TH - Salesforce platform basics Flashcards

1
Q

What is an app?

A

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

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2
Q

What are objects?

A

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

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3
Q

Records

A

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

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4
Q

FIelds

A

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

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5
Q

Org

A

Short for organisation and refers to a specific instance of salesforce

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6
Q

development without code

A

no-code or ‘declarative’ development

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7
Q

Salesforce use cases for finance department

A

Budget management
Contract management
pricing

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8
Q

Salesforce use cases for product department

A

Warranty management
Preproduction testing
Product ideas and innovation

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9
Q

Salesforce usecases for Supply chain department

A

Procurement
Vendor management
Logistics

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10
Q

Salesforce use cases for Ops

A

Asset and facilities management
Merger and acquisition enablement
Business agility

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11
Q

What does salesforce provide to sell to prospects and customers

A

Leads and Opportunities to manage sales

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12
Q

What does salesforce provide to Help customers after the sale

A

Cases and communities for customer engagement

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13
Q

What does salesforce provide for Work on the go

A

Mobile app

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14
Q

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

A

Slack, Chatter and Communities

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15
Q

What does salesforce provide to market your audience

A

Marketing cloud to manager your customer journeys

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16
Q

Salesforce architecture layers

A

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

17
Q

Multitenancy concept

A

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

18
Q

Metadata

A

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

19
Q

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

A

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.

20
Q

What are the three main categories in the Setup menu?

A

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

21
Q

Top 5 setup pages

A

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

22
Q

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

A

The departments who plan to use salesforce

23
Q

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

A
  • The business probem (s) being solved
  • Biggest sources of problems (pain points)
  • Number of users needed in app
  • Budget
  • timline
24
Q

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

A

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)

25
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
26
How to find an app after installation
go to Installed packages, can also view components of an app from here
27