Salesforce User Guide Info Flashcards
What is Salesforce?
Salesforce helps you manage your customer relationships, integrate with other systems, and build your own applications.
Set Up Options
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.
Manage Relationships and Data With Records
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.
Salesforce Search
Search is available via the Salesforce site, a Salesforce1 mobile app, or a custom search implementation built on the Salesforce platform.
Salesforce Applications
Salesforce includes prebuilt applications (or “apps”) for customer relationship management (CRM) ranging from sales force automation to partner relationship management, marketing, and customer service.
Force.com Platform
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.
AppExchange
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.
Salesforce.com Community
Salesforce provides training, support, consulting, events, best practices, and discussion boards to help you be successful. Visit Salesforce.com Community.
APP
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.
Edition
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.
Object
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.
Organization
A deployment of Salesforce that has a defined set of licensed users. Your organization includes all of your data and applications.
Record
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.
Release
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.
Salesforce
The name of the Salesforce cloud computing CRM service
Salesforce
The company name.
Salesforce Editions
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.
Professional Edition
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.
Enterprise Edition
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.
Unlimited Edition
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.
Developer Edition
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.
Other Salesforce Editions
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.
Contact Manager Edition
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.
Group Edition
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.