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Salesforce Certified Associate Credential_mt > Salesforce Ecosystem > Flashcards

Salesforce Ecosystem Flashcards

Prepare for this section of the cert - 32% weight

1
Q

True/False - SF is just CRM software

A

False - It stores customer data, gives you processes to nurture prospective customers, and provides ways to collaborate with people you work with.

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2
Q

To sell to Prospects and Customers, SF provides…

A

Leads and Opportunities to manage sales

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3
Q

To help customers after the sale, SF provides…

A

Cases and Communities for customer engagement

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4
Q

For Work on the Go, SF provides…

A

The customizable Salesforce mobile app

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5
Q

For collaboration with coworkers, partners, and customers, SF provides…

A

Slack and Communities to connect your company

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6
Q

To market to an audience, SF provides…

A

Marketing Cloud Engagement to manage your customer journeys

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7
Q

To automate common business functions, SF provides…

A

Flow Builder

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8
Q

To work smarter and improve productivity, SF provides…

A

Salesforce Einstein for predictive and generative AI tools

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9
Q

To leverage current and legacy data from many sources, SF provides…

A

Data Cloud to bring in your data, normalize it, and surface insights for all your customer engagements

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10
Q

What is an Object?

A

Objects are tables in the Salesforce database that store a particular kind of information. There are standard objects like Accounts and Contacts and custom objects like the Property object you see in the graphic

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11
Q

Describe a Salesforce database

A

A database in the context of Salesforce is a giant spreadsheet. When you put information into Salesforce, it gets stored in the database so you can access it again later. It’s stored in a very specific way so you’re always accessing the information you need.

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12
Q

Describe a Salesforce App

A

An app in Salesforce is a set of objects, fields, and other functionality that supports a business process. You can see which app you’re using and switch between apps using the App Launcher

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13
Q

Define a Record

A

Records are rows in object database tables. Records are the actual data associated with an object.

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14
Q

Define a Field

A

Fields are columns in object database tables. Both standard and custom objects have fields. Example: On a “Property” object, fields might include Address and Price.

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15
Q

Define a Salesforce “Org”

A

Org is short for organization, and it refers to a specific instance of Salesforce. The image here is taken from Dreamhouse’s org. Your company can have one or multiple orgs.

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16
Q

How many SF Playgrounds can you have at a time?

A

10

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17
Q

What are characteristics of good candidates for your first SF solution?

A

-Heavy email collaboration
-Reliance on spreadsheets
-Shared local documents
-Time-intensive, repetitive manual steps
-Impact on only a few departments (you want to minimize the number of stakeholders while you’re still learning)

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18
Q

True/False - SF is a cloud-based solution

A

True-All SF offerings reside in a multi-tenant cloud

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19
Q

What is the foundation of the SF platform?

A

The Salesforce platform is the foundation of our services.
-It’s powered by metadata and made up of different parts, like low-code tools, workflow automation, artificial intelligence (AI), and robust APIs for development.

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20
Q

Where to SF apps sit in relation to the SF platform

A

Apps sit on top of the SF platform.

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21
Q

What is Salesforce’s Top priority

A

TRUST is Salesforce’s top priority

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22
Q

What is metadata?

A

Metadata is data about data.

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23
Q

Where can you find information about how Salesforce secures data, their planned maintenance, and their performance data?

A

Trust.Salesforce.com

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24
Q

What does CRM stand for?

A

Customer Relationship Management

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25
Q

What is the core SF product for Non-Profit organizations?

A

Nonprofit Cloud

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26
Q

Describe Nonprofit Cloud

A

It’s a set of products and services that help nonprofits manage their efforts (called “Missions” by SF).

27
Q

Generic description of CRM

A

A system that helps teams at any organization track their interactions with contacts, gather insights, and collaborate

28
Q

What functionality does Nonprofit Cloud include?

A

Nonprofit Cloud includes apps for fundraising operations, mass-market fundraising, and high-touch fundraising

29
Q

What does Nonprofit Cloud’s Outcome Management do?

A

Outcome Management includes tools to set a non-profit’s outcome strategy and then to make it actionable, with indicators to measure campaign progress. Users can set targets and track results to stay accountable to stakeholders and to stay on track.

30
Q

True/False - Nonprofit Cloud supports grantmaking

A

True, through the “Grantmaking for Non Cloud” solution. Helps to manage the entire grantmaking process.

31
Q

What is the name of the program that helps eligible nonprofits get started with Salesforce and Nonprofit Cloud?

A

The “Power of Us” program

32
Q

True or false - One of the values of CRM is that it helps organizations understand their customer data.

A

True

33
Q

True or False: Siloed data is frequently an issue for companies

A

True

34
Q

How often should you run a Health Check on your Salesforce org?

A

At least quarterly

35
Q

How do you run a Health Check?

A

From the App Launcher, select NPSP Settings
Click System Tools and then Health Check
Click Run Health Check

36
Q

What tool takes a snapshot of your org to look for potential problems and gives you a detailed report on at least 55 metrics covering storage, fields, users, and much more.

A

Salesforce Optimizer

37
Q

When should Salesforce Optimizer be run?

A

Recommended to run:
1) Before installing a new app
2) Before each Salesforce release
3) At least once a quarter to get recommendations for feature improvement, clean up customizations, reduce complexity, and drive feature adoption.

38
Q

What are two common issues that Optimizer Flags?

A

1) Too many fields - Any standard or custom object with more than 75 fields on one page layout
2) Too many Admins - Salesforce Optimizer considers any user an admin if they have the permissions to modify all data and customize applications

39
Q

How many times a year are new NPSP (Nonprofit Success Pack) features released?

A

Three - Winter, Spring and Summer

40
Q

What does NPSP stand for?

A

Nonprofit Success Pack

41
Q

What three components does an NPSP release usually consist of?

A
  1. Critical Changes requiring urgent and direct follow-up by admins.
  2. Changes, which list NPSP updates and features included in the release.
  3. Issues Closed, including bug fixes and other identified operational issues rectified in the NPSP release.
42
Q

How often are NPSP bug fixes automatically pushed to the production org?

A

Every two weeks

43
Q

What are Best Practice steps for any new Feature Release?

A
  1. Review the release notes in detail.
  2. Use a sandbox to test the new features before enabling them in production. (Any new fields and objects included in a release are by default not visible to anyone, including system administrators, so they have to be enabled—even in your sandbox.)
  3. Connect with key users to determine how the organization can take advantage of new features.
  4. Evaluate whether any new features conflict with customizations already in the org.
  5. Evaluate whether any new features necessitate an update to security settings.
  6. If you decide to implement a new feature, develop a communication and training plan for staff to learn about the new features.
44
Q

NPSP vs Salesforce

A

NPSP sits on top of Sales Cloud Enterprise Edition licenses, so you’re positioned to take advantage of all of the new Salesforce features available for both.

45
Q

True or False: Features in a Salesforce seasonal release are never auto-enabled for users

A

False

46
Q

How many Sandbox types are there?

A

Four

47
Q

What type of sandbox does this describe?: All of your production org configurations (including custom objects, fields, etc.), but no production data. Can be refreshed—or pull in the latest configurations from production—once a day.

A

Developer

47
Q

What are the four types of Sandboxes?

A

Developer, Developer Pro, Partial Copy, Full

48
Q

What type of sandbox does this describe?: A full replica of your production org, including all configurations and all or most of the data. Can be refreshed once every 29 days.

A

Full

49
Q

What type of sandbox does this describe?: All of your production org configurations, but no production data. Can hold more data than a Developer sandbox. Can be refreshed once a day.

A

Developer Pro

50
Q

What type of sandbox does this describe?: All of your production org configurations, plus a sample of your real-world data that you define using a sandbox template. Can be refreshed once every five days.

A

Partial Copy

51
Q

What type of sandbox would you create if you wanted a copy of your entire production org, including all record data?

A

Full

52
Q

Where should you go in your Salesforce org to set up or refresh a sandbox org?

A

Setup

53
Q

When real-world data is important to you (e.g., training users), what kind of sandbox(es) should you use?

A

Partial or Full

54
Q

Name three common uses for sandboxes

A

Training, Testing Releases, Deploying Changes to Production

55
Q

What are Change Sets (related to sandboxes)

A

Change sets allow you to deploy modifications to a sandbox made in the Setup menu—like adding a new object or app, but not data—to production with clicks instead of code

56
Q

T/F - NPSP (Nonprofit Success Pack) is open source and allows you to see the code

A

True

57
Q

Ways you can contribute to the Salesforce.org Open Source Community

A

-Report a bug
-Share and idea for a change or new feature
-Answer questions in the Trailblazer Community
-Contribute documentation
-Join the Salesforce Commons - The program’s three main focus areas are: Community Sprint Events, ongoing community project teamwork, and skills training

58
Q

Two types of programming

A

Imperative Programming and Declarative Programming

59
Q

Describe Imperative Programming

A

Traditional or Code-oriented programming (e.g., C++, Java) to instruct computer exactly what to do. Requires skilled programmer

60
Q

Describe Declarative Programming

A

Tells the computer the end result and letting the computer figure out how to get there. In simpler terms, declarative programming denotes the kind of click or drag-and-drop solutions that allow someone without coding knowledge to build an application.

61
Q

Advantages of Declarative Programming

A

-Faster turnaround and functionality and proof of concept work
-Don’t have to hire a code-based programmer
-Faster bug resolution
-Improved scalability
-Empowers more people to customize and experiment

62
Q

What makes up the Salesforce Ecosystem?

A

-Salesforce
-Customers: Companies of all sizes that use our products.
-Partners: Salesforce-certified experts who work with customers across products and industries.
-Trailblazers: Pioneers, innovators, and lifelong learners who innovate with Salesforce and use it to transform their organizations

63
Q
A

Salesforce Certified Associate Credential_mt (2 decks)

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