SalesForceGlossaryStoZ Flashcards

1
Q

S-Control

A

S-controls have been superseded by Visualforce pages. After March 2010 organizations that have never created s-controls, as well as new organizations, won t be allowed to create them. Existing s-controls will remain unaffected, and can still be edited.

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2
Q

Salesforce Certificate and Key Pair

A

Salesforce certificates and key pairs are used for signatures that verify a request is coming from your organization. They are used for authenticated SSL communications with an external web site, or when using your organization as an Identity Provider. You only need to generate a Salesforce certificate and key pair if you re working with an external website that wants verification that a request is coming from a Salesforce organization.

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3
Q

Salesforce CRM Call Center

A

A Salesforce feature that seamlessly integrates Salesforce with third-party computer-telephony integration (CTI) systems.

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4
Q

Salesforce CRM Content

A

An on-demand, content-management system that allows you to organize, share, search, and manage content within your organization and across key areas of the Salesforce application. Content can include all file types, from traditional business documents such as Microsoft PowerPoint presentations to audio files, video files, and Web pages.

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5
Q

Salesforce for Outlook

A

Salesforce for Outlook, a Microsoft Outlook integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce. In addition to syncing these items, you can add Outlook emails and events to multiple Salesforce contacts, and view Salesforce records related to the contacts and leads in your emails and events?ll directly in Outlook.

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6
Q

Salesforce Classic

A

Salesforce Classic is a Salesforce feature that enables users to access their Salesforce data from mobile devices running the mobile client application. The Salesforce Classic client application exchanges data with Salesforce over wireless carrier networks, and stores a local copy of the user? data in its own database on the mobile device. Users can edit local copies of their Salesforce records when a wireless connection is unavailable, and transmit those changes when a wireless connection becomes available.

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7
Q

Salesforce Office Toolkit

A

A plug-in makes it easy for developers to access the SOAP API directly from within Microsoft Office products, simplifying the creation of new integrations and Office-based solutions.

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8
Q

Salesforce Record ID

A

A unique 15- or 18-character alphanumeric string that identifies a single record in Salesforce.

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9
Q

Salesforce SOA (Service-Oriented Architecture)

A

A powerful capability of Force.com that allows you to make calls to external Web services from within Apex.

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10
Q

Sandbox Organization

A

A nearly identical copy of a Salesforce production organization. You can create multiple sandboxes in separate environments for a variety of purposes, such as testing and training, without compromising the data and applications in your production environment.

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11
Q

Sandbox Templates

A

Sandbox templates provide control over the objects copied to your sandbox. You create a sandbox template that defines the object data you want in your sandbox.

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12
Q

Save As

A

Option on any standard, public, or custom report to save the parameters of the report without altering the original report. It creates a new custom report with your saved changes.

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13
Q

Save AND New

A

Alternative save?n most pages with which you can save your current changes and create a new entry.

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14
Q

Search

A

Feature that lets you search for information that matches specified keywords. If you have sidebar search, enter search terms in the Search section of the sidebar or click Advanced Search… for more search options. If you have global search, enter search terms in the search box in the header.

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15
Q

Search Layout

A

The organization of fields included in search results, in lookup dialogs, and in the key lists on tab home pages.

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16
Q

Search Phrase

A

Search phrases are queries that users enter when searching on www.google.com

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17
Q

Service

A

A service is an offering of professional assistance. Services related to Salesforce and the Force.com platform, such as enhanced customer support or assistance with configuration can be listed on the AppExchange.

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18
Q

Semi-Join

A

A semi-join is a subquery on another object in an IN clause in a SOQL query. You can use semi-joins to create advanced queries, such as getting all contacts for accounts that have an opportunity with a particular record type. See also Anti-Join.

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19
Q

Session ID

A

An authentication token that is returned when a user successfully logs in to Salesforce. The Session ID prevents a user from having to log in again every time he or she wants to perform another action in Salesforce. Different from a record ID or Salesforce ID, which are terms for the unique ID of a Salesforce record.

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20
Q

Session Timeout

A

The period of time after login before a user is automatically logged out. Sessions expire automatically after a predetermined length of inactivity, which can be configured in Salesforce from Setup by clicking Security Controls. The default is 120 minutes (two hours). The inactivity timer is reset to zero if a user takes an action in the Web interface or makes an API call.

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21
Q

Setter Methods

A

Methods that assign values. See also Getter Methods.

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22
Q

Setup

A

A menu where administrators can customize and define organization settings and Force.com apps. Depending on your organization? user interface settings, Setup may be a link in the user interface header or in the drop-down list under your name.

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23
Q

Sharing

A

Allowing other users to view or edit information you own.

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24
Q

Sharing Model

A

defines the default organization-wide access levels that users have to each other information and whether to use the hierarchies when determining access to data.

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25
Q

Role Hierarchy

A

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.

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26
Q

Sharing Rules

A

allow an administrator to specify that all information created by users within a given group or role is automatically shared to the members of another group or role.

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27
Q

Manual Sharing

A

allows individual users to share records with other users or groups.

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28
Q

Apex-Managed Sharing

A

enables developers to programmatically manipulate sharing to support their application? behavior. See Apex-Managed Sharing.

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29
Q

Sharing Model

A

Behavior defined by your administrator that determines default access by users to different types of records.

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30
Q

Sharing Rule

A

Type of default sharing created by administrators. Allows users in a specified group or role to have access to all information created by users within a given group or role.

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31
Q

Show/Hide Details

A

Option available for reports that lets you show/hide the details of individual column values in report results.

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32
Q

Sidebar

A

Column appearing on the left side of each page that provides links to recent items and other resources.

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33
Q

Sites

A

Force.com Sites enables you to create public websites and applications that are directly integrated with your Salesforce organization?ithout requiring users to log in with a username and password.

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34
Q

Skeleton Template

A

A type of Visualforce template that uses the tag. Skeleton templates define a standard structure that requires implementation from subsequent pages.

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35
Q

Snippet

A

S-controls have been superseded by Visualforce pages. After March 2010 organizations that have never created s-controls, as well as new organizations, won t be allowed to create them.

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36
Q

SOAP (Simple Object Access Protocol)

A

A protocol that defines a uniform way of passing XML-encoded data.

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37
Q

sObject

A

Any object that can be stored in the Force.com platform.

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38
Q

Software as a Service (SaaS)

A

A delivery model where a software application is hosted as a service and provided to customers via the Internet. The SaaS vendor takes responsibility for the daily maintenance, operation, and support of the application and each customer s data. The service alleviates the need for customers to install, configure, and maintain applications with their own hardware, software, and related IT resources. Services can be delivered using the SaaS model to any market segment.

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39
Q

SOQL (Salesforce Object Query Language)

A

A query language that allows you to construct simple but powerful query strings and to specify the criteria that should be used to select data from the Force.com database.

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40
Q

SOSL (Salesforce Object Search Language)

A

A query language that allows you to perform text-based searches using the Force.com API.

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41
Q

Source Report

A

A custom report scheduled to run and load data as records into a target object for an analytic snapshot.

42
Q

Standard Object

A

A built-in object included with the Force.com platform. You can also build custom objects to store information that is unique to your app.

43
Q

Subscriber

A

The subscriber of a package is a Salesforce user with an installed package in their Salesforce organization.

44
Q

Summary Field

A

A summary field is a numerical report column with one of the following summaries applied: sum, average, largest value, smallest value. Users can define custom summary formulas to extend these options. In addition to showing summarized information, summary fields can be used to define charts and analytic snapshots.

45
Q

Summary Report

A

Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner.

46
Q

Syndication Feeds

A

Give users the ability to subscribe to changes within Force.com sites and receive updates in external news readers.

47
Q

System Administrator

A

See Administrator (System Administrator).

48
Q

System Log

A

Part of the Developer Console, a separate window console that can be used for debugging code snippets. Enter the code you want to test at the bottom of the window and click Execute. The body of the System Log displays system resource information, such as how long a line took to execute or how many database calls were made. If the code did not run to completion, the console also displays debugging information.

49
Q

System Testing

A

The phase of testing that detects problems caused by multiple integrations or within the system as a whole. System testing should require no knowledge of the inner design of the code or logic.

50
Q

Tab

A

A tab is an interface component that allows you to navigate around an app. A tab serves as the starting point for viewing, editing, and entering information for a particular object. When you click a tab at the top of the page, the corresponding tab home page for that object appears. A tab can be associated with an object, a Web page, or a Visualforce page.

51
Q

Tabular Report

A

Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total. They can t be used to create groups of data or charts, and can t be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.

52
Q

Tag

A

In Salesforce, a word or short phrases that users can associate with most records to describe and organize their data in a personalized way. Administrators can enable tags for accounts, activities, assets, campaigns, cases, contacts, contracts, dashboards, documents, events, leads, notes, opportunities, reports, solutions, tasks, and any custom objects (except relationship group members) Tags can also be accessed through the SOAP API.
In Salesforce CRM Content, a descriptive label that helps classify and organize content across libraries. Users can view a list of all files or Web links that belong to a particular tag or filter search results based on a tag or tags.

53
Q

Task

A

Assigns a task to a user you specify. You can specify the Subject, Status, Priority, and Due Date of the task. Tasks are workflow and approval actions that are triggered by workflow rules or approval processes.

54
Q

Task Bar Links

A

Links on tabbed pages that provide quick access to the most common operations available for a particular page, for example, creating a new account.

55
Q

Test Case Coverage

A

Test cases are the expected real-world scenarios in which your code will be used. Test cases are not actual unit tests, but are documents that specify what your unit tests should do. High test case coverage means that most or all of the real-world scenarios you have identified are implemented as unit tests. See also Code Coverage and Unit Test.

56
Q

Test Drive

A

A test drive is a fully functional Salesforce organization that contains an app and any sample records added by the publisher for a particular package. It allows users on AppExchange to experience an app as a read-only user using a familiar Salesforce interface.

57
Q

Test Method

A

An Apex class method that verifies whether a particular piece of code is working properly. Test methods take no arguments, commit no data to the database, and can be executed by the runTests() system method either through the command line or in an Apex IDE, such as the Force.com IDE.

58
Q

Test Organization

A

A Salesforce organization used strictly for testing. See also Sandbox Organization.

59
Q

Text

A

Data type of a custom field that allows entry of any combination of letters, numbers, or symbols, up to a maximum length of 255 characters.

60
Q

Text Area

A

A custom field data type that allows entry of up to 255 characters on separate lines.

61
Q

Text Area (Long)

A

See Long Text Area.

62
Q

Time-Dependent Workflow Action

A

A workflow action that executes when the conditions of a workflow rule and an associated time trigger are met.

63
Q

Timeout

A

See Session Timeout.

64
Q

Time Trigger

A

An event that starts according to a specified time threshold, such as seven days before an opportunity close date. For example, you might define a time-based workflow action that sends email to the account manager when a scheduled milestone will occur in seven days.

65
Q

Transaction Apex

A

An Apex transaction represents a set of operations that are executed as a single unit. All DML operations in a transaction either complete successfully, or if an error occurs in one operation, the entire transaction is rolled back and no data is committed to the database. The boundary of a transaction can be a trigger, a class method, an anonymous block of code, a Visualforce page, or a custom Web service method.

66
Q

Translation Workbench

A

The Translation Workbench lets you specify languages you want to translate, assign translators to languages, create translations for customizations you?e made to your Salesforce organization, and override labels and translations from managed packages. Everything from custom picklist values to custom fields can be translated so your global users can use all of Salesforce in their language.

67
Q

Trigger

A

A piece of Apex that executes before or after records of a particular type are inserted, updated, or deleted from the database. Every trigger runs with a set of context variables that provide access to the records that caused the trigger to fire, and all triggers run in bulk mode?hat is, they process several records at once, rather than just one record at a time.

68
Q

Trigger Context Variable

A

Default variables that provide access to information about the trigger and the records that caused it to fire.

69
Q

Unique Name Used by API etc.

A

The unique name used by the API and managed packages. The name must begin with a letter and use only alphanumeric characters and underscores. The name cannot end with an underscore or have two consecutive underscores.

70
Q

Unit Test

A

A unit is the smallest testable part of an application, usually a method. A unit test operates on that piece of code to make sure it works correctly. See also Test Method.

71
Q

Unlimited Edition

A

Unlimited Edition is salesforce.com s solution for maximizing CRM success and extending that success across the entire enterprise through the Force.com platform.

72
Q

Unmanaged Package

A

A package that cannot be upgraded or controlled by its developer.

73
Q

Upgrading

A

Upgrading a package is the process of installing a newer version. Salesforce supports upgrades for managed packages that are not beta.

74
Q

Uploading

A

Uploading a package in Salesforce provides an installation URL so other users can install it. Uploading also makes your packaged available to be published on AppExchange.

75
Q

URL (Uniform Resource Locator)

A

The global address of a website, document, or other resource on the Internet.

76
Q

URL S-Control

A

URL s-controls are also called Web controls.

77
Q

User Acceptance Testing (UAT)

A

A process used to confirm that the functionality meets the planned requirements. UAT is one of the final stages before deployment to production.

78
Q

User Interface

A

The layouts that specify how a data model should be displayed.

79
Q

Validation Rule

A

A rule that prevents a record from being saved if it does not meet the standards that are specified.

80
Q

Version

A

A number value that indicates the release of an item. Items that can have a version include API objects, fields and calls; Apex classes and triggers; and Visualforce pages and components.

81
Q

View

A

The user interface in the Model-View-Controller model, defined by Visualforce.

82
Q

View State

A

Where the information necessary to maintain the state of the database between requests is saved.

83
Q

Visualforce

A

A simple, tag-based markup language that allows developers to easily define custom pages and components for apps built on the platform.

84
Q

Visualforce Controller

A

See Controller, Visualforce.

85
Q

Visualforce Lifecycle

A

The stages of execution of a Visualforce page, including how the page is created and destroyed during the course of a user session.

86
Q

Visualforce Page

A

A web page created using Visualforce. Typically, Visualforce pages present information relevant to your organization, but they can also modify or capture data. They can be rendered in several ways, such as a PDF document or an email attachment, and can be associated with a CSS style.

87
Q

Web Direct Leads

A

Web direct leads is a specific lead source indicating that the lead was generated when a user, who has bookmarked your website or directly typed the URL of your website into a browser, filled out the Web-to-Lead form containing the Salesforce tracking code.

88
Q

Web Control

A

See URL S-Control.

89
Q

Web Links

A

See Custom Links.

90
Q

Web Service

A

A mechanism by which two applications can easily exchange data over the Internet, even if they run on different platforms, are written in different languages, or are geographically remote from each other.

91
Q

WebService Method

A

An Apex class method or variable that can be used by external systems, like a mash-up with a third-party application. Web service methods must be defined in a global class.

92
Q

Web Services API

A

A Web services application programming interface that provides access to your Salesforce organization s information. See also SOAP API and Bulk API.

93
Q

Web Tab

A

A custom tab that allows your users to use external websites from within the application.

94
Q

Wizard

A

A user interface that leads a user through a complex task in multiple steps.

95
Q

Workflow and Approval Actions

A

Workflow and approval actions, such as email alerts, tasks, field updates, and outbound messages, can be triggered by a workflow rule or approval process.

96
Q

Workflow Action

A

A workflow action, such as an email alert, field update, outbound message, or task, fires when the conditions of a workflow rule are met.

97
Q

Workflow Email Alert

A

A workflow action that sends an email when a workflow rule is triggered. Unlike workflow tasks, which can only be assigned to application users, workflow alerts can be sent to any user or contact, as long as they have a valid email address.

98
Q

Workflow Field Update

A

A workflow action that changes the value of a particular field on a record when a workflow rule is triggered.

99
Q

Workflow Outbound Message

A

A workflow action that sends data to an external Web service, such as another cloud computing application. Outbound messages are used primarily with composite apps.

100
Q

Workflow Queue

A

A list of workflow actions that are scheduled to fire based on workflow rules that have one or more time-dependent workflow actions.

101
Q

Workflow Rule

A

A workflow rule sets workflow actions into motion when its designated conditions are met. You can configure workflow actions to execute immediately when a record meets the conditions in your workflow rule, or set time triggers that execute the workflow actions on a specific day.

102
Q

Workflow Task

A

A workflow action that assigns a task to an application user when a workflow rule is triggered.