Brainscape's Knowledge GenomeTM

Browse over 1 million classes created by top students, professors, publishers, and experts.


See full index

Salesforce Admin 201 > Standard Objects > Flashcards

Standard Objects Flashcards

1
Q

What are Standard Components in Salesforce?

A

Components INCLUDED with Salesforce.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

What are Custom Components in Salesforce?

A

Components ADDED by a SF Administrator.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

Some Examples of Standard Apps:

A 
App Launcher
Service
Community
Content
Marketing
Sales
Chatter
Site.com
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

What is a Lead in Salesforce?

A

An unqualified Prospect.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

What is an Account in Salesforce?

A

An organization that is a Qualified Potential Customers, an Existing Customer, a Competitor, etc.
Accounts are configured for B2B Relationships.
1 Account = 1 Organization

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

What is a Person Account in Salesforce?

A 
A B2C (Business to Consumer) Record.
1 Person Account = 1 Person
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

What is a Contact in Salesforce?

A

Demographic information of people that are linked to accounts. If a Contact is NOT linked to an account than it is a Private Contact that is view-able only by the contact owner and the SF Admin.
One Contact = One Person

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

What is Data.com in Salesforce?

A

A repository of Crowd Sourced and Dunn & Bradstreet Contact and Account information that can be used to source new Leads and to Clean Up/Update existing data.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

What is Data.com in Salesforce?

A

A repository of Crowd Sourced and Dunn & Bradstreet Contact and Account information that can be used to source new Leads and to Clean Up/Update existing data.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

What are Cases in Salesforce?

A

Cases are used to track support issues.

1 Case = 1 Support Issue

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

What is Email-to-Case?

A

Email-to-Case allows customers to email a generic address (e.g. sfsupport@davita.com) to automatically generate a case.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

What is Web-to-Case?

A

Web-to-Case allows customers to submit support requests via a Web form.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

What are Solutions in Salesforce?

A

Used to document and communicate common resolutions to cases to be “reused” by others.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

What is an Opportunity in Salesforce?

A 
Typically represents either a:
1. Completed Sale
2. Lost Potential Sale
3. Potential for a Future Sale
Opp Data is Referenced in Forecasting
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

What are Products in Salesforce?

A

Used to store information about the goods or services that your organization sells (e.g. Name, Code, Sale Price).

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

What are Opportunity Products in Salesforce?

A

Represents the products sold as line items within an Opportunity (e.g. 2 Widgets for $5K Each).

17
Q

What are Price Books in Salesforce?

A

Pricebooks are used to establish different pricing structures for Products. For example, high volume customers may receive a discounted price for many or all products versus the regular price for a small-volume customer.

18
Q

What is a Quote in Salseforce?

A

A Quote can synchronize product data from its related Opportunity record and can be generated in a PDF format for electronic delivery.

19
Q

What are Assets in Salesforce?

A

Assets represent the products associated with an Account and can be referenced for Support issues. For example, if a customer purchases a generator, that item would be listed as an Asset in the Account Record as well as on the Opportunity record when a new Opportunity for the same customer is born. Additionally it is used for reference when a customer calls in for support with regard to the Asset.

20
Q

What are Contracts in Salesforce?

A

Contracts are generally used to represent legal agreeements with an Account.

21
Q

What are Campaigns in Salesforce?

A

Campaigns are used to track and measure marketing efforts. Leads, contacts and opportunities can be associated with campaigns. Data from Campaigns are used to measure Campaign statistics.

22
Q

What are Forecasts in Salesforce?

A

Forecasts are used to project revenue and track sales quotas.

23
Q

What are Reports in Salesforce?

A

Reports are used to display, summarize an chart record data.

24
Q

What are Dashboards in Salesforce?

A

Dashboards are used to visually represent multiple reports on a single page. Comprised of many components, each component is typically a visual representation (chart) of report data.

25
Q

What are Answers in Salesforce?

A

Answers allows users to ask questions which can be answered by other users. Can be used in conjunction with customer portals.

26
Q

What are Ideas in Salesforce?

A

Allows users to create and vote on ideas. Ideal for capturing product improvement ideas and can be used in conjunction with a customer portal.

27
Q

What are Activities in Salesforce?

A

Activities in Salesforce are split into Tasks and Events.

28
Q

What is a Task in Salesforce?

A

Tasks are Phone Calls, Emails and other follow-up items. There is an associated date and an optional reminder and will appear in open activities until completed and then will appear in Activity history.

29
Q

What is an Event in Salesforce?

A

Events are scheduled appointments with a defined start and end time.

30
Q

What are Documents in Salesforce?

A

Documents are files that are uploaded into Salesforce . The Documents Tab is the legacy method of storing files, however Chatter Files and Salesforce Content are generally more commonly used for storage and distribution of documents.

31
Q

What is a User in Salesforce?

A

A User record represents an individual, of any role (employee, customer, partner) that login to Salesforce.

32
Q

What is Site.com?

A

Product offering by Salesforce that allows users to create Websites with dynamic content driven from data within their Salesforce org.

33
Q

What is Content in Salesforce?

A

Content is a method to upload and distribute documents and files in Salesforce.

34
Q

What are Content Libraries in Salesforce?

A

Content Libraries are used to segment and secure access to Content.

Salesforce Admin 201 (21 decks)

Brainscape helps you reach your goals faster, through stronger study habits.
© 2024 Bold Learning Solutions. Terms and Conditions