, Visualforce.

43
Q

Apex-Managed Sharing

A

Enables developers to programmatically manipulate sharing to support their application’s behavior. Apex-managed sharing is only available for custom objects.

44
Q

App

A

Short for “application.” A collection of components such as tabs, reports, dashboards, and Visualforce pages that address a specific business need. Salesforce provides standard apps such as Sales and Service. You can customize the standard apps to match the way you work. In addition, you can package an app and upload it to the AppExchange along with related components such as custom fields, custom tabs, and custom objects. Then, you can make the app available to other Salesforce users from the AppExchange.

45
Q

App Launcher

A

The App Launcher presents tiles that link to your connected apps and standard apps, all from one location in Salesforce. All Lightning Experience users have access to the App Launcher. Salesforce Classic users must have the “Use Identity Features” permission and the App Launcher option in their profile set to Visible. In Salesforce Classic, the App Launcher appears as an app in the App menu.

46
Q

AppExchange

A

The AppExchange is a sharing interface from Salesforce that allows you to browse and share apps and services for the Lightning Platform.

47
Q

AppExchange Listing

A

An AppExchange listing is a description of your app or service on the AppExchange. It is your primary marketing tool for promoting your app or service to the AppExchange community.

48
Q

AppExchange Publishing Organization

A

The AppExchange Publishing Organization (APO) is the master organization that you as a partner use to publish listings on the AppExchange. Child organizations where you develop applications can be linked to your APO, thus tying your listings together under a single provider entity to deliver a consistent message to customers.

49
Q

AppExchange Security Review

A

The AppExchange Security Review ensures that an app is safe for customers to install. Before an app can be listed publicly on the AppExchange it must pass the AppExchange Security Review. Providers are obligated to resubmit an app for security review whenever the app is updated.

50
Q

AppExchange Upgrades

A

Upgrading an app is the process of installing a newer version.

51
Q

Application Lifecycle Management (ALM)

A

The process of managing an application’s lifecycle, from planning, to development, to integration, to support.

52
Q

Application Programming Interface (API)

A

The interface that a computer system, library, or application provides to allow other computer programs to request services from it and exchange data.

53
Q

Approval Process

A

An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including who to request approval from and what to do at each point of the process.

54
Q

Approval Process Diagram

A

A visual, flowchart representation of an approval process. From a detail page of an approval process, you can open the diagram by launching the Process Visualizer.

55
Q

Approval Request

A

An approval request is an email, Salesforce app notification, Lightning Experience notification, or Chatter post notifying the recipient that a record was submitted for approval and that his or her approval is requested.

56
Q

Approval Steps

A

Approval steps define the chain of approval for a particular approval process. Each step determines which records can advance to that step, who to assign approval requests to, and whether to let each approver’s delegate respond to the requests. The first step specifies what to do if a record doesn’t advance to that step. Later steps specify what happens if an approver rejects the request.

57
Q

Approvals in Chatter

A

If your organization has both Approvals and Chatter enabled, administrators can turn on Approvals in Chatter. Users then receive approval requests as posts in their Chatter feeds.

58
Q

Archived Article

A

Archived articles were published but later removed from public visibility. Article managers can view and manage archived articles on the Article Management tab by clicking the Articles tab in the View area and choosing Archived Articles. Archived articles are not visible in the Articles tab (in any channel) or the public knowledge base. Articles can be archived manually or automatically via an expiration date.

59
Q

Article

A

Articles capture information about your company’s products and services that you want to make available in your knowledge base.

60
Q

Article Manager

A

Salesforce uses the term article manager to represent a specific type of user. Article managers can access the Article Management tab to create, edit, assign, publish, archive, and delete articles. Article managers are sometimes referred to as knowledge managers. Article managers require the “Manage Articles” user permission. The Article Management tab is not visible to users without “Manage Articles.”

61
Q

Article Type

A

All articles in Salesforce Knowledge are assigned to an article type. An article’s type determines the type of content it contains, its appearance, and which users can access it. For example, a simple FAQ article type can have two custom fields, Question and Answer, where article managers enter data when creating or updating FAQ articles. A more complex article type can have dozens of fields organized into several sections. Using layouts and templates, administrators can structure the article type in the most effective way for its particular content. User access to article types is controlled by permissions. For each article type, an administrator can grant “Create,” “Read,” “Edit,” or “Delete” permissions to users. For example, the article manager can allow internal users to read, create, and edit FAQ article types, but let partner users only read FAQs.

62
Q

Article-Type Layout

A

An article-type layout enables administrators to create sections that organize the fields on an article, as well as choose which fields users can view and edit. One layout is available per article type. Administrators modify the layout from the article-type detail page.

63
Q

Article-Type Template

A

An article-type template specifies how the sections in the article-type layout are rendered. An article type can have a different template for each of its four channels. For example, if the Customer Portal channel on the FAQ article-type is assigned to the Tab template, the sections in the FAQ’s layout appear as tabs when customers view an FAQ article. For the Table of Contents template, the sections defined in the layout appear on a single page (with hyperlinks) when the article is viewed. Salesforce provides two standard article-type templates, Tab and Table of Contents. Custom templates can be created with Visualforce.

64
Q

Asset

A

A specific model or type of product that a customer owns. Depending on how your organization uses assets, they can represent your products that the customer has purchased and installed or your competitor’s products that the customer uses.

65
Q

Assigned Approver

A

The assigned approver is the user responsible for responding to an approval request.

66
Q

Assignment

A

An assignment is a draft article that has been assigned to another user for editing. Assignments can contain brief instructions and a due date.

67
Q

Asynchronous Calls

A

A call that doesn’t return results immediately because the operation can take a long time. Calls in the Metadata API and Bulk API are asynchronous.

68
Q

Audience Channel

A

An audience, sometimes called a channel, refers to the types of users who can access an article. Salesforce Knowledge offers four channels where you can make articles available.

Internal App: Salesforce users can access articles depending on their role visibility.
Customer: Customers can access articles in a community, site, or customer portal. Customer users inherit the role visibility of the manager on the account. In a community, the article is only available to users with Customer Community or Customer Community Plus licenses.
Partner: Partners can access articles in a community, site, or partner portal. Partner users inherit the role visibility of the manager on the account. In a community, the article is only available to users with Partner Community licenses.
Public Knowledge Base: Articles can be made available to anonymous users by creating a public knowledge base. With Lightning Knowledge, most Salesforce orgs use Communities to create a knowledge base. Creating a public knowledge base for Salesforce Knowledge in Salesforce Classic requires Sites and Visualforce.
69
Q

Autolaunched Flow

A

An autolaunched flow can be launched without user interaction, such as from a process or the Apex interview.start method. Autolaunched flows run in bulk and without user interaction. They can’t contain steps, screens, choices, or choice sets in the active or latest flow version.

70
Q

Automatic Number Identification (ANI)

A

The number from which a caller is dialing in Salesforce CRM Call Center.

71
Q

Auto Number

A

A custom field type that automatically adds a unique sequential number to each record. These fields are read only.

72
Q

Auto-Response Rule

A

A set of conditions for sending automatic email responses to case or lead submissions based on the attributes of the submitted record. Applicable cases include those submitted through a Self-Service portal, a Customer Portal, a Web-to-Case form, an Email-to-Case message, or an On-Demand Email-to-Case message. Applicable leads include those captured through a Web-to-Lead form.

Salesforce Heather (1 decks)

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