Salesforce Flashcards ionicons-v5-c

Salesforce is the most effective Customer Relationship Management (CRM) product that is delivered to subscribers as cost effective software-as-a-service (SaaS)

What is Salesforce?

SaaS is subscription-based, so clients can choose not to renew and discontinue using the program at any time without penalty other than not being able to use Salesforce. SaaS is intended to help users avoid heavy initial startup fees and investments. SaaS applications use a simple Internet interface supported by easy integration.

How is SaaS beneficial to Salesforce?

What is a custom object in Salesforce?

Once the custom object is defined, the subscriber can perform the following tasks: create custom fields, relate the custom object to other records, track events and tasks, build page layouts, create a custom tab for the custom object, analyze custom object data, create dashboards and reports, and share custom tabs, custom apps, custom objects, and various other related components. None of these tasks can be accomplished until the custom object has definition

What does a custom object permit the user to do?

A Self-Relationship is a lookup relationship to the same object. It is this premise that allows users to take the object "Merchandise" and create relationships with other objects.

What is a Self-Relationship?

Data loss in Salesforce can be caused by a number of reasons, including:- Changing data and date-time- Migrating to percent, number, and currency from other data types- Changing from multi-select picklist, checkbox, auto number to other types- Altering to multi-select picklist from any type except picklist- Changing to auto-number except from text- Changing from text-area to e-mail, phone, URL, and text

What can cause data loss in Salesforce?

What is the Object Relationship Overview?

Salesforce is a tracking program that records a number of helpful basic details, such as:Number of customers served dailyDaily sales volumeDetailed reports from Sales ManagerSales figures by month or quarterMost importantly, Salesforce tracks and reports repeat customer activity, which is the key to any sales organization.

How does Salesforce track sales?

Salesforce recognizes two relationship types: Master-detail relationships and Lookup relationships

How many types of relationships are offered by Salesforce.com?

Trigger is the code that is executed before or after the record is updated or inserted.

What is the trigger?

Workflow is an automated process that fires an action based upon evaluation criteria and rule criteria. As described above, Trigger is the code that is executed on or after the record is updated or inserted.

What is the difference between Trigger and Workflow?

With Salesforce's static resource, subscribers can upload zip files, images, jar files, JavaScript, and CSS files that can be referred in a Visualforce page. The optimum size of static resources in Salesforce is 250 MB.

What is static resource in Salesforce?

Force.com is Platform-as-a-Service (PaaS), while Salesforce.com is Software-as-a-Service (SaaS)

What is the difference between Force.com and Salesforce.com?

Salesforce users can see their limit form setup easily by simply clicking data.com administration/Users. From the data.com users section, the users can see their monthly limit and exactly how many records are exported during the month

Is there a limit for data.com records?

The three types of object relations in Salesforce are:- One-to-many- Many-to-many- Master-detailThe relation types are quite logical once the user becomes familiar with the software program.

What are the three types of object relations in Salesforce?

The different types of reports in Salesforce are:- Tabular report that displays the grand total in table form - Matrix report where grouping is based upon both rows and columns- Summary reports that are detailed reports in which the grouping is based on columns.- Joined report which allows two or more reports to be joined in a single report

What are the different types of reports available in Salesforce?

In Salesforce, it is not possible to schedule a dynamic dashboard

Is it possible to schedule a dynamic dashboard in Salesforce?

What is the junction object and what purpose does it serve?

The Audit Trail function in Salesforce is useful for gaining information or for tracking all the recent setup changes that the administration has done in the organization. The audit trail can preserve data for up to six months

What is an Audit Trail?

In Salesforce, the dashboard is a pictorial representation of the report. 20 reports can be added to a single dashboard

Explain the Salesforce dashboard?

SOQL is Salesforce Object Query Language and SOSL is Salesforce Object Search Language. If you are sensing that Salesforce is a culture unto itself, you are correct!

What is the difference between SOQL and SOSL?

A Wrapper Class is a class whose instances are a collection of other objects and is used to display different objects on a Visualforce page in the same table.

What is a Wrapper Class?

The sharing rules are applied when a user wishes to allow access to other users.

What is the sharing rule?