TH - Salesforce platform basics

Question 1

What is an app?

Answer 1

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

Question 2

What are objects?

Answer 2

Objects are tables in the Salesforce database that store specific info.
Standard objects - Accounts/Contacts
Custom objects - Property object in dreamhouse example

Question 3

Records

Answer 3

Rows in the object database tables.
Dreamhouse example is 211 Charles Street

Question 4

FIelds

Answer 4

Columns in object database tables.
Includes Address and price in Dreamhouse example

Question 5

Org

Answer 5

Short for organisation and refers to a specific instance of salesforce

Question 6

development without code

Answer 6

no-code or ‘declarative’ development

Question 7

Salesforce use cases for finance department

Answer 7

Budget management
Contract management
pricing

Question 8

Salesforce use cases for product department

Answer 8

Warranty management
Preproduction testing
Product ideas and innovation

Question 9

Salesforce usecases for Supply chain department

Answer 9

Procurement
Vendor management
Logistics

Question 10

Salesforce use cases for Ops

Answer 10

Asset and facilities management
Merger and acquisition enablement
Business agility

Question 11

What does salesforce provide to sell to prospects and customers

Answer 11

Leads and Opportunities to manage sales

Question 12

What does salesforce provide to Help customers after the sale

Answer 12

Cases and communities for customer engagement

Question 13

What does salesforce provide for Work on the go

Answer 13

Mobile app

Question 14

What does salesforce provide to collaborate with coworkers, partners and customers

Answer 14

Slack, Chatter and Communities

Question 15

What does salesforce provide to market your audience

Answer 15

Marketing cloud to manager your customer journeys

Question 16

Salesforce architecture layers

Answer 16

Applications - Sales, Service and Marketing. Point of human contact
Platform - Foundation of services and made up of different parts inclufing data services, ai and apis for development

Question 17

Multitenancy concept

Answer 17

Salesforce cloud is Multitenant, which means all users get access to the same computing power, data storage and core features.

Question 18

Metadata

Answer 18

data that holds data like fields, objects, page layout, security settings and any other customisations made to an org

Question 19

High level example of how an API works in adding a custom object or field

Answer 19

When a custom object or field is added, the platform automatically creates an API name that acts as a bridge between the org and database. This API name retreivews the data and metadata required.

Question 20

What are the three main categories in the Setup menu?

Answer 20

Administration - where you manage users and data, can add users, change permissions and export data, create email templates
Settings - Where you manage company information and org security
Tools - Customise using tools, view and manage data model, create aps, modify user interface and deploy new features to users. Also where code is managed

Question 21

Top 5 setup pages

Answer 21

Company Information - org id, licensing info monitor data and file usage limits?
Users - reset passwords, view ,create, deactivate and freeze existing users,
Profiles - Manage who can see what with user profiles, create custom profiles
View setup audit trail - 6 months of change history in org, date and person who made change, tool for troubleshooting org config issues
Login history - 6 months of login history for your org, view date time user IP address and more login data, use for security tracking and adoption monitoring

Question 22

Who are the primary stakeholders to consider when building an Appexchange strategy?

Answer 22

The departments who plan to use salesforce

Question 23

Key business questions to consider when in an App exchange strategy?

Answer 23

• The business probem (s) being solved
• Biggest sources of problems (pain points)
• Number of users needed in app
• Budget
• timline

Question 24

When you have found an app that may suit a businesses needs, why should you download the app in a test environment?

Answer 24

To ensure the app doesn’t interfere with any other apps already installed. The app will be tested in a sandbox (a copy of the org in a separate environment)

Question 25

What to consider when installing an app?

Answer 25

• Always install the app in a nonproduction environment
• Consider user permissions and plan to modify user profiles if needed

Question 26

How to find an app after installation

Answer 26

go to Installed packages, can also view components of an app from here