Trailhead Week 1 - Tuesday Flashcards
standard functionality
out-of-the-box products and features that you can use to run your business
database
giant spreadsheet
app
a set of objects, fields, and other functionality that supports a business process
Objects
tables in the Salesforce database that store a particular kind of information
Records
rows in object database tables
(ex) address, phone #
org
Organization
- Specific occurrence in SF
no-code development
developing without code
programmatic development
developing with things like Lightning components
data type indicates
what kind of information your field holds
When identifying processes to bring into Salesforce, look for: (4)
- email driven processes
- manual processes with numerous steps
- teams using spreadsheets
- documents shared on local directories
Three use cases for Finance on the platform are:
- Budget management
- Contract management
- Pricing
Three use cases for Product:
- Warranty management
- Preproduction testing
- Product ideas and innovation
Three use cases for Supply Chain:
- Procurement
- Vendor management
- Logistics
Three use cases for Ops:
- Asset and facilities management
- Merger and acquisition enablement
- Business agility
Multitenancy (multi-tenant cloud)
A single instance of a software that serves multiple tenants
trust
- Keep your sensitive data in your org
- Build functionality vital to success
Metadata
data about data
multi-tenancy
sharing resources
data about data
the shells that hold the content related to any information you want to collect in your Salesforce org
____________ gives structure to your org
Metadata
Application Programming Interface allows …
different pieces of software to connect to each other and exchange information.
API example – When you add a custom object or field, the platform …
… automatically creates an API name that serves as an access point between your org and the database.
- Salesforce uses that API name to retrieve the metadata and data you’re looking for.
The API gives Salesforce a huge amount of ____________
flexibility
Our trusted, multitenant cloud means you get: (3)
- The benefits of the same core set of features for all customers
- Upgrades 3x a year
- No software to install
The Salesforce API is:
Like a contract between two pieces of software, allowing them to connect and exchange information.
Metadata refers to:
Data about data
Object Manager
where you can view and customize standard and custom objects in your org.
API
Application
Programming
Interface
Setup Menu
The menu gives you quick links to a collection of pages that let you do everything from:
- managing your users (to) modifying security settings.
Main Window
where you can see whatever it is you’re trying to work on.
Setup Menu: Administration
manage your users and data, like:
- add users
- change permissions
- import and - export data
- create email templates
Set Up Menu: Platform Tools
Customization:
- view and manage your data model
- create apps
- modify the user interface
- deploy new features to your users
Set Up Menu: Settings
Where you manage your company information and org security, like:
- add business hours
- change your locale
- view your org’s history
Setup Menu’s: Company Information
- At-a-glance view of your org
- Find your org ID
- See your licensing information
- Monitor important limits like data and file usage
Set Up Menu: Users
- Reset passwords
- Create new users and deactivate or freeze existing users
- View information about your users
Set Up Menu: Profiles
- Manage who can see what with user profiles
- Create custom profiles
View Setup Audit Trail
- See 6 months of change history in your org
- Find out who made changes and when
- Tool for troubleshooting org configuration issues
Set Up Menu: Log-in History
- See 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
What are the three main categories in the Setup menu?
- Administration
- Platform Tools
- Settings
What is an easy way to find what you’re looking for in the Setup menu?
Type the first few letters of what you’re looking for into the Quick Find box
What Is AppExchange?
a marketplace offering solutions, such as apps, components, and consulting services
After downloading an app from the app exchange:
- Install in a sandbox first
- Decide who to give app permissions to
Apps are installed using something called a ____________.
package
To find the installed package:
- From Setup, you search and select Installed Packages in the Quick Find box.
- Click the name of the package you installed.
- Click View Components to see more info
Salesforce Labs apps
- free apps from SF Labs
- they’re open source
- You can customize them as needed
- You can peek under the hood to see how they work
What must you do before adding new currencies to your company settings?
Activate the multi currency option for your org
Enabling Advanced Currency Management enables your org to:
Manage dated exchange rates
With multicurrency setup and currencies added to your company settings, users can:
select a personal currency
