SFDC Basics Flashcards
Name 8 key core Salesforce Objects
Account Contact Opportunity Case Solution User Campaign Lead
Describe the Account Object
Accounts represent companies and individuals with whom business is done or is related to
Describe the Contact Object
Contacts are individuals associated with accounts
Describe the Lead Object
Leads are prospects that can be converted to accounts, contacts or opportunities
Describe the Campaign Object
Campaigns store information about marketing efforts
Describe the Campaign Member Object
Campaign members are individual contacts, leads or person accounts that are added to campaigns
Describe the Opportunity Object
Opportunities are used to store information about and track sales deals in progress
Describe the Product Object
Products are created in Salesforce to track products/services that are sold by a company
Describe the Pricebook Object
Pricebooks track the prices of products/services sold by a company
Describe the Quote Object
Used to model products, discounts, and quantities of products/services to customers
Describe the Order Object
Orders track customer requests for products/services
Describe the Asset Object
Specific products that customers have purchased in the past, including information about those products
Describe the Contract Object
The written terms between a company and a customer, which defines the terms of doing business.
Describe the Case Object
Cases are used to customer track issues. Can be created using web-to-case or email to case.
Describe the Solution Object
Detailed description of a customer issue and the resolution
Describe the Work Order Object
Tracks work to be performed for a particular customer
Describe the Work Order Line Item Object
steps or subtasks that must be complete
Describe the Task Object
Actions that need to be performed (calling a customer, sending an email or sending a quote)
Describe the Event Object
Object to track meetings w/customers, prospects or colleagues
Describe the User Object
A user record is created to identify a SF user
Describe the difference between Business Accounts and Person Accounts
Business Accounts - used for B2B, while Person Accounts can be created for individual customers
Person accounts are stored as an account and contact
How do Person Accounts differ from Business Accounts
Person accounts combine fields from account and fields from contacts into one record
Must be enabled by Salesforce support
Describe how Social Accounts work
Social Accounts allow linking accounts to Social networks and viewing activity/feeds
Describe how Merging Accounts works
Business accounts can be merged with other business accounts but not Person accounts and vice versa
Describe how Account Hierarchy works
Account Hierarchy relates accounts to one another in a parent-child relationship.
Describe how Account Teams work
Account Teams are created to define who can collaborate on an account, what roles the members play, and what level of access the members have.
This applies to the account and the related contacts, opportunities, and cases.
Describe how Opportunity Teams work
Opportunity teams are created by adding Account Team Members to the team either via web or mobile
Describe how Contact Roles work
Contact Roles specify the role that a contact plays in an account
Describe how Account Lifecycles are managed
Account Lifecycles are managed using Paths
How many child accounts can be displayed in Salesforce Classic?
500
How many child accounts can be displayed in LEx?
2000
T/F Account Hierarchy can have multiple levels
True
T/F In LEx, an Account Team can be added to an Opportunity Team with a single click
True
Describe a private contact
A private contact is a contact that is not associated to an account
How can contacts be created?
From the Contacts tab, the account detail page or import from the mobile application
How can a contact be related to multiple accounts?
A contact is related to multiple accounts using the ‘Related Account’ related list on the contact’s detail page and must be enabled by an admin prior to use
T/F Social network profiles can be linked with contact records in Salesforce
True
How does mass email work in Salesforce?
Mass emails can be sent to a group of contacts at the same time and the responses tracked in Salesforce.
How can an org chart be built on Salesforce?
By populating the “Reports to” field on the contact record
T/F Org chart is available only in LEx
False
How many contacts can be merged?
3
How can contacts be merged?
From the contacts related list of an account
How can Contact Hierarchy be set up?
Contact Hierarchy shows the contacts on an account hiererchy in LEx.
Describe Contact Roles
Contact Roles specify the art each contact plays in an account/case/contract/opportunity
What is a Lead Process?
Lead Process is a business process created by defining/customizing statuses or stages for leads.
Describe Web to Lead
Web to Lead enables HTML to be added to a website to creates leads in Salesforce.
Describe Auto-response rules
Auto response rules can be setup to send automatic email responses to lead submissions captured through web-to-lead, based on record attributes
Describe Assignment Rules
Assignment rules apply criteria to sort, queue or act on leads
Describe how Queues are used to manage Leads
Lead Queues can be used to hold leads that have not been assigned an owner. Can be used to prioritize, distribute and assign lead records to teams
What are the two ways standard objects can be customized?
Adding fields
Creating relationships
Describe the relationship between Accounts and Contacts
1:n lookup
Describe the relationship between Accounts and Opportunities
1:n lookup, however, it behaves like a master detail, in that all opportunites will be deleted if the account is deleted.
Describe the relationship between Accounts and Case
1:n lookup
Describe the relationship between Contact and Cases
1:n lookup
What types of relationships are supported between objects in Salesforce?
Master-Detail
Lookup
Describe Master-Detail relationships
Links two records together as parent/child
rollup summaries can be created
deleting the parent deletes the children
relationship field is required on all detail records
Detail visibility is determined by the owner
T/F: Sharing/security is inherited via lookup relationship
false
How are self-relationships created?
By creating a lookup relationship to the same object
What object supports hierarchical relationships?
User
Describe external lookup
When the Salesforce record is the child record and an external record is the master in the lookup relationship
Describe indirect lookup
When the Salesforce record is the parent record and an external record is a child in a lookup relationship
Give an example of an extenal lookup
An external object (visible in Salesforce) displays a standard or custom object as a related list (ex: account)
Give an example of an indirect lookup
Salesforce Account record displays a related list of orders from SAP
Give an example of Master-Detail relationship
Timesheet and Timesheet Entry
If a m-d relationship is setup between a standard object and a custom object, what must be true?
The standard object must be the master
How can a many-to-many relationship in Salesforce be achieved?
Using a junction object, with a m-d relationship to both objects
