Salesforce Fundamentals Flashcards
What is Salesforce?
Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, marketing, customer service, and other business processes.
What are the key benefits of using Salesforce?
Key benefits include improved customer relationship management, increased sales and revenue, enhanced collaboration, better data management, and customizable dashboards and reports.
What is the Salesforce AppExchange?
The Salesforce AppExchange is an online marketplace where users can find, try, and install apps and solutions to extend the functionality of their Salesforce implementation.
What are the core components of Salesforce?
The core components include Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and Salesforce Platform.
What is a record in Salesforce?
A record is an individual instance of an object that stores specific data, such as a single account or contact.
What is the difference between a profile and a role in Salesforce?
A profile determines what users can do in Salesforce (permissions and settings), while a role determines what users can see (data visibility)
What are fields in Salesforce?
Fields are individual pieces of data within a record. They are columns in an object’s database table, such as ‘First Name’ or ‘Email’ on a Contact object.
What is an object in Salesforce?
An object is a database table that allows you to store data specific to your organization. There are standard objects (e.g., Accounts, Contacts) and custom objects.
What is a workflow rule in Salesforce?
A workflow rule is a set of automated actions that are triggered based on specific criteria, such as sending an email alert or updating a field.
What is a validation rule in Salesforce?
A validation rule ensures data quality by preventing users from saving records that do not meet specific criteria.
What is a Salesforce report?
A report is a list of records that meet the criteria you define. It’s used to analyze data and make business decisions.
What is a Salesforce dashboard?
A dashboard is a visual display of key metrics and trends for records in your organization, built using components based on reports.
What is the Salesforce API?
The Salesforce API allows developers to integrate Salesforce with other systems and build custom applications that interact with Salesforce data.
What is Lightning Experience?
Lightning Experience is the modern, updated user interface of Salesforce, offering a more streamlined and efficient user experience compared to Classic.
What is a lookup relationship in Salesforce?
A lookup relationship links two objects together so that you can “look up” one object from the related items on another object.
