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Introduction To Marketing > Salesforce M1 > Flashcards

Salesforce M1 Flashcards

1
Q

Salesforce is a set of objects, fields, and other functionality that supports a business process.

A

App

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2
Q

are tables in the Salesforce database that store a particular kind of information

A

Objects

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3
Q

__ objects like Accounts and Contacts

A

Standard

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4
Q

____ objects like the Property object you see in the graphic

A

Custom

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5
Q

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

A

Records

211 Charles Street property is a record

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6
Q

___ are columns in object database tables.

A

Fields

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7
Q

Both standard and custom objects have _____. On our Property object, we have _____ like Address and Price.

A

Fields

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8
Q

____ refers to a specific instance of Salesforce

A

org - short for organization

example DreamHouse’s org.

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9
Q

T/F Company can have only one Org

A

False - companies can have multiple orgs

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10
Q

__ is a safe environment where you can practice the skills you’re learning before you take them to your real work

A

Trailhead Playground (TP) org

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11
Q

Developing without code is known as

A

no-code development or DECLARATIVE

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12
Q

___ development, which uses things like Lightning components

A

programmatic

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13
Q

From the gear icon - what can you do

A

Set up

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14
Q

___ provides a way for multiple people to comment and collaborate on a particular record.

A

Chatter feed tracking

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15
Q

When identifying processes to bring into Salesforce, look for:

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)

x All of these

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16
Q

Use cases Finance

A

Budget management
Contract management
Pricing

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17
Q

Use cases Product

A

Warranty management
Preproduction testing
Product ideas and innovation

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18
Q

Use cases Supply Chain

A

Procurement
Vendor management
Logistics

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19
Q

Use cases Ops

A

Asset and facilities management
Merger and acquisition enablement
Business agility

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20
Q

___ is salesforces TOP priority

A

Trust

trust.salesforce.com

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21
Q

No matter the size of your business, you get access to the same computing power, data storage, and core features

A

multitenancy

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22
Q

is data about data.

All of these standard and custom configurations, functionality, and code in your org are _____

A

metadata

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23
Q

___ allow different pieces of software to connect to each other and exchange information.

A

API

APIs are similar. Without knowing the details, you can connect your apps with other apps or software systems. The underlying technology takes care of the specifics of how information passes throughout the system.

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24
Q

___ lets you move beyond the normal idea of business software and build unique and creative solutions for your company

A

API

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25
Q

Our trusted, multitenant cloud means you get:

A

Benefits of the same core set of features for all customers

Upgrades 3 times a year

No software to install to access Salesforce

x All of the above!

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26
Q

Where is SETUP located

A

The gear on the top right of screen

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27
Q

is where you can view and customize standard and custom objects in your org.

in Set up

A

Object Manager

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28
Q

The menu gives you quick links to a collection of pages that let you do everything from managing your users to modifying security settings.

A

Setup Menu

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29
Q

Main Window in Set up

A

Home page - where you can see whatever it is your trying to work on

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30
Q

How do you find what you are trying to access in setup

A

Otherwise enter Permission Sets in the Quick Find box

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31
Q

3 main categories in Setup Menu

A

Administration

Platform Tools

Settings

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32
Q

Setup Menu: category is where you manage your users and data. You can do things like add users, change permissions, import and export data, and create email templates.

A

Administration

33
Q

Setup Menu: You do most of your customization in _____. You can view and manage your data model, create apps, modify the user interface, and deploy new features to your users.

A

Platform Tools

34
Q

Setup Menu: is where you manage your company information and org security. You can do things like add business hours, change your locale, and view your org’s history

A

Settings

35
Q

At-a-glance view of your org

Find your org ID

See your licensing information

Monitor important limits like data and file usage

A

Company Information

36
Q

Reset passwords

Create new users and deactivate or freeze existing users

View information about your users

A

Users

37
Q

Manage who can see what with user profiles

Create custom profiles

A

Profiles

38
Q

See 6 months of change history in your org

Find out who made changes and when

Tool for troubleshooting org configuration issues

A

View Setup Audit Trail

39
Q

See 6 months of login history for your org

View date, time, user, IP address, and more login data

Use for security tracking and adoption monitoring

A

Login History

40
Q

The company information page is where you can find

A

Your org ID

Licenses available and in use

Information on important limits such as data and file usages

x All of the above

41
Q

Salesforce has a community of partners that use the flexibility of the Salesforce platform to build amazing apps and other solutions that anyone can use. These offerings are available (some for free, some at a cost) for installation on __________

A

AppExchange

42
Q

_________ are copies of your organization in a separate environment. They’re used for development and testing

A

Sandboxes

43
Q

Where do I install the app, production or sandbox?

A

first install apps in a nonproduction environment AKA Sandbox

Try installing in a sandbox for your production org or in a Developer Edition org

44
Q

Should I give app permissions to admins only, all users, or specific profiles?

A

That depends on who the app is for. If you want to limit access to a particular set of users, plan to modify those user profiles before you install the app.

45
Q

Free open source Apps

A

Salesforce Labs apps

46
Q

When you’re getting started with AppExchange, a best practice is to:

A

Develop a plan, including budget, timing, and key department use cases.

47
Q

When you want to find an app after you install it, what should you enter in the Quick Find box in Setup?

A

Installed Packages

48
Q

____ is anyone who logs in to Salesforce. ____ are employees at your company, such as sales reps, managers, and IT specialists, who need access to the company’s records.

A

Users

49
Q

Every user in Salesforce has a User Account T/F

A

T

50
Q

User Information Mandatory

A 
Username
Email Address
User's First and Last Name
License
Profile
Role (optional)
51
Q

Each user has both a username and an email address.

A

Usernames

The username must be formatted like an email address and must be unique across all Salesforce organizations. It can be the user’s email address, so long as it is unique.

52
Q

determines which features the user can access in Salesforce

A

User Licenses

For example, if you have to grant a user access to Chatter without allowing them to see any data in Salesforce, you can give them a Chatter Free license.

53
Q

determine what users can do in Salesforce. They come with a set of permissions which grant access to particular objects, fields, tabs, and records.

A

Profiles

Each user can have only one profile. Select profiles based on a user’s job function (the Standard User profile is the best choice for most users). Don’t give a user a profile with more access than the user needs to do their job. You can grant access to more items the user needs with a permission set.

54
Q

____ determine what users can see in Salesforce based on where they are located in the role hierarchy. Users at the top of the hierarchy can see all the data owned by users below them. Users at lower levels can’t see data owned by users above them, or in other branches, unless sharing rules grant them access.

A

Roles

Roles are optional but each user can have only one. If you have an org with many users, you may find it easier to assign roles when adding users. However, you can set up a role hierarchy and assign roles to users at any time. Roles are only available in Professional, Enterprise, Unlimited, Performance, and Developer editions of Salesforce.

55
Q

__ is a short name to identify the user on list pages, reports, or other places where their entire name doesn’t fit.

A

Alias

By default, the alias is the first letter of the user’s first name and the first four letters of their last name.

56
Q

Username Guideline

A

Each user must have a username that is unique across all Salesforce organizations (not just yours).

57
Q

Username Format Guideline

A

Users must have a username in the format of an email address (that is, jdoe@domain.com), but they don’t have to use a real email address. (They can use their email address if they wish as long as their email address is unique across all Salesforce orgs.

58
Q

Email Guideline

A

Users can have the same email address across organizations.

59
Q

Password Guideline

A

Users must change their password the first time they log in.

60
Q

Login Link Guideline

A

Users can only use the login link in the sign–up email once. If a user follows the link and does not set a password, you (the admin) have to reset their password before they can log in.

61
Q

__ is Salesforce’s website to provide transparency around service availability, performance, security, privacy, and compliance.

A

Trust.salesforce.com

62
Q

Usernames must

A

be in the format of an email address

63
Q

When you create a user, you can:

A

Generate a new password and notify the user immediately

64
Q

You can configure access at the level of the ____

A

organization, objects, fields, or individual records

65
Q

Levels of Data Access

A

Organization

Objects

Fields

Records

66
Q

Organization Level Access

A

At the highest level, you can secure access to your organization by maintaining a list of authorized users, setting password policies, and limiting login access to certain hours and certain locations.

67
Q

Objects Access

A

Object–level security provides the simplest way to control which users have access to which data. By setting permissions on a particular type of object, you can prevent a group of users from creating, viewing, editing, or deleting any records of that object. For example, you can use object permissions to ensure that interviewers can view positions and job applications but not edit or delete them.

68
Q

Fields Access

A

You can use field–level security to restrict access to certain fields, even for objects a user has access to. For example, you can make the salary field in a position object invisible to interviewers but visible to hiring managers and recruiters.

69
Q

Types of Records Access

A

Organization–wide defaults -

Role hierarchies

Sharing rules

Manual sharing

70
Q

specify the default level of access users have to each others’ records.

These are the defaults that specify the baseline level of access that users have to records that they don’t own.

A

Organization–wide defaults -

71
Q

open up access to those higher in the hierarchy so they inherit access to all records owned by users below them in the hierarchy.

A

Role hierarchies

72
Q

___ enable you to make automatic exceptions to organization–wide defaults for particular groups of users, to give them access to records they don’t own or can’t normally see.

A

Sharing rules

73
Q

___ allows owners of particular records to share them with other users.

A

Manual sharing

74
Q

The ____ on a record are always evaluated according to a combination of object–, field–, and record–level permissions.

A

permissions

75
Q

When object– versus record–level permissions conflict, the ____ settings win

A

most restrictive

76
Q

You can manage record-level access in your organization using:

A

All of these

Organization-wide defaults

Role hierarchies

Sharing rules

Manual sharing

77
Q

If you want to enable access to records for users above the record owner in the hierarchy for custom objects, use the

A

Grant Access Using Hierarchies checkbox

78
Q

If you deselect Grant Access Using Hierarchies

A

users that are higher in the role hierarchy don’t receive automatic access.

79
Q

Field-Level Security allows you to

A

Restrict access to certain fields on object records

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