Salesforce Basics
This makes everyone more productive in every moment with a new and fast user experience.
These are used to associate one object to another.
This type of sharing is accomplished by clicking a button on the record.
This allows for the automation of business processes.
What is a Workflow Rule or Process Builder?
This is the initial phase of the DRIVE Methodology
These are the objects that you create and have complete authority to edit and modify.
These relationships are also called parent-child relationships.
This represents the default sharing settings on an object.
In a workflow this must be met before an action can happen.
What is the Criteria?
This is what COE stands for
What is Center of Excellence?
Accounts and Contacts are examples of these types of objects.
These types of relationships have no effect on deletion or security.
Having this means that you are automatically shared on any record that you own.
When an employee requests time off, that time has to be approved by the employee’s manager, this should be configured.
These are the 3 preferred project methodologies Acumen uses.
These are the fields created by the system at the time the object is created.
This field must contain a value on the child object when converting a lookup relationship to a MD relationship.
This is a way to share data “upwards” in an organization.
This tool allows you to easily automate business processes using a convenient graphical representation of your process as you build it .
This is the object that connects two objects in a many to many relationship.
These are the 5 ways you can share a record.
What are Record ownership, the role hierarchy, OWD, Sharing rules, manual sharing?
This action is queued to fire as soon the workflow criteria is met, however the action will not occur until it meets the time trigger.
What is "Delivery Roadmap for Insuring Value and Excellence"?