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Salesforce User Guide Info > Salesforce User Guide Info > Flashcards

Salesforce User Guide Info Flashcards

1
Q

What is Salesforce?

A

Salesforce helps you manage your customer relationships, integrate with other systems, and build your own applications.

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2
Q

Set Up Options

A

setup options to personalize your Salesforce experience. Set your display the way you like it, protect your information, and let others know you’re here.

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3
Q

Manage Relationships and Data With Records

A

Salesforce Data is stored in individual RECORDS, and are organized with OBJECT. For example, account objects present all of our records - if ACME is one of our accounts, we’ll have a Record for ACME.

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4
Q

Salesforce Search

A

Search is available via the Salesforce site, a Salesforce1 mobile app, or a custom search implementation built on the Salesforce platform.

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5
Q

Salesforce Applications

A

Salesforce includes prebuilt applications (or “apps”) for customer relationship management (CRM) ranging from sales force automation to partner relationship management, marketing, and customer service.

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6
Q

Force.com Platform

A

The Force.com platform is the first platform as a service (PaaS), enabling developers to create
and deliver any kind of business application entirely on demand and without software. The
platform also includes easy to use point-and-click customization tools to help you create solutions for your unique business requirements, without any programming experience.

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7
Q

AppExchange

A

AppExchange is a marketplace featuring hundreds of cloud applications created by Salesforce customers, developers, and partners. Many of the applications are free and all of them are pre-integrated with Salesforce, enabling you to easily and efficiently add functionality.

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8
Q

Salesforce.com Community

A

Salesforce provides training, support, consulting, events, best practices, and discussion boards to help you be successful. Visit Salesforce.com Community.

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9
Q

APP

A

Short for application. A collection of components such as tabs, reports, dashboards, and Visualforce pages that address specific business needs. Salesforce provides standard apps, which you can customize, such as Sales and Call Center. You can customize the standard apps to match the way you work.

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10
Q

Edition

A

One of several bundles of Salesforce products and services, each geared toward a different set of business needs. All Salesforce editions share the same look and feel, but they vary by feature, functionality, and pricing.

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11
Q

Object

A

A definition of a specific type of information you can store in Salesforce. For example, the Case object lets you store information about customer inquiries. For each object, your organization will have multiple, specific records.
Salesforce comes with lots of standard objects, but you can create custom objects, as well.

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12
Q

Organization

A

A deployment of Salesforce that has a defined set of licensed users. Your organization includes all of your data and applications.

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13
Q

Record

A

A collection of fields that store information about a specific item of a specific type (represented by an object), such as a contact, an account, or an opportunity. For example, you might have a contact record to store information about Joe Smith, and a case record store information about his training inquiry.

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14
Q

Release

A

Salesforce releases new products and features three times per year, and releases are identified by season—Winter, Spring, and Summer—along with the calendar year. Example: Winter ’15.
For every Salesforce release, the Salesforce release notes include new features and products that are generally available or in beta release, plus all changes to existing features and products. You can find the release notes when you search for “Release Notes” in the Salesforce Help.

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15
Q

Salesforce

A

The name of the Salesforce cloud computing CRM service

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16
Q

Salesforce

A

The company name.

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17
Q

Salesforce Editions

A

Salesforce offers several bundles of its products and services, each geared toward a different set of business needs.

These bundles, called editions, share a look and feel but vary by feature, functionality, and pricing. For example, Enterprise Territory Management is available in Enterprise and Unlimited Edition orgs with the Sales Cloud, but not in Professional Edition orgs. Some customers start with a basic edition and upgrade as they grow their businesses.

The Salesforce Help describes all generally available features, including those that aren’t available in all editions. To find out whether a feature is available in your edition, search for the feature in the Salesforce Help, and then read the “Available in:” table at the top of any topic about the feature.

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18
Q

Professional Edition

A

This edition is designed for businesses who need full-featured CRM functionality. Professional Edition includes straightforward and easy-to-use customization, integration, and administration tools to facilitate any small to midsize deployment.

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19
Q

Enterprise Edition

A

This edition is designed to meet the needs of large and complex businesses. Enterprise Edition orgs get advanced customization and administration tools, in addition to all the functionality available in Professional Edition, that can support large-scale deployments. Enterprise Edition also includes access to the web services API, so you can easily integrate with back-office systems.

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20
Q

Unlimited Edition

A

This edition is Salesforce’s solution for maximizing your success and extending that success across the entire enterprise through the Force.com platform. Unlimited Edition customers benefit from new levels of platform flexibility for managing and sharing all their information on demand. Unlimited Edition includes all Enterprise Edition functionality plus Premier Support, full mobile access, unlimited custom apps, increased storage limits, and more.

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21
Q

Developer Edition

A

This edition provides access to the Force.com platform and API. A Developer Edition org allows developers to extend the Salesforce system, integrate with other applications, and develop new tools and applications. Developer Edition provides access to many of the features available in Enterprise Edition orgs.

Note: Salesforce doesn’t provide technical support for Developer Edition orgs. You can solicit help from the developer community message boards available to registered users via the Force.com developer website: developer.salesforce.com. Documentation for Developer Edition is available from the Technical Library.

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22
Q

Other Salesforce Editions

A

Some Salesforce editions are no longer sold. You can continue to use your Contact Manager, Group, Personal, Performance, or Database.com Edition org or purchase one of the editions that are currently sold: Professional, Enterprise, Unlimited, and Developer Editions.

Note: Lightning Experience isn’t available in Contact Manager, Personal, or Database.com Edition orgs.

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23
Q

Contact Manager Edition

A

This edition is designed for small businesses and provides access to key contact management
features including accounts, contacts, activities, calendars, notes and attachments, and reports. Contact Manager provides straightforward, easy-to-use customization options.

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24
Q

Group Edition

A

This edition is designed for small businesses and work groups with a limited number of users. Group Edition users can manage their customers from the start of the sales cycle through closing the deal and providing customer support and service. Group Edition offers access to accounts, contacts, opportunities, leads, cases, dashboards (read only), and reports.

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25
Q

Personal Addition

A

This edition is a CRM solution designed for an individual sales representative or other single user. Personal Edition provides access to key contact management features such as accounts, contacts, and synchronization with Microsoft Outlook®. It also provides sales representatives with sales tools such as opportunities.
Note: Personal Edition orgs purchased after June 2009 don’t have access to opportunities.

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26
Q

Performance Edition

A

This edition is designed for customers who need to drive amazing growth, achieve new levels of customer satisfaction, and maximize sales and service success in the social and mobile world. Performance Edition orgs include all Unlimited Edition functionality plus clean, targeted lead and customer data from Data.com, coaching and feedback tools from Work.com, trusted identity services from Identity, and more. For customers in Japan, Singapore, and South Korea, we offer Performance Edition Limited, which includes all Performance Edition functionality except Data.com.

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27
Q

Database.com

A

Database.com is a multitenant cloud database service that’s designed to store data for mobile, social enterprise applications. You can use Database.com as the back-end database for applications that are written in any language and run on any platform or mobile device. Database.com’s built-in social computing infrastructure and native support for building sophisticated REST-based APIs enable you to create employee-facing, native mobile and social apps.

As a Salesforce user, you already use Database.com when you perform tasks such as creating custom objects, managing security, or importing data with the Force.com platform and API. A stand-alone version of Database.com is available for developers who want to create applications that leverage other languages, platforms, and devices.

Database.com-specific documentation isn’t provided. Use the Salesforce documentation and the list of features that Database.com supports. This list identifies the Salesforce documentation subjects that apply to Database.com. Also, every feature’s Edition Tableincludes Database.com if the feature is available in Database.com. Use the Salesforce Help, release notes, workbooks, and developer guides for APIs, Apex, SOQL, and SOSL.

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28
Q

Database.com Feature List

A

The list of Salesforce features also available in Database.com. Use this list in combination with the feature Edition tables to find topics in the Salesforce help that also apply to Database.com.
The Salesforce features listed here are those that are also available in Database.com. The features are organized by general product area. Some features are only available through the API. These are noted where they appear.

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29
Q

Database.com Feature List - Administrator

A
  • Audit Trail
  • Company Information
  • Delegated Administrator and Login As
  • Enhanced Profile Management
  • Field-Level Security
  • Login History
  • Mass Transfers
  • New Profile UI
  • Permission Sets
  • Profiles
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30
Q

Database.com Feature List - Apex

A

Apex (Libraries are available only for features supported in Database.com.)

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31
Q

Database.com Feature List - API

A
  • API Clients
  • Bulk API
  • Data Loader
  • Metadata API
  • Chatter REST API
  • Web Services API Data Replication
  • Web Services API Reads
  • Web Services API Writes
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32
Q

Database.com Feature List - Application Lifecycle Management

A

Change Sets

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33
Q

Database.com Feature List - Chatter

A
  • Ability to stop following records that you own in Chatter
  • At Mentions (API only)
  • Chatter Activity and Influence
  • Customize Chatter settings
  • Feed Tracking
  • Feeds
  • Files (API only)
  • Group Layouts
  • Group Trigger and Group Member Triggers
  • Groups
  • Hashtags and Topics
  • Quick Actions
  • Rich Link Previews in Feed
  • Triggers for Feed Comments and Feed Items
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34
Q

Database.com Feature List - Data

A
  • Ability to mass transfer records of custom objects

* Data Loader

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35
Q

Database.com Feature List - Custom Objects & Fields

A
  • Force.com
  • Formula Fields
  • Rich Text Area
  • Roll-up Summary Fields
  • Validation Rules
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36
Q

Database.com Feature List - Developer Tools

A

• Force.com IDE

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37
Q

Database.com Feature List - Enhanced Profile User Interface

A
  • Enabling
  • Field Level Security
  • Field/Object Perms
  • Object and Tab settings – Objects only
  • Search
  • System Perms
  • Viewing and editing app perms
  • Viewing and editing Login Hours
  • Viewing and editing Login IP Ranges
  • Viewing and editing Service Provider Access
  • Viewing Profile Lists
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38
Q

Database.com Feature List - Localization & Globalization

A
  • Multi-Currency

* Timezones

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39
Q

Database.com Feature List - My Personal Information

A
  • Change My Password
  • Editing personal information
  • Granting Login Access (Send Activation Link button)
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40
Q

Database.com Feature List - Offline

A
  • Force.com Flex Desktop applications

* Force.com Flex Web applications

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41
Q

Database.com Feature List - Permission Sets

A
  • Ability to search permissions

* Viewing, Editing, and Creating

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42
Q

Database.com Feature List - Profile List Views

A
  • Creating

* Editing

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43
Q

Database.com Feature List - Restricting Logins

A

• Hours and IP Ranges on Profiles

44
Q

Database.com Feature List - Sandbox

A
  • Developer Sandbox (for an additional fee)
  • Full Copy Sandbox (for an additional fee)
  • Setup Only Sandbox (for an additional fee)
45
Q

Database.com Feature List - Search

A
  • Personal Tags

* Public Tags

46
Q

Database.com Feature List - Security

A
  • Connected Apps (OAuth)
  • Encrypted Custom Fields
  • General Security
  • Identity Feature
  • Inbound Single Sign-On
  • Password and Login Policies
  • Retrieving forgotten passwords
47
Q

Database.com Feature List - Sharing

A
  • Apex Managed Sharing
  • Criteria Based Sharing Rules
  • High Volume Portal User
  • Ownership Based Sharing Rules
  • Public Groups
  • Queues
  • Role Hierarchy
  • Sharing Model and Manual Sharing
48
Q

Database.com Feature List - Topics

A

• Topic and TopicAssignment Triggers

49
Q

Database.com Feature List - User Setup

A
  • Creating and editing Personal and Public Groups

* Send Activation Link

50
Q

Database.com Feature List - Users

A
  • Expiring Passwords
  • Manage Users
  • Managing Roles
  • Monitoring User Events (logins and training)
  • Resetting Passwords
  • Role Fields
  • Role List page
  • Set Up Password Expiration
  • Setting Login Restrictions
51
Q

Database.com Feature List - Workflow

A
  • Outbound messages (as both immediate and time-dependent actions)
  • Time-Based Workflow (Workflow Queue)
  • Workflow Field Updates and Outbound Messages
  • Workflow rules
52
Q

Supported Browsers

A

Supported browsers for Salesforce vary depending on whether you use Salesforce Classic or Lightning Experience.

53
Q

Supported Browsers - for Salesforce Classic

A

Salesforce Classic is supported with
Microsoft® Internet Explorer® versions 9, 10, and 11,

Apple® Safari® version 8.x on Mac OS X,

and Microsoft® Edge for Windows® 10.

The most recent stable versions of Mozilla® Firefox® and Google ChromeTM are also supported. There are some limitations.

54
Q

Supported Browsers - for Lightning Experience

A

Lightning Experience is supported with

Apple® Safari® version 8.x and 9.x on Mac OS X

and Microsoft® Edge for Windows® 10.

The most recent stable versions of Mozilla® Firefox® and Google ChromeTM are also supported.

If you’re using Microsoft® Internet Explorer® versions 9–11, you’re redirected to Salesforce Classic. There are some limitations.

55
Q

Learning Keyboard Shortcuts

A

Use keyboard shortcuts to work efficiently in Salesforce.

56
Q

Keyboard Shortcuts for Lightning Experience Composer Windows

A

Use keyboard shortcuts to work efficiently in Lightning Experience composer windows. Open a composer window to create tasks, jot down notes, log a call, and more. Keyboard shortcuts make it easy to cycle through the fields inside a composer and work your way through multiple composer windows that are open at the same time.

57
Q

Configuring Internet Explorer

A

If you use Internet Explorer, we recommend using the latest version that Salesforce supports. Apply all Microsoft software updates.

58
Q

Configuring Firefox

A

To ensure Salesforce works optimally with Firefox, you’ll need to do a few configurations to the browser.

59
Q

Supported Browsers for Salesforce Classic

A

Note: UsingSalesforceClassicinamobilebrowserisn’tsupported.Instead,werecommend using the Salesforce1 app when you’re working on a mobile device. To see the mobile browsers that are supported for Salesforce1, check out Requirements for the Salesforce1 Mobile App on page 94.

60
Q

Microsoft Edge

A

Salesforce supports Microsoft Edge on Windows 10 for Salesforce Classic. Note these restrictions.
• The HTML solution editor in Microsoft Edge isn’t supported in Salesforce Knowledge.
• Microsoft Edge isn’t supported for the Developer Console.
• Microsoft Edge isn’t supported for Salesforce CRM Call Center built with CTI Toolkit version 4.0 or higher.

61
Q

Microsoft Internet Explorer versions 9, 10, and 11

A

If you use Internet Explorer, we recommend using the latest version that Salesforce supports. Apply all Microsoft software updates. Note these restrictions.

  • The full Salesforce site is supported in Internet Explorer 9, 10, and 11 on Windows 8 and 8.1 for touch-enabled laptops with standard keyboard and mouse inputs only. There is no support for mobile devices or tablets where touch is the primary means of interaction. Use the Salesforce1 mobile browser app instead.
  • The HTML solution editor in Internet Explorer 11 is not supported in Salesforce Knowledge.
  • Both Compatibility Mode and the Compatibility View in Internet Explorer aren’t supported.
  • The Metro version of Internet Explorer 10 isn’t supported.
  • Internet Explorer 11 isn’t supported for the Developer Console.
  • Internet Explorer 11 isn’t supported for Salesforce CRM Call Center built with CTI Toolkit version 4.0 or higher.

Community Templates for Self-Service supports Internet Explorer 9 and above for desktop users and Internet Explorer 11 and above for mobile users.

  • Internet Explorer 9 isn’t supported for Salesforce Wave Analytics.
  • Internet Explorer 9 and 10 aren’t supported for the Lightning App Builder.
  • Internet Explorer 9 users don’t have browser-based spell check.

For configuration recommendations, see Configuring Internet Explorer on page 15.

62
Q

Mozilla Firefox, most recent stable version

A

Salesforce makes every effort to test and support the most recent version of Firefox.
• Mozilla Firefox is supported for desktop users only for Community Templates for Self-Service. For configuration recommendations, see Configuring Firefox on page 16.

63
Q

Google Chrome, most recent stable version

A

Chrome applies updates automatically. Salesforce makes every effort to test and support the most recent version. There are no configuration recommendations for Chrome.
Chrome isn’t supported for:
• The Console tab (The Salesforce console is supported.)

64
Q

Apple Safari versions 8.x on Mac OS X

A

There are no configuration recommendations for Safari.

Apple Safari on iOS isn’t supported for the full Salesforce site.

Safari isn’t supported for:
• The Salesforce console
• Salesforce CRM Call Center built with CTI Toolkit versions below 4.0
• Salesforce Wave Analytics

65
Q

Wave Analytics Supported Browsers

A

Browser support is available for Microsoft Internet Explorer versions 10 and 11 and the most recent stable versions of Mozilla Firefox and Google Chrome.

66
Q

Recommendations and Requirements for All Browsers

A
  • For all browsers, enable JavaScript, cookies, and TLS 1.2. If TLS 1.2 isn’t available, enable TLS 1.1. Browsers that don’t support TLS 1.1 or TLS 1.2 won’t be able to access Salesforce after we deactivate TLS 1.0. Deactivation is scheduled, but not guaranteed, for June 2016 for sandbox orgs and early 2017 for production orgs.
  • The minimum screen resolution required to support all Salesforce features is 1024 x 768. Lower screen resolutions don’t always properly display Salesforce features such as Report Builder and Page Layout Editor.
  • For Mac OS users on Apple Safari or Chrome, make sure the system setting Show scroll bars is set to Always.
  • Some third-party Web browser plug-ins and extensions can interfere with the functionality of Chatter. If you experience malfunctions or inconsistent behavior with Chatter, disable the Web browser’s plug-ins and extensions and try again.
67
Q

Some features in Salesforce—and some desktop clients, toolkits, and adapters—have their own browser requirements.

A

For example:

• Internet Explorer is the only supported browser for:
– Standard mail merge
– Installing Salesforce Classic Mobile on a Windows Mobile device
– Connect Offline

  • For the best experience with the enhanced page layout editor, use Firefox.
  • For the best experience on machines with 8 GB of RAM in the Salesforce console, use Chrome.
  • Browser requirements also apply for uploading multiple files on Chatter.
68
Q

Supported Browsers for Lightning Experience

A

Lightning Experience is supported with Apple® Safari® version 8.x and 9.x on Mac OS X and Microsoft® Edge for Windows® 10. The most recent stable versions of Mozilla® Firefox® and Google ChromeTM are also supported. If you’re using Microsoft® Internet Explorer® versions 9–11, you’re redirected to Salesforce Classic. There are some limitations.

Note: Youcan’taccessLightningExperienceinamobilebrowser.Instead,werecommend using the Salesforce1 app when you’re working on a mobile device. For a list of supported mobile browsers on Salesforce1, see Requirements for the Salesforce1 Mobile App on page 94.

69
Q

Configuring Internet Explorer

A

If you use Internet Explorer, we recommend using the latest version that Salesforce supports. Apply all Microsoft software updates.

To maximize the performance of Internet Explorer, set the following in the Internet Options dialog box via your browser’s settings:

General Tab

  1. From the General tab, click Settings under Browsing History.
  2. For the Check for newer versions of stored pages option, select Automatically.
  3. For the Disk space to use option, enter at least 50 MB.

Security Tab

  1. From the Security tab, click Custom Level under Internet and scroll to the Scripting section.
  2. Make sure the Active Scripting option is enabled. JavaScript depends on this setting being enabled.

Privacy Tab

  1. From the Privacy tab, click Advanced.
  2. Select the Override automatic cookie handling option.
  3. Select the Always allow session cookies option.
  4. For the Third-party Cookies option, select Accept.

Advanced Tab
From the Advanced tab, scroll to the Security section and do the following:

• Do not select the Do not save encrypted pages to disk option.
• Select Use TLS 1.0, Use TLS 1.1, and Use TLS 1.2. Make sure to deselect Use SSL 2.0 and Use SSL 3.0. SSL is no longer supported by Salesforce. TLS 1.0 won’t be supported after we deactivate it, currently scheduled for June
2016 for sandbox orgs and early 2017 for production orgs.

Tip: The Empty Temporary Internet Files folder when browser is closed option causes the cache to clear when Internet Explorer is shut down. This increases privacy, but sometimes decrease performance.

70
Q

Configuring Firefox

A

To ensure Salesforce works optimally with Firefox, you’ll need to do a few configurations to the browser.
Salesforce makes every effort to test and support the most recent version of Firefox.

Required Settings
Make sure Firefox can accept cookies.
1. Click Tools > Options (or on a Mac, click Firefox > Preferences).
2. Go to the Privacy panel.
3. For the Firefox will option, select Use custom settings for history
4. Select the Accept cookies from sites option.
5. Select the Accept third-party cookies option.
6. For the Keep until option, select they expire.
7. Click OK.

Advanced Settings
Optionally, configure advanced caching preferences to maximize performance.

  1. Type about:config in the browser’s location bar, and then press Enter.
  2. If a warning displays, click I’ll be careful, I promise!
    
    3. Search for the following preferences and set them to the recommended value by double-clicking the preference name. Changes take effect immediately.
71
Q

Read Only Mode

A

At Salesforce, we recognize that you may want to access your data at a moment’s notice—even during our planned maintenance windows. To minimize interruption to your business, Salesforce gives users read-only access during splits, instance migrations, instance switches, pre-scripts, and certain other maintenance events.

What to expect in Read Only Mode:

When Salesforce is in read-only mode, you can navigate within the application and view and report on your business data. During read-only mode, you can’t:
• Add, edit, or delete data
• Perform any actions in Salesforce that modify your Salesforce data. For example:
– Post on Chatter
– Use LiveAgent
– Refresh dashboards
– Perform API write or edit actions
– Perform bulk API read actions
– Save new or edited reports
72
Q

Understanding How Salesforce Organizes Your Information

A

Salesforce groups your data into logical categories called objects. An object is a collection of fields named for the kind of information those fields capture. Commonly-used Salesforce objects include Contacts, Accounts, Cases, and Reports. For example, the Contacts object contains fields with information describing the people you do business with, such as their first names, last names, phone numbers, business titles, and the companies they work for.

73
Q

Understanding How Salesforce Organizes Your Information - Objects

A

Salesforce groups your data into logical categories called objects.

An object is a collection of fields named for the kind of information those fields capture.

Commonly-used Salesforce objects include Contacts, Accounts, Cases, and Reports.

For example, the Contacts object contains fields with information describing the people you do business with, such as their first names, last names, phone numbers, business titles, and the companies they work for.

74
Q

There are two types of Salesforce objects.

A
  • Standard objects are included with the Salesforce license your company purchases. These are the most commonly-used objects.
  • Custom objects are created to meet your company’s business needs.
75
Q

Objects

A

Your organization’s administrator can customize standard objects or create custom objects to support the type of work your company does or the industry you’re in. For example, your organization may choose to create a custom object called “Bugs” to track their known product issues, or rename the standard object “Accounts” to “Clients” because this is how your organization refers to your customers.

76
Q

Navigating Object Home Pages (Tabs)

A

In the desktop application, commonly-used objects are found by clicking on their tabs, which appear at the top of your screen. Other Salesforce features, such as Home and Chatter, also have tabs.

To work with your data, click an object’s tab. For instance, to access account information for the customers you work with, click the Accounts tab. Here you find:

  1. The name of the object and type of data you are viewing. In this case, Accounts.
  2. List View options. A list view narrows your accounts to a specific set (for example, you can choose to view All Accounts or just Recently Viewed Accounts).
  3. A list of recently-accessed records. Here, Recent Accounts. This list is visible for every standard and custom object and can’t be customized.
  4. Links to other features you may want to use next.
77
Q

Open a Different Salesforce App in Salesforce Classic

A

Open a Different Salesforce App in Salesforce Classic

It’s easy to navigate between Salesforce apps, such as the Sales app and the Marketing app.

78
Q

Open an App from the App Launcher in Salesforce Classic

A

Navigate between your Salesforce apps and connected apps from a single menu.

79
Q

Open a Different App in Lightning Experience

A

Use Search or the App Launcher to navigate between all of your apps.

80
Q

Row =

A

Record (in Salesforce)

81
Q

Column =

A

Field (in Salesforce)

82
Q

Field

A

A place where you store a value, like a name or address; using our spreadsheet example, a field would be a column on the spreadsheet

83
Q

Record

A

An item you are tracking in your database; if your data is like a spreadsheet, then a record is a row on the spreadsheet

84
Q

Object

A

A table in the database; in that spreadsheet example, an object is a tab on the spreadsheet

85
Q

Org

A

Short for “organization,” the place where all your data, configuration, and customization lives. You and your users log in to access it. You might also hear this called “your instance of Salesforce”

86
Q

Force.com

A

The suite of configuration tools and programming languages and APIs native to Salesforce, including Apex and Visualforce

87
Q

App

A

A set of fields, objects, permissions, and functionality to support a business process

88
Q

Salesforce Platform

A

The platform makes database and user interface customizations simple, like in this Lead example, and also makes complex backend logic and completely customized pages possible with programmatic tools like Apex, Visualforce, Lightning Components, and more.

89
Q

Declariative

A

Declarative refers to point-and-click functionality in Salesforce. It means that you can configure and customize Salesforce without writing code.

90
Q

Programmatic

A

Programmatic refers to code-driven functionality in Salesforce. It means that you can customize Salesforce using programmatic tools like Apex, Visualforce, and Lightning, and standard web technologies like JavaScript, CSS, and more

91
Q

Declarative - User Interface

A

Create forms and page layouts using drag-and-drop tools in the Page Layout editor.

92
Q

Declarative - Lightning Process Builder

A

Create rules that take time-dependent actions and automate multi-step processes using Workflows. Automate the processes your organization uses to approve Salesforce records using Approvals.

93
Q

Declarative - Schema Builder

A

Customize objects and create relationships between them using drag-and-drop tools in Schema Builder.

94
Q

Declarative - Reports and Dashboards

A

Present data quickly and comprehensively using Report Builder. Show data from source reports as visual components using Dashboards.

95
Q

Programmatic - Apex

A

Develop with an object-oriented, Java-like programming language that’s optimized and tuned for accessing Salesforce database objects.

96
Q

Programmatic - Visualforce

A

Define user interface components and construct visual elements using a markup language similar to HTML, thus allowing the user to interact with and modify data from the database

97
Q

Programmatic - SOQL

A

Look at a specific set of data, like all contacts in a geographic region, using Force.com’s object database query language, similar in syntax to SQL. SOQL is used in many of the Salesforce APIs.

98
Q

Programmatic - Lightning Components

A

Develop dynamic web apps for mobile and desktop devices, using a modern, component-based UI framework.

99
Q

Note - Programmatic vs. Declarative

A

Now, as you start thinking about platform features, resist the temptation to think Declarative = Administrator and Programmatic = Developer. The best developers understand their declarative options, and the best admins know when their use case requires a programmatic solution.

100
Q

Note - Programmatic vs. Declarative 2

A

To this end, it’s important to note that most things can be done with clicks, and the golden rule is to always try to build with clicks before going to code, as it is more sustainable and maintainable moving forward. Code is meant to give you more granular control of customization when clicks aren’t enough.

101
Q

Apex Code

A

Apex Code - The Force.com IDE is the only tool you need to write and manage Apex classes and triggers. The Force.com IDE locates syntax errors, and its Apex Test Runner executes unit tests and integrates error messages, debug output, and code coverage reports. Learn more about Apex.

102
Q

Visualforce

A

Visual force - Create and edit Visualforce pages, components, static resources, and controllers. Learn more about Visualforce.

103
Q

Application Components

A

Application Components - Download and edit all metadata components available in the Metadata API. Create Eclipse projects containing definitions of your Force.com schema, tabs, applications, and more! Edit these components directly in the IDE and changes are saved back to your organization automatically. Learn more about Metadata.

104
Q

Development Lifecycle

A

Development Lifecycle - Develop and test your project against a Sandbox or Developer Edition organization, then deploy the finished application into your production organization with the Deploy to Server wizard. Learn more about Enterprise Development.

105
Q

Online Project Mode

A

Online Project Mode - Keep your local metadata files up to date with your Salesforce organization and easily detect and resolve conflicting changes.

106
Q

Schema Explorer

A

Schema Explorer - View your Salesforce organization’s schema and construct and execute SOQL queries from within the Force.com IDE. Similar to the Apex Explorer, the Schema Explorer shows information about all standard and custom objects and fields.

107
Q

Code Share

A

Code Share - Apply Force.com application lifecycle management best practices through integration with any Eclipse-enabled version control system. Teams can now collaborate on the development, testing and deployment of their PaaS applications.

Salesforce User Guide Info (1 decks)

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