Salesforce Basics Flashcards
Q: What is Salesforce?
A: Salesforce is a cloud-based customer relationship management (CRM) platform.
Q: What is the multi-tenant architecture in Salesforce?
A: Multiple customers share the same infrastructure and resources while keeping their data secure and isolated.
Q: What are Salesforce editions?
A: Essentials, Professional, Enterprise, Unlimited, and Developer.
Q: What is the Salesforce AppExchange?
A: A marketplace for Salesforce apps, components, and solutions.
Q: What is a sandbox in Salesforce?
A: A copy of the production environment used for testing and development.
Q: Name the four types of Salesforce sandboxes.
A: Developer, Developer Pro, Partial Copy, and Full.
Q: What is a production org in Salesforce?
A: The live environment where end users interact with the application.
Q: What is the purpose of a Developer Org?
A: To learn and build apps for free with full development capabilities.
Q: What are the two types of objects in Salesforce?
A: Standard objects and custom objects.
Q: What is a custom object?
A: A user-defined object created to store data specific to a business.
Q: Name the key standard objects in Salesforce.
A: Account, Contact, Opportunity, Lead, and Case.
Q: What are the three types of object relationships?
A: Lookup, Master-Detail, and Many-to-Many.
Q: What are standard fields in Salesforce?
A: Predefined fields provided by Salesforce on every object (e.g., Name, CreatedDate).
Q: Name five common custom field data types in Salesforce.
A: Text, Number, Checkbox, Picklist, and Date.
Q: What is a formula field?
A: A read-only field that calculates its value based on other fields or expressions.