Salesforce

Best practice is not to exceed _______ child records for a master-detail relationship

10,000

What is a business account?

A business account is a a company which you have previously sold to

Case Management

A case is a customizable record in Salesforce that tracks and describes a customer issue, complaint, request. All unifying information about a customer is stored on a case, including account, contact, product, and history data so that anyone on your service team can jump in to help

A Lightning Page is:

A custom layout for creating pages in Salesforce

Lookup relationship

A lookup relationship essentially links two objects together so that you can "look up" one object from the related items on another object. And a look-up relationship can be one-to-one or one-to-many

What is an example of many-to-many relationships which use master-detail relationships?

A many-to-many relationship allows each record of one object to be linked to multiple records from another object and vice versa. For example, you create a custom object called Bug that relates to the standard case object such that a bug could be related to multiple cases and a case could also be related to multiple bugs.

What is a permission set?

A permission set is a collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users' functional access without changing their profiles.

what is a profile?

A profile is a collection of settings and permissions. Profile settings determine which data the user can see, and permissions determine what the user can do with that data.

To close a deal, you need support from a solution engineer. What split type do you use to assign credit for the solution engineer?

A revenue split of 100% for you and an overlay split of 50% for your solution engineer

What is the purpose of a sales process map?

A sales process maps out the stages an opportunity follows through its sales cycle, affecting what's available to view in a sales path. Within a specific sales process, you can easily add and remove stages.

App

A set of objects, fields, and other functionality that supports a business process

Hierarchical

A special lookup relationship available for only the user object. It lets users use a lookup field to associate one user with another that does not directly or indirectly refer to itself. For example, you can create a custom hierarchical relationship field to store each user's direct manager.

Organization-Wide Sharing Defaults: Controlled by Parent

A user can perform an action (such as view, edit, or delete) on a contact based on whether he or she can perform that same action on the record associated with it.

What is a user?

A user is anyone who logs into salesforce

User: User Licenses

A user license determines which features the user can access in Salesforce.

What are accounts?

Accounts are companies that you're doing business with

The second stage in the setup process for Service Cloud is to: A.Add all case management features. B.Add channels so that your team can respond to customers. C.Set up queues, escalation rules, and auto-response rules. D.Set up a knowledge base or artificial intelligence features. Check the Quiz to Earn 100 Points

Add channels so that your team can respond to customers.

What are the three categories in the setup menu?

Administration, Platform Tools, Settings

What can you build with the Lightning Components framework? A. A standalone app. B. Components for the Salesforce1 app. C. Custom components that override and extend the Salesforce1 app. D. All of the above.

All of the above

Web-to-Case: A.Generates HTML to send to your web developer. B.Lets customers submit cases to your team from a website form. C.Supports case fields you choose. D.Can generate up to 5000 cases a day. E.All of the above.

All of the above.

Organization-Wide Sharing Defaults: Public Read Only

All users can view and report on records but not edit them. Only the owner, and users above that role in the hierarchy, can edit those records.

Organization-Wide Sharing Defaults: Public Read/Write

All users can view, edit, and report on all records.

Channels & Digital Engagement

Allows agents to respond to cases regardless if they arrived by email, phone call, web chat, social media, or text message

User: Alias

An alias is a short name to identify the user on list pages, reports, or other places where their entire name doesn't fit. By default, the alias is the first letter of the user's first name and the first four letters of their last name.

What Is a Lightning App?

An app is a collection of items that work together to serve a particular function. In Lightning Experience, Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar.

What is the Service Cloud? A.An easy-to-use customer service application B.A customer service application for Lightning C.A console available on the Salesforce platform D.A feed to track customers in Lightning

An easy-to-use customer service application

External lookup

An external lookup relationship links a child standard, custom, or external object to a parent external object.

Indirect lookup

An indirect lookup relationship links a child external object to a parent standard or custom object.

Self-Service Help Centers: A.Improve response times with live chat. B.Help agents log call details. C.Support in-app assistance on mobile devices. D.Are self-service web experiences for your customers.

Are self-service web experiences for your customers

How many campaign member statuses can count as a member response?

As many as you need

Data Access: Organization

At the highest level, you can secure access to your organization by maintaining a list of authorized users, setting password policies, and limiting login access to certain hours and certain locations.

What is the general setup process for the Service Cloud?

Automate case management, Add multiple channels, Capture knowledge, Expand efficiencies with AI

Case Management Tools - Assignment Rules

Automatically assign incoming cases to specific agents so that the right people work on the right cases.

Case Management Tools - Escalation Rules

Automatically escalate cases to the right people when the cases aren't solved by a certain time

Case Management Tools - Queues

Automatically prioritize your support team's workload by creating lists from which specific agents can jump in to solve certain types of cases.

Case Management Tools - Auto-response Rules

Automatically send personalized email responses to customers based on each case's details

Record Types Control:

Business Processes, Page Layouts, picklist Values

How does customizing Salesforce encourage users to adopt it?

By coordinating your company's sales processes with Salesforce features, By ensuring your users have the solid date they need most, By adding familiar terminology that your users already know

Roll-up summary fields

Calculate values from a set of related records

You have a dozen open opportunities from different companies, but when you check the Kanban view of your All Open Opportunities list, you only see opportunities for one account. What should you do

Check the filter panel to see if records are being filtered out

If you set the lookup field to be optional then ...

Clear the value of this field, Don't allow deletion of the lookup record that's part of a lookup relationship, Delete this record also

To get to Lightning Service Setup: A.Click the Setup icon. B.Click App Manager in Setup. C.Click the gear icon, then Service Setup. D.Click Edit next to Lightning Service.

Click the gear icon, then Service Setup.

Fields

Columns in object database tables. Both standard and custom objects have fields.

Compact Layout-

Compact layouts help make your team more productive by presenting them with the key record information so they can easily manage their work. For example, show phone numbers and regions on an account. Or, show stages, amounts, and ownership fields on an opportunity. With compact layouts, you can highlight whatever your users need to see at a glance when they look at a record.

Chatter

Connect, engage, and motivate your reps to work efficiently across your company regardless of role or location. This internal corporate social network makes it easier for employees to collaborate on sales opportunities, service cases, campaigns, and projects with embedded apps and custom actions

Related tab

Contains related lists, which are lists of other records that are associated with the record you're viewing. For example, an account can have related products, contacts, opportunities, and other custom records. Related lists make it easy to find and manage related information.

What are contracts?

Contracts are the people who work for the business you are doing accounts with

What are some common types of roll-up summary field?

Count, Sum, min, max

Lightning Page Types: Home Page

Create Home pages with features relevant to specific types of users, and assign the customized pages to different apps or app-and-user-profile combinations. Custom Home pages are supported in Lightning Experience only.

How do share records work?

Criteria-based sharing rules determine what records to share based on field values other than ownership.

Metadata refers to

Data about data

When you're getting started with AppExchange, a best practice is to:

Develop a plan, including budget, timing and key department use cases

Programmatic development

Developing with code

Declarative development

Developing without code

User: Usernames

Each user has both a username and an email address. The username must be formatted like an email address and must be unique across all Salesforce organizations. It can be the user's email address, so long as it is unique.

Microsoft Integration

Eliminate redundancy when reps sync contacts, events, and tasks between Microsoft email and Salesforce

How do you create a campaign hierarchy?

Enter a campaign name in the Parent Campaign field on a campaign record

What are the types of lookups?

External lookup, indirect lookup, hierarchical

Knowledge Base

Find, share and store articles or answers related to cases to speed up service

How do detail and subdetails records inherit security settings and permissions?

From the master record. You can't set permissions on the detail record independently.

Home

Get access to meaningful content on the home page, which you control.

Prospecting - Sales Path

Get sale reps to adopt your company's sales processes for working leads and opportunities. Take the guesswork out of what's important to qualify leads and win deals

What are some of the benefits of the Service setup?

Guided setup flows, Service metrics, Recommended setup, setup tree

Prospecting - Opportunity teams

Helps reps work together more efficiently when you assign specific sales teams to individual opportunities. Team roles show who's who on the team and help the team coordinate to sell more. The opportunity owner can grant team members special access to records related to the opportunity

How can you tell if a lead is involved in any marketing campaigns?

If they are listed in the Campaign History

Why would you use a person account?

If you're doing business with a single person, like a solo contractor or an individual consumer, you use a special account type called a person account. Person accounts are similar to business accounts, but because they're meant to record information about an individual person, person accounts don't have their own contacts.

Where do I install the app, production or sandbox?

In general, it's a best practice to first install apps in a nonproduction environment like a sandbox or Developer Edition org. Testing the app first helps you avoid conflicts in production with things like object names.

Where can you find the built-in campaigns reports?

In the Reports related list on a campaign

Master-Detail Relationships

In this type of relationship, one object is the master and another is the detail. The master object controls certain behaviors of the detail object, like who can view the detail's data.

When you want to find an app after you install it, what should you enter in the Quick Find box in Setup?

Installed Packages

What happens if you delete a master record?

It deletes all related details and subdetail relationships

What happens if you delete a detail record?

It moves it to the recycle bin

What can you do with Salesforce campaigns? A. Conduct purchase transactions. B. Group leads and contacts into categories. C. Keep track of the status, details, and performance of all of your marketing initiatives. D. Convince people to vote for a candidate.

Keep track of the status, details, and performance of all of your marketing initiatives.

What is a lead?

Leads are people and companies that you've identified as potential customers

Who can be added to campaigns as members?

Leads, contacts, and person accounts

The salesforce API is

Like a contract between two pieces of software, allowing them to connect and exchange information

What are the two types of object relationships?

Lookup Relationships and Master-Detail Relationships

How are lookup relationships similar/different to master-detail relationships?

Lookup relationships are similar to master-detail relationships, except they don't support sharing or roll-up summary fields

Duplication Management

Maintain clean and accurate data to make solid business decisions. Control whether and when your reps can create duplicate records in salesforce. Customize how salesforce identifies duplicates; and create reports on the duplicates that your rep saves

When you create a lookup relationship, you can set these options:

Make the lookup field required for saving a record or optional

Custom actions help your users by:

Making it fast and easy to interact with information in your organization

Products and pricebooks

Manage and organize the products your company sells. Attach product details to opportunities to keep reps informed on which products are a part of the deals your reps work

Prospecting - Campaigns

Manage outbound marketing campaigns with direct mail programs, seminars, print ads, email and other kids of marketing material

What Is a Salesforce Campaign?

Marketers use campaigns to analyze how many leads they're generating, how much pipeline they're building, and how many deals they're closing as a result of marketing efforts.

What do master-detail relationships do...?

Master-detail relationships closely link objects together so that the master record controls specific behaviors of the detail and subdetail record.

Can custom obects on the detail side of a master detail relationship have sharing rules, manual sharing, or queues?

No, because that requires the Owner field

Data Access: Objects

Object-level security provides the simplest way to control which users have access to which data. By setting permissions on a particular type of object, you can prevent a group of users from creating, viewing, editing, or deleting any records of that object. For example, you can use object permissions to ensure that interviewers can view positions and job applications but not edit or delete them.

The main difference between object-specific actions and global actions is:

Object-specific actions have automatic relationships to records, and global actions don't

Organization-Wide Sharing Defaults: Private

Only the record owner, and users above that role in the hierarchy, can view, edit, and report on those records

Records: Role hierarchies

Open up access to those higher in the hierarchy so they inherit access to all records owned by users below them in the hierarchy. Role hierarchies don't have to match your organization chart exactly. Instead, each role in the hierarchy represents a level of data access that a user or group of users needs. For example, you can restrict access to Candidates by setting the organization-wide default to Private, but allow recruiters to view and edit the candidate records that they own. Recruiters can't see candidate records they don't own because recruiters are all at the same level in the role hierarchy. However, hiring managers can be given read/write access to all candidate records because they are at a higher level in the role hierarchy than recruiters.

Formula field: Insert Operator

Opens a dropdown list of the available mathematical and logical operators

What are opportunities?

Opportunities are deals in progress

What are the four levels from which you can maintain salesforce security?

Org, Objects, fields, records

what are the levels for controlling record-level access?

Org-wide defaults, role hierarchies, sharing rules, manual sharing

Salesforce mobile app

Our enterprise-class mobile experience gives reps real-time access to the same information they see in the office. But the mobile format's organized for getting work done faster between customer meetings, waiting for a flight, even when you're in line for coffee.

What are key benefits of the Lightning Service Console? A.Preconfigured service lists, feeds, and articles B.Out-of-the box support and customer history C.Preconfigured pages and productivity tools for service D.Click paths for better service and more productivity

Preconfigured pages and productivity tools for service

User: Profiles

Profiles determine what users can do in Salesforce. They come with a set of permissions which grant access to particular objects, fields, tabs, and records. Each user can have only one profile.

What are the typical stages of Opportunities

Prospecting; Proposal/Price Quote; Negotiation/Review; Closed/Won; Closed/Lost

Salesforce reports

Provide reports that show: - What's in the pipeline - Who's producing the most - Who needs coaching

What's a good way to optimize an app for your users?

Put the highest priority objects and tabs first in the navigation menu

What is the purpose of a quote template?

Quote templates let you customize the way your sales reps quote your company's products and services. Sales reps can select standard or customized quote templates from their quote records, generate quote PDFs, and email them to customers.

What is a quote?

Quotes in Salesforce represent the proposed prices of your company's products and services. You create a quote from an opportunity and its products.

IF THE CHILD ENTITY HAS THESE PERMISSIONS => View All OR Read THESE PERMISSIONS ARE ENABLED ON THE PARENT ENTITY

Read

What cannot be saved after you save the relationship?

Related To entry

What's one thing you should do when planning your customization of Salesforce? A.Add users and set up security B.Research your company's goals and priorities C.Shadow your execs for a day D.Attend all this year's Dreamforce sessions

Research your company's goals and priorities

What are the two types of splits?

Revenue, and overlay

User: Roles

Roles determine what users can see in Salesforce based on where they are located in the role hierarchy. Users at the top of the hierarchy can see all the data owned by users below them. Users at lower levels can't see data owned by users above them, or in other branches, unless sharing rules grant them access. Roles are optional but each user can have only one.

Records

Rows in object database tables. Records are the actual data associated with an object

What feature helps new reps get up to speed with your company's sales processes? A.Accounts and contacts B.Rep Advisor C.Sales Path D.Insights E.Salesforce1

Sales Path

Service for Everyone

Salesforce has accessibility features

Prospecting - Kanban

See a rep's deals in a visual display, organized by stage

To see a custom, object-specific action on the palette of the page layout editor:

Select Mobile & Lightning Actions in the list of element types

To update a customer case with a comment: A.Select a case from the Cases tab, and share a post. B.Create a case and contact, then click Save. C.Click the Comment on Case icon. D.Select a case from the Cases tab, and click Update.

Select a case from the Cases tab, and share a post.

On-Demand Email-to-Case:

Sends email traffic outside of your network's firewalls

What are two key benefits of Lightning Service Setup? A.Prompts and social media flows B.Recommendations and flows C.Email metrics and home tab D.Service metrics and setup flows

Service metrics and setup flows

Setup Menu: Settings

Settings is where you manage your company information and org security. You can do things like add business hours, change your locale, and view your org's history.

Multitenancy

Sharing Resources

What are the benefits of using permission set groups?

Simplified user assignments to permission set groups based on job functions

Lightning pages support what type of components

Standard Components, custom Components, Third-party Components on AppExchange

Master objects can be both...?

Standard Objects or custom objects

When you create a product, each product has a

Standard price

What are the standard profiles?

Standard user, solution manager, read only, marketing user, system adminstrator, contract manager

Accounts and contacts

Store information about the businesses you sell to and the people who work at them

Salesforce integrated email

Streamline email correspondence by letting your sales reps connect their Gmail or Office 365 account to Salesforce. Then, any emails your reps send from Salesforce go through Gmail or Office 365. That means recipients see emails that come from your reps' addresses and not from a Salesforce address. Gmail and Office 365 handle email deliverability and compliance. Salesforce integrated email

When a quote and an opportunity are synced, any change to line items in the quote ...

Syncs with products on the opportunity, and vice versa

Objects

Tables in the Salesforce database that store a particular kind of information

Notes

Take notes and share them with teammates to give context and insight into team selling

Our trusted, multitenant cloud means you get:

The benefits of the same core set of features for all customers, upgrades three times a year, no software to install to access Salesforce

Service Console

The console is a help desk that lets anyone on your service team (or anyone at your company) see personalized view of each customer and their case

green box

The field is a controlling field

yellow box

The field is a dependent field

Icon of a lock

The field is read-only

Wondering what the icons mean to the left of some of the field labels? Little blue dot

The field must be included on the page layout because an administrator configured the field as universally required or Salesforce automatically requires the field. Although you can't remove such fields, you can move them to different locations.

What is required on the page layout of the detail and subdetail records?

The master-detail relationship field (which is the field linking the objects)

Setup Menu

The menu gives you quick links to a collection of pages that let you do everything from managing your users to modifying security settings

If object-level and record-level permissions conflict which one wins?

The most restrictive

What information can you see with a campaign hierarchy?

The number of responses in the hierarchyWho can be added to campaigns as members?

Which of the following can you expect from opportunity teams?

They share information, tips, or contacts that help close a deal

Data Access: Records

To control data with greater precision, you can allow particular users to view an object, but then restrict the individual object records they're allowed to see. For example, record-level access allows interviewers to see and edit their own reviews, without exposing the reviews of other interviewers. You can manage record-level access in the following ways.

Contacts to multiple accounts

Track a contact who's associated with multiple accounts

What can you do with campaign record types?

Track different details for different kinds of campaigns

Simplifying productivity - Activities

Track meeting that your reps schedule, the tasks ahead of them, and address other important activities in lists and reports

Person Accounts

Track the people who buy your company's products for themselves

What happens if you undelete a detail record? A master record?

Undeleting a detail record restores it, and undeleting a master record also undeletes related detail and subdetail records. However, if you delete a detail record and later, separately, delete its master record, you cannot undelete the detail record, as it no longer has a master record to relate to.

What are the status of a permission set group?

Updated, Outdated, updating, and failed

Lightning Page Types: App Page

Use an app page to create a home page for a third-party app that you can add directly into the Salesforce mobile app and Lightning Experience navigation menus. Your users then have an app home page where they can quickly access the most important objects and items.

Lightning Voice

Use phone features without ever leaving Salesforce. Sales reps make and receive calls, add call notes, and log their call information all without leaving Salesforce.

How can you use the Activity log/Tasks or events in the Lead

Use the lead's Activity tab to log your calls and emails to help you remember what you talked about and how the lead responded. Plan for the future by creating Tasks or Events.

What is the best practice for defining your campaign member statuses? A.Use only the statuses you know you will need. B.Always add campaign member statuses before starting the campaign. C.Use the same set of values for all campaigns of the same type. D.Never add statuses to parent campaigns.

Use the same set of values for all campaigns of the same type.

What's a key benefit of Lightning apps for your users?

Users can create records and access recent records and lists directly from the navigation bar, its easy to switch contexts with the app launcher, lightning apps give users access to the items, objects, and pages they need most

Your reps stay informed on products relevant to deals in the pipeline by: A.Adding a note to the opportunity B.Using products and price books C.Accessing their leads D.Going to their accounts

Using products and price books

What is the purpose of validation rules?

Validation rules verify that data entered by users in records meets the standards you specify before they can save it.

IF THE CHILD ENTITY HAS THESE PERMISSIONS => Modify All OR View All then the THESE PERMISSIONS ARE ENABLED ON THE PARENT ENTITY

View All

What are the two super powers of the system administrator?

View all data, Modify all data

Automatic Workflows

When a case arrives it can be automatically routed to the right people to match any custom workflow you have set up for your team

Why would you sync a quote?

When a customer and the business agree on a price for the product

Main Window

Where you can see whatever it is you're trying to work on.

Object Manager

Where you can view and customize standard and custom objects in your org

Setup Menu: Platform Tools

Where you do most of your customization in Platform Tools. You can view and manage your data model, create apps, modify the user interface, and deploy new features to your users. If you decide to try your hand at programmatic development, Platform Tools is where you manage your code as well.

Setup Menu: Administration

Where you manage your users and data. You can do things like add users, change permissions, import and export data, and create email templates

With a page layout, you can control:

Which fields, lists, links, and buttons a user sees on related, details and edit pages

What kind of information can you see with the built-in Campaign reports?

Who has responded to each campaign

Lightening Page: Record Page

With a record page, you can create a customized version of an object's record page, tailoring it to your users' needs. Custom record pages are supported in Lightning Experience and in the Salesforce mobile app.

Prospecting - Opportunities

Work deals according to your company's sale processes

Prospecting - Leads

Work leads with the goal of converting them to product- and service- buying customers

Can each opportunity have multiple associated quotes?

Yes

Instant Metrics

You can access information about cases such as response time, resolution times, and overall service health

Mobile & Field Service Ready

You can see service cloud on the mobile platform

What is an advantage of setting up a campaign hierarchy? A.You can assign revenue to a different campaign. B.You can see the responses across whole groups of campaigns together. C.You can assign leads and contacts to more than one campaign at a time. D.The hierarchy automatically creates standard reports. Check the Quiz to Earn 100 Points

You can see the responses across whole groups of campaigns together.

What can you do to set pwd policy?

You can set a pwd policies such as specifying an amount of time before all users' passwords expire and the level of complexity required for passwords. you can expire all the pwd for users in your org, reset the pwd of specific users, you can unlock a person's access if they are locked out after too many pwd attempts

Data Access: Fields

You can use field-level security to restrict access to certain fields, even for objects a user has access to. For example, you can make the salary field in a position object invisible to interviewers but visible to hiring managers and recruiters.

Global actions

You create global actions in a different place in Setup than you create object-specific actions. They're called global actions because they can be put anywhere actions are supported. Use global actions to let users log call details, create or update records, or send email, all without leaving the page they're on. Global actions live on a special layout of their own, known as the global publisher layout. It isn't associated with an object, and it populates the global actions menu in Lightning Experience. Users can access the global actions menu by clicking in the Salesforce header.

When you create an indirect lookup relationship field on an external object

You specify the parent object field and the child object field to match and associate records in the relationship. Specifically, you select a custom unique, external ID field on the parent object to match against the child's indirect lookup relationship field, whose values come from an external data source.

What is a permission set group

a bundle permission sets together based on a job function

Records: Manual Sharing

allows owners of particular records to share them with other users. Although manual sharing isn't automated like organization-wide sharing settings, role hierarchies, or sharing rules, it can be useful in some situations, for example, if a recruiter going on vacation needs to temporarily assign ownership of a job application to another employee.

Permission Set Groups

bundle permission sets together. Users assigned to a permission set group receive the combined permissions of all the permission sets in the group. Permission set groups correspond to the job functions of users.

When you modify page layouts, you can:

change whether a field is required, change the order of the fields on the page, assign custom page layouts to different user profiles, arrange fields in logical sections

Permission Sets

collections of settings and permissions. Profiles allow users to perform some tasks, but permission sets allow additional tasks (tasks not enabled by profiles). For example, you can add permissions to create and customize list views, activate contracts, or any number of other permissions.

Where do the fields and sections from a page layout appear when you view a Lightning record page?

details tab

Records: Sharing Rules

enable you to make automatic exceptions to organization-wide defaults for particular groups of users, to give them access to records they don't own or can't normally see. Sharing rules, like role hierarchies, are only used to give more users access to records—they can't be stricter than your organization-wide default settings. For example, you can allow all employees to view Positions, but use sharing rules to grant full editing access to employees in a role or group called Hiring Managers.

compact layout controls the ...

highlights panel

What are the things you can audit?

record modification fields, login history, field history tracking, setup audit trail

When identifying processes to bring into Salesforce, look for:

repetitive, email heavy, database driven

Details tab

shows information about a record. For example, a contact record detail page shows the name, address, owner, account, and other fields that are used to store information about the contact and other related records. To change the content of the fields on a related or detail page, you can click Edit (3).

Records: Organization-wide default

specify the default level of access users have to each others' records. You use organization-wide sharing settings to lock down your data to the most restrictive level, and then use the other sharing tools to selectively give access to other users. For example, you can give all employees access to an object called Candidate to allow anyone to add a candidate to the database. But you can restrict access to Positions so that anyone can see the jobs available but only the employees with the proper permissions can edit them.

When you create an external lookup relationship field...

the standard External ID field on the parent external object is matched against the values of the child's external lookup relationship field. External object field values come from an external data source.

What are the two general purposes of permission sets?

to grant access to objects or apps, and to grant permissions—temporarily or long term—to specific fields.

True or false: The Owner field on the detail and subdetail records isn't available and is automatically set to the owner of the master record

true

Each custom object can have up to ____ master-detail relationships and up to ____ total relationships

two, 25

Purpose of the Schema Builder

you can visualize your data model using the schema builder

Setup Page: Company Information

- At-a-glance view of your org - Find your org ID - See your licensing information - Monitor important limits like data and file usage

What are ways to update the status of a lead?

- Click "Mark Status as Complete" in path - Click the desired step on the Path, then click "Mark Current Status" - View the lead record, click "Edit", and change the Status field - Change the Kanban settings Group By to "status". Drag the record to a different column

What are the several types of object-specific actions?

- Create actions create records that are automatically associated with related records. - Update a Record actions make it easy for users to edit records. You can define the fields that are available for update. - Log a Call actions let users enter notes about calls, meetings, or other interactions that are related to a specific record. - Custom actions invoke Lightning components, flows, Visualforce pages, or canvas apps that let users interact with or create records that have a relationship to an object record. If you're new to Visualforce, don't worry. You can learn all about it in another module. For now, remember that Visualforce pages allow you to do really cool customizations in your actions. - Send Email actions, available only on cases, give users access to a simplified version of the Case Feed Email action in the Salesforce mobile app. You can use the case-specific Send Email action in Salesforce Classic, Lightning Experience, and the Salesforce mobile app.

Setup: Users

- Create one or more users. - Reset passwords for selected users. - View a user's detail page by clicking the name, alias, or username. - Edit a user's details. - Log in as any user if the system permission is enabled or if the user has granted you system administrator login access.

Guidelines for Adding Users

- Each user must have unique username across all salesforce organizations - must be in the form of an email address - Users must change their passwords the first time they login - Users can only user the login link in the sign-up email once

What can a lightning app navigation let users do?

- Find what they need using item names for easy recognition - Complete actions and access recent records and lists with a single click - Personalize the navigation bar to suit the unique way they work

What are some best practices for managing accounts and contracts?

- Know you company's naming conventions for accounts - Always associate contracts with an account - Don't let inactive accounts and contacts get lost in the shuffle - Maintain active ownership - Keep your records updated

What can you do with a lookup relationship?

- Link two different objects. - Link an object with itself (except for the user object; see Hierarchical). For example, you might want to link a custom object called Bug with itself to show how two different bugs are related to the same problem.

What are the four options for roll out for a custom Record Page?

- Make the page the org default for the object - Make the page the default object record page for specific Lightning Apps - Assign the page to a combination of Lightning apps, record types, and profiles - Assign the page to a form factor, such as desktop of phone

Setup Page: Profiles

- Manage who can see what with user profiles - Create custom profiles

What are the most common types of formulas

- Missing parentheses - Incorrect parameter type - Incorrect number of parameters for function - Formula result is incompatible with formula return type - Field does not exist - Unknown function

So what things can you put in a Lightning app?

- Most standard objects, including Home, the main Chatter feed, Groups, and People - Your org's custom objects - Visualforce tabs - Lightning component tabs - Canvas apps via Visualforce tabs - Web tabs

So what things can you put in a Lightning app?

- Most standard objects, including Home, the main Chatter feed, Groups, and People - Your org's custom objects - Visualforce tabs - Lightning component tabs - Canvas apps via Visualforce tabs Web tabs

Setup Page: Users

- Reset passwords - Create new users and deactivate or freeze existing users - View information about your users

Setup Page: View Setup Audit Trail

- See 6 months of change history in your org - Find out who made changes and when - Tool for troubleshooting org configuration issues

Setup Page: Login History

- See 6 months of login history for your org - View date, time, user, IP address, and more login data Use for security tracking and adoption monitoring

With the Lightning App Builder, you can build:

- Single-page apps that drill down into standard pages, - Dashboard-style apps, such as apps to track top sales prospects or key leads for the quarter - "Point" apps to solve a particular task - Custom record pages for your object - Custom Home Pages containing the components and features that your users use most

what can you use the Lightning Experience App Manager to do?

- View all your Salesforce apps. - Create Lightning apps or connected apps (1). - See which apps are visible in Lightning Experience (2). - Easily manage apps (3).

Page Layout -

1-Control which fields, lists of related records, and custom links users see 2-Customize the order that the fields appear in the page details 3-Determine whether fields are visible, read only, or required 4-Control which standard and custom buttons appear on records and related lists 5-Control which quick actions appear on the page