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Salesforce / Amadeus Flashcards > Salesforce / amadeus > Flashcards

Salesforce / amadeus Flashcards

1
Q

multi source API

A

(application programming interface) - is a connection between computers or between computer programs. It is a type of software interface, offering a service to other pieces of software.

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2
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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3
Q

Account Assignment Rule

A

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

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4
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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5
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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6
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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7
Q

Clone

A

Clone is the name of a button or link that allows you to create a new item by copying the information from an existing item, for example, a contact or opportunity.

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8
Q

Contact

A

Contacts are the individuals associated with your accounts.

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9
Q

CSV (Comma Separated Values)

A

A file format that enables the sharing and transportation of structured data. The import wizards, Data Loader and the Bulk API 2.0 support CSV. Each line in a CSV file represents a record. A comma separates each field value in the record.

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10
Q

Custom Field

A

A field that can be added in addition to the standard fields to customize Salesforce for your organization’s needs.

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11
Q

Custom Help

A

Custom text administrators create to provide users with on-screen information specific to a standard field, custom field, or custom object.

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12
Q

Custom Labels

A

Custom labels are custom text values that can be accessed from Apex classes, Visualforce pages, or Lightning components.

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13
Q

Custom Links

A

Custom links are URLs defined by administrators to integrate your Salesforce data with external websites and back-office systems. Formerly known as Web links.

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14
Q

Custom Object

A

Custom records that allow you to store information unique to your organization.

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15
Q

Custom View

A

A display feature that lets you see a specific set of records for a particular object.

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16
Q

Customer Relationship Management (CRM)

A

A business strategy for developing and improving relations between companies and their customers.

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17
Q

Dashboard

A

A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. The components provide a snapshot of key metrics and performance indicators for your organization. Each dashboard can have up to 20 components.

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18
Q

Dashboard Builder

A

Dashboard builder is a drag-and-drop interface for creating and modifying dashboards.

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19
Q

Dashboard Filters

A

Filters on a dashboard allow you to choose different views of data.

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20
Q

Database

A

An organized collection of information. The underlying architecture of the Lightning Platform includes a database where your data is stored.

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21
Q

Database Table

A

A list of information, presented with rows and columns, about the person, thing, or concept you want to track. See also Object.

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22
Q

Dependency

A

A relationship where one object’s existence depends on that of another. There are a number of different kinds of dependencies including mandatory fields, dependent objects (parent-child), file inclusion (referenced images, for example), and ordering dependencies (when one object must be deployed before another object).

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23
Q

Dependent Field

A

Any custom picklist or multi-select picklist field that displays available values based on the value selected in its corresponding controlling field.

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24
Q

Enterprise Application

A

An application that is designed to support functionality for an organization as a whole, rather than solving a specific problem.

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25
Q

Field

A

A part of an object that holds a specific piece of information, such as a text or currency value.

26
Q

Field-Level Help

A

Custom help text that you can provide for any standard or custom field. It displays when users hover a mouse over the help icon adjacent to that field.

27
Q

Field-Level Security

A

Settings that determine whether fields are hidden, visible, read only, or editable for users. Available in Professional, Enterprise, Unlimited, Performance, and Developer Editions.

28
Q

Field Dependency

A

A filter that allows you to change the contents of a picklist based on the value of another field.

29
Q

Lightning Platform

A

The Salesforce platform for building applications in the cloud. Lightning Platform combines a powerful user interface, operating system, and database to allow you to customize and deploy applications in the cloud for your entire enterprise.

30
Q

Global Search

A

Search more records and fields in Salesforce from the header search box. Global search keeps track of which objects you use and how often you use them, and arranges the search results accordingly. Search results for the objects you use most frequently appear at the top of the list.

31
Q

Home Tab

A

Starting page from which users can choose sidebar shortcuts and options, view current tasks and activities, or select another tab.

32
Q

Import Wizard

A

A tool for importing data into your Salesforce organization, accessible from Setup.

33
Q

Instance

A

The cluster of software and hardware represented as a single logical server that hosts an organization’s data and runs their applications. The Lightning Platform runs on multiple instances, but data for any single organization is always stored on a single instance.

34
Q

List View

A

A list display of items (for example, accounts or contacts) based on specific criteria. Salesforce provides some predefined views.

35
Q

Lookup Field

A

A type of field that contains a linkable value to another record. You can display lookup fields on page layouts where the object has a lookup or master-detail relationship with another object. For example, cases have a lookup relationship with assets that allows users to select an asset using a lookup dialog from the case edit page and click the name of the asset from the case detail page.

36
Q

Lookup Icon

A

A magnifying glass icon that displays next to certain fields and launches the lookup dialog window.

37
Q

Lookup Relationship

A

A relationship between two records so you can associate records with each other. For example, cases have a lookup relationship with assets that lets you associate a particular asset with a case. On one side of the relationship, a lookup field allows users to click a lookup icon and select another record from a popup window. On the associated record, you can then display a related list to show all of the records that have been linked to it. If a lookup field references a record that has been deleted, by default Salesforce clears the lookup field. Alternatively, you can prevent records from being deleted if they’re in a lookup relationship.

38
Q

Managed Package

A

A collection of application components that is posted as a unit on the AppExchange and associated with a namespace and possibly a License Management Organization. To support upgrades, a package must be managed. An organization can create a single managed package that can be downloaded and installed by many different organizations. Managed packages differ from unmanaged packages by having some locked components, allowing the managed package to be upgraded later. Unmanaged packages do not include locked components and cannot be upgraded. In addition, managed packages obfuscate certain components (like Apex) on subscribing organizations to protect the intellectual property of the developer.

39
Q

Merge Field

A

A merge field is a field you can put in an email template, mail merge template, custom link, or formula to incorporate values from a record. For example, Dear {!Contact.FirstName}, uses a contact merge field to obtain the value of a contact record’s First Name field to address an email recipient by his or her first name.

40
Q

Multi-Select Picklist

A

See Picklist (Multi-Select).

41
Q

Navigation Tab

A

A tab with a drop-down button in a Salesforce Classic console that lets you select and view object home pages.

42
Q

Notes

A

Miscellaneous information pertaining to a specific record.

43
Q

Object

A

An object allows you to store information in your Salesforce organization. The object is the overall definition of the type of information you are storing. For example, the case object allow you to store information regarding customer inquiries. For each object, your organization will have multiple records that store the information about specific instances of that type of data. For example, you might have a case record to store the information about Joe Smith’s training inquiry and another case record to store the information about Mary Johnson’s configuration issue.

44
Q

Organization

A

A deployment of Salesforce with a defined set of licensed users. An organization is the virtual space provided to an individual customer of Salesforce. Your organization includes all of your data and applications, and is separate from all other organizations.

45
Q

Org

A

An org is an abbreviation of organization as it pertains to a deployment of Salesforce with a defined set of licensed users. An org is the virtual space provided to an individual customer of Salesforce. Your org includes all of your data and applications, and is separate from all other orgs.

46
Q

Owner

A

Individual user to which a record (for example, a contact or case) is assigned.

47
Q

Page Layout

A

Page layout is the organization of fields, custom links, and related lists on a record detail or edit page. Use page layouts primarily for organizing pages for your users. In Professional, Enterprise, Unlimited, Performance, and Developer Editions, use field-level security to restrict users’ access to specific fields.

48
Q

Parent Account

A

An organization or company that an account is affiliated. By specifying a parent for an account, you can get a global view of all parent/subsidiary relationships using the View Hierarchy link.

49
Q

picklist

A

Selection list of options available for specific fields in a Salesforce object, for example, the Industry field for accounts. Users can choose a single value from a list of options rather than make an entry directly in the field. See also Master Picklist.

50
Q

Picklist (Multi-Select)

A

Selection list of options available for specific fields in a Salesforce object. Multi-select picklists allow users to choose one or more values. Users can choose a value by double clicking on it, or choose additional values from a scrolling list by holding down the CTRL key while clicking a value and using the arrow icon to move them to the selected box.

51
Q

Picklist Values

A

Selections displayed in drop-down lists for particular fields. Some values come predefined, and other values can be changed or defined by an administrator.

52
Q

Recent Items

A

List of links in the sidebar for most recently accessed records. Note that not all types of records are listed in the recent items.

53
Q

Record

A

A single instance of a Salesforce object. For example, “John Jones” might be the name of a contact record.

54
Q

Record Detail Page

A

A record detail page, is a page that includes details about a Salesforce record such as an account or a contact. Examples of details include the record owner, contact information, and company information.

55
Q

Record ID

A

The unique identifier for each record.

56
Q

Report

A

A report returns a set of records that meets certain criteria, and displays it in organized rows and columns. Report data can be filtered, grouped, and displayed graphically as a chart. Reports are stored in folders, which control who has access. See Tabular Report, Summary Report, and Matrix Report.

57
Q

Search

A

Feature that lets you search for information that matches specified keywords. If you have sidebar search, enter search terms in the Search section of the sidebar or click Advanced Search… for more search options. If you have global search, enter search terms in the search box in the header.

58
Q

Setup

A

A menu where administrators can customize and define organization settings and Lightning Platform apps. Depending on your organization’s user interface settings, Setup may be a link in the user interface header or in the dropdown list under your name.

59
Q

Tab

A

A tab is an interface component that allows you to navigate around an app. A tab serves as the starting point for viewing, editing, and entering information for a particular object. When you click a tab at the top of the page, the corresponding tab home page for that object appears. A tab can be associated with an object, a web page, or a Visualforce page.

60
Q

User Interface

A

The layouts that specify how a data model should be displayed.

Salesforce / Amadeus Flashcards (1 decks)

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