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Certif > Salesforce Ecosystem > Flashcards

Salesforce Ecosystem Flashcards

1
Q

What is CRM ?

A

CRM technology helps organizations build and grow relationships across the entire customer lifecycle, including marketing, sales, commerce, service, and IT.
With data in one central location, organizations have a complete picture of customers and prospects that can be shared and analyzed by teams across the company in real time.

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2
Q

CRM is used by which type of companies ?

A

B2C and B2B.

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3
Q

What are the salesforce values ?

A

Trust, Customer Success, Innovation, Equality, Sustainability.

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4
Q

What does Salesforce do?

A

Brings companies and customers together.

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5
Q

How to do so ?

A

With customer 360, we’re able to put the customer at the center. Every employee has the apps and data they need.

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6
Q

Salesforce Customer 360

A

Portfolio of products and services. Helps companies uniting their marketing, sales, commerce, service and IT teams in one customer view. Customer 360 helps you lower costs with your entire organization using one trusted platform. It increases productivity with built-in automation and generative AI, and it drives efficient growth by empowering your employees to exceed customer expectations.

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7
Q

Trailbazer Community

A

The Trailblazer Community helps you learn relevant skills, connect with other Trailblazers, and give back. You can join groups, where you can discuss different subjects with a group of Trailblazers. Some groups are role-, product-, or solution-based, while others are interest- or region-based

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8
Q

Trails

A

Trails are groups of modules that provide guided learning paths suited to specific roles or needs.

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9
Q

Trailmix

A

A trailmix is like a mixtape, but of modules, projects, trails, and superbadges

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10
Q

Modules (specefic subject) and Projects

A

A module is broken down into units. A project is a series of hands-on steps that lets you learn Salesforce skills by putting them into practice right away.

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11
Q

Projects and superbadges

A

Projects and superbadges allow you to learn interactively by requiring you to implement a feature or solution in an org.

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12
Q

Trailhead Playground

A

A Trailhead Playground is an org that you can use for hands-on challenges, learning new features, and testing customizations. They give you the same customization options as a production org

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13
Q

Where can we search for help ?

A

Trailbazer community (questions, like stakoverflow), Trailhead Help (topics and articles).

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14
Q

Sales Enablement

A

To coach and skill up people in your company.

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15
Q

Trail Tracker

A

Used to to Track the Progress of Other Trailhead Users

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16
Q

What’s the Difference Between a Trailhead Playground and a Developer Edition Org?

A

A DE org is an org that we provide for free to test new features and implementations in Salesforce without affecting a production org. A Trailhead Playground is a DE org, but specifically for Trailhead. Trailhead Playgrounds come with Trailhead-specific data, and a pre-installed package that we use to test your hands-on challenges.

17
Q

Salesforce Help

A

Contains documentation by product, topics, videos, contact support.

18
Q

Sales Cloud

A

Sales Cloud is the leading platform for sales teams, which automates manual processes, so that your teams can be more productive, and close more deals faster.

19
Q

Service Cloud

A

Service Cloud is number one for service automation. You can create consistent service experiences across your customers’ preferred channel, whether online, on the phone, in the field, or even with a chat bot.

20
Q

Marketing Cloud

A

With Marketing Cloud, your teams have access to the best tools to build relationships across multiple touch points, which means you deliver the right message, on the right channel, at just the right moment—at scale.

21
Q

Commerce Cloud

A

With Commerce Cloud, you can create personalized shopping experiences across channels, and remove friction, even if a customer starts their shopping journey on one channel and completes it on another—maximizing revenue now.

22
Q

Analytics

A

Tableau is the world’s leading analytics platform which helps you get faster insights and make better decisions at the speed of change.

23
Q

Mulesoft

A

MuleSoft allows you to integrate data from any source into Salesforce, so that your important information is all available in one place.

24
Q

Plateform

A

Salesforce Platform is the underlying set of platform services—including application boosters like artificial intelligence (AI), mobile, voice, and more. All of these allow you to customize and build any app for any part of your business with clicks, not code.

25
Q

Slack

A

Slack is your digital HQ—connecting your teams, apps, and partners all in one place for faster, more flexible work.

26
Q

Net Zero

A

With Net Zero products, every company can go net zero now by efficiently tracking and reporting on sustainability initiatives and making informed carbon credit purchases.

27
Q

Partners

A

Extend the power of Salesforce with partner-built solutions and consultants on AppExchange, which boasts nearly 10 thousand apps to help you further customize your Salesforce experience for even greater value.

28
Q

Industries

A

We’ve also built Industry solutions and tools, so you can leverage the best of Salesforce technology all tailored to the unique needs of your industry. That means you can save time with out-of-the-box configurations and take advantage of industry best practices. Work with solutions designed for their specific industry like Financial Services Cloud, Health Cloud, Consumer Goods Cloud, and more.

29
Q

Customer Success

A

With Customer Success you have all the resources you need to maximize the value of Salesforce—you can tap into support plans, expertise and professional services. Our people are committed to your success and are truly the best at helping you deliver success now.

30
Q

Salesforce Architecture

A

Layer 1 : CLOUD, Salesforce is a cloud company (multitenant cloud), Layer 2 : Salesforce platform is the foundation of the services, Layer 3 : Apps (like sales cloud, marketing cloud,…).

31
Q

Multitenancy

A

Sharing resources

32
Q

Metadata

A

Data about data. All of these standard and custom configurations, functionality, and code in your org are metadata.

33
Q

Strategy for success

A

Identify departments that plan to use SF,
Reserach what’s available on AppExchange and discuss business casesto determine the needs, identify apps that fits the needs, download it in the test environment (free DE or sandbox),

34
Q

Salesforce for Nonprofits

A

Salesforce for Nonprofits is a complete set of nonprofit technology solutions Salesforce.org built to connect your nonprofit with the people who care about your cause. There are two different types of products we offer: integrated solutions and managed packages.

35
Q

Hyperforce

A

The cloud infrastructure on which the platform is built.

36
Q

Salesforce Ecosystem

A

Is made of : SF, Customers (companies that use the products), partners (SF Experts), trailbazers

37
Q

NPSP Health Check

A

A tool that scans your org for data and configuration inconsistencies and errors and reports back with descriptions of what seems to be wrong.

38
Q

SF optimizer

A

We recommend running the Salesforce Optimizer before installing a new app and before each Salesforce release.

39
Q

Sandbox

A

we first test features in a sandbox, there’s 4 types :
Full (A full replica of your production org, ideal testing environment),
Partial copy (All of your production org configurations, plus a sample of your real-world data that you define using a sandbox template),
Developer Pro (All of your production org configurations, but no production data. Can hold more data than a Developer sandbox.),
Developer (All of your production org configurations (including custom objects, fields, etc.), but no production data),

Certif (4 decks)

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