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Flashcards in User Setup & Login Deck (74):

Salesforce User Groups

Meet and engage with other Salesforce Users


Salesforce Success Community

Get Information, Help, Questions, Etc.

3 Created By/For

-Co-founded by Mark Benioff as a CRM Solution delivered entirely over the Internet (Saas) but it evolved into much more than just a CRM.


What are the two components of SF CRM?

Sales Cloud and Service Cloud


What are Custom Apps?

Apps you build.


What is the App Exchange?

Place where you can obtain Apps, developed by others, that are able to integrate with Salesforce.


What is Chatter?

Tool that allows you to post, share information and documents, @mention and #hashtag content, create groups and follow features.


What is Universal Search?

Searches ALL of Salesforce and returns ALL records that meet the search criteria.


What other features does Salesforce offer?

Email Integration


What is a Page Layout?

The content and content placement displayed on the page.


Is Salesforce Security scale-able?

Yes, scale-able for complexity!


What are the different Development components of Salesforce?

Change Sets IDE


What is Cloud Computing?

Service or Software that is consumed via the Internet.


What is, "Software as a Service (SaaS)"?

Software with a licensing and delivery model that is subscription based and centrally hosted (cloud).


What is, "Multi-Tenancy" software?

Software/application that everyone shares but that can be customized for specific needs. Just like a Business Office that shares resources such as security but each individual office/department is customized.


What is a Field in Salesforce?

A field is one data point within an Object...e.g. the "First Name" on the Lead Object.


What is a Record in Salesforce?

A Record is a row of Field data within an Object...e.g. the Lead, "John Smith".


What is an Object in Salesforce?

An Object is comprised of its Field definitions and Records.


What is an Object in Salesforce?

An Object is comprised of its Field definitions and Records.


What is a Tab in Salesforce?

A Tab is used to expose an Object and it's data to the user through the Web interface. There are different types of Tabs.


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


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 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 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. 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.


What are Answers in Salesforce?

Answers allows users to ask questions which can be answered by other users. Can be used in conjunction with customer portals.


What are Ideas in Salesforce?

Allows users to create and vote on ideas. Ideal for capturing product improvement ideas and can be used in conjunction with a customer portal.


What are Activities in Salesforce?

Activities in Salesforce are split into Tasks and Events.


What is a Task in Salesforce?

Tasks are Phone Calls, Emails and other follow-up items. There is an associated date and an optional reminder and will appear in open activities until completed and then will appear in Activity history.


What is an Event in Salesforce?

Events are scheduled appointments with a defined start and end time.


What are Documents in Salesforce?

Documents are files that are uploaded into Salesforce . The Documents Tab is the legacy method of storing files, however Chatter Files and Salesforce Content are generally more commonly used for storage and distribution of documents.


What is a User in Salesforce?

A User record represents an individual, of any role (employee, customer, partner) that login to Salesforce.


What is

Product offering by Salesforce that allows users to create Websites with dynamic content driven from data within their Salesforce org.


What is Content in Salesforce?

Content is a method to upload and distribute documents and files in Salesforce.


What is Content Libraries in Salesforce?

Content Libraries are used to segment and secure access to Content.


Explain the importance of Salesforce user records.

An active user record is required to login to Salesforce. Records can only be assigned to an active user or a queue.


Explain the difference between deactivating and freezing a user account.

Freezing a user account will temporarily prevent a user from logging in (e.g. during a maintenance window, or if configuration prevents user deactivation), while deactivation of a user completely revokes access.

User records cannot be deleted.


What are Queues in Salesforce?

Queues are used for a variety of purposes. Each queue can include multiple users, and is assigned to one or more objects. Members of the queue can then take ownership of a queue's records.

For instance, leads generated from the company's website are routed to a lead queue "Inside Sales". Members of the inside sales team then take ownership of leads owned by the queue as they have availability to call additional leads.


Explain the difference between user and feature licenses.

Every user must be assigned one (and only one) user license. This is their primary license.

Users can also optionally be assigned one or more feature licenses.


What is a User License in Salesforce?

A user license determines the baseline of features that the user can access. Every user must have exactly one user license. You assign user permissions for data access through a profile and optionally one or more permission sets.


What is is a platform as a service (PaaS) that allows developers to create multitenant (single instance of software runs on a server and serves multiple tenants) add-on applications that integrate into the main application. applications are hosted on's infrastructure.


What types of licenses does Salesforce Offer?

Standard User Licenses
Chatter User Licenses
Communities User Licenses
Service Cloud Portal User Licenses
Sites and User Licenses
Authenticated Website User Licenses


What are Feature licenses in Salesforce?

A feature license entitles a user to access an additional feature that is not included with his or her user license, such as Marketing or Users can be assigned any number of feature licenses.


What is the Translation Workbench in Salesforce?

The Tranlsation Workbench lets you specify languages you want to translate, assign translators to languages, create translations for customizations you’ve made to your Salesforce organization, and override labels and translations from managed packages. Everything from custom picklist values to custom fields can be translated so your global users can use all of Salesforce in their language.


Describe the capabilities of Salesforce to manage multiple currencies.

By default, Salesforce supports one currency within an org.

Multiple currencies can be enabled by feature request, and allows for static conversion rates between currencies. As of the Winter 15 release, the "Allow Support to Activate Multiple Currencies" checkbox is exposed under setup (Company Profile --> Company Information); however, you must still raise a case with Salesforce to enable the feature after checking this box in setup.

Once multiple currencies is enabled, advanced currency management allows for dated exchange rates (e.g. use the exchange rate at the opportunity's close date instead of a static rate).


What is Computer Activation and under what conditions does it occur?

Computer activation is designed to prevent unauthorized access to, particularly in the event of a hijacked username and password. Computer activation is required when all of the following conditions are false:
1. The user is logging in from within a Trusted IP range.
2. A browser cookie indicating a prior login is present.


What is SMS Based Identity Confirmation?

The ability to perform identity confirmation via SMS (text message) or via email. SMS provides an additional layer of security in case email credentials are compromised.

Provides users the possibility to receive a 5-digit verification code by SMS when they are challenged to authenticate a new IP address or a new device/browser from where they are logging in.


What is Two Factor Authentication?

Two factor authentication refers to requiring two independent mechanisms to successfully authenticate.


How do you Monitor and Revoke activations in Salesforce?

To monitor and revoke activations, navigate to Setup --> Security Controls --> Activations.


How do most users verify their identity in Salesforce?

The most common way users verify their identity is through a username/password combined with a randomly generated number (similar to computer activation - however, the randomly generated number may be generated by another system or device, and is required for every authentication).


Where do you enable the ability, "Administrators Can Log in as Any User"?

Login Access Policies section in Setup.


Where do you grant/revoke account login access to other users (e.g. Admin or Support)?

Under User's Personal Information


What is Control Login Access?

Controls whether users are prompted to grant account access to Salesforce admins and whether users can grant access to Publishers.


What is, "Enable secure and persistent browser caching to improve performance:?

Enables secure data caching in the browser to improve page reload performance by avoiding extra round trips to the server. This setting is selected by default for all orgs. We don’t recommend disabling this setting, but if your company’s policy doesn’t allow browser caching even if the data is encrypted, you can disable it.


Describe the capabilities of Salesforce Adoption Manager.

Salesforce Adoption Manager (Setup --> Manage Users --> Adoption Manager) is a feature introduced in Spring '15 that sends customized notifications to users based on how they use Salesforce in order to drive more robust user adoption.