Salesforce platform

Question 1

SALESFORCE APP

Answer 1

A set of objects, fields, or other functionality that supports a business process.

Question 2

OBJECTS

Answer 2

Database Tables in the SALESFORCE database that store a particular kind of information.

Two types:

STANDARD OBJECT: example accounts, contacts

CUSTOM OBJECT: example - property for a realty firm

Question 3

SALESFORCE RECORDS

Answer 3

Rows in object database tables.

Records are The actual data associated with an object.

Question 4

SALESFORCE FIELDS

Answer 4

Fields are COLUMNS in object database tables.

Both standard and custom objects have fields.

Fields can be something like address or price.

Question 5

SALESFORCE ORG

Answer 5

ORG : organization.

A specific instance of SALESFORCE.

A company can have multiple orgs

Question 6

DECLARATIVE DEVELOPMENT

Answer 6

Developing without code.

Uses forms & drag & drop tools to perform customization tasks.

Question 7

PROGRAMMATIC DEVELOPMENT

Answer 7

Uses lightning components, Apex code, and Visualforce pages.

Question 8

SALESFORCE low hanging fruit

Answer 8

• heavy email collaboration
• spreadsheets
• shared local docs
• time-intensive, repetitive manual steps
• impact on only a few departments

Question 9

Multitenancy

Answer 9

Sharing resources

Question 10

Metadata

Answer 10

Data about data.

Fields.

Question 11

API

Answer 11

APIs allow different pieces of software to connect to each other and share info.

An access point between your org and the database.

SALESFORCE uses the API name to retrieve the metadata data data you are looking for.

Ex: Hi, {contact Name}

Question 12

Setup

Answer 12

Where you customize, configure, and support your org

Question 13

Object manager

Answer 13

Where you can view and customize standard and custom objects in your org

Question 14

Setup home

Setup menu

Answer 14

Quick links to a collection of pages that let you do everything from managing your users to modifying security settings

Question 15

Main window

Answer 15

Where you can see what you are working on

Question 16

Setup home menu

Answer 16

• Administration
• Platform tools
• settings

Question 17

Setup

—-administration

Answer 17

Where you can manage your users and data.
Examples: 
-add users
-change permissions
-import and export data 
-create email templates

Question 18

Platform tools

Answer 18

Where you customize.

View and manage your data model
Create apps
Modify the user interface
Deploy new features to your users
***programmatic development (where you manage code)

Question 19

Setup Settings

Answer 19

Where you manage your company information and org security

• add business hours
• change your locale
• view your org’a history

Question 20

Too 5 setup pages

Answer 20

1. Company info
2. Users
3. Profiles
4. View setup audit trail
5. Login history

Question 21

Setup

—company information

Answer 21

Find org I’d
See licensing info
Monitor limits

Question 22

Setup Users

Answer 22

Reset passwords
Create, deactivate, freeze users
View info about your users

Question 23

Setup profiles

Answer 23

Manage who can see what with user profiles

Create custom profiles

Question 24

Setup -

View setup audit trail

Answer 24

See 6 months of history in org
Find out who made changes and when
Tool for troubleshooting org configure issues

Question 25

Setup

-login history

Answer 25

See 6 months of login history in your org
View date, time, user, IP address, and more
Use for security tracking and adoption monitoring

Question 26

SALESFORCE appexchange

Answer 26

Like the App Store

Question 27

How to develop AppExchange strategy

Answer 27

1. Identify departments that use or will use SALESFORCE
2. Research apps.
3. Discuss business cases with department heads to determine exact needs.
   - what business problem is being solved?
   - what are major pain points?
   - how many users need the app?
   - what’s your budget?
   - what is timeline?
4. Download app in. Test environment (like a free developer edition or sandbox). Ensure there are no conflicts with other installed apps or customizations.
5. Evaluate what has been tested.

Question 28

Where do I install the app, prod or sandbox?

Answer 28

Best case is to install first in test environment like sandbox or developer edition org.

Question 29

Do I give app permissions to admins only? All users? Or specific profiles?

Answer 29

Depends.

Plan to modify the user profiles before you install the app.

Question 30

Where to find installed SALESFORCE apps

Answer 30

In the “package”

1. Setup
2. Select “Installed Packages”
3. Click package you installed.
4. Click “view components”
   - here you can determine if there are conflicts with your own configurations.

Question 31

Objects and data models

Answer 31

A data model is a way to model what database tables look like in a way that makes sense to humans.

Question 32

Types of objects

Answer 32

Objects (database tables) come in 3 types:

1. Standard
2. Custom
3. External
4. Platform
5. Big objects

Question 33

Standard object

Answer 33

Already included with SALESFORCE.

Examples:
Account
Contact
Lead
Opportunity

Question 34

Custom objects

Answer 34

Created by you.

Company or industry specific.

Question 35

How to create a custom object

Answer 35

1. Click gear icon
2. Click object manager
3. Click create custom object (top right)
4. Add label name
   5 add plural label name
5. Check off box for “launch new custom tab wizard after saving this custom object”
6. Leave values as default
7. Click save
8. Click tab style and select one
9. Next, next, save.

Question 36

How to create a custom field

Answer 36

1. Setup
2. Object Manager | Property
3. Fields Relationships
4. New
5. Select data type (ex currency)
6. Next
7. Fill out fields label and description
8. Check “required”
9. Next next save

Question 37

__c

Answer 37

Denotes a custom field

Question 38

How to create a record

Answer 38

1. App launcher
2. Sales
3. Click “properties” tab in nav bar (under more)
4. Click new
5. Enter info
6. save