Salesforce Ecosystem Flashcards
Prepare for this section of the cert - 32% weight
True/False - SF is just CRM software
False - It stores customer data, gives you processes to nurture prospective customers, and provides ways to collaborate with people you work with.
To sell to Prospects and Customers, SF provides…
Leads and Opportunities to manage sales
To help customers after the sale, SF provides…
Cases and Communities for customer engagement
For Work on the Go, SF provides…
The customizable Salesforce mobile app
For collaboration with coworkers, partners, and customers, SF provides…
Slack and Communities to connect your company
To market to an audience, SF provides…
Marketing Cloud Engagement to manage your customer journeys
To automate common business functions, SF provides…
Flow Builder
To work smarter and improve productivity, SF provides…
Salesforce Einstein for predictive and generative AI tools
To leverage current and legacy data from many sources, SF provides…
Data Cloud to bring in your data, normalize it, and surface insights for all your customer engagements
What is an Object?
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
Describe a Salesforce database
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.
Describe a Salesforce App
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
Define a Record
Records are rows in object database tables. Records are the actual data associated with an object.
Define a Field
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.
Define a Salesforce “Org”
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.
How many SF Playgrounds can you have at a time?
10
What are characteristics of good candidates for your first SF solution?
-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)
True/False - SF is a cloud-based solution
True-All SF offerings reside in a multi-tenant cloud
What is the foundation of the SF platform?
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.
Where to SF apps sit in relation to the SF platform
Apps sit on top of the SF platform.
What is Salesforce’s Top priority
TRUST is Salesforce’s top priority
What is metadata?
Metadata is data about data.
Where can you find information about how Salesforce secures data, their planned maintenance, and their performance data?
Trust.Salesforce.com
What does CRM stand for?
Customer Relationship Management
What is the core SF product for Non-Profit organizations?
Nonprofit Cloud
Describe Nonprofit Cloud
It’s a set of products and services that help nonprofits manage their efforts (called “Missions” by SF).
Generic description of CRM
A system that helps teams at any organization track their interactions with contacts, gather insights, and collaborate
What functionality does Nonprofit Cloud include?
Nonprofit Cloud includes apps for fundraising operations, mass-market fundraising, and high-touch fundraising
What does Nonprofit Cloud’s Outcome Management do?
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.
True/False - Nonprofit Cloud supports grantmaking
True, through the “Grantmaking for Non Cloud” solution. Helps to manage the entire grantmaking process.
What is the name of the program that helps eligible nonprofits get started with Salesforce and Nonprofit Cloud?
The “Power of Us” program
True or false - One of the values of CRM is that it helps organizations understand their customer data.
True
True or False: Siloed data is frequently an issue for companies
True
How often should you run a Health Check on your Salesforce org?
At least quarterly
How do you run a Health Check?
From the App Launcher, select NPSP Settings
Click System Tools and then Health Check
Click Run Health Check
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.
Salesforce Optimizer
When should Salesforce Optimizer be run?
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.
What are two common issues that Optimizer Flags?
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
How many times a year are new NPSP (Nonprofit Success Pack) features released?
Three - Winter, Spring and Summer
What does NPSP stand for?
Nonprofit Success Pack
What three components does an NPSP release usually consist of?
- Critical Changes requiring urgent and direct follow-up by admins.
- Changes, which list NPSP updates and features included in the release.
- Issues Closed, including bug fixes and other identified operational issues rectified in the NPSP release.
How often are NPSP bug fixes automatically pushed to the production org?
Every two weeks
What are Best Practice steps for any new Feature Release?
- Review the release notes in detail.
- 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.)
- Connect with key users to determine how the organization can take advantage of new features.
- Evaluate whether any new features conflict with customizations already in the org.
- Evaluate whether any new features necessitate an update to security settings.
- If you decide to implement a new feature, develop a communication and training plan for staff to learn about the new features.
NPSP vs Salesforce
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.
True or False: Features in a Salesforce seasonal release are never auto-enabled for users
False
How many Sandbox types are there?
Four
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.
Developer
What are the four types of Sandboxes?
Developer, Developer Pro, Partial Copy, Full
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.
Full
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.
Developer Pro
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.
Partial Copy
What type of sandbox would you create if you wanted a copy of your entire production org, including all record data?
Full
Where should you go in your Salesforce org to set up or refresh a sandbox org?
Setup
When real-world data is important to you (e.g., training users), what kind of sandbox(es) should you use?
Partial or Full
Name three common uses for sandboxes
Training, Testing Releases, Deploying Changes to Production
What are Change Sets (related to sandboxes)
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
T/F - NPSP (Nonprofit Success Pack) is open source and allows you to see the code
True
Ways you can contribute to the Salesforce.org Open Source Community
-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
Two types of programming
Imperative Programming and Declarative Programming
Describe Imperative Programming
Traditional or Code-oriented programming (e.g., C++, Java) to instruct computer exactly what to do. Requires skilled programmer
Describe Declarative Programming
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.
Advantages of Declarative Programming
-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
What makes up the Salesforce Ecosystem?
-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
