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SFA > SF Foundation > Flashcards

SF Foundation Flashcards

1
Q

SF as DB

A

Objects - Tables, Records - Rows, Fields - Column

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2
Q

Master-Detail and Lookup relationship fields

A

Types of fields to relate information together

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3
Q

What is a Platform

A

A group of technologies that are used as a base upon which other applications, processes or technologies are developed. SF platform Force.com is 100% cloud based.

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4
Q

MultitenantArchitecture

A

Salesforce customer base is using a single, common database and a common set of code. This type of architecture allows Salesforce to release upgrades and bug fixes automatically to all customers at once because every org shares the same technology.

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5
Q

APIs

A

Application Programming Interface - a bridge between platforms and systems. APIs are used to connect Salesforce to other systems for better overall functionality and user experience.

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6
Q

Apex

A

Apex is a custom coding language developed by Salesforce specifically to work well with their platform. Similar to Java.

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7
Q

Visualforce

A

Visualforce is a UI (user interface) framework which is used to design and display custom pages in Salesforce.

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8
Q

AppExchange

A

Salesforce’s App marketplace

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9
Q

UI

A

The user interface is the junction between a user and a computer program. An interface is a set of commands or menus through which a user communicates with a program.

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10
Q

Setup

A

The Admin’s Home Base.

Setup allows you to manage the entire Salesforce org.

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11
Q

The Center Stack

A

Recent Items
Quick Links
Community

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12
Q

SetupMenu

A

Administer
Build
Deploy

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13
Q

Administer

A

Administer contains permissions related to Salesforce Access, user management, desktop integration (like Salesforce for Outlook), email templates and organization-wide system preferences.

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14
Q

Build

A

Build contains all of the tools needed to create and manage functionality in Salesforce. This includes the creation of new fields, modification of page layouts, the building of workflow rules and approval processes and more.

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15
Q

Deploy

A

Deploy gives System Administrator users the ability to manage sandboxes and change sets – which is a method of migrating functionality from one Salesforce org to another.

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16
Q

Record Types

A

Record typesallow you to segment a particular object for specific uses. record types also allow us to modify page layouts with fields and field values which may vary between each type.

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17
Q

Page Layout

A

A page layout is the visual representation of a record type. Page layouts contain fields, arrangements and properties such as if a field is required or read-only.

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18
Q

WORKFLOW Criteria Rules

A

these rules are used to determine when and how a workflow rule should be triggered. Setting up the criteria is similar to creating report criteria. It can be entered into Salesforce as a series of statements using picklists (i.e.: Status equals True), or it can be done with the creation of a formula.

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19
Q

WORKFLOW Immediate Actions

A

immediate actions are specific events that take place at the very moment the workflow is executed (aka: evaluated to True).

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20
Q

WORKFLOW Time-Based Actions

A

time-based actions are specific events that take place at a pre-determined or calculated time in the future.

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21
Q

Workflow Actions that can take place on an Immediate or Time-Based action

A 
Email Alerts
Tasks
Field Updates
Flow Triggers 
Outbound Messages
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22
Q

app

A

An app in Salesforce is a set of objects, fields, and other functionality that supports a business process.

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23
Q

org

A

refers to a specific instance of Salesforce

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24
Q

declarative development

A

Developing without code

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25
Q

Object Manager

A

Object Manager is where you can view and customize standard and custom objects in your org.

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26
Q

Setup Menu

A

The menu gives you quick links to a collection of pages that let you do everything from managing your users to modifying security settings.

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27
Q

Administration

Setup Menu

A

The Administration category is where you manage your users and data. You can do things like add users, change permissions, import and export data, and create email templates.

28
Q

Platform Tools

Setup Menu

A

You do most of your customization in Platform Tools. You can view and manage your data model, create apps, modify the user interface, and deploy new features to your users. Platform Tools is where you manage your code as well.

29
Q

Settings

Setup Menu

A

Settings is where you manage your company information and org security. You can do things like add business hours, change your locale, and view your org’s history.

30
Q

data model

A

It’s a way to model what database tables look like

31
Q

Standard objects

A

objects that are included with Salesforce. Common business objects like Account, Contact, Lead, and Opportunity are all standard objects.

32
Q

Custom objects

A

objects that you create to store information that’s specific to your company or industry.

33
Q

Identity

standard field on every object

A

A 15-character, case-sensitive field that’s automatically generated for every record. You can find a record’s ID in its URL.
An account ID looks like 0015000000Gv7qJ.

34
Q

System

standard field on every object

A

Read-only fields that provide information about a record from the system, like when the record was created or when it was last changed.
CreatedDate, LastModifiedById, and LastModifiedDate.

35
Q

Name

standard field on every object

A

All records need names so you can distinguish between them. You can use text names or auto-numbered names that automatically increment every time you create a record.
A contact’s name can be Julie Bean. A support case’s name can be CA-1024.

36
Q

Custom

A

Fields you create on standard or custom objects are called custom fields. In the Field Name column, “__c” indicates custom field.

37
Q

data type

A

A data type indicates what kind of information the field stores. Every field has a data type.

38
Q

Customization Best Practice

A

Give your objects and fields descriptive, unique names to improve clarity.
Include descriptions for your custom objects and fields.. use help text to give more details.
Make important fields required to avoid incomplete data.

39
Q

two main types of object relationships:

A

lookup and master-detail.

40
Q

Lookup Relationships 1

A

A lookup relationship essentially links two objects together so that you can “look up” one object from the related items on another object.

41
Q

Master-Detail Relationships1

A

In this type of relationship, one object is the master and another is the detail. The master object controls certain behaviors of the detail object, like who can view the detail’s data.

42
Q

Master-Detail Relationships 2

A

In a master-detail relationship, the detail object doesn’t work as a stand-alone. It’s highly dependent on the master.

43
Q

Master-Detail Relationships 3

A

if a record on the master object is deleted, all its related detail records are deleted as well. When you’re creating master-detail relationships, you always create the relationship field on the detail object.

44
Q

Lookup Relationships 2

A

Lookup relationships can be one-to-one or one-to-many.

45
Q

Lookup Relationships 3

A

Objects in lookup relationships usually work as stand-alone objects and have their own tabs in the user interface.

46
Q

Hierarchical relationship

A

Hierarchical relationships are a special type of lookup relationship. The main difference between the two is that hierarchical relationships are only available on the User object. You can use them for things like creating management chains between users.

47
Q

Schema Builder

A

Schema Builder is a tool that lets you visualize and edit your data model. It’s useful for designing and understanding complex data models

48
Q

SF Supported data sources

A

Supported data sources include any program that can save data in the comma delimited text format (.csv).

49
Q

Data Import Wizard

A

this tool, accessible through the Setup menu, lets you import data in common standard objects, such as contacts, leads, accounts, as well as data in custom objects. It can import up to 50,000 records at a time. It provides a simple interface to specify the configuration parameters, data sources, and the field mappings that map the field names in your import file with the field names in Salesforce.

50
Q

Data Loader

A

this is a client application that can import up to five million records at a time, of any data type, either from files or a database connection. It can be operated either through the user interface or the command line. In the latter case, you need to specify data sources, field mappings, and other parameters via configuration files. This makes it possible to automate the import process, using API calls.

51
Q

Data Import Condition

A

With both methods (Wizard and Loader), the number of records you can import depends on your permissions, the type of data you’re importing, and the overall data storage limits for your organization. The type of objects you can import depends on your edition.

52
Q

Use the Data Import Wizard When

A

You need to load less than 50,000 records.
The objects you need to import are supported by the wizard.
You don’t need the import process to be automated.

53
Q

Use Data Loader When

A

You need to load 50,000 to five million records. If you need to load more than 5 million records, we recommend you work with a Salesforce partner or visit the AppExchange for a suitable partner product.
You need to load into an object that is not supported by the Data Import Wizard.
You want to schedule regular data loads, such as nightly imports.

54
Q

Data Loader Note

A

Data Loader uses the SOAP API to process records. For faster processing, you can configure it to use the Bulk API instead. The Bulk API is optimized to load a large number of records simultaneously. It is faster than the SOAP API due to parallel processing and fewer network round-trips.

55
Q

before you start importing any data

A

Use your existing software to create an export file.
Clean up the import file for accuracy and consistency. This involves updating the data to remove duplicates, delete unnecessary information, correct spelling and other errors, and enforce naming conventions.
Compare your data fields with the Salesforce fields you can import into, and verify that your data will be mapped into the appropriate Salesforce fields. You might need to fine-tune the mapping before starting the import. For details, see Field Mapping for Data Sources in the online help.
Make any configuration changes required in Salesforce to handle the imported data. For example, you might need to create new custom fields, add new values to picklists, or temporarily deactivate workflow rules.

56
Q

Data import - New Values for Picklists and Multi-Select Picklists

A

If you import a picklist value that doesn’t match an existing picklist value:

  • For an unrestricted picklist, the Data Import Wizard uses the value that’s in the import file.
  • For a restricted picklist, the Data Import Wizard uses the picklist’s default value.
57
Q

Data import - Multi-Select Picklists

A

To import multiple values into a multi-select picklist, separate the values by a semicolon in your import file.

58
Q

Data import - Checkboxes

A

To import data into a checkbox field, use 1 for checked values and 0 for unchecked values.

59
Q

Data import - Default Values

A

For picklist, multi-select picklist, and checkbox fields, if you do not map the field in the import wizard, the default value for the field, if any, is automatically inserted into the new or updated record.

60
Q

Data import - Date/Time Fields

A

Ensure that the format of any date/time fields you are importing matches how they display in Salesforce per your locale setting.

61
Q

Data import - Formula Fields

A

Formula fields cannot accept imported data because they are read-only.

62
Q

Data import - Field Validation Rules

A

Salesforce runs validation rules on records before they are imported. Records that fail validation aren’t imported. Consider deactivating the appropriate validation rules before running an import if they affect the records you are importing.

63
Q

SF methods for exporting data

A

Data Export Wizard

Data Loader

64
Q

Data Export Wizard

A

this is an in-browser wizard, accessible through the Setup menu. It allows you to export data manually once every six days (for weekly export) or 28 days (for monthly export). You can also export data automatically, at weekly or monthly intervals.

65
Q

Data Loader (Export)

A

this is a client application that you must install separately. It can be operated either through the user interface or the command line. The latter option is useful if you want to automate the export process, or use APIs to integrate with another system.

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