Salesforce Admin Flashcards
Pass Test
Have automatic relationships to other records and let users quickly create or update records, log calls, send emails, and more, in the context of a particular object. For example, you add an ________ on the Account object that creates contacts. If a user creates a contact with that action on the detail page for the Acme account, that new contact is associated with Acme. ________ live on the page layout for the object.
Object-specific actions
You create ________ in a different place in Setup than you create object-specific actions. They’re called ________ because they can be put anywhere actions are supported. Use ________ to let users log call details, create or update records, or send email, all without leaving the page they’re on.
Global Actions
There are several categories of actions, such as standard Chatter actions, default actions, mobile smart actions, custom actions, and productivity actions. The types of actions you see depends on the age and configuration of your org.
Action Types
They offer a fast way for mobile users to launch a specific workflow in the Salesforce mobile app, like creating records, logging calls, or sharing files.
Quick Actions
- Object-specific actions can update records.
- Object-specific actions can create records that are automatically associated with related information. For example, a user could initiate an action that simultaneously creates a contact and associates it with an account.
- One more big difference. To expose object-specific actions in the mobile app, you don’t add them to the global publisher layout like we did in the last unit. Rather, you make them available to users by editing the object’s page layout.
What is the Difference Between Object Specific Actions and Global Actions
a report is a list of records (like opportunities or accounts) that meet the criteria you define
What is a report?
A dashboard is a visual display of key metrics and trends for records in your org.
What is a dashboard?
a set of objects, fields, and other functionality that supports a business process.
App
are tables in the Salesforce database that store a particular kind of information.
Objects
are rows in object database tables
Records
are columns in object database tables
Fields
is short for organization, and it refers to a specific instance of Salesforce
Org
allow different pieces of software to connect to each other and exchange information.
API
is where you can view and customize standard and custom objects in your org.
Object Manager
The menu gives you quick links to a collection of pages that let you do everything from managing your users to modifying security settings
Setup Menu
this is where you can see whatever it is you’re trying to work on
Main Window
Administration, Platform Tools, and Settings
Three main categories in the Setup menu
where you manage your users and data. You can do things like add users, change permissions, import and export data, and create email templates.
Administration
You can view and manage your data model, create apps, modify the user interface, and deploy new features to your users. If you decide to try your hand at programmatic development, Platform Tools is where you manage your code as well.
Platform Tools
where you manage your company information and org security. You can do things like add business hours, change your locale, and view your org’s history
Settings
- At-a-glance view of your org
- Find your org ID
- See your licensing information
- Monitor important limits like data and file usage
Company Information
- Reset passwords
- Create new users and deactivate or freeze existing users
- View information about your users
Users
- Manage who can see what with user profiles
- Create custom profiles
Profiles
- See 6 months of change history in your org
- Find out who made changes and when
- Tool for troubleshooting org configuration issues
View Setup Audit Trail
- See 6 months of login history for your org
- View date, time, user, IP address, and more login data
- Use for security tracking and adoption monitoring
Login History
