Section one vocab Flashcards
Saas
(Software as a Service) a monthly subscription delivery model-only pay for what you use.
CRM
(Customer Relationship Management) a model to manage an organizations interactions (phone, email, meetings, social media, etc).
Cloud Computing
a service or software that is consumed via the internet (the cloud). Less expensive and easier to use. Can access as many resources as you need when you need them.
Enterprise Cloud Computing
business apps
Multi-tenancy
More than one organization (tenant) sharing the same server(s) and hosting infrastructure. one app that everyone shares, but flexible for everyone to customize for their specific needs.
Sales Cloud
operating lead funnel, opportunities and revenue forecasting.
Service Cloud
supporting the customer, managing cases and other interactions after the sale is completed.
Essentials
Designed for a small business that wants to get started with CRM quickly. It includes intuitive walkthroughs and a setup assistant to get started, an easy-to-use UI, and administration tools to customize your deployment as you grow.
Professional
Designed for businesses requiring full-featured CRM functionality. It includes straightforward and easy-to-use customization, integration, and administration tools to facilitate any small to midsize deployment.
Enterprise
Meets the needs of large and complex businesses. It gives you advanced customization and administration tools, in addition to all the functionality available in Professional Edition, that can support large-scale deployments.
Unlimited
Maximizes your success and extends it across the entire enterprise through the Lightning Platform. It gives you new levels of platform flexibility for managing and sharing all your information on demand.
Developer edition
Provides access to the Lightning Platform and APIs. It lets developers extend Salesforce, integrate with other applications, and develop new tools and applications.
Lightning experience
more productive than salesforce classic
Classic experience
user interface that predates lightning & many customers still utilize. Follows a similar layout for all pages.
Force.com
Modern platform as a service (PaaS) that’s built for cloud computing and multitenancy. core technology uses a runtime engine that materializes all application data from metadata.
Metadata
data about the data itself.
Data
all records within Salesforce (opportunity records)
Relational Database Management System (RDMS)
support individual organizations’ on-premises deployments
Application
: A set of objects, fields and other functionality that supports a business process
Object
Tables in salesforce database that store a particular kind of information. Comprised of its field definitions & records.
Standard Objects
accounts and contacts
Custom objects
property object
Field
columns in object database tables that keep track of separate information. Both standard & custom objects have fields.
Field label
what you and users see throughout the interface (ex: Preferred Contact Method)
Field name
used in API. Seen in process builder and when referencing fields & formulas
Database
like a giant spreadsheet. When you put information in salesforce, it is stored in the database in a very specific way, so it is always accessible.
Record
a row in object database tables. Records are the actual data associated with an object
Page layout
influences which fields are displayed and in what order when viewing or editing a record.
List view
a list of “records.” You can create different list views. They are used to quickly segment and action records within an object
Tab
used to expose an object & its data to the end user through the web interface
Org (organization)
Refers to a specific instance of Salesforce. Your company can have one or multiple orgs.
Opportunity
a sale or potential sale
Opportunity Product
a line item (ex. A product) being sold within an opportunity.
Declarative development
developing without code. You use forms and drag-and-drop tools to perform powerful customization tasks.
Programmatic development
uses things like lightening components, Apex cod, and Visualforce pages.
API (application programming interface)
allow different pieces of software to connect to each other and exchange information. Without knowing the details, you can connect your apps with other apps or software systems.
AppExchange
apps and solutions created that can be downloaded
License definition (salesforce license)
a metadata description of the Salesforce features and services that are available to your org. Describe functionality for your org as a whole & for individual users in your org.
license
contractual agreement between Salesforce and a particular customer, which defines functionality for that customer org.
Permissions (perms)
a metadata switch or setting, that configures a particular aspect of product functionality. Control access to features such as lightning experience or chatter and certain aspects of security.
Permission set license
a license that defines user-level functionality, which can be assigned to supplement the functionality in a user license. A user can be assigned multiple permission set licenses. Note that a permission set license is different from a permission set
Platform license
a license with metadata switches or settings, that control functionality for the org as a whole.
Product license
an edition or add-on, which bundles together one or more settings licenses and other metadata in a product that the customer can purchase
Preferences (Prefs)
): a metadata switch, or setting, that configures a particular aspect of product functionality. Define settings that customers can configure such as time zone or password options. Customers can turn these on and off.
Setting
a metadata switch in a license that configures a particular aspect of product functionality.
Settings Licenses
a permission set license, platform license, or user license that includes settings that configure aspects of product functionality.
Provisioning
the process Salesforce administers to activate your licenses and enable functionality in your org.
