Definitions
Field Level Security
Controls whether a user can see edit or delete different fields in a record
Allows stakeholders to keep their deals, cases and opportunities private and away from others that do not have a need to see the information.
What is an Salesforce Security Permissions
In this environment you have your dedicated space yet share internal resources with other tenants within the building of your org aka salesforce ecosystem
What is a multi-tenant environment?
This connects all information about the customer in an easy to access system. A way of connecting all the products Salesforce have to create one holistic view of the customer journey and experience.
What is Salesforce Customer 360?
Product to Connect the Patient Journey for Healthcare
Providers. It is a patient centric model for the healthcare industry that is more secure. It keeps up with appts, follow ups, prescriptions and makes it easier to remain HIPPA compliant.
What is Health cloud?
These are real world scenarios with questions and playground challenges for specific learning objectives.
What are Superbadges?
A testing environment typically copied from your production org. New changes should be developed here first and promoted into
production.
What is Sandbox?
Picklist values that are dependent on another field selection
Dependent Picklist
The most fundamental cloud that connects leads and opportunities. Provides info about the deals that are being sold within your org. It contains every step of the sales path and enable Sales Teams to manage customer data and sell effectively.
What the Salesforce sales Cloud?
No-coding, point and click development features throughout Salesforce
What is declarative programming?
FLOW
An automation configuration saved in Salesforce with the structure of a flowchart
A visual representation of multiple reports in one place for quick insights.
Dashboard
Standardized picklist -reused across & values shared across multiple objects
Globel Picklist
The second most common cloud, biggest focus is on customer service and success. Deals with use cases, accounts and contacts. For ex. an email can turn into a case that is automated via phone, email or web chat. There are some automations for case resolution within this cloud.
What is the Salesforce Service Cloud?
Automotive reports updates based on time and date criteria
Dynamic Reports
Product that does enterprise-level analytics on
your customer data. It is a part of Salesforce 360 that uses all the orgs data to come to AI conclusions that are better and faster solutions.
What is Einstein Analytics?
The starting point for viewing, editing, and entering information for a particular object.
What is a Tab
A way to submit a record to a manager for approval → example submit a discount code for your customer, by sending it to your manager for them to approve.
What are Approval Processes?
A child parent relationship where one record ( child ) in dependent on the other ( parent )
Master detail Relationship
Who is a Schema Builder?
A tool that allows visualization and edits to the data model... A simple graphical interface for visualizing and editing that data model of your org
Security settings for limiting who can view and edit reports and dashboards.
Managing folder Permissions & sharing
A tool that lets admins access object management settings for both standards and custom objects
What the Object Manager?
More granular version of profiles that allows administrators to grant access to users on an individual basis.
What is a Permission Set?
Product for building secure websites, portals, and
apps with connected data quickly. It lets you create a social platform for customers to engage with your brand → it creates a site and content
backend that is operated by Salesforce. It has a community portal for members to login.
What is the Salesforce Experiences cloud?
Used for different business processes, picklist values, and page layouts for different users based on profile
What are Record Types?