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salesforce > SalesForceGlossaryOtoR > Flashcards

SalesForceGlossaryOtoR Flashcards

1
Q

Object

A

An object allows you to store information in your Salesforce organization. The object is the overall definition of the type of information you are storing. For example, the case object allow you to store information regarding customer inquiries. For each object, your organization will have multiple records that store the information about specific instances of that type of data. For example, you might have a case record to store the information about Joe Smith s training inquiry and another case record to store the information about Mary Johnson s configuration issue.

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2
Q

Object-Level Help

A

Custom help text that you can provide for any custom object. It displays on custom object record home (overview), detail, and edit pages, as well as list views and related lists.

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3
Q

Object-Level Security

A

Settings that allow an administrator to hide whole objects from users so that they don t know that type of data exists. Object-level security is specified with object permissions.

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4
Q

onClick JavaScript

A

JavaScript code that executes when a button or link is clicked.

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5
Q

One-to-Many Relationship

A

A relationship in which a single object is related to many other objects. For example, an account may have one or more related contacts.

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6
Q

Operator

A

An operator is an item used to narrow or broaden a search. In most Salesforce searches, AND, OR, AND NOT, parentheses ( ), and quotation marks can be used as operators.

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7
Q

Organization

A

A deployment of Salesforce with a defined set of licensed users. An organization is the virtual space provided to an individual customer of salesforce.com. Your organization includes all of your data and applications, and is separate from all other organizations.

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8
Q

Organization-Wide Defaults

A

Settings that allow you to specify the baseline level of data access that a user has in your organization. For example, you can set organization-wide defaults so that any user can see any record of a particular object that is enabled via their object permissions, but they need extra permissions to edit one.

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9
Q

Outbound Call

A

Any call that originates from a user to a number outside of a call center in Salesforce CRM Call Center.

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10
Q

Outbound Message

A

An outbound message is a workflow, approval, or milestone action that sends the information you specify to an endpoint you designate, such as an external service. An outbound message sends the data in the specified fields in the form of a SOAP message to the endpoint. Outbound messaging is configured in the Salesforce setup menu. Then you must configure the external endpoint. You can create a listener for the messages using the SOAP API.

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11
Q

Overlay

A

An overlay displays additional information when you hover your mouse over certain user interface elements. Depending on the overlay, it will close when you move your mouse away, click outside of the overlay, or click a close button.

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12
Q

Owner

A

Individual user to which a record (for example, a contact or case) is assigned.

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13
Q

Package

A

A group of Force.com components and applications that are made available to other organizations through the AppExchange.

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14
Q

Package Publication

A

Publishing your package makes it publicly available on the AppExchange.

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15
Q

Page Layout

A

Page layout is the organization of fields, custom links, and related lists on a record detail or edit page. Use page layouts primarily for organizing pages for your users. In Enterprise, Unlimited, Performance, and Developer Editions, use field-level security to restrict users?access to specific fields.

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16
Q

Parent Account

A

An organization or company that an account is affiliated. By specifying a parent for an account, you can get a global view of all parent/subsidiary relationships using the View Hierarchy link.

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17
Q

Partial Copy Sandbox

A

Partial Copy sandboxes include all of your organization? metadata and add a selected amount of your production organization? data that you define using a sandbox template. A Partial Copy sandbox is a Developer sandbox plus the data that you define in a sandbox template. It includes the reports, dashboards, price books, products, apps, and customizations under Setup (including all of your metadata). Additionally, as defined by your sandbox template, Partial Copy sandboxes can include your organization? standard and custom object records, documents, and attachments up to 5 GB of data and a maximum of 10,000 records per selected object. A Partial Copy sandbox is smaller than a Full sandbox and has a shorter refresh interval. You can refresh a Partial Copy sandbox every five days. See also Sandbox Organization.

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18
Q

Partial Page

A

An AJAX behavior where only a specific portion of a page is updated following some user action, rather than a reload of the entire page.

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19
Q

Partner WSDL

A

A loosely-typed WSDL for customers, partners, and ISVs who want to build an integration or an AppExchange app that can work across multiple Salesforce organizations. With this WSDL, the developer is responsible for marshaling data in the correct object representation, which typically involves editing the XML. However, the developer is also freed from being dependent on any particular data model or Salesforce organization. Contrast this with the Enterprise WSDL, which is strongly typed.

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20
Q

Permission

A

A permission is a setting that allows a user to perform certain functions in Salesforce. Permissions can be enabled in permission sets and profiles. Examples of permissions include the ?dit?permission on a custom object and the Modify All Data permission.

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21
Q

Permission Set

A

A collection of permissions and settings that gives users access to specific tools and functions.

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22
Q

Personal Edition

A

Product designed for individual sales representatives and single users.

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23
Q

Personal Information

A

User information including personal contact information, quotas, personal group information, and default opportunity team.

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24
Q

Personal Settings

A

Settings and customization options to help users personalize their Salesforce experience. All Salesforce users can edit their own personal settings. Depending on an organization? user interface settings, personal settings are either in the Personal Setup area of the Setup menu, or available from a separate My Settings menu.

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25
Q

Picklist

A

Selection list of options available for specific fields in a Salesforce object, for example, the Industry field for accounts. Users can choose a single value from a list of options rather than make an entry directly in the field. See also Master Picklist.

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26
Q

Picklist (Multi-Select)

A

Selection list of options available for specific fields in a Salesforce object. Multi-select picklists allow users to choose one or more values. Users can choose a value by double clicking on it, or choose additional values from a scrolling list by holding down the CTRL key while clicking a value and using the arrow icon to move them to the selected box.

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27
Q

Picklist Values

A

Selections displayed in drop-down lists for particular fields. Some values come predefined, and other values can be changed or defined by an administrator.

28
Q

Platform as a Service (PaaS)

A

An environment where developers use programming tools offered by a service provider to create applications and deploy them in a cloud. The application is hosted as a service and provided to customers via the Internet.

29
Q

Platform Edition

A

A Salesforce edition based on Enterprise, Unlimited, or Performance Edition that does not include any of the standard Salesforce CRM apps, such as Sales or Service and Support.

30
Q

Postback Request

A

A postback request is made when user interaction requires a Visualforce page update, such as when a user clicks on a Save button and triggers a save action.

31
Q

Primary Key

A

A relational database concept. Each table in a relational database has a field in which the data value uniquely identifies the record. This field is called the primary key. The relationship is made between two tables by matching the values of the foreign key in one table with the values of the primary key in another.

32
Q

Printable View

A

An option that displays a page in a print-ready format.

33
Q

Private Sharing

A

Private sharing is the process of sharing an uploaded package by using the URL you receive from Salesforce. This URL is not listed in the AppExchange. Using the unlisted URL allows you to share a package without going through the listing process or making it public.

34
Q

Process Visualizer

A

A tool that displays a graphical version of an approval process. The view-only diagram is presented as a flowchart. The diagram and an informational sidebar panel can help you visualize and understand the defined steps, rule criteria, and actions that comprise your approval process.

35
Q

Production Organization

A

A Salesforce organization that has live users accessing data.

36
Q

Professional Edition

A

A Salesforce edition designed for businesses who need full-featured CRM functionality.

37
Q

Profile

A

Defines a user? permission to perform different functions within Salesforce. For example, the Solution Manager profile gives a user access to create, edit, and delete solutions.

38
Q

Project Manifest

A

A control file (package.xml) that determines which components are retrieved or deployed. See also Local Project.

39
Q

Prototype

A

The classes, methods and variables that are available to other Apex code.

40
Q

Publisher

A

The publisher of an AppExchange listing is the Salesforce user or organization that published the listing.

41
Q

Public Calendar

A

A calendar in which a group of people can track events of interest to all of them (such as marketing events, product releases, or training classes) or schedule a common activity (such as a team vacation calendar). For example, your marketing team can set up an events calendar to show upcoming marketing events to the entire sales and marketing organization.

42
Q

Query Locator

A

A parameter returned from the query() or queryMore() API call that specifies the index of the last result record that was returned.

43
Q

Query String Parameter

A

A name-value pair that is included in a URL, typically after a ? character. For example:
http://na1.salesforce.com/001/e?name=value

44
Q

Queue

A

A holding area for items before they are processed. Salesforce uses queues in a number of different features and technologies.

45
Q

Read Only

A

One of the standard profiles to which a user can be assigned. Read Only users can view and report on information based on their role in the organization. (That is, if the Read Only user is the CEO, they can view all data in the system. If the Read Only user has the role of Western Rep, they can view all data for their role and any role below them in the hierarchy.)

46
Q

Recent Items

A

List of links in the sidebar for most recently accessed records. Note that not all types of records are listed in the recent items.

47
Q

Record

A

A single instance of a Salesforce object. For example, ?ohn Jones?might be the name of a contact record.

48
Q

Record ID

A

See Salesforce Record ID.

49
Q

Record-Level Security

A

A method of controlling data in which you can allow a particular user to view and edit an object, but then restrict the records that the user is allowed to see.

50
Q

Record Name

A

A standard field on all Salesforce objects. Whenever a record name is displayed in a Force.com application, the value is represented as a link to a detail view of the record. A record name can be either free-form text or an autonumber field. Record Name does not have to be a unique value.

51
Q

Record Type

A

A record type is a field available for certain records that can include some or all of the standard and custom picklist values for that record. You can associate record types with profiles to make only the included picklist values available to users with that profile.

52
Q

Recycle Bin

A

A page that lets you view and restore deleted information. Access the Recycle Bin by using the link in the sidebar.

53
Q

Regression Testing

A

Testing that uncovers why functionality that was previously working stops working as intended. A stable set of data must be used for regression testing. For this reason, it is a good idea to use a configuration-only sandbox that pulls its data from an immutable source. See also Sandbox Organization.

54
Q

Related List

A

A section of a record or other detail page that lists items related to that record. For example, the Stage History related list of an opportunity or the Open Activities related list of a case.

55
Q

Related List Hover Links

A

A type of link that allows you to quickly view information on a detail page about related lists, by hovering your mouse over the link. Your administrator must enable the display of hover links. The displayed text contains the corresponding related list and its number of records. You can also click this type of link to jump to the content of the related list without having to scroll down the page.

56
Q

Related Object

A

Objects chosen by an administrator to display in the Agent console s mini view when records of a particular type are shown in the consoles detail view. For example, when a case is in the detail view, an administrator can choose to display an associated account, contact, or asset in the mini view.

57
Q

Relationship

A

A connection between two objects, used to create related lists in page layouts and detail levels in reports. Matching values in a specified field in both objects are used to link related data; for example, if one object stores data about companies and another object stores data about people, a relationship allows you to find out which people work at the company.

58
Q

Relationship Query

A

In a SOQL context, a query that traverses the relationships between objects to identify and return results. Parent-to-child and child-to-parent syntax differs in SOQL queries.

59
Q

Release Management

A

See Application Lifecycle Management (ALM).

60
Q

Release Train

A

A scheduling technique for delivering application upgrades on a regular cycle.

61
Q

Remote Access Application

A

A remote access application is an application external to Salesforce that uses the OAuth protocol to verify both the Salesforce user and the external application. A remote access application is implemented as a connected app.

62
Q

Report

A

A report returns a set of records that meets certain criteria, and displays it in organized rows and columns. Report data can be filtered, grouped, and displayed graphically as a chart. Reports are stored in folders, which control who has access. See Tabular Report, Summary Report, and Matrix Report.

63
Q

Report Builder

A

Report builder is a visual editor for reports.

64
Q

Report Type

A

A report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects. Reports display only records that meet the criteria defined in the report type. Salesforce provides a set of pre-defined standard report types; administrators can create custom report types as well.

65
Q

Role Hierarchy

A

A record-level security setting that defines different levels of users such that users at higher levels can view and edit information owned by or shared with users beneath them in the role hierarchy, regardless of the organization-wide sharing model settings.

66
Q

Roll-Up Summary Field

A

A field type that automatically provides aggregate values from child records in a master-detail relationship.

67
Q

Running User

A

Each dashboard has a running user, whose security settings determine which data to display in a dashboard. If the running user is a specific user, all dashboard viewers see data based on the security settings of that user?egardless of their own personal security settings. For dynamic dashboards, you can set the running user to be the logged-in user, so that each user sees the dashboard according to his or her own access level.

salesforce (5 decks)

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