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Salesforce Virtual Bootcamp 2023 > Trailhead Week 1 - Tuesday > Flashcards

Trailhead Week 1 - Tuesday Flashcards

1
Q

standard functionality

A

out-of-the-box products and features that you can use to run your business

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2
Q

database

A

giant spreadsheet

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3
Q

app

A

a set of objects, fields, and other functionality that supports a business process

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4
Q

Objects

A

tables in the Salesforce database that store a particular kind of information

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5
Q

Records

A

rows in object database tables
(ex) address, phone #

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6
Q

org

A

Organization
- Specific occurrence in SF

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7
Q

no-code development

A

developing without code

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8
Q

programmatic development

A

developing with things like Lightning components

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9
Q

data type indicates

A

what kind of information your field holds

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10
Q

When identifying processes to bring into Salesforce, look for: (4)

A
  1. email driven processes
  2. manual processes with numerous steps
  3. teams using spreadsheets
  4. documents shared on local directories
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11
Q

Three use cases for Finance on the platform are:

A
  1. Budget management
  2. Contract management
  3. Pricing
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12
Q

Three use cases for Product:

A
  1. Warranty management
  2. Preproduction testing
  3. Product ideas and innovation
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13
Q

Three use cases for Supply Chain:

A
  1. Procurement
  2. Vendor management
  3. Logistics
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14
Q

Three use cases for Ops:

A
  1. Asset and facilities management
  2. Merger and acquisition enablement
  3. Business agility
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15
Q

Multitenancy (multi-tenant cloud)

A

A single instance of a software that serves multiple tenants

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16
Q

trust

A
  • Keep your sensitive data in your org
  • Build functionality vital to success
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17
Q

Metadata

A

data about data

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18
Q

multi-tenancy

A

sharing resources

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19
Q

data about data

A

the shells that hold the content related to any information you want to collect in your Salesforce org

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20
Q

____________ gives structure to your org

A

Metadata

21
Q

Application Programming Interface allows …

A

different pieces of software to connect to each other and exchange information.

22
Q

API example – When you add a custom object or field, the platform …

A

… 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.

23
Q

The API gives Salesforce a huge amount of ____________

A

flexibility

24
Q

Our trusted, multitenant cloud means you get: (3)

A
  1. The benefits of the same core set of features for all customers
  2. Upgrades 3x a year
  3. No software to install
25
Q

The Salesforce API is:

A

Like a contract between two pieces of software, allowing them to connect and exchange information.

26
Q

Metadata refers to:

A

Data about data

27
Q

Object Manager

A

where you can view and customize standard and custom objects in your org.

27
Q

API

A

Application
Programming
Interface

28
Q

Setup Menu

A

The menu gives you quick links to a collection of pages that let you do everything from:
- managing your users (to) modifying security settings.

29
Q

Main Window

A

where you can see whatever it is you’re trying to work on.

30
Q

Setup Menu: Administration

A

manage your users and data, like:
- add users
- change permissions
- import and - export data
- create email templates

31
Q

Set Up Menu: Platform Tools

A

Customization:
- view and manage your data model
- create apps
- modify the user interface
- deploy new features to your users

32
Q

Set Up Menu: Settings

A

Where you manage your company information and org security, like:
- add business hours
- change your locale
- view your org’s history

33
Q

Setup Menu’s: Company Information

A
  • At-a-glance view of your org
  • Find your org ID
  • See your licensing information
  • Monitor important limits like data and file usage
34
Q

Set Up Menu: Users

A
  • Reset passwords
  • Create new users and deactivate or freeze existing users
  • View information about your users
35
Q

Set Up Menu: Profiles

A
  • Manage who can see what with user profiles
  • Create custom profiles
36
Q

View Setup Audit Trail

A
  • See 6 months of change history in your org
  • Find out who made changes and when
  • Tool for troubleshooting org configuration issues
37
Q

Set Up Menu: Log-in History

A
  • 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
38
Q

What are the three main categories in the Setup menu?

A
  1. Administration
  2. Platform Tools
  3. Settings
39
Q

What is an easy way to find what you’re looking for in the Setup menu?

A

Type the first few letters of what you’re looking for into the Quick Find box

40
Q

What Is AppExchange?

A

a marketplace offering solutions, such as apps, components, and consulting services

41
Q

After downloading an app from the app exchange:

A
  1. Install in a sandbox first
  2. Decide who to give app permissions to
42
Q

Apps are installed using something called a ____________.

A

package

43
Q

To find the installed package:

A
  1. From Setup, you search and select Installed Packages in the Quick Find box.
  2. Click the name of the package you installed.
  3. Click View Components to see more info
44
Q

Salesforce Labs apps

A
  • 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
45
Q

What must you do before adding new currencies to your company settings?

A

Activate the multi currency option for your org

46
Q

Enabling Advanced Currency Management enables your org to:

A

Manage dated exchange rates

47
Q

With multicurrency setup and currencies added to your company settings, users can:

A

select a personal currency

Salesforce Virtual Bootcamp 2023 (14 decks)

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