SFDC Basics Flashcards
(66 cards)
Name 8 key core Salesforce Objects
Account Contact Opportunity Case Solution User Campaign Lead
Describe the Account Object
Accounts represent companies and individuals with whom business is done or is related to
Describe the Contact Object
Contacts are individuals associated with accounts
Describe the Lead Object
Leads are prospects that can be converted to accounts, contacts or opportunities
Describe the Campaign Object
Campaigns store information about marketing efforts
Describe the Campaign Member Object
Campaign members are individual contacts, leads or person accounts that are added to campaigns
Describe the Opportunity Object
Opportunities are used to store information about and track sales deals in progress
Describe the Product Object
Products are created in Salesforce to track products/services that are sold by a company
Describe the Pricebook Object
Pricebooks track the prices of products/services sold by a company
Describe the Quote Object
Used to model products, discounts, and quantities of products/services to customers
Describe the Order Object
Orders track customer requests for products/services
Describe the Asset Object
Specific products that customers have purchased in the past, including information about those products
Describe the Contract Object
The written terms between a company and a customer, which defines the terms of doing business.
Describe the Case Object
Cases are used to customer track issues. Can be created using web-to-case or email to case.
Describe the Solution Object
Detailed description of a customer issue and the resolution
Describe the Work Order Object
Tracks work to be performed for a particular customer
Describe the Work Order Line Item Object
steps or subtasks that must be complete
Describe the Task Object
Actions that need to be performed (calling a customer, sending an email or sending a quote)
Describe the Event Object
Object to track meetings w/customers, prospects or colleagues
Describe the User Object
A user record is created to identify a SF user
Describe the difference between Business Accounts and Person Accounts
Business Accounts - used for B2B, while Person Accounts can be created for individual customers
Person accounts are stored as an account and contact
How do Person Accounts differ from Business Accounts
Person accounts combine fields from account and fields from contacts into one record
Must be enabled by Salesforce support
Describe how Social Accounts work
Social Accounts allow linking accounts to Social networks and viewing activity/feeds
Describe how Merging Accounts works
Business accounts can be merged with other business accounts but not Person accounts and vice versa
