Salesforce Flashcards
Salesforce
Customer Success Platform
Products and features to support your needs
Product and features available out-of -the-box are called standard functionalty
Sell to prospects and customers
Lead and Opportunities
Help customer after the sale
Cases and Communities to engage with customers
Work on the go
Salesforce1 mobile App
Collaborate
Chatter and Communities
Market to your audience
ExactTarget Marketing Clud
Customize
Clicks and Codes
Manage Internal Project Request
Custom Objects
Add custom fields to capture important data
custom fields for standard and custom objects
automatic email alerts
Processes with email alert actions
custom internal apps
lighting components and lightning app builder for cresting an employee app
custom customer facing app
Heroku for creating a customer -facing app
Term - Record
An item you are tracking in your database; if your data is like a spreadsheet, then a record is a row on the spreadsheet
Term - Field
A place where you store a value, like a name or addressl using our spreadsheet example, a field you be a column on the spreadsheet
Term - Object
A table in the datatbase; in that spreadsheet example, an object is a tab on the spreadsheet
Term - Org
Short for "organization," the place where all your data, configuration, and customization lives. You and your users log in to access it. You might all hear this called "your instance of Salesforce"
Force.com
The suite of configuration tools and programming languages and APIs native to Salesforce, including Apex and Visualforce
App
A set of fields, objects, permissions and functionality to support a business process.
First rule of Salesforce
with clicks or code, you're using the platform.
...
Cusomize the user interface to meet the needs of your sales team with point-and-click tools
Point - and - click tool
create custom field for preferred phone number, and add a new section on the page layout just for phone numbers and your new custom field
Declarative
point-and-click functionalityconfigure and customize Salesforce without writing code.
Programmatic
code-driven functionality in Salesforcecustomize Salesfrce using programmatic tools like Apex, Visualforce, and Lightning and standard web technologies like JavaScript, CSS and more
Declarative types
User Interface, Lightning process builder, schema builder, reports and dashboards
User interface
create forms and page layouts using drap and drop tools in the page layout editor
Lightning process builder
create rules that take time-dependent actions and automate multi-step processes using Workflows. Automate the processes your organization uses to approve Salesfore records using approvals
Schema Builder
Customize objects and create relationship between them using drag-and-drop tool in Schema builder
Reports and Dashboards
Present data quickly and comprehensively using report builder. Show data from source reports as visual components using dashboards.
Programmatic types
Apex, Visualforce, SOQL, Lightning components
Apex
Develop with an object-oriented, Java-like programming language that's optimized and tuned for accessing Salesforce database objects
Visualforce
Define user interface compnents and construct visual elements using markup language similar to HTML, thus allowing the user to interact with and modify data from the database
SOQL
Look at a specific set of data, like all contacts in a geographic region, using Force.com's object database query language, smilar in syntax to SQL. SOQL is used in many of the Salesforce APIs.
Lightning Components
Develop dynamic web apps for mobile and desktop devices, using a modern, component-based UI framework
Golden Rule
try to build with clicks before going to code. Code - meant to give you more granular control of customization when clicks aren't enough