Salesforce Products
This Salesforce product is used to manage and track sales opportunities, helping businesses streamline their sales processes from lead generation to closing deals.
What is Sales Cloud.
This is used to capture user input or values and store them for use later in the flow.
What is a Variable
This feature in Salesforce allows users to quickly find specific records like accounts, contacts, and opportunities.
What is the global search.
This is the report format that provides the simplest structure, showing data as a list of records without any grouping or summaries.
What is a Tabular Report
This tool enables users to create shortcuts to frequently used pages or records, allowing you to quickly access them with a click.
What is the Features Bar.
This Salesforce product is designed to manage customer service and support interactions, helping teams resolve issues faster and track customer cases.
What is Service Cloud.
This type of Flow allows flows to run in the background automatically based on certain triggers, without requiring any user input.
What is Autolaunched Flow
It’s best practice to always ensure this is controlled in Salesforce to prevent unauthorized access to sensitive information.
What is User permissions or Security Settings.
This is a report type that shows records from multiple related objects, like Accounts and Opportunities, in one unified report.
What is a Joined Report
This feature provides a streamlined view of key data and tasks in a single page, helping users access critical information without having to navigate away from their current page.
What is the Salesforce Console.
This product helps B2C businesses automate and track marketing campaigns, social media engagements, and customer journeys.
What is Marketing Cloud Engagement.
This feature allows you to test your flows before deploying them to ensure they work as expected.
What is Flow Debugging
This is the tool used in Salesforce to create and manage custom applications without the need for programming, utilizing a point-and-click interface.
What is App Builder.
This feature allows you to capture the data from a report at a specific point in time and save it as a record, enabling you to track changes over time in your reports.
What is a Report Snapshot.
This feature helps users by enabling them to take immediate actions on records like creating new cases, updating opportunities, or sending emails directly from the record page.
What are Quick Actions.
This Salesforce product helps you track and manage fundraising efforts, donations, and volunteer activities.
What is Nonprofit Cloud.
This flow feature allows you to provide users with predefined options, such as checkboxes, picklists, or radio buttons, in a screen element.
What is a choice set.
This feature in Salesforce allows users to create specific access controls for individual records or data to ensure that only authorized users can view or edit them.
What are Sharing Rules.
This is the action that allows you to organize, summarize, and analyze data in reports using fields like sum, average, or count.
What is Group By.
This feature allows users to automate repetitive tasks, such as sending emails, creating tasks, and updating records, with a single click, improving efficiency in case management and service operations.
What is a Macro.
This Salesforce tool connects third-party applications and services to Salesforce, allowing businesses to automate data exchanges between systems.
What is MuleSoft.
This action in a flow is used to invoke a process or another flow, allowing you to reuse logic across multiple flows.
What is a Subflow
This is a visual representation of business processes in Salesforce, allowing teams to track and monitor their workflows and sales pipeline stages.
What is a Path.
This type of report is used to compare values across multiple data sets, such as revenue from different regions over time.
What is Matrix Report.
This feature allows users to navigate records via a trail, showing the hierarchy of pages and making it easy to go back to previous levels.
What is Breadcrumb Navigation.