Salesforce Basics Flashcards

1
Q

Q: What is Salesforce?

A

A: Salesforce is a cloud-based customer relationship management (CRM) platform.

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2
Q

Q: What is the multi-tenant architecture in Salesforce?

A

A: Multiple customers share the same infrastructure and resources while keeping their data secure and isolated.

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3
Q

Q: What are Salesforce editions?

A

A: Essentials, Professional, Enterprise, Unlimited, and Developer.

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4
Q

Q: What is the Salesforce AppExchange?

A

A: A marketplace for Salesforce apps, components, and solutions.

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5
Q

Q: What is a sandbox in Salesforce?

A

A: A copy of the production environment used for testing and development.

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6
Q

Q: Name the four types of Salesforce sandboxes.

A

A: Developer, Developer Pro, Partial Copy, and Full.

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7
Q

Q: What is a production org in Salesforce?

A

A: The live environment where end users interact with the application.

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8
Q

Q: What is the purpose of a Developer Org?

A

A: To learn and build apps for free with full development capabilities.

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9
Q

Q: What are the two types of objects in Salesforce?

A

A: Standard objects and custom objects.

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10
Q

Q: What is a custom object?

A

A: A user-defined object created to store data specific to a business.

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11
Q

Q: Name the key standard objects in Salesforce.

A

A: Account, Contact, Opportunity, Lead, and Case.

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12
Q

Q: What are the three types of object relationships?

A

A: Lookup, Master-Detail, and Many-to-Many.

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13
Q

Q: What are standard fields in Salesforce?

A

A: Predefined fields provided by Salesforce on every object (e.g., Name, CreatedDate).

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14
Q

Q: Name five common custom field data types in Salesforce.

A

A: Text, Number, Checkbox, Picklist, and Date.

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15
Q

Q: What is a formula field?

A

A: A read-only field that calculates its value based on other fields or expressions.

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16
Q

Q: What is declarative development in Salesforce?

A

A: Configuring the platform without writing code, using tools like Process Builder, Flows, and Validation Rules.

17
Q

Q: What is the difference between Workflow Rules and Process Builder?

A

A: Process Builder offers more advanced automation options and can handle multiple criteria, while Workflow Rules are limited to basic field updates, tasks, and alerts.

18
Q

Q: What is the purpose of the Schema Builder?

A

A: To visually design and manage the data model.

19
Q

Q: What is customization in Salesforce?

A

A: Using programmatic tools like Apex and Visualforce to extend platform functionality.

20
Q

Q: What is configuration in Salesforce?

A

A: Setting up and modifying the platform using declarative tools.

21
Q

Q: What is the Salesforce Lightning Experience?

A

A: A modern, user-friendly interface for Salesforce.

22
Q

Q: What is the difference between Salesforce Classic and Lightning Experience?

A

A: Lightning is the newer interface with advanced features, while Classic is the legacy UI.

23
Q

Q: What is the App Builder in Salesforce?

A

A: A drag-and-drop tool for building custom apps, pages, and components.

24
Q

Q: What are governor limits in Salesforce?

A

A: Limits imposed by Salesforce to ensure efficient resource usage in the multi-tenant environment.

25
Q

Q: Name three common governor limits for developers.

A

A: SOQL queries per transaction, DML statements per transaction, and heap size.