Trailhead Week 1 - Tuesday

Question 1

standard functionality

Answer 1

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

Question 2

database

Answer 2

giant spreadsheet

Question 3

app

Answer 3

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

Question 4

Objects

Answer 4

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

Question 5

Records

Answer 5

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

Question 6

org

Answer 6

Organization
- Specific occurrence in SF

Question 7

no-code development

Answer 7

developing without code

Question 8

programmatic development

Answer 8

developing with things like Lightning components

Question 9

data type indicates

Answer 9

what kind of information your field holds

Question 10

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

Answer 10

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

Question 11

Three use cases for Finance on the platform are:

Answer 11

1. Budget management
2. Contract management
3. Pricing

Question 12

Three use cases for Product:

Answer 12

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

Question 13

Three use cases for Supply Chain:

Answer 13

1. Procurement
2. Vendor management
3. Logistics

Question 14

Three use cases for Ops:

Answer 14

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

Question 15

Multitenancy (multi-tenant cloud)

Answer 15

A single instance of a software that serves multiple tenants

Question 16

trust

Answer 16

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

Question 17

Metadata

Answer 17

data about data

Question 18

multi-tenancy

Answer 18

sharing resources

Question 19

data about data

Answer 19

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

Question 20

____________ gives structure to your org

Answer 20

Metadata

Question 21

Application Programming Interface allows …

Answer 21

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

Question 22

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

Answer 22

… 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.

Question 23

The API gives Salesforce a huge amount of ____________

Answer 23

flexibility

Question 24

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

Answer 24

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

Question 25

The Salesforce API is:

Answer 25

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

Question 26

Metadata refers to:

Answer 26

Data about data

Question 27

Object Manager

Answer 27

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

Question 27

API

Answer 27

Application Programming Interface

Question 28

Setup Menu

Answer 28

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

Question 29

Main Window

Answer 29

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

Question 30

Setup Menu: Administration

Answer 30

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

Question 31

Set Up Menu: Platform Tools

Answer 31

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

Question 32

Set Up Menu: Settings

Answer 32

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

Question 33

Setup Menu's: Company Information

Answer 33

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

Question 34

Set Up Menu: Users

Answer 34

- Reset passwords - Create new users and deactivate or freeze existing users - View information about your users

Question 35

Set Up Menu: Profiles

Answer 35

- Manage who can see what with user profiles - Create custom profiles

Question 36

View Setup Audit Trail

Answer 36

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

Question 37

Set Up Menu: Log-in History

Answer 37

- 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

Question 38

What are the three main categories in the Setup menu?

Answer 38

1. Administration 2. Platform Tools 3. Settings

Question 39

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

Answer 39

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

Question 40

What Is AppExchange?

Answer 40

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

Question 41

After downloading an app from the app exchange:

Answer 41

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

Question 42

Apps are installed using something called a ____________.

Answer 42

package

Question 43

To find the installed package:

Answer 43

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

Question 44

Salesforce Labs apps

Answer 44

- 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

Question 45

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

Answer 45

Activate the multi currency option for your org

Question 46

Enabling Advanced Currency Management enables your org to:

Answer 46

Manage dated exchange rates

Question 47

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

Answer 47

select a personal currency