TH - Salesforce platform basics Flashcards
What is an app?
An app is a set of objects, fields and other functionality that supports a business process.
What are objects?
Objects are tables in the Salesforce database that store specific info.
Standard objects - Accounts/Contacts
Custom objects - Property object in dreamhouse example
Records
Rows in the object database tables.
Dreamhouse example is 211 Charles Street
FIelds
Columns in object database tables.
Includes Address and price in Dreamhouse example
Org
Short for organisation and refers to a specific instance of salesforce
development without code
no-code or ‘declarative’ development
Salesforce use cases for finance department
Budget management
Contract management
pricing
Salesforce use cases for product department
Warranty management
Preproduction testing
Product ideas and innovation
Salesforce usecases for Supply chain department
Procurement
Vendor management
Logistics
Salesforce use cases for Ops
Asset and facilities management
Merger and acquisition enablement
Business agility
What does salesforce provide to sell to prospects and customers
Leads and Opportunities to manage sales
What does salesforce provide to Help customers after the sale
Cases and communities for customer engagement
What does salesforce provide for Work on the go
Mobile app
What does salesforce provide to collaborate with coworkers, partners and customers
Slack, Chatter and Communities
What does salesforce provide to market your audience
Marketing cloud to manager your customer journeys
Salesforce architecture layers
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
Multitenancy concept
Salesforce cloud is Multitenant, which means all users get access to the same computing power, data storage and core features.
Metadata
data that holds data like fields, objects, page layout, security settings and any other customisations made to an org
High level example of how an API works in adding a custom object or field
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.
What are the three main categories in the Setup menu?
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
Top 5 setup pages
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
Who are the primary stakeholders to consider when building an Appexchange strategy?
The departments who plan to use salesforce
Key business questions to consider when in an App exchange strategy?
- The business probem (s) being solved
- Biggest sources of problems (pain points)
- Number of users needed in app
- Budget
- timline
When you have found an app that may suit a businesses needs, why should you download the app in a test environment?
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)
What to consider when installing an app?
- Always install the app in a nonproduction environment
- Consider user permissions and plan to modify user profiles if needed
How to find an app after installation
go to Installed packages, can also view components of an app from here
