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Flashcards in User Setup & Login Deck (74)
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1

Salesforce User Groups

Meet and engage with other Salesforce Users

2

Salesforce Success Community

Get Information, Help, Questions, Etc.

3

Salesforce.com 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.

4

What are the two components of SF CRM?

Sales Cloud and Service Cloud

5

What are Custom Apps?

Apps you build.

6

What is the App Exchange?

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

7

What is Chatter?

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

8

What is Universal Search?

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

9

What other features does Salesforce offer?

Social
Mobile
Email Integration

10

What is a Page Layout?

The content and content placement displayed on the page.

11

Is Salesforce Security scale-able?

Yes, scale-able for complexity!

12

What are the different Development components of Salesforce?

Visualforce
Apex
API
Sites
Sandbox
Change Sets
Force.com IDE

13

What is Cloud Computing?

Service or Software that is consumed via the Internet.

14

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

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

15

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.

16

What is a Field in Salesforce?

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

17

What is a Record in Salesforce?

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

18

What is an Object in Salesforce?

An Object is comprised of its Field definitions and Records.

19

What is an Object in Salesforce?

An Object is comprised of its Field definitions and Records.

20

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.

21

What are Standard Components in Salesforce?

Components INCLUDED with Salesforce.

22

What are Custom Components in Salesforce?

Components ADDED by a SF Administrator.

23

Some Examples of Standard Apps:

App Launcher
Service
Community
Content
Marketing
Sales
Chatter
Site.com

24

What is a Lead in Salesforce?

An unqualified Prospect.

25

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

26

What is a Person Account in Salesforce?

A B2C (Business to Consumer) Record.
1 Person Account = 1 Person

27

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

28

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.

29

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.

30

What are Cases in Salesforce?

Cases are used to track support issues.
1 Case = 1 Support Issue