Salesforce Fundamentals Flashcards
What tool – Create a record when a related record changes?
Process Builder
What tool – Update a record when the value of a field changes
Workflow Rule
What tool – Delete a record when the value of a field changes
Flow Builder
What tool – Assign records to users based on custom logic
Assignments & Sharing Rules
What tool – Customize detail pages according to requirements
Page Layouts
What tool – Create a wizard that guides users through a process
Flow Builder
What tool – Create a custom web service
Apex
What tool – Create a custom email service
Apex
What tool – Create a complex validation
Apex
What tool – Create a custom user interface
Visualforce
What tool – Create a report with a custom format
Visualforce
Define custom navigation patterns
Visualforce
What tool – Create a custom user interface for LE
Custom Lightning Components
What tool – Extend the Salesforce app with custom functionality
Custom Lightning Components
What tool – Build apps with sophisticated UI using CSS
Custom Lightning Components
What tool – Invoke client-side functionality in LE?
Custom Lightning Components
What tool – Override standard actions in LE?
Custom Lightning Components
What tool – Build a sophisticated user interface in a Lightning community
Custom Lighting Components
Name Simple and Complex Tool(s) per Use Case:
Validation Rule
Configuration
Apex Trigger
Name Simple and Complex Tool(s) per Use Case:
Auto-Create a Record
Process Builder
Process calls a Flow, Apex Trigger
Name Simple and Complex Tool(s) per Use Case:
Auto-Delete a Record
Flow Builder
Process calls a Flow, Apex Trigger
Name Simple and Complex Tool(s) per Use Case:
Auto-Update a Record
Configuration
Process calls a Flow, Apex Trigger
Name Simple and Complex Tool(s) per Use Case:
Wizard to guide user through process
Flow Builder
Flow, Visualforce/Apex
Name Simple and Complex Tool(s) per Use Case:
Web Service
Configuration
Custom Web Service needs Apex
Email-to-Case
Configuration
Complex processing requires a Apex email handler
Name Simple and Complex Tool(s) per Use Case:
Report
Report Builder
Custom Controller/Visualforce can be used to create a complex report
Name Simple and Complex Tool(s) per Use Case:
Sharing/Assignment Rules
Configuration
Apex can automate record-sharing
Name Simple and Complex Tool(s) per Use Case:
Scheduled Job
N/A
Apex Scheduler
Simple Scenario:
The highest opportunity amount needs to be displayed on the related account.
Complex Scenario:
The opportunity with the highest amount in the entire org needs to be displayed on an opportunity when it is created.
Complex Solution:
Simple Solution:
A roll-up summary field of type MAX can be created on the Account object for this use case.
Complex Solution:
An Apex trigger can be created on Opportunity to display the opportunity with the highest amount in a custom field.
Simple Scenario:
A custom field on related Contact records needs to be updated whenever an account is updated.
Complex Scenario:
A custom field on an unrelated custom object needs to be updated whenever a new account is created.
Simple Solution:
It is possible to update the related records such as contacts using Process Builder
Complex Solution:
An Apex trigger can be used to update a custom field on an unrelated record. It is also possible to create a workflow that is invoked from a process for this use case, but it would be easier to create and maintain an Apex trigger.
Simple Scenario:
A user requires a report in tabular format, consisting of all closed opportunities in the system
Complex Scenario:
A report with a custom format used by the business needs to be generated and rendered as a PDF file on a page
Simple Solution:
The standard report builder can be used to create tabular reports on standard or custom objects
Complex Solution:
Visualforce code can be used to generate a report that uses a custom format. It can rendered as a PDF file as well.
Simple Scenario:
All emails received by a business on a particular email account need to be converted into cases.
Complex Scenario:
A contact record needs to be created based on contact information in email messages received by a business.
Simple Solution:
The standard Email-to-Case functionality can be utilized for this use case.
Complex Solution:
Apex Email Service can be used for this use case, as it allows the use of a custom logic to process the contents of the inbound email.
Simple Scenario:
A reason should be entered when an opportunity is closed by a user
Complex Scenario:
A user should only be able to update an account record if certain unrelated custom object records have been created
Simple Solution:
A validation rule can be created to ensure that a user enters a reason when an opp is closed
Complex Solution:
An Apex trigger can be used for validation based on complex logic. An error can be added to the record if a certain condition is true.
Simple Scenario:
A community page needs to be customized so that it shows a report chart
Complex Scenario:
A community page needs to display a highly interactive user interface that utilizes data from multiple objects in Salesforce
Simple Solution:
A Lightning Component called ‘Report Chart’ can be added directly to a community page using Community Builder
Complex Solution:
A custom Lightning Component can be developed and added to the community page.
Simple Scenario:
In LE, an area that allows users to enter text with custom font and size should be added to the Account record page
Complex Scenario:
A custom user interface is required for the Opportunity page in LE. It should not have Salesforce Classic design elements.
Simple Solution:
The ‘Rich Text’ Lightning Component can be added to the record page using Lightning App Bulider
Complex Solution:
A custom Lightning Component can be developed and added to the record by using Lightning App Builder
Simple Scenario:
The Salesforce app needs to have a page that displays a dashboard with the Chatter Feed
Complex Scenario:
A list of opportunities that have not been modified in the last 7 days needs to be displayed in the Salesforce app
Simple Solution:
A custom Lightning page containing components can be created declaratively and added to the Salesforce app navigation menu.
Complex Solution:
A custom Lightning page can be developed for this. A custom tab can be created for it and added to the navigation menu.
What is a package?
A set of compoents that make up the custom app. Components are:
- Tabs
- Objects,
- Fields
- Validation Rules
- Reports
- Apex code
Describe features of a Managed Package
- created and upgraded by a AppExchange vendor to sell to customers, usually via subscription
- Fully upgradable: Upgrades can add new functionality or keep up with Salesforce releases
- Can contain Locked and limited unlocked components so customization is possible but ensure upgrades are successful
Describe features of unmanaged packages?
- Not locked or protected so all components can be modified to change/extend functionality
- These are not upgraded by publishier
- Components with Apex code can be modified
What is a Native app?
self-contained app that can be built in Salesforce Setup using clicks and don’t depend on external apps
What are Composite apps?
apps build with a combination of Force.com and other tech/external services or systems.
What are Client apps?
Apps that use the AppExchange API exclusively and run outside the context of the Salesforce UI
Describe Lightning Components?
- out of the box building blocks to add on to the LE
- can be downloaded to expand/customize Lightning Pages without coding/dev
- They can be re-used on different Lightning Page or in Communities
Describe Lightning Bolt Solutions
- ready made solutions for Communities to help users get started quicker
- a customized template for a community that is made up of a theme layout and CSS, along with pages, content layouts, and Lightning Components
- Can be used for particular business/industry needs (i.e several similar partner communities can be created from using a ‘Partner Central’ template)
Describe Flow Solutions?
- Downloaded from AppExchange to connect with third-party systems without additional integration or code
- Based on ‘Flow Actions’ which allow connecting with and performing action on third party actions
- Examples: Accepting credit card payment, conducting a credit check, checking weather forecast, adding a video player
Describe Lightning Data?
- solutions that allow comparing CRM data against outside sources for validity
- Similar to Data.com but have new sources
- primarily aimed at Sales/Marketing applications.
What are some use cases for AppExchange solutions?
Sales Apps Service Apps Data Management Industry Specific Collaboration Apps Finance Apps Human Resources Marketing Apps ERP/Analytics/Performance Management
Name the 3 high-level types of AppExchange uses?
Generic
Functional
Industry-Specific
What are some examples of Generic AppExchange use cases?
- Document generation
- data loaders
- Document Signing
- Geolocation
What are some examples of Functional AppExchange use cases?
Sales Marketing Customer Service Finance HR
What are some examples of Industry specific AppExchange use cases?
- Healthcare and Life Sciences
- Real Estate
- Education
- Non-profit
- Financial Services
What are Campaign Statistics?
Number of responses, leads, and opportunities generated and value of Closed Won Opptys
Is Apex code required to create, delete and update records?
No, Process Builder can create, delete, and update records
Is Apex code required to create a job that runs every night?
Yes, Apex code and Apex Scheduler would be required to create a job that runs nightly
Is Apex code required to use the Email-to-Case functionality?
No, the standard feature can be configured using clicks – you would need to code to extend/change the standard behavior
What kind of accounts are there and how are they used?
Business accounts (B2B) and Person accounts (B2C)
What is a Person account?
- Used for B2C and it is made up of one Account and one Contact record
- not enabled by default, must request from salesforce support
What are some of the major capabilities of the Lead object?
Lead Business Process Web-to-Lead Auto Response Rule Lead Importing Lead Queues Assignment Rule Lead Conversion
What are some capabilities of the Case object?
Email-to-Case Web-to-Case Case Assignment Rules Escalation Rules Case Queues
How would a customer request pricing of different product groupings be tracked
Quotes can be added to an oppty, each with a different combination of related products
Which type of solution can be downloaded from AppExchange to connect Salesforce to a third party system for accepting credit card payments?
Flow Solution
How many assignment rules can be active on Case?
For each rule type, only one rule can be in effect at any time.
