Standard Objects Flashcards
What are Standard Components in Salesforce?
Components INCLUDED with Salesforce.
What are Custom Components in Salesforce?
Components ADDED by a SF Administrator.
Some Examples of Standard Apps:
App Launcher Service Community Content Marketing Sales Chatter Site.com
What is a Lead in Salesforce?
An unqualified Prospect.
What is an Account in Salesforce?
An organization that is a Qualified Potential Customers, an Existing Customer, a Competitor, etc.
Accounts are configured for B2B Relationships.
1 Account = 1 Organization
What is a Person Account in Salesforce?
A B2C (Business to Consumer) Record. 1 Person Account = 1 Person
What is a Contact in Salesforce?
Demographic information of people that are linked to accounts. If a Contact is NOT linked to an account than it is a Private Contact that is view-able only by the contact owner and the SF Admin.
One Contact = One Person
What is Data.com in Salesforce?
A repository of Crowd Sourced and Dunn & Bradstreet Contact and Account information that can be used to source new Leads and to Clean Up/Update existing data.
What is Data.com in Salesforce?
A repository of Crowd Sourced and Dunn & Bradstreet Contact and Account information that can be used to source new Leads and to Clean Up/Update existing data.
What are Cases in Salesforce?
Cases are used to track support issues.
1 Case = 1 Support Issue
What is Email-to-Case?
Email-to-Case allows customers to email a generic address (e.g. sfsupport@davita.com) to automatically generate a case.
What is Web-to-Case?
Web-to-Case allows customers to submit support requests via a Web form.
What are Solutions in Salesforce?
Used to document and communicate common resolutions to cases to be “reused” by others.
What is an Opportunity in Salesforce?
Typically represents either a: 1. Completed Sale 2. Lost Potential Sale 3. Potential for a Future Sale Opp Data is Referenced in Forecasting
What are Products in Salesforce?
Used to store information about the goods or services that your organization sells (e.g. Name, Code, Sale Price).
What are Opportunity Products in Salesforce?
Represents the products sold as line items within an Opportunity (e.g. 2 Widgets for $5K Each).
What are Price Books in Salesforce?
Pricebooks are used to establish different pricing structures for Products. For example, high volume customers may receive a discounted price for many or all products versus the regular price for a small-volume customer.
What is a Quote in Salseforce?
A Quote can synchronize product data from its related Opportunity record and can be generated in a PDF format for electronic delivery.
What are Assets in Salesforce?
Assets represent the products associated with an Account and can be referenced for Support issues. For example, if a customer purchases a generator, that item would be listed as an Asset in the Account Record as well as on the Opportunity record when a new Opportunity for the same customer is born. Additionally it is used for reference when a customer calls in for support with regard to the Asset.
What are Contracts in Salesforce?
Contracts are generally used to represent legal agreeements with an Account.
What are Campaigns in Salesforce?
Campaigns are used to track and measure marketing efforts. Leads, contacts and opportunities can be associated with campaigns. Data from Campaigns are used to measure Campaign statistics.
What are Forecasts in Salesforce?
Forecasts are used to project revenue and track sales quotas.
What are Reports in Salesforce?
Reports are used to display, summarize an chart record data.
What are Dashboards in Salesforce?
Dashboards are used to visually represent multiple reports on a single page. Comprised of many components, each component is typically a visual representation (chart) of report data.
