Trailhead
Explain what a "contact" is in Salesforce.
Contacts are the individuals associated with your accounts.
What is a Production Environment?
A production environment is where the Applications, Customer Data, records, workflow, products, and records, reside or live. Think of it as a final phase of production. This is the environment where the internal user gets to visualize data in different forms and, have a feel and experience, interact with the product and customer record.
What is a Sandbox Environment?
A sandbox is a testing environment that isolates untested code changes and outright experimentation from the production environment or repository in the context of App development, Workflow, and Automation.
Name the first Trailhead training that is listed in your department's Learning Trail.
Get Started with Trailhead
What does the acronym "NPSP" mean?
Nonprofit Success Pack
Why would you need to access the Salesforce Production Environment?
You need access to the production environment to do your job, such as interacting with your clients, creating reports, and visualizing different reports via the dashboard.
Where can you find a link to your department's Learning Trail?
SharePoint
Explain what a "form" is in Salesforce.
A flexible tool for Salesforce data entry and updates
How do you access the Salesforce Production Environment?
You access the production environment by going to the HFUSA URL “ https://homefreeusa.my.salesforce.com/ ” and logging in with your credentials, i.e., username and password, and in some cases, MFA.
Why would you need to access the Salesforce sandbox environment?
To try out needed things/modifications before deploying them to the production environment.
Where should you go to complete any required challenge in the Salesforce Learning Trails?
Playground
Explain what an "account" is in Salesforce.
An account is an organization, company, or consumer that you want to track—for example, a customer, partner, or competitor.
How do you access an application in the Salesforce Production Environment?
Each department will have its applications, which will reside in the production environment. You can access it by going to the app launcher, the nine dots, to see which app you need to perform a specific task at a given time.
What is a salesforce Object?
Salesforce object is a database table that allows you to store data in them, just like Excel spreadsheets.
In Trailhead, where can you search for answers or learn how to perform a specific function?
Trailhead is like a school for Salesforce; you can always search for specifics by using the search box right at the upper right-hand corner of the Trailhead page.
Explain what a "data field" versus a "record" is in Salesforce.
i. A part of an object that holds specific information, such as a text or currency value.
ii. While the record is a combination of data that describe a business or individual
As a Salesforce user, what do you understand by “Standard” and “custom.”
The word standard prefix anything in Salesforce that comes out of the box, i.e., anything that comes with the Salesforce org, e.g., standard objects, such as Account object, Contact object, or standard report, etc., while Custom prefixes anything that is built within the salesforce org, it could be anything, say, custom object, custom flow, custom field, custom report, etc.