Salesforce Data Management: 25% Flashcards
What is a User license?
Gives the user access to the org
What is a Permission Set license?
Gives the user specific settings and permissions
What is a Feature License?
Additional feature not included in the user license
What are the differences between the Chatter licenses?
- Chatter External = Access to Feeds, groups and Private messages
- Chatter Free = Above + Profiles
- Chatter Only = Above + Access 10 Custom Objects + Calendar/Tasks
What are the different kinds of Experience Cloud licenses?
- Customer Self Service
- Customer Community
- Customer Community Plus
- Partner Relationship Management
- Partner Community
- Channel Account
- Stakeholder Engagement
- External Apps
What are the different Partner Site User Licenses?
- Partner Community
- Channel Account
- External Apps
What are some of the main differences between the Experience Cloud User Licenses?
What are Duplicate Jobs in Salesforce?
A add-on that will use your duplicate and matching rules to find potential matches. It gives you the option to merge records if there is one found
What are some strategies for duplicate management?
- Validation Rules
- Lookup filter
- Required and picklist fields
- Duplicate jobs / rules
- Flow builder
- Formula fields
What are some measures of consistent data?
- Age
- Completeness
- Accuracy
- Consistency
- Duplication
- Usage
What is the six-step process for ensuring high-quality data?
- Data profiling
- Data control
- Data Integration
- Augmentation
- Monitoring
- Training
What is “Single View of Customer” ?
Created through data consolidation, enrichment and data cleansing. Pulling data from multiple sources into a single platform
What is “Customer Master Data”?
- Inbound and outbound sales and/or service operations data sources
- Data from third party sources like Lightning Data
What is Heroku Connect Sync?
Add-on for the Heroku platform that enables a sync between Salesforce and any Postgres database
What is Data Cloud?
Self-service platform that is used to organize and unify data across Salesforce and external data sources
What is the data mapping process in Data Cloud?
What is the Workflow Orchestration in Data Cloud?
