Salesforce Associate Certification Boot Camp Exam Study Guide
Lightning Record Page types
* App page * Home page for a third party app that you can add into the salesforce mobile app and lightning experience navigation menus. * 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 * Record page Created a customized version of an objects record page, tailoring it to your users need
The Related Contacts list view
* lets you view current and past relationships, and capture unique and custom details about these relationships so you always know who you're talking to—or who you should be talking to.
Where do I create the Lighting App
*Setup/App/App Manager
Reports can have up to
3 Cross-Filters
Permission sets save you time because
* you can reuse them
Salesforce partners help customers:
*Get the most out of Salesforce. * Tailor Salesforce to their business needs. * Grow into new opportunities and industries.
Where do you find your Companies Licenses?
*Setup/ Company Information.
Quick Actions come in Two Flavors
1. Object-specific Actions 2. Global Actions
Picklist fields can have the following properties:
1. Restricted 2. Dependent or Controlling ** Are associated with individual Objects
Reports Tab
The easiest way to browse all the Reports and Dashboards is to view them from the ___________
Finishing work in a sprint is important because:
We value eliminating waste
Related lists
include details and links to other records
As you change the values in a global value set,
the revised values show up in all the picklists using it.
Tab
the starting point for viewing, editing and entering information for a particular object is a tab can be associated with an object, a webpage, or a visualforce page
The people who work at your accounts are called
* Contacts
Integration
* Create smarter, connected experiences with MuleSoft *With MuleSoft Automate anything!! * you can connect any system, application, data, and device to unleash the full power of Customer 360.
An app is a collection of items that
* work together to serve a particular function.
{!$Label.customlabelName} expression:
to translate the labels into multiple languages and let users see labels in their chosen language
Which of these is a key feature of care plans?
* Access to patients underlying problems, goals and tasks
Path helps you action your leads and move them toward conversion, by providing:
* Contextual help at every step of the business process
Sales and Service Clouds together enable your team to:
* Deliver personalized experiences based on customer insights
Page Layout Assignments
* Different ____ _______ can be assigned to user profiles to control access to different information on an object's record
Standard Success Plan
* Every Salesforce.org customer has access * provides admins with online technical support from Salesforce.
Trailhead Academy
* Expert-lead learning and credentials
Columns as :
* Fields
Custom Apps
* It's basically a set of fields, objects, permissions, and other functions assembled to support a business process.
With the Service Cloud advantage, agents can deliver a great customer experience:
* On the channel that a customer chooses
SOSL works with:
* Rest, Soap, and Apex
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
When are the major feature releases for both NPSP and the Salesforce Platform?
* Spring, Summer, Winter
Work on the go
* The customizable Salesforce mobile app
Update Conversion Rates
* This lets you manage the static exchange rates between your active and inactive currencies and the corporate currency. * These exchange rates apply to all currency fields used in your org
Why display the status field on a compact layout?
* To display it at the top if each article
Salesforce values
* Trust * Customer Success * Innovation * Equality * Sustainability
Kanabn
* Views show records in a graphical way that helps you monitor your work and keep deals moving ahead. * are available for most objects, with exceptions such as tasks.
When advanced currency management is enabled:
* Visualforce <apex:inputField> and <apex:outputField> components cannot display currency fields. **
Can individual permission sets be used outside the group
* Yes
Row Level Formula
* adds a ____________ column to you r report that makes calculations on every report row.
Row-Level Formula (detail)
* adds a _______________ column to your report that makes calculations on every report row.
AppExchange Demo Jam
* an epic battle between our most popular offerings Follow on Social Media: - Twitter - Facebook - Instagram - LinkedIn
Lab Apps (AppExchange)
* are apps built by Salesforce employees. * aren't supported in the ways that a paid app might be
Assigning permission sets to Users
* assign to users from the ___________ or from a User Record. * The user's total access will be determined by the user's profile plus any permission sets assigned to the user.
What is an advantage of the Salesforce Platform?
* built on the same integrated platform,
Add Filters
* filters and filter logic allow you to get more specific. And row limits help you limit the answer you receive.
Every standard and custom object
* has fields attached to it.
App launcher
* how users switch between apps. * This makes it easy for users to switch contexts and still have access to the items, objects, and pages they need most.
Trust.marketingcloud.com
* is Salesforce Marketing Cloud's community home for real-time information on system performance and security.
Lightning Object Creator
* is one of the newest low-code app development tools on the Salesforce Lightning Platform. * allows any user to quickly turn spreadsheets —such as Microsoft Excel, Quip Spreadsheets, Google Sheets, and comma-separated value (.csv) files —into brand new modern, cloud-based apps with fields included. ** inspected the spreadsheet and made a best guess about the field names and types. Don't worry, field names and types can be edited.
What is a Group?
* it consists of a set of users. * can contain individual users, other ______, or the users in a particular role or territory. * It can also contain the users in a particular role or territory plus all the users below that role or territory in the hierarchy. *** Two Types: - Public - Personal
Einstein
* predicative analytics * Also used in nonprofits
Configure Price Quote (CPQ)
* provides a quality quote that's complete and accurate and that looks professional and consistent. 1. Quote accurately and quickly 2. Calculate prices automatically 3. Generate professional PDF quotes
Standard Objects
* such as: Accounts, Cases, Contacts, Opportunities, * are included with Salesforce by default
Which user profile is the best choice for most users?
* the Standard User
Learn Tab (App Exchange)
* to explore articles, Trailhead content, and community groups.
Nonprofit Cloud Case Management (NCCM)
* uses PMM as its foundation, and adds tools and features to help human service organizations provide high-quality, hands-on services to clients. * provides online tools you need to track intakes, referrals, clients, client notes, case plans, and assessments. * Clients can access their cases and communicate with case managers online through a self -service web portal
When do you need a custom search solution (in general)
* when your org uses a custom UI instead of the standard Salesforce UI
Note: If you've set up a default account team,
* you can add it to an opportunity instead of an opportunity team.
To see or follow a Twitter account from within Salesforce
* you must have an account on _________ , and you have to link the account or contact record to a _________ profile.
Customer Community License Plus (Experience Cloud License type):
*can be used for both B2B and B2C use cases that don't involve sales scenarios * Key benefits of a full Salesforce license, and access to Reports and Dashboards.
Having trouble finding a specific filter?
Admins determine which fields are available for filtering when they set up the layout for search results. You can filter only on the columns that appear on the search results page
What action can be taken directly from a record tile on the opportunities kanban view?
Create a new Task
Chatter Free license
If you have to grant a user access to _________ without allowing them to see any data in Salesforce, you can give them a?
How does a custom object search differ from other queries?
It Includes __c at the end of the object name.
Field types
Roll-up summary Number Formula
The most important Objects in Salesforce
are Accounts & Objects
Alias
* An ______ 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 _______ is the first letter of the user's first name and the first four letters of their last name.
Which of these actions can be completed from an opportunity record?
* Edit opportunity details
What is Salesforce?
* Is your Customer Success Plarform * a customer relationship management solution that gives every business team- a single, shared view of every customer to build deeper relationships. * software breaks down the technology silos between departments. You get a complete view of your customer everywhere they interact with your brand.
Core Solutions
* Marketing * Sales * Commerce * Service
When we Create Relationships
* We create One -to-Many
Solutions (AppExchange)
* is something that plugs into Salesforce and extends its functionality
Additional Accounts can be related to the Contact
** Secondary relationships are Indirect Relationships accounts
When planning your bot content, which topics are important to focus on in your planning questions?
Context, personality and conversation design
Service
Deliver exceptional experiences with Service Cloud, an easy-to-use, intelligent, and personalized customer service platform.
Reports & Dashboards
Describe what they are & how they can provide visualized data.
Which one of these actions isn't a valid way to update the status of a lead?
In any list view, click "Shuffle" to change up every record status
You can manage record level access in the following ways
OWD defaults Specify the default level of access users to have each others 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 Sharing rules Enable you to make automatic exceptions to organization wide fedaults for particular groups of users, to give them access to records they dont own or cant normally see. Manual sharing Allows owners of particular records to share them with other users
Defining a Roll-Up Summary Field
Since roll-up summary fields are based on master-detail relationships, it's useful to review object relationships before creating a roll-up summary field.
Marketing strategy
Tip 1: Put Yourself in Your Customers' Shoes for Every Interaction Tip 2: Inventory Your Existing Data Assets and Technologies Tip 3: Prioritize Your Business and Customer Use Cases Tip 4: Determine Your Success Criteria Tip 5: Create a Single View of the Customer
Where do the fields and sections from a page layout appear when you view a Lightning record page
Under the Details tab
Visibility settings (Classic SF; Channels)
Visibility options let you control how people access your files and folders. Anything that you create, sync, or upload in Google Drive starts out as private. * Visible in Internal App: - internal users see these articles * Visible to Customer - Authenticated users assigned a Customer profile see these articles * Visible to Partner: - Authenticated users assigned a Partner profile * Visible in Public Knowledgebase: - Readers see these articles without being authenticated.
What is interruption-driven work?
Work that is difficult to predict in advance but needs a team in place to handle it when it comes up.
When the org-wide sharing setting for an object is Private or Public Read Only,
an admin can grant users additional access to records by setting up a role hierarchy or defining sharing rules.
Best Practice: Update product schedules
* whenever a custom fiscal year is created or changed.
What is a chatbot?
* An application that simulates human conversation
Business Process
* Controls the Picklist Values
The Data Export service:
* Is accessible through the Setup Menu
Components
* are controlled on the record page
Account to Contact
* is a lookup Relationship
A hospital was to ensure data is stored that complies with all local privacy laws for their provider tracking. Which cloud provides this capability?
* Health Cloud
Channel Account License
* Gives the same license as Partner Community License just packaged a little differently
A user is trying to locate a record within an object not found on their navigation bar What is an efficient way to find this record?
* Global Search
Related tab (1)
* contains related lists, which are lists of other records that are associated with the record you're viewing.
The Assistant shows you things that you need to address, including:
* Leads assigned to you today * Opportunities with overdue tasks * Opportunities with no activity in 30 days * Opportunities with no open activity * Overdue opportunities
Opportunities are:
* Leads that you have converted
Career Plan
* Learning * Earning * Connecting
Where can you create Notes?
* from the Global Actions menu and the utility bar.
I want to (SOQL)
* Limit the data that is searched: - WHERE * Specify the data to be returned in the response: - SELECT * Sort Results - ORDER BYLIMITOFFSET * Filter by data category - WITH DATA CATEGORY
Formula Fields
* A read-only field that derives its value from a formula expression you define. * The formula field is updated when any of the source fields change. ** calculate values using fields within a single record Use cases: - Calculate the difference between two fields - Calculate percentage - turn a field into a clickable hyperlink
App
* A set of fields, objects, permissions, and functionality to support a business process.
Multitenant/ Multitenancy
* A single application that serves multiple organizations * Shared resources : - Computing power - Data Storage - Core Features *** Automatic updates three times a year.
Release Planning Every 4 Months
* Key purposes of these meeting: - Align on business and customer priorities. - Provide a high-level understanding of new features and functionality. - Negotiate schedules and set expectations for delivery.
Commerce
Grow online business and develop meaningful customer relationships with seamless experiences using Commerce Cloud.
Opportunity Stages
* Prospecting *Proposal/Price Quote * Negotiation/Review * Closed/Won * Closed/Lost *** Each stage is associated with a probability of winning the deal. Probabilities are used in creating forecasts.
Consider a Visualforce page
If you want the button or link to launch a custom page or other code.
Sales Force Partners
* Provide consulting, system design, solution integration, and product implementation\ * There are also Independent Software Vendor (ISV), reseller, and agency partners * can work with more than one type of partner.
A lightning Page is:
* is a custom layout that lets you design pages for use in the Salesforce mobile app or Lightning Experience. * A Lightning page is composed of regions that contain components. * The Template you choose when creating the page controls how it displays on a given device. * Template divides the page into regions.
Field dependency matrix
* lets you specify the dependent picklist values that are available when a user selects each controlling field value * The top row of the matrix contains the controlling field values, while the columns list the dependent field values. * Use this matrix to include or exclude values.
Company Settings
* A collection of information about you organization, most of which is captured at start of contract found in Setup. * Company Information: - Name & Address - Primary Contact - Default Locale - Default Currency - Currencies - Storage used - Licenses Available * Fiscal Year Information: - Adjust year in the Setup/ Fiscal Year - Is based on ending or starting month or configure a completely custom fiscal year. * Support Information: - Business hours - Holidays
Currency
* By default, Salesforce organizations use a single _______. * Can set "Coporate ________" --> which reflects the ________ of your corporate headquarters. * You also maintain the list of active __________ and their conversion rates relative to the corporate ________ . *Allows users to enter a dollar or other _______ amount and automatically formats the field as a ________ amount. ** This can be useful if you export data to Excel or another spreadsheet.
Salesforce Customer 360
* A collection of powerful apps & services that put your customers at the center of your business. * manage first-, second-, and third-party data, and reconcile data from known and unknown customers and prospects * An integrated customer relationship management (CRM) platform that helps companies transform their business by uniting their marketing, sales, commerce, service, and IT teams with a single, shared view of customer data. * hyper-personalized interactions and top-tier service on any device. * Updated in real time
Record types
Used for different business processes, picklist values, and page layouts for different users based on profile
To find and rank the records users are looking for:
* A dash of search term frequency, order, and uniqueness; * Record activity; * Access permissions; and a handful of other factors.
Salesforce economy
is driven by the Salesforce ecosystem revenues and jobs created by Salesforce
Identity
* A 15-character, case-sensitive field that's automatically generated for every record. You can find a record's ID in its URL. Example: - An account ID looks like 0015000000Gv7qJ.
What does the navigation bar in Salesforce allow users to do?
* Access objects and items included in the app they're currently using
Record Modification Fields
* All objects include fields to store the name of the user who created the record and who last modified the record. This provides some basic auditing information.-- use it!!
Ops
* Asset and facilities Management * Merger and acquisition enablement * Business Agility
Help customers after the sale
* Cases and Communities for customer engagement
Who should be on your personal Default Account Team?
* Coworkers you usually work on your accounts.
The Service Cloud platform gives your agents superpowers to:
* Deliver intelligent service
What relationship exists between Accounts and Oppoerunities
* Lookup
Can you edit standard report types?
* No
You can configure access to data at all of the following levels, except:
* Page Layouts
Page Layout
* Use Object Manager for page elements like: - Fields - Related lists - Quick actions - Buttons * Detail
Keep your records updated.
* Whenever you locate new information about an account, contact, or lead, enter it into Salesforce.
What is an Object?
* a collection of records, like leads or contacts.
Opportunities are:
* deals in progress
App
* is a set of objects, fields, and other functionality that supports a business process.
To mute a permission,
* you add the permission to a muting permission set in the selected permission set group.
Which meetings are important for planning?
*Release planning * Spring Planning * Backlog Refinement * Daily Standup
When you modify page layouts, you can:
1. Change whether a field is required 2. Change the order of the fields on the page 3. Assign custom page layouts to different user profiles 4. Arrange fields in logical sections
Creating the Summary Field
1. From Setup, open Object Manager and click Account. 2. On the left sidebar, click Fields & Relationships. 3. Click New. 4. Choose the Roll-Up Summary field type, and click Next. 5. For Field Label, enter Sum of Opportunities and click Next. 5. The Summarized Object is the detail object that you want to summarize. Choose Opportunities. 7. Choose the SUM summary type and choose Amount as the Field to Aggregate. 8. Click Next, Next, and Save.
Controlling Data Access with the Salesforce Platform
1. What objects can a user see? 2. What fields on those objects can a user see? 3. Which records should be hidden by default? 4. What expectations should we make?
Incorrect parameter type: (Debug Formulas)
2. If you give a function a number parameter when it expects text (or any other combination of data types), this is the error you see. Always check the help text or the documentation so you know what kind of parameters a function accepts.
Incorrect number of parameters for function: (Debug Formulas)
3. If you input too many or too few parameters into a function, the syntax checker alerts you. Again, check the help text or documentation for guidelines on inputting parameters to specific functions.
Lead conversion
An account, contact, and optional opportunity are created.
Dashboard components
Each dashboard component is based on a single source report. You can use the same or different source reports for the various components in a dashboard (example" same report in a bar chart and pie chart).
Dashboard refresh button
Each dashboard includes a timestamp of the last data refresh
User settings
Each user account contains at least the following: username, email address, user's first and last name, license, profile, and role
Select a Report Type
The object relationship determines which records the report type includes. * Objects are standard or custom Salesforce entities, like opportunities, accounts, and products. *Each object relationship specifies a primary object, like opportunities, and optionally one or more related objects. * You can have up to four related objects, and each can have the "with" or "with or without" distinction.
Report tab
The reports tab is the central hub for Salesforce Reports and Dashboards. On the Reports tab you can create a new report, view the existing report and search for reports or dashboards in all folders.
Net Zero Cloud
to easily track, analyze, and report on carbon emissions and waste management data across your business ecosystem, including suppliers. *Sustainability
How to enable Search on a Custom Object
* Check Allow Search.
Field
* Every _____ has a data type that indicates the type of information the ____ stores
Salesforce Values
* Trust * Customer Success * Innovation * Equality * Sustainability
Dashboard Component Type: Metric
* Use when you have one key value to display.
What indicates the state of a knowledge article?
* Validations status ** It will be Validated or Not Validated
Sandboxes
* are the perfect tool for keeping your data clean during training, testing, and development.
Power of Us Program
* which gives eligible nonprofits 10 donated subscriptions and deep discounts on additional subscriptions, products and services from Salesforce * Gives you access to Salesforce Enterprise Edition, NPSP, and Elevate Power of Us Edition.
Beyond setting the org-wide sharing defaults for each object,
* you can specify whether users have access to the data owned by or shared with their subordinates in the hierarchy.
Before you can use the Social Accounts, Contacts, and Leads feature (Best Practices for Managing Accounts and Contacts)
* your admin must enable it for your organization and you have to configure your personal settings.
Partner with Marketing Cloud Experts
We've Got Your (Implementation) Back: - partner with your marketing team to get your system running the way you need - works closely with you and your tech experts during the entire process - involve your IT department and key stakeholders early in the process so you can get a clear picture Clean and Migrate Your Data: - partner with your tech experts on the best way to clean and organize your data before you implement Marketing Cloud. - help you collect the "right data" We're Here Just for You: - partnership continues after implementation. - can help you improve adoption, deployment times, reporting and analytics, automation rates, or whatever your business needs to engage your customers. - can provide mission critical support and strategic guidance
Partial Copy
What's Included: - All of your production org configurations, plus a sample of your real-world data that you define using a sandbox template. Can be refreshed once every five days. Recommended Uses: - Good for user acceptance testing, integration testing, and training, because it contains some of your production data. Seems more like your production org than a Developer or Developer Pro sandbox. * Refresh Intervals: 5 Days
What can they see? (D-boards)
* Running User
Activity Tab
* Email, Log a Call, New Event, and New Task
Additional Information
* is Sections * Collapsible
Synonym Group
* A search for one term in a ____________ _________ returns results for all terms in the group. ** Standard ________ ______, which are provided by Salesforce, are enabled by default.
The permissions in a user's profile
* Determine whether the user can create or edit records of a given type, run reports, and customize the app
The Settings in a user's profile
* Determine whether the user can see a particular app, tab, field, or record type.
Why is it important to define a data type when you create a custom field?
* Determines how the field is formatted, such as by menu items, text, numbers, or currency.
Data Import
* Supported data sources include any program that can save data in the comma delimited text format (.csv). * SF offers two main methods for importing data: 1. Data Importer Wizard 2. Data Loader.
What differentiates SOL from SOQL
* Syntax * ____ searches the search index instead of the org database * ______ searches more efficiently when you don't know in which object the data resides.
Which Report is the default?
* Tabular
Report formats available:
* Tabular, Summary, and Matrix.
How can you use Salesforce for marketing?
* Tailor messages to the right person at the right time on the right channel. * Help teams: - Improve lead generation, - Customer acquisition, - Up-selling - Cross-selling opportunities.
In Salesforce Classic
* creating notes is tied to the Notes & Attachments related list on records or the Chatter publisher on feeds. ** Contains the Notes and Attachments section
Metadata
* data that describes other data * All of the standard and custom configurations, functionality, and code in your org are __________
What happens when you create or update a record?
* the search engine comes along, makes a copy of the data, and breaks up the content into smaller pieces called Tokens
You can focus your search to a specific object using the dropdown list next to the global search box
(1). Click the dropdown list and start typing the name of the object. Or scroll through the list to find what you're looking for. The objects you use most frequently are at the top (2), followed by all searchable objects, in alphabetical order (3).
1-1-1 model
* 1% of equity * 1% of product * 1% of employee time
What is the maximum number of records a report can have?
* 2000
How may options are there to create a new Lighting Page
* 3 * App * Record * Home
Dynamic Dashboard license amount
* 5 dynamic dashboards for Enterprise Edition, * 10 for Unlimited and Performance Edition, *and 3 for Developer Edition. * aren't available in other editions. * more may be available for purchase
Default List view shows:
* 50 Records * Each tab can support multiple list views, so you can create several list views to use for different tasks.
Global Actions
* Created in a different place in setup. They live on the Global Publisher Layout. --> If an object page layout isn't customized with actions, then the actions on those object record pages are inherited from the global publisher layout. <-- * Not associated with a specific object and be * let users log call details, create records, or send email, all without leaving the page they're on. * to let users log call details, create records, or send email, all without leaving the page they're on ** They are called this because they can be put anywhere actions are supported.
Delivering constructive feedback to agents begins with:
* Creating an open dialog
NPSP release is posted, it generally consists of three components:
* Critical Changes requiring urgent and direct follow-up by admins. * Changes, which list NPSP updates and features included in the release. * Issues Closed, including bug fixes and other identified operational issues rectified in the NPSP release
Emerging AI and machine learning are shifting the playing field for contact centers with:
* Customer-driven service with agents and self-service sites
Managed Packages (Install AppExchange Packages)
* Customization: You can't view or change the solution's code or metadata! --> certain aspects you can customize * Upgrades: The provider can automatically upgrade the solution * Org Limits: The contents of the package don't count against the app, tab, and project limits in your org. * You can install without worrying how it affects your orgs app, tab, and object limits Note: Generally this package will suite your needs.
Find News
* Customized depending on where you access it. * If you view _____ in an Accounts Detail Page: articles will be based on the account, it executives, and industry. * For Contacts: _____ is selected based on the account the contact relate to. ** Before you can view _____, your admin must enable it for you organization.
Solution Architect
* Design domain - specific . multi-cloud solutions on the Salesforce Platform that power personalized, friction-less customer experiences that maximize business value.
Accessing Data
* Detail Sections: - Expose or collapse details within a section to see what is needed * Activity Timeline: - Expose or collapse details to see a summary of interactions across, calls, emails and meetings.
Profiles
* Determine what users can do in Salesforce. * * Create custom profiles * Use to restrict access ** Each user has a single _____ that controls which data and features that user has access to. ** A _______ is a collection of settings and permissions hey come with a set of permissions which grant access to particular objects, fields, tabs, and records. * ________ settings determine which data the user can see, and permissions determine what the user can do with that data.
Running User: Run Report As
* Determines whose data is visible on the report when emailed. * Must have access to the folder in which the report is saved. * Run Report As: ME: - You run the report, and recipients see report data in the emailed report as you. Another Person: - Specify someone who has permission to run reports and who has access to the report - Recipients see emailed report data as the person running the report. - Consider that they may see more or less data than they normally see. Note: ** Change to Another Person when sending emails. (select active user from list (by the way the list is a Lookup list)) This is a dangerous field, be careful.
When you're getting started with AppExchange, a best practice is to:
* Develop a plan, including budget, timing, and key department use cases.
Platform
* Develop engaging, smarter apps for customers, employees, and partners on one trusted, flexible platform with the Customer 360 Platform.
There are four types of sandboxes each suited for different tasks.
* Developer * Developer Pro * Partial Copy * Full
The visibility and access for any type of data is determined by the interaction of the above security controls, based on these key principles.
* A user's baseline permissions on any object are determined by their profile. * If the user has any permission sets assigned, these also set the baseline permissions in conjunction with the profile. * Access to records a user does not own are set first by the org-wide defaults. * If the org-wide defaults are anything less than Public Read/Write, you can open access back up for certain roles using the role hierarchy. * You can use sharing rules to expand access to additional groups of users. * Each record owner can manually share individual records with other users by using the Share button on the record.
Master-Detail Relationship
* Access to a detail record is inherited from the master record. * The parent reference is always required on the Child record. -no orphans * One object is the master and the other is the detail. The master object controls behaviors of the detail object. If the master is deleted, so is the detail. * Not all parent records have children. ** By default you Cannot Reparent the record.
Reports and Dashboard Folders
* Access to reports and D-boards is controlled through folders * Can build subfolders to add more categories. Access is still granted at the parent folder level * Different group of users can be given different access to the same folder
Always associate Contacts with (Best Practices for Managing Accounts and Contacts)
* Account
Every Contact must be associated with a
* Account * It is usually the company name and is usually the company the ________ is most closely associated with. *** Any other accounts associated with the _______ represent indirect relationships.
What can Maria do if her support specialists can't see the Knowledge component on their case pages?
* Add knowledge component to the record page using Lighting App Builder
What can you build with the Lightning Builder App?
* At- a glance, dashboard-style apps * Apps optimized for a particular task * Simple, single-page apps with drill-down capability.
Which REST resource adds auto-suggest functionality.
* Auto Suggested Records
Finance
* Budget Management * Contract Management * Pricing
Lead Conversion for a Business
* Business Account * Business Contact * Opportunity
How do you create a validation status?
* By adding an item to the _________ ________ picklist
Restrict Login Access by IP Address Using Profiles
* By default, Salesforce doesn't restrict locations for login access. * If you do nothing, users can log in from any IP address. * You can restrict where users can log in from using profiles
How do you combat sluggish searches?
* By defining lean, mean, search-querying machines. Two basic strategies are at play here: - Limit which data you're searching through - Limit which data you're returning
From a self-service site, customers:
* Can ask questions and get solutions on their own
Report types
* Cannot be changed once chosen. * determines which fields, columns, scope, and records are available for use when creating a report. * Reports display only records that meet the criteria defined in the report type. --> Don't see what you need create new ______ * are the templates which gives you the ability to create the ________ in a different format ** Cannot have more than 4 Related Objects ** is based on the relationships between a primary object and its related objects
Quick Filters
* Cant be saved and only apply to your current session. * aren't supported in all related lists. Unsupported lists include, but aren't limited to: - the Activity History, - Open Activities, - Assets - File - Other Related People - Attachments related lists.
Which of the following are benefits of chatbots?
* Case deflection * Shorter Wait Times * Intelligent Responses
Line Chart
* Changes in the value of an item over a series of points in time. (development over time) * Use a grouped line for multiple groupings
End users are trying to access specific information on an Account page but are overwhelmed by the scrolling on the page. What should the users do to simplify the data displayed?
* Collapse Detail Sections
Consultant
* Communicate between information technology and business stakeholders across the SF platform. * focus on a particular niche. * Include: - Functional & - Technical Consultants
Where can you check the number of licenses available for an organization before adding new users
* Company Information
Stacked Bar Chart:
* Compare absolute values side by side with multiple groupings. * Requires two Groupings on the report
Donut:
* Compare share of a total and the total itself * Shows total in the center of the ________
Sales & Service Careers
* Connect with customers and build relationships * End users, managing orgs. * Include: - Business Dev - Account Executive - Service Agent - Field Service Leader
Summary Formulas
* Create calculated summaries of you numerical fields, in additional to the standard summaries. * Add up to five custom summary formulas to summary and Matrix reports * Can reference formula field, but not other summary formulas. (the result of the formula cannot be displayed in another formula) * Only display on summary row, not the detail ( record) rows.
Personal groups
* Each user can create groups for their ________ use.
Report Subscriptions
* Edit Subscription, the Time is within 30 minutes * receive refreshed report results by email on a schedule * Permissions needed to subscribe yourself and/ or others (profile/permission sets) * All email recipients must have access to the folder the report is saved in * Add conditions to be notified * Can send; Daily, Weekly, Monthly. ** Note: - Time is within 30 minutes.
Which actions can you complete on the Tasks home page?
* Edit existing tasks * Create new tasks * Mark tasks as complete
Read a Report
* Edit filters, add a chart, show subtotals, all without opening the report builder. Here are some of the things you can do while reading a report: * Review individual records and sort them by clicking each column heading (1). * Get more details by hovering over the interactive chart (2). * Customize your workspace with toggles (3). Show or hide the chart () or filters panel (). Refresh the report to see the most up-to-date information (). * Click Edit to edit the report in the report builder (4). Or click the action menu dropdown icon () to copy, save, subscribe, export, or delete the report. Filter the report differently (5). * Click a filter to edit it. Except for standard filters, you can also remove a filter. After you edit a filter, be sure to click Apply.
What can you do while viewing a report on the report run page in Lightning Experience?
* Edit report filters without opening the report builder
How is Customer 360 priced?
* Editions: When you select an edition, you get a bundle of some of our most popular features in one package. * Add-ons: Each add-on you select helps you customize your CRM solution to get exactly what your organization needs. We offer add-ons with different tiers of functionality, which is similar to how our editions have varying levels of functionality for most products.
What are three of the products in the Marketing Cloud platform?
* Email Studio, Mobile Studio, and Journey Builder
How do you add multiple contacts to your Salesforce account detail pages?
* Enable multiple contacts in Setup and add the related list to the account page layout.
Manage Users
* Every Salesforce user is identified by a username, a password, and a single profile. ** Together with other settings, the profile determines what tasks users can perform, what data they see, and what they can do with the data.
Record Ownership
* Every ______ must have an owner * are users that have special privileges with their own records. This is called Full Access: - View - Edit - Share - Transfer - Delete --- VESTD ** Given the appropriate profile/ permissions set permissions, the User owning a record can: - view, edit, share, transfer, and delete records that they own. ** Permissions may include Modify All and View All on any Object
Query (REST) and query() (SOAP)
* Executes a SOQL query against the specified object and returns data that matches the specified criteria.
Search (REST) and search() (SOAP)
* Executes a SOSL text string search against your org's data. ** There's no fancy way to specify custom objects in a SOSL search.
You can use a custom object to change the name of a SF standard object
* False
Data Loss When Editing and Deleting Custom Fields
* Fields data being lost (in most situations). * List views based on the field will be deleted. * You should only modify fields with no data, or consider using new fields. Note: Deleting fields result in data loss. Stored for a max of 15 days, in which the admin may undelete.
Custom Fields
* Fields you create on standard or custom objects are called custom _______. * used to capture additional information required for you business * You can: - Customize them further at a later time. - Delete them
Restrict Login Access by Time
* For each profile, you can specify the hours when users can log in. Note: If users are logged in when their login hours end, they can continue to view their current page, but they can't take any further action.
Setting the Sharing Baseline for Records
* High-level descriptions how to define Organization-Wide Defaults Public Model: - no restrictions on record access. - Users can view and edit any record that their profile permissions allow - Default Data Access Model Hybrid Model: - Combination of public and private access. - Users can access records that they own, and only the records of other users that are necessary for their job - Most common model Private Model: - Users can only access records that they own and cannot see records owned by other users in reports and search results
Notes
* Home page is one of the "it" features available on the Navigation Bar * is your hub for accessing and managing all of the notes you have permission to see,
Choosing a Component
* Horizontal Bar: - Compare many items * Vertical Bar (Column): - Fewer items or over time * Line: - Over time * Stacked Bar Chart: - Compare absolute values side by side * Gauge: (Special to D-board) - Shoe a single value in a range of custom values * Donut: - Compare share of total * Tables (Special to D-board) - Show conditional highlighting and Chatter photos * Funnel - Sales Process * Metric: (Special to D-board) - Display one key value * Scatter Chart: - Show correlation between two measures on a grid.
How do you enable Einstein Bots?
* How do you enable Einstein Bots?
To limit which data is searched use (SOSL):
* IN Search Group, * you can search for name, email, phone, sidebar, or all fields. For example, if you want to search only for an email, you search through only email fields. ex. -FIND {[email protected]} IN EMAIL FIELDS RETURNING Contact
Business Analyst
* Identify key insights, produce data-driven solutions by examining requirements and map winning business strategies *
What is standard on every object in Salesforce
* Identity Field * System Field * Name Field
New Permission Sets
* If you plan to assign this permission set to multiple users with different licenses, select --None--. *If only users with one type of license will use this permission set, select that user license.
Navigation Bar (AppExchange)
* If you're not sure where to start, use the _________ ________ to browse a collection or check out solutions by type. -- And don't forget Top Categories to search solutions by industry.
Salesforce Lightning Experience:
* Is optimized with flexible, interactive tools that sales reps can use to visualize data on the fly.
Latest Collections Category (AppExchange)
* It's your one-stop shop to explore all of _________________s newest collection pages to find apps and experts that are right for your business.
Measure Success
* Kanban metrics rely on average lead times to determine our output!
Don't let inactive accounts and contacts get lost in the shuffle.
* Keep an eye out for, or create a report to find, accounts and contacts without activities listed within the last 30, 60, or 90 days
What does not have a Object relationship?
* Leads & Campaigns
Create a custom Lightning component using two programming models:
* Lightning Web Components and * Aura Components
Chat is a super useful feature. You can:
* Make faster and better-informed business decisions. * Bool meetings and voice chat for deeper discussions * Get answers to questions in real time from a real human
Enabling Advanced Currency Management enables your org to:
* Manage Dated exchanges
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 *page tabs and utilities like Lightning Voice!
You can manage record-level access in the following ways
* Organization-wide defaults * Role hierarchies * Sharing rules * Manual sharing
A sales manager needs edit access to specific fields on the opportunity object. What user setting needs to updated to allow Edit access?
* Permission Set
Lead Conversion for Individual:
* Person Account * Opportunity * Must have Person Accounts enabled and the lead record cannot include a company name.
Account types in SF
* Person: - represents an individual and combines the account and contact fields into a single record. - One Person Account equals one site user - Only work with Community & Customer Community Plus licenses * Business: - Represent Companies - You can create many site users associated with one business account
An associate wants the Tasks tab to appear right at the Home button when they login. Where should they go to customize the navigation bar?
* Personalization button (pencil icon)
Omni-Channel Routing enables companies to:
* Push cases to available agents * Connect customer to the fight expert for their issue * Route cases from any service channel
System
* Read-only fields that provide information about a record from the system, like when the record was created or when it was last changed. Example: - CreatedDate, LastModifiedById, and LastModifiedDate.
Nonprofit Success Pack (NPSP)
* Recommend you start with this solution! * It's the foundational technology to capture and manage fundraising and program data. * Starts with a standard data architecture that adds the household account type to the standard Salesforce Account object, which allows you to better record details about your donors and program clients. * comes with more than 60 reports and dashboards to give you a starting point * is instantly mobile-ready, with no extra coding required, so your staff can capture notes on the go. * also includes a Gift Entry tool with flexible templates to record payments right in Salesforce. *** Recurring Donations features help you manage sustainer revenue, upgrades, and changes.
Your SF org has multiple types of Cases that require different fields. How should your company support this business need?
* Record Type and Page Layout
How can you remove a visibility setting from a page layout?
* Remove the field
Report Groupings and Summaries
* Report groupings have implications for subtotals and grand totals * Very important!
Where Are My Reports and Dashboards?
* Reports tab, you see a list of both reports and dashboards. From here, you can create, find, view, edit, or delete any report or dashboard. * When you visit the Dashboards tab, you automatically view the last dashboard you worked with, and no list view is available.
Which of these is the best way to manage leads in Sales Cloud?
* Reps should prioritize the leads that are ranked the highest and are most likely to close.
Use SOSL when you don't know in which object or field the data resides and you want to:
* Retrieve data for a specific term that you know exists within a field. --> Because SOSL can tokenize multiple terms within a field and build a search index from this, SOSL searches are faster and can return more relevant results. * Retrieve multiple objects and fields efficiently, and the objects might or might not be related to one another. * Retrieve data for a particular division in an organization using the divisions feature, and you want to find it in the most efficient way possible.
Use SOQL when you know in which objects or fields the data resides and you want to:
* Retrieve data from a single object searches or from multiple objects that are related to one another. * Count the number of records that meet specified criteria. * Sort results as part of the query. * Retrieve data from number, date, or checkbox fields. * when the search term is an exact match for the field (no partial or out-of-order matches).
NPSP new feature release checklist
* Review the release notes in detail. * Use a sandbox to test the new features before enabling them in production. Any new fields and objects included in a release are by default not visible to anyone, including system administrators, so they have to be enabled—even in your sandbox. * Connect with key users to determine how the organization can take advantage of new features. Evaluate whether any new features conflict with customizations already in the org. * Evaluate whether any new features necessitate an update to security settings. * If you decide to implement a new feature, develop a communication and training plan for staff to learn about the new features.
Who should a SF Associate typically work with getting new fields created for an object?
* SF Admin
Which of these is true about how Sales Cloud can help you grow your business?
* Sales Cloud gives you real-time reports of how your business is doing.
Report and Dashboard Packages (Popular, from AppExchange)
* Salesforce Adoption Dashboards * Salesforce CRM Dashboards * Sales Activity Dashboards * Clean Your Room! Dashboard * Service & Support Dashboards * Knowledge Base Dashboards and Reports * Salesforce Chatter Dashboards * Chatter Challenge Dashboard
At Salesforce, teams are:
* Self-organizing and empowered * Consistently adjusting and updating their process and products based on lessons they've learned * Autonomous * Accountable individually * Collaborating on commitments for each sprint
Which license do you need to set up bots?
* Service Cloud
Which of the clouds helps your customers manage support information, connect with their customers for help, and resolve tough cases?
* Service Cloud
What's the quickest way to remove unnecessary information (and increase customer satisfaction) when inserting an article into an email?
* Set up communication Channel Mappings
Where can You can view a list of all standard and custom profiles in?
* Setup
Create a Permission Set
* Setup * Click Clone next to the set you want to copy. A cloned __________________ has the same user license as the original. * To create a set with a different license, click New (1) instead.
Enable Contacts to Multiple Accounts
* Setup // Account Settings
Collaborate with coworkers, partners, and customers
* Slack, Chatter, and Communities to connect your company
There are different kinds of objects:
* Standard * Custom * External * Platform Events * BigObjects
Lightning pages support these components:
* Standard Components: -Standard components are Lightning components built by Salesforce. * Custom Components: - are Lightning components that you or someone else have created. You can configure custom Lightning components to work in Lightning App Builder. * Third-Party Components on AppExchange: - provides a marketplace for Lightning components. You can find packages containing components already configured and ready to use in the Lightning App Builder
Permission Set Groups
* Streamlines permissions assignment and management. ** to bundle permission sets together base on user job functions. ** Need to assign to user *** Users assigned the permission set group receive the combined permissions of all the permission sets in the group.
Courage
* Taking risks is a key ingredient to innovation. * Be transparent about progress and speak when they need help. * Report back when assumptions were wrong, or if they've were across mistakes and new learnings. *** When we tackle projects as a team, we have more ___________ to take on new challenges and risk
What are Activities
* Tasks: - To Do: User- created - Call Log: User-created - Email: System-created when sending email from SF or adding an email from an integrated email system (Created as Completed task: Due Date= Created Date). * Events: - User-scheduled interactions, with a start and end date, which appear on calendars. (Automatically marked as Completed when start date is reached). ** So you can quickly see what's happening!
Default Teams
* Teams are a shortcut that saves you from having to enter the same members into the same form over and over again. * If the same people usually work together, create a default account team and assign them to it. Then, add the entire _________ _________ to your account by selecting Add ____________ _________ from the Account Team related list action menu. * You can even set Salesforce to add your default account team every time and eliminate the need to click buttons at all
Specify Trusted IP Ranges for the Org
* The first time you log in to Salesforce, the IP address is cached in your browser *Anytime you log in from a different IP address, you will be asked to verify your identity, typically by entering a verification code. **From Setup, in the Quick Find box, enter Network Access, and then select Network Access Note: If you have an address outside this range, you aren't excluded from logging in. You simply have to verify your identity by entering a verification code.
Standard profiles
* The platform includes a set of standard profiles. Some examples are: - Standard User - Marketing User - Contract Manager - System Administrator - Minimum Access - Salesforce * Each standard profile includes a default set of permissions for all standard objects available on the platform. --> For example, a Standard User can create and edit records while a Minimum Access - Salesforce user can view records, but not create or edit them. ** You can't edit the object permissions .However, --> you can clone any existing profile, and use that as the basis for a new profile, adjusting the apps and system settings as needed.
What wildcard is used to match only one character at the middle or end of your query when searching in the global search?
* The question mark ?
If your org uses record types, choose a record type to test how it affects your controlling and dependent picklist values.
* The record type and the controlling field together determine what values are available in the dependent picklist. * make sure that your controlling and dependent picklist values are available in the appropriate record types before defining a dependent picklist.
Compact layout
* The section at the top of each record is called the . * It's a quick summary of key fields
Scrum Lead
* The team mirror. * keeps everyone accountable to their commitments—and calls them out when they're not executing. * They manage the team's delivery process, including how to inspect and adapt their process and projects. They do all this while coaching the team to excel. * they work to build community on the team, helping them grow and trust each other so they can better collaborate together.
When does a team choose Kanban to manage its work
* The team's work is difficult to predict.
Modify Reports
* The very first thing to remember before modifying an existing report is to make a copy * Always use Save As before you start
Want a site user?
* Then you need an associated account. for Experience Cloud Sites
AppExchange - Salesforce Labs.
* There are sample Report and Dashboard Packages available for Sales, Service, Activity, CRM, or adoption-related dashboards * can be downloaded and installed into your sandbox or production environment. The packages are free and the reports and dashboards can all be copied and then modified to suit your specific needs. **Keep in mind that some apps contain tabs, fields, objects, and more. ** There are governors and limits in Salesforce, which your org is subject to! ** Apps can either be managed or unmanaged. --> Limits are affected in different ways depending on the app you choose.
Search Within Custom Objects (SOSL)
* There's no fancy way to specify custom objects in a SOSL search. Include the sObject name like any other standard object, and append a __c suffix. ex. - FIND {pink hi\-top} RETURNING Merchandise__c
AppExchange Partners
* These are companies that have built applications on the Force.com platform and sell them on ______________.
Sales and Service: the Perfect Power Couple (SF Platform Advantage)
* They're built on the same integrated platform, giving sales, service, and the entire organization a 360-degree view of each customer. * with no complicated, costly deployments. * to create a seamless experience for your customer & * to increase revenue by giving the entire organization the information they require to uncover opportunities. *** 360-degree view of every customer and their interactions with your company.
WITH statements, (which filter records by certain predefined fields)(SOSL)
* With Division: -FIND {Cloud Kicks} RETURNING Account (Name, Industry) WITH DIVISION = 'Global' * WITH DATA CATEGORY: - FIND {race} RETURNING KnowledgeArticleVersion (Id, Title WHERE PublishStatus='online' and language='en_US') WITH DATA CATEGORY Location__c AT America__c * WITH NETWORK: - FIND {first place} RETURNING User (Id, Name), FeedItem (id, ParentId WHERE CreatedDate = THIS_YEAR Order by CreatedDate DESC) WITH NETWORK = '00000000000001' * WITH PRICEBOOK: - Find {shoe} RETURNING Product2 WITH PricebookId = '01sxx0000002MffAAE'
This is a key step in configuring a custom object.
* Without a custom tab, you can't add a ______ _______ to an app.
Industries
* Work with platforms designed for their specific industry like Financial Services Cloud, Health Cloud, Consumer Goods Cloud, and more.
Can App Images For Lighting Experiencing be Animated?
* Yes!!! Your Welcome!!!
Restrict Field Access with a Profile
* You apply field settings by modifying profiles or permission sets.
Search Within Multiple Objects (SOSL)
* You get to search through multiple objects at the same time because the type of record doesn't matter to the user * adding another object is super simple in SOSL. Just add a comma-separated list.: ex. - FIND {recycled materials} RETURNING Product2, ContentVersion, FeedItem Note: Remember, if you don't specify an object in the RETURNING element, it doesn't show up in the results.
When is it a good time to create a customized search solution?
* You're developing and external knowledge base for user support
Kanban Embraces Last-Minute Change
* ___________ teams do not make the same commitments—and they don't have sprint backlogs. * teams using this workflow are more open to taking on a last-minute request * When they're finished with a work item, they move to the next highest-priority task.
Visible in Lighting Experience
* a check mark in the column means that the app is accessible in Lightning Experience via the App Launcher and is fully functional. * Classic apps that don't have a check mark in the Visible in Lightning column are enabled only for our Salesforce Classic UI
Assign Permission Sets
* assign to users from the permission set or from a User record. * The users total access will be determined by the users profile plus any permission sets assigned to the user.
Search Index and Tokens
* allow the search engine to apply advanced features like spell correction, nicknames, lemmatization, and synonym groups * All this means we can present records that include variations on the user's search term to widen the net of results. * also provides the opportunity to introduce relevance ranking into the mix.
Visualforce pages
* allow you to do really cool customizations in your actions.
Custom Validation Rules
* allow you to enforce more complex conditions, involving one or more fields, specific to your business processes * Can contain a formula that calculates that data in one or more fields and returns a value of " True" or "False"
Report Charts
* allow you to place a single chart right at the top of your report, so that when you view the report, you can see the chart and the report results in one view.
Apex managed sharing
* allows developers to programmatically share records associated with custom objects. * When you use for any custom object, only users with the "Modify All Data" permission can add or change the sharing on that custom object's records, and the sharing access stays the same even if the record owner changes.
Manual sharing
* allows owners of particular records to share them with other users. * Although __________ ________ isn't automated like organization-wide sharing settings, role hierarchies, or sharing rules, it can be useful in some situations,
What is a Dashboard Filter
* allows viewers to change the data visible on the board by selecting a filter value from a drop-down list. * You can add up to 3 filters to a d-board, each with up to 50 filter values. * Filter and filter options added in dashboards builder. *Viewers select filter option to filter the dashboards
A Display Format
* allows you to control the appearance of the Auto Number field. * consists of the substitution variables described below, plus any other characters you wish to include as a prefix or suffix.
Updating the org-wide defaults
* automatically runs sharing recalculation to apply any access changes to your records. * You receive a notification email when the recalculation completes and you can refresh the Sharing Settings page to see your changes. * To view the update status, from Setup, in the Quick Find box, enter View Setup Audit Trail, and then select View Setup Audit Trail.
You can estimate the likelihood of a sale
* based on the deal's stage.
Tip: Create a master-detail relationship
* before a custom object contains data.
We recommend running the Salesforce Optimizer
* before installing a new app and before each Salesforce release * at least once a quarter to get recommendations for feature improvement, clean up customizations, reduce complexity, and drive feature adoption.
Spot a Bug (NPSP)
* best and easiest way to contribute to NSPS * check out technical support Case with Salesforce Support in Resources for instructions
Master-Detail Relationships
* bit tighter * One object is the master and another is the detail. * The _______ object controls certain behaviors of the detail object, like who can view the detail's data. *** the detail object doesn't work as a stand-alone. ***It is Highly Dependent on the Master! *** If record on master is deleted than it will be removed from the detail record as well!. **** When you're creating __________ ______ ________ you always create the relationship field on the detail object. * can be a standard object, such as Account or Opportunity, or a custom object ** Each custom object can have up to two master-detail relationships and up to 40 total relationships. ** As a best practice, don't exceed 10,000 child records
Contact Record
* can be associated with accounts (businesses), opportunities (deals in progress), cases, and more. * complete numerous actions such as editing details, initiating and logging communication and reviewing past activity from the _______ record.
Account Record
* can be associated with contacts, opportunities (deals in progress), cases, and more * You can complete numerous actions such as editing details, creating an associated contact, and reviewing past activity from the account record
Custom buttons
* can connect users to external applications, such as web pages, and launch custom links.
Single joined report
* can have up to five data blocks * Users can add fields, filters, formulas and do column sorting within these blocks. Charts can also be added accordingly. * Groupings can be applied to the created blocks. * A user is allowed to add up to three groupings across all the blocks
Guidance for Success (provided at each step on a Path)
* can help you come up to speed quickly and make sure you don't miss any critical activities.
Master-Detail Relationships
* closely link objects together so that the master record controls specific behaviors of the detail and sub-detail record.
Lightning pages are a?
* collection of Lightning components arranged in regions on the page
Compact Layout (Mobile App)
* also control how records display in the __________ _______ ** you can help your users see what they need on mobile screens, where space is limited and quick recognition of records is important.
Object relationships
* are a special field type that connects two objects together. * You can build custom _____________.
Standard Filter
* are applied by default to most objects. * Different objects have different__________ _______, but most objects include the standard filters Show Me and Date Field . * Show Me filters the object around common groupings (like "My accounts" or "All accounts"). * Date Field filters by a field (such as Created Date or Last Activity ) and a date range (such as "All Time" or "Last Month")
Field dependencies
* are filters that allow us to change the contents of a picklist based on the value of another field.
Fields
* columns in the table; each field describes a characteristic of the record * are columns in object database tables. Both standard and custom objects have fields.
Accounts are
* companies that you're doing business with, and contacts are the people who work for them.
An Org can host multiple sites
* each independent of one another
Lighting Knowledge
* lets customers and agents draw on your wealth of knowledge articles. * once setup cannot be undone ** To use navigate to-->Service Setup
Navigate Reports & Dashboards
* located on Navigation Bar or App Launcher/ All Items * Through the Tab directly
Base Camp (Non-Profit)
* our introductory series that allows you to learn at your own pace and get the resources you need when you need them *lead the live sessions to help you get hands-on experience and ensure that your organization is set up for success.
Calculating Permissions in a Permission Set Group
* recalculation propagates the change you make in the permission set through to the permission set groups that contain the permission set. * While a permission set group recalculates, assigned users retain the permissions as of the last completed recalculation. ** Changes that trigger a recalculation of a permission set group include: - Changing existing permission sets - Adding permission sets - Removing permission sets Note: they are easy to adjust!
Record Pages
* Use the Lighting All Builder for page components, such as related lists, paths * Big Picture
Dynamic form
* Use to define the layout of a Record Detail Page that contains fields and sections (what we do with page layouts currently). * What makes this dynamic is you can show/hide the sections & fields based on certain filter criteria, which currently is not possible with page layouts. * Hence, it provides more granular control to admins and consultants
Data Loader (Data Import)
* Use to insert, update, or export SF records * This is a client application that can import up to five million records at a time, of any data type, either from files or a database connection. * It can be operated either through the User Interface or the Command line. Using the Command Line you need to specify data sources, field mappings, and other parameters via configuration files.--> This makes it possible to automate the import process, using API calls. * Drag and Drop field mapping * Support for all objects including custom objects * Can be used to process data in boteh SF and Database.com *Built in CSV vile viewer. When to Use : *You need to load 50,000 to five million records. ** CAUTION: WHEN IMPORTING MORE THAN 50,000 IT WILL SLOW DOWN ORG-WIDE PERFORMANCE * You need to load into an object that is not supported by the Data Import Wizard. * You want to schedule regular data loads, such as nightly imports. ** When exporting data, it outputs CSV file.
Dashboard Component Type: Table
* Use to show a set of report data in column form.
Benefits of Reports and Dashboards
* Visibility into data: give you easy access to key data insights * Time savings: Reports give you a quick way to answer both simple or complex questions * Flexibility: you can pull data from all your standard and custom objects and fields. Tailor to the specific needs of you r end users
Path shows you at a glance
* Visual representation of the Picklist, Status or Stage field. * Comes standard with App, but you can customize further. * Where the record is in your sales process: At each step on the path, help users succeed with step - specific guidance, such as tips, links, and company policy information. * Added guidance for users to follow along.
Scrum (Key features)
* Who prioritizes it? - Product owner prioritizes on product backlog * Where does it go? - The product backlog id reordered for the nest sprint. * When does the work start? - During sprint planning, the team commits to the work in the next sprint. * Why is there a delay? - Scrum focuses the team to deliver on their sprint commitments, and interruptions mid-sprint are discouraged. * How long does it take to deliver? - It can be 2 weeks or more, depending on sprint status.delay?
When you start adding relationships between objects,
* remember that you're increasing the complexity of your data model. * be extra cautious when you do things like change and delete objects, records, or fields.
IMPORTANT: When you update permissions in a permission set
* review the business requirements of all users assigned to the permission set and related permission set groups.
You control who has access to the contents of the folder based on
* roles, permissions, public groups, territories, and license types. You can make a folder available to your entire organization, or make it private so that only the owner has access.
Salesforce Mobile and Lightning Experience Actions
* section controls which actions appear on record pages in both Lightning Experience and in the Salesforce mobile app.
The Quick Actions in the Salesforce Classic Publisher
* section controls which actions appear on record pages in the Salesforce Classic UI
Organization-wide defaults
* 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. ** Is automated
Simple-to-configure security controls
* that make it easy to specify which users can view, create, edit, or delete any record or field in the app. * You can configure access at the level of the organization, objects, fields, or individual records. * By combining security controls at different levels, you can provide just the right level of data access to thousands of users without having to specify permissions for each user individually.
Sandboxes
* the amount of ____ that you have available depends on the number o f the licenses that you have. * You can see how many available ______ licenses you have on the Setup/Quick find box screen *Can only be created in production, not Trailhead
When you create a list view chart for an object, such as Opportunities or Leads,
* the chart is associated with the object. * The chart is available for any list view that you have permission to see for that object, -- except the Recently Viewed list.--
Once you've created a list view
* the menu gives you more options such as Rename and Sharing Settings.
Visible lightning
* there are two types of apps: Classic and Lightning * Classic apps that don't have a check mark, are enabled only for our Salesforce Classic UI. ** Classic apps marked as visible, --> are fully usable in Lightning Experience, but they don't take advantage of the app enhancements *** ________ ___ aren't available in Salesforce Classic.
All Tabs (App Launcher)
* these items correspond to the Tabs in the Navigation bar.
Names not only help you find companies in your records (Best Practices for Managing Accounts and Contacts)
* they can be used to denote relationships between accounts and help you decide if a company or individual already exists in your records.
If users are logged in when their login hours end:
* they can continue to view their current page, but they can't take any further action.
You'll be using permission sets for two general purposes:
* to grant access to objects or apps, * to grant permissions—temporarily or long term—to specific fields.
Nonprofit Cloud curated set of core capabilities
* to help your organization get started with Salesforce faster, at less cost, and with greater impact. * Great for larger nonprofits! * It includes versions of: - Salesforce Sales Cloud and Service Cloud - Nonprofit Success Pack (NPSP) - Program Management Module (PMM) - Outbound Funds Module (OFM) - Accounting Subledger - Insights Platform Data Integrity - Einstein for Nonprofits: for insights into donors likely hood they will make a donation
Let dashboard viewers choose whom they view the dashboard as
* to let a reader with appropriate user permissions choose who they view the dashboard as. * With the "View All Data" user permission; the reader can view the dashboard as anyone.
Manage Files
* unifies your files, documents, and libraries into a single place for easier management. * also integrates files access directly into the flow of your business, so you can grab the content you need from wherever you are in the app.
How many related objects can you have?
* up to four related objects, and each can have the "with" or "with or without" distinction.
Premier or Signature Success Plan
* upgrade to these plans for no additional costs * organizations looking for 24/7 support and individualized expert coaching
To apply a bulk action to specific records
* use the checkboxes on specific rows, and then click the bulk action button
Lighting App Builder User Interface
* used to Edit Page * This is where we go to customize the structure and different component positions on Record Pages. * Header - last 10 modified pages * Toolbar - cut, copy, paste, undo, redo ,save or active lighting page. * Lighting Components Pane -contains standard & custom components that are supported * Lighting Page Canvas - where you build your page * Properties Pane - overall page properties or the properties of the component that you've selected.
Validation rules
* verify that data entered by users in records meets the standards you specify before they can save it. * for objects, fields, campaign members, or case milestones. * A _________ ____ can contain a formula or expression that evaluates the data in one or more fields and returns a value of "True" or "False." When the _________ ____returns a value of "True", this confirms that the data entered by the user contains an invalid value. * can also include error messages to display to users when they enter invalid values based on specified criteria. ** Using these rules effectively contributes to quality data. -->For example, you can ensure that all phone number fields contain a specified format or that discounts applied to certain products never exceed a defined percentage.
To make Account Teams Faster to use
* you can set up your own personal Default Account Team in your personal settings * Default Teams; are a shortcut that saves you from having to enter the same members into the same form over and over again
When selecting a source report for use in a dashboard component,
* you can't choose Joined Reports or Historical Trend Reports.
If a user has a permission in their base profile,
* you can't remove it by assigning a permission set to that user. * A permission set can only add permissions. ** To take away a permission, you have to remove it from the user's base profile and from any permission sets the user may have. --Or-- ** if the user is assigned to a permission set group, you can use a muting permission set to mute selected permissions
When you update the organization-wide defaults,
* you cause a sharing recalculation to run automatically and apply any access changes to your records. * You receive a notification email when the recalculation completes and you can refresh the Sharing Settings page to see your changes. To view the updated status, from Setup, enter View Setup Audit Trail in the Quick Find box, then select View Setup Audit Trail.
Stream
* you combine multiple feeds from many kinds of objects into a single view, * you can combine feeds from the groups working on the project, the topics discussing it, the people assigned to it * You can add any other feed type that's related to the project * For notification setting choose between : Every post or Never. ** Up to five _______ are listed—though you can have up to 100 _______. *** You can add up to 25 feeds per ______
When your global operation sets up multiple currencies, conversion rate control, and personal currencies,
* you free up your agents to focus on the work itself, not the value of the dollar that day.
Control Access to the Organization
* you're protecting your data at the broadest level * You do this by managing authorized users, setting password policies, and limiting when and where users can log in.
You can manage static exchange rates between
* your active and inactive currencies and the corporate currency by editing the conversion _______. * These __________ ___________ apply to all currency fields used in your organization. * Note: - In addition to these conversion _______, some organizations use dated ____________ ___________ for opportunities and opportunity products.
Customer 360 Truth
** is a portfolio of add-on products that allow you to consolidate customer identity, create a secure data hub, and deliver hyperpersonalized customer experiences across all your Salesforce products.
Define Employee Roles with Account Teams
*** Each person on an a ______ can be assigned different roles and different levels of access to the account and its opportunities and cases. ** Admin must turn it on and set up the roles that each member can be assigned.
Salesforce Users
*Anyone who has access to SF organization and can utilize it for different purposes: - Managers, Project Teams, Account Executives, Support teams, and Operations. * Reset Passwords * Create new ______ and deactivate or freeze existing users. * View information about your users. Login as a _____ ** Every ______ in Salesforce has a user account Profile, & a License. *** The _____ account identifies the ____, and the ____ account settings determine what features and records the ____ can access. Each ____ account contains at least the following: - Username - Email Address - User's First and Last Name - License - Profile - Role (optional)
Quick Actions
*Come in two different flavors: 1. Object-specific Actions 2. Global Actions * let your users quickly do tasks, such as create records, log calls, send emails, and more. * With custom actions, you can make your users' navigation and workflow as smooth as possible by giving them quick access to information that's most important. ** Note: you might want to create, ask your users what they really wish they could do.
Object relationships
*Connects two sets of data together. * Defined on the child object using a custom field. * Lookup * Master Detail * Hierarchy (User object only) * Self (Lookup) View in Schema Builder
Best Practices for Omnichannel Call Center Success
1. Customer service is a team sport: 2. Don't guess what customers want. Go straight to the source: the customer. 3. Exceed expectations. 4. Build cross-functional teams. 5. Let your customers guide your strategy.
Scheme builder
A tool that lets you visualize and edit your data model
Round ( Amount-(Amount * 0.12) , 2)
If you want to apply a discount to an opportunity amount, you can use the following formula. In this case, we're applying a 12% discount and then rounding the result to two decimal places using the ROUND() function
Where can a sales manager find a summary of interaction with a contact for one of their reports main accounts to prepare for an upcoming meeting?
* Activity Timeline
Personal Currencies
* It is located in the Personal Settings * It is used as the default currency in quotas, forecasts, opportunities, quotes, and reports.
Some Key Traits of Scrum.
* It provides a framework to deliver high-quality value to customers faster. * Everyone is organized into small, cross-functional teams. * Teams work in short iterations (we call them sprints)
Accounting Subledger.
* It translates your Salesforce data to the format used by your Finance team to create a reliable and transparent flow of data.
AppExchange Chat collection.
* It's an easy way to find tons of listings who are ready to chat with you. * There's an icon for that on listings that have chat enabled. **How many collections are there again?
Certifications
* Role-based *Prove hands-on experience with SF to get a competitive edge that leads to new opportunities.
Where can someone connect with other SF Associates to network and collaborate based on location
* Trailblazer Community Groups
Kanban System (Opportunity)
* Visualize your deals at each stage in the sales cycle * Move deals between stages using drag-and-drop functionality * Set up alerts to notify you when action is needed on a key deal * Quickly create filters to slice your data how you want
IdeaExchange
* Vote or recommend an idea * Located in the Trailblazer Community in the Nonprofit category.
Data Export's Schedule Export option can be scheduled at the following intervals:
* Weekly and Monthly
Audit System Use
* provides important information for diagnosing potential security issues or dealing with real ones. Someone in your organization should audit regularly to detect potential abuse. ** Look for unexpected changes or patterns of use.
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 ** cannot change
A knowledge article is:
* Any type of shared document in your knowledge base
Kanban teams respond to unplanned work and changes by:
* Assessing the priority of the new request and starting the work when it is at the top of the Ready Column
Partners
extend the power of Salesforce with partner-built solutions and consultants on AppExchange, the world's leading enterprise cloud marketplace.
If the Grant Access Using Hierarchies is disabled for a custom object
for a custom object, only the record owner and users granted access by the org-wide defaults receive access to the object's records.
Login History
You can review a list of successful and failed login attempts for the past 6 months.
Contact
link individuals related to a specific account in SF
Do they have access (D-boards)
* Folder
We think about database tables
* as objects
The Details tab (2)
* shows information about a record.
Difference between Profile and a Role
* Profile controls access to Objects *Roles control access to Records
Which of these is not a method for controlling record-level access?
* Profiles
Comma Delimited Value (.csv)
* not pretty * Great for uploading into another database or back into SF
Kanban metrics rely on what to determine output?
Lead Times
Declarative programming
* (No code) click or drag-and-drop * accomplishes the same results by basically telling the computer the end result and letting the computer figure out how to get there. * improves the speed of development cycles and allows for quicker and simpler problem resolution * This platform is often simpler and safer, easier to maintain and grow as needed. * low-code development
Split Credit for an Opportunity
* * If you're the opportunity owner or above the owner in the role hierarchy, you can add and adjust splits on an opportunity.
To make a report a summary report?
* You need to group Row grouping OR Columns grouping
Report Component Overview (Before you begin creating report)
1. Report Type: What object and related objects do you want to report on? 2. Scope: Whose records do you want o see and for what time frame? 3. Columns: What columns do you want to see? 4. Grouping: Which field (s) do you want to group by? 5. Summaries: Which numerical fields(s) do you want to display as group subtotals and grand totals? 6. Filters: What additional filters do you want to limit the records you see? 7. Highlights/Charts: Do you want to display summarized data with highlights or as charts?
Dashboard Properities
1. define a name, description & dashboard folder it is in. 2. Adjust the grid size to 12 or 9 columns 3. Apply Dark theme to all dashboard components & color palette * 9 columns or 12 columns * Scope the data that dashboards readers see by specifying who they view the dashboard as. * Must have access to the folder in which the dashboard is saved. *Can view dashboards as (Running User): - Me (User creating) - Another Person (Fixed) - Dashboard Viewer (Dynamic) - Must be refreshed manually, cannot schedule. Benefit of this is: - 1 folder, - security settings based on a specific user example: 1. Sally views the folder , she sees what her security settings allows her to see 2. John views the folder, he sees what his security settings allows him to see. * Optionally, let dashboard viewers choose whom they view the dashboard as
Unknown function:
6. In this case, check that Salesforce supports the functions you're using. You also get this error for misspelled functions.
Record types specify the following elements.
A. Picklist values B. Page layouts C. Business processes ** Allow you to offer users different page layouts and picklist values (not the Picklist themselves) for different business scenarios, based on their profiles.
Analytics
Access Tableau to bring enterprise-wide data together and Einstein Analytics for actionable insights on data within Salesforce.
How do you attach a file to a record in Lightning Experience?
Drag the file from your computer to the Files related list card on the record
Where to find Installed App?
From setup, search and select Installed Packages in the Quick Find Box// Click view components
Success
Get customers the resources and guidance they need to achieve long-term success with Salesforce through always-on resources like adoption and professional services.
HYPERLINK() function.
This formula creates a hyperlink to an external website using the Adding __________ to page layouts helps your users access important information quickly from the detail pages.
Maintain active ownership
Transfer unattended or inactive account _______ to new account rep.
You can set default values for Controlling Fields but
* not for dependent picklists.
Records as:
* Rows
Bucketing: Text
* lets you consolidate variations of the same data.
Picklist Values can be defined three ways:
1. Set individual values when you create the _________. These are specific to a single _______ field. 2. Use the built-in set of values for the standard ________ fields that come with your Salesforce org. 3. Create a Global Value Set, which is a custom set of values you create to share with more than one ________ field.
Customizing Sales force (Process)
1. Standard Functionality: Use - "out of the box" features that SF provides. 2. Declarative: Configure - Build it with clicks no code--> quick 3. AppExchange: Buy/Get - Pre-built solutions available on the AppExchange to add to an org. 4. Programmatic: Develop - If other solutions will not work, implement using code.
We have three types of picklists:
1. Standard: - ex: Lead Source on the lead Object 2. Custom - 3. Custom Multi-Select -
Follow these steps before you start importing any data.
1. Use your existing software to create an export file. You'll use this exported data file to now import the data into Salesforce. 2.Clean up the import file for accuracy and consistency. This involves updating the data to remove duplicates, delete unnecessary information, correct spelling and other errors, and enforce naming conventions. 3. Compare your data fields with the Salesforce fields you can import into, and verify that your data will be mapped into the appropriate Salesforce fields. You might need to fine-tune the mapping before starting the import. - For details, see Field Mapping for Data Sources in the online help. 4. Make any configuration changes required in Salesforce to handle the imported data. - For example, you might need to create new custom fields, add new values to picklists, or temporarily deactivate workflow rules. Note: Salesforce recommends you import using a small test file first to make sure you've prepared your source data correctly.
With a page layout, you can control:
1. Which fields, lists, and buttons a user sees on related, details and edit pages
To determine the org-wide defaults you need for your app, ask yourself these questions about each object:
1. Who is the most restricted user of this object? 2. Is there ever going to be an instance of this object that this user shouldn't be allowed to see? 3. Is there ever going to be an instance of this object that this user shouldn't be allowed to edit?
Report formats/ types of reports
Tabular (default): Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row Summary: Summary reports are similar to tabular reports, but also allow you to group rows of data, view subtotals, and create charts Matrix: Allow you to group records both by row and by column Joined: Are report blocks that provide different views of your data
And ( Account .NumberOfEmployeees > 1000, Amount > 10000 )
This formula is a checkbox formula that determines whether a particular opportunity is a "big" opportunity. It checks whether the number of employees at the opportunity account's associated company is greater than 1,000 AND whether the opportunity amount is greater than $10,000. If both statements are true, the field appears as a checked box on the Opportunity page layout. Otherwise, it appears as a blank box
Report filters and groups
To get the data you need, you can filter, group, and do math on records When youre using the report builder to ask a question about your data, filters, and filter logic allow you to get more specific. And row limits help you limit the answer you receive
Set Password Policy
You can configure several settings to ensure that your users' passwords are strong and secure. Password policies Set password and login policies, such as specifying an amount of time before all users' passwords expire and the level of complexity required for passwords. User password expiration Expire the passwords for all the users in your org, except for users with "Password Never Expires" permission. User password resets Reset the password for specified users. Login attempts and lockout periods If a user is locked out due to too many failed login attempts, you can unlock the person's access. *** From Setup, in the Quick Find box, enter Password Policies, and then select Password Policies
NPSP is distributed
as a Open Source software that encourages exchange, collaboration, and transparency.
A report type determines:
which fields and records are available for use when creating a report
You can use the Twitter profile image
* As the profile image for an account, contact, or lead in Salesforce.
Field types include
* Text, Number, Checkbox, and Date/Time
Activity time line
* Want to know whats been going on with this account?
When you send an email from a contact record
* it fills in the To address for you.
Supply Chain
* Procurement * Vendor Management * Logistics
Feel like browsing around AppExchange consider
* Product * Industry * Latest Collections * Top Categories
Salesforce Help
* Product documentation, a glossary and release notes are posted in __________ ______. * Search SF Help * Get Support *View Release Notes
Page layouts can be assigned to:
* Profiles - ex; you can create a customized page layout for managers and another page layout for standard users. * controls the fields, sections, related lists, and buttons that appear when users view or edit a record. Use an objects default page layout or create new.
Two types of groups:
* Public groups * Personal groups They can be used in the following ways: - To set up default sharing access via a sharing rule - To share your records with other users - To specify that you want synchronize contacts owned by other users - To add multiple users to a SF CRM content library - To assign users to specific actions in salesforce knowledge
To specify which data is returned in (SOSL):
* RETURNING FieldSpec
Marketing Cloud
* Reach audiences across multiple touch points—digital advertising, email, mobile, and more—with personalized messages using * You can do things like: 1. Connect known and unknown profiles to gain a unified view of the customer. 2. Leverage data and Einstein artificial intelligence to make every interaction relevant. 3. Create two-way, real-time engagement when and where the customer wants. 4. Measure, report, and optimize on marketing performance, impact, and customer loyalty.
Types of Macros
* Regular: - Performs actions that aren't submitted, sent, or saved, such as inserting an email template but not sending the email. * Irreversible: - Performs permanent actions, such as sending emails to customers or updating a case's status. These _______ contain a Submit Action instruction that's irreversible (Admin must enable Manage ______ --> Users Can't Undo permission)
Planning Meetings
* Release Planning Every 4 Months * Backlog Refinement Planning Happens Every 2 Weeks * Sprint Planning Happens Every 2 Weeks * Daily Stand-Up Happens (Almost!) Every Day
Salesforce Scrum Leads:
* Remove blockers * Don't micromanage * Steer the team from bad habits and inefficient processes * Enable the team to become collaborative and high-performing ** Not a full-time gig! ***Added responsibility, giving everyone the chance to develop new leadership skills.. **** Individual contributors
Many-to-Many relationship
* Requires a Junction Object. * one record in either Table A or B can relate to many matching records in the other table * Provide two standard report types that join the master objects and the junction object. The report types are: "Primary master with junction object and secondary master" in the primary master object's report category. "Secondary master with junction object and primary master" in the secondary master object's report category.
There are two kinds of splits.
* Revenue splits: are for crediting team members who are directly responsible for the revenue on an opportunity. - Revenue splits always total 100% of the opportunity amount. * As the opportunity owner, you get 100% of the revenue by default. * Overlay split: gives you a way to credit supporting team members. - It can total any percentage of the opportunity amount, including a percentage over 100%, and it doesn't count toward the revenue split on the same opportunity.
AN AMER sales manager has visibility into opportunity records owned by their team, but not records owned by the EMEA sales manager. How is this access being controlled?
* Role Hierarchy
These filters are available when building or editing a report, but aren't shown in the filter panel when viewing a report. Even though you don't see the filters, they still filter the report
* Row limit filters * Historical field filters * Cross filters * Standard filters (except for date, picklist, and string filters)
Two Main APIs
* Salesforce Object Query Language (SOQL) * Salesforce Object Search Language (SOSL) ** Both SOQL and SOSL format text queries in a given API. *** Both have two different syntaxes!
When you change a multi-select picklist to a picklist that doesn't allow multi-selection.
* Salesforce clears the values for that field on existing records
Which of the following best defines CRM, Sales Cloud, and Salesforce?
* Salesforce is the company that pioneered CRM in the cloud, and Sales Cloud is a product it offers
Salesforce ecosystem is made up of:
* Salesforce: That's us * Customers: Customers of all sizes that use our products * Partners: Salesforce-certified experts who work with customer across products and industries
Which type of environment should be utilized for onboarding new users to build and test new requirements for a company?
* Sandbox
To Copy dashboard
* Save As new, save in specific folder.
Macros are used to:
* Save agents time by automating repetitive tasks
Which tool provides a visualization of objects and their relationships to each other?
* Schema builder
Salesforce uses two different Workflows:
* Scrum * Kanban
Remember:
* Scrum limits the capacity by focusing on a 2-week section of their backlog. * Kanban limits the capacity based on preventing multitasking with work-in-progress limits
The Salesforce Platform advantage offers:
* Seamless integration across sales, service, and more
What can you use keyboard shortcuts in Lightning Experience to do?
* Search
What is the most used feature in Salesforce
* Search * Essential Productivity Tool
Display Suggested Results
* Search Suggested Records—Returns a list of suggested records whose names match the user's search string. The suggestions resource provides a shortcut for users to navigate directly to likely relevant records, before performing a full search. * Search Suggested Article Title Matches—Returns a list of Salesforce Knowledge articles whose titles match the user's search query string. Provides a shortcut to navigate directly to likely relevant articles before the user performs a search. * SObject Suggested Articles for Case—Returns a list of suggested Salesforce Knowledge articles for a case.
Report and Dashboards folders serve what purposes?
* Security & Grouping
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 multicurrency setup and currencies added to your company settings, users can:
* Select a personal Currency
By default, a role hierarchy automatically grants access to records for users above the record owner in the hierarchy.
* Setting an object to Private makes those records visible only to record owners and those above them in the role hierarchy.
How to Assign new Pages to Profiles
* Setup/Object/Page Layouts
Share Folder
* Share with users, roles, roles & subordinates and public groups * View, edit or manage permission.
Edit Object ( From Dropdown)
* Short cut to Object Manager --> Is the quickest way to edit an object.
Objects
* Simplest way to control data access is to set permissions on a particular type of object * You can set object permissions with profiles or permission sets * A users profile determines the objects they can access and the things they can do with any object record (such as create, read, edit, or delete) * Standard ________: Custom objects: ** They are containers for your information that give you special functionality.
What are the benefits of using permission set groups
* Simplified user assignments to permission set groups based on job functions
How the Lightning App Builder Works:
* Single-page apps that drill doesn't 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, such as an expense app for users to enter expenses and monitor expenses they've submitted * Custom record pages for your objects, tailored to the needs of your users * Custom Home pages containing the components and features that your users use most
Develop an AppExchange Strategy
* Solution type * Functionality * Budget * Stakeholder needs * Testing * Technical Considerations
Sample Report and Dashboard Packages
* Some of the packages come bundled with a handful of custom fields. * Reports, dashboards, folders, and custom fields all have names, which can conflict with existing names in your org. * Packages all come with report and/or dashboard folders. ** You can preview all the components in the package during the installation process.
How can you refine search results for Accounts and Files in Lightning Experience?
* Sort search results and filter results for accounts and files
Creating List View
* Specify up to 10 filters * Select up to 15 columns
Benefits of Chatbots
* Speed * Quick case deflection: - Chatbots can immediately answer specific questions for customers to make them happier. Consequently, fewer cases get logged for support agents to resolve. * Reduced wait times: - Customers spend less time waiting "in the queue." They get answers to common questions immediately in a chat window instead of waiting for an email, phone call, or response from another channel. * Save time for agents: - Since chatbots can deflect easy cases, agents can devote more time to complex issues that require creativity or teamwork. * Efficient redirects for customer inquiries: - Bots can instantly welcome customers with a branded greeting in a chat window and direct them to resources they need fast. * Intelligent responses: - When bots are connected to NLU technologies, they can learn how to respond to customers appropriately and let agents do more complex work.
Team members working on an opportunity can roll their individual sales credits into forecasts and into quota and pipeline reports for the entire team.
* Split Opportunities * Split Opportunities with Products * Split Opportunities with Products and Schedules
What do you get with an Object?
* Standard Fields * Custom Fields * Custom Relationships * Use Validation Rules ** Define Page layouts and Record types to control what a user sees when they view or edit a record. ** Automate business processes using quick actions, flows, and approval processes. ** Control record access and set field-level security.
You can add custom fields to:
* Standard objects * Custom objects
How site users are created using person or business accounts:
* Steps you take to create a Business Accounts. For the Partners; 1. Enable As Partner, in dropdown list. 2. Create a contact in the account 3. Convert the contact into site user.
Tips for Creating Apps in Lightning Experience
* Talk to your users. Ask them what their priorities are. * Customizing tabs in apps gives you a unique opportunity to engage with your user *Each group of users has its own priorities. Find out which objects and items represent their highest priorities. - Ask users to post feedback to a Chatter group. - Publish polls. - Schedule lunch sessions. Everyone likes a free lunch, and nearly everybody is happy to express their opinion. ***Create a master list of objects that everyone in your org wants.
Search Process (User Prespective)
(1 ) When users enter a term in the search field (2), the search engine breaks up the search term into tokens (3). It matches those tokens to the record information stored in the search index (4), ranks the associated records by relevance (5), and returns the results that users have access to
As a standard, non-admin user, which other calendars can you see on your calendar?
* Any calendar that has been shared with you in your org
A company offers different consoles for their sales and service teams. Where should these users navigate to in order to access the appropriate console?
* App Launcher
Report and Dashboard Folders
* Access to reports and dashboards is controlled through folders * Build subfolders to add more categories. Access is still granted at the parent folder level * Different groups of users can be given a=different access to the same folder. Sharing: * Share with users, roles * sub-ordinates and public groups. * View, Edit or Manage Permission * Email is determined by who is available in the Share Folder
When you qualify a lead, which two records will also be created? (Choose Two)
* Account * Contact * You have the option to Create an Opportunity
Person Accounts
* Accounts & Contacts joined together. * Doing business with individual people (solo contractor) * Solo contractor or an individual consumer. * Similar to business accounts * Meant to record information about an individual person. * these accounts don't have their own Contacts. ** Functionality may be an issue.--> Not really a fan.
Add Users
* The maximum number of users you can ____ is determined by your Salesforce edition and the number of user licenses you purchase
Once multiple currencies is enabled you also:
* Activate additional currencies and optionally select a new corporate currency. * Ensure users have correct personal currencies. * Make sure users use the correct currency when creating records.
Once multiple currencies is enabled you also::
* Activate additional currencies and optionally select a new corporate currency. *Ensure users have correct personal currencies. * Make sure users use the correct currency when creating records.
What must you do before adding new currencies to your company settings?
* Activate the multicurrency option for your org.
Pick List
* Active values appear as an option in a picklist. * Inactive values don't, but they're not entirely removed from your org. * Must have at least One Value!
Contacts and accounts show you at-a-glance insights, including:
* Activity timeline, Twitter Integration, and hover capabilities
Datatypes (Just a few you will run into)
* Checkbox: -simple yes no * Date or DateTime: -these fields represent dates or date/time combinations, like birthdays or sales milestones * Formula: - this special field type holds a value that's automatically calculates a real estate agent's commission on a home sale
Filter Logic
* Add Boolean conditions to control how field filters are evaluated. You must add at least 1 field filter before applying filter logic. * Add up to 20 additional filters to a report * And, OR * Link multiple filters using "and", "OR and "Not" operators to create sophisticated conditions. * Offset priority conditions using parentheses and nested parentheses.
How do you set up the account hierarchy?
* Add a Parent Account to the accounts record.
What's a Package?
* A ---------- is a set of pre-created configurations and developments * ------ allow us to load sample data, custom objects and fields, or just about anything else into your Trailhead Playground.
Trailblazer Connect
* A Pathway to New Careers in the Salesforce Ecosystem * A program that focuses on providing direct pathways to success * Built on Four key pillars: - Salesforce Fundamentals - Trailblazer Mentorship - Workforce Development Partner Program - Trailblazer Connect Career Fairs
Personal Settings
* A collection of information about abuser that end users can update. Accessed through the Avatar * Cannot change username * Change Locale: how something is displayed ** User can change their ___________ Preferences * Add Signature for email *Email Encoding: Unicode (UTF-8) Character display.
Field
* A place where you store a value, like a name or address; using our spreadsheet example, a _______ would be a column on the spreadsheet
Which of the following is true of the Scrum elements of delivery?
* A product backlog is a list of everything that we think needs to be done.
Use Profiles to Restrict Access
* A profile is a collection of settings and permissions. * The settings in a user's profile determine whether the user can see a particular app, tab, field, or record type. * The permissions in a user's profile determine whether the user can create or edit records of a given type, run reports, and customize the app.
Object
* A table in the database; in that spreadsheet example, an __________ is a tab on the spreadsheet
Using Filter Logic
* AND: - Finds records that match both values * NOT - Finds records that exclude values ** Every time you add a filter, revisit your ______ _____ to make sure it's still correct. ** doesn't apply to cross filters.
Objects (Levels of Data):
* Access to object-level data is the simplest thing to control. * 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. --> You can use profiles to manage the objects that users can access and the permissions they have for each object. --> You can also use permission sets and permission set groups to extend access and permissions without modifying users' profiles.
Auto-number fields
* Adds 1 digit to the previous number * Choose format.
Search enhancements that make refining search results even easier
* Adjust column widths and clip or wrap text * You can filter search results for accounts, cases, contacts, dashboards, files, Knowledge articles, leads, notes, opportunities, people, and tasks, and for custom objects. In Lightning Experience, filter options are in the pane on the left to give search results some breathing room.
Public groups
* Administrators and delegated administrators can create ______ ______. * Everyone in the organization can use ______ ______ * control: - Record access - List Views - Folder access * You cannot assign a Permission Set. * just determines " Who"? ** Does not open up sharing access.
Roll-up summary fields are affected by
* Advanced Currency Management. * If your organization enables advanced currency management: -- delete any currency ___________ ___________ fields on accounts that summarize opportunities and any ___________ ________ fields on opportunities that summarize custom objects.
Marketing Cloud Products
* Advertising Studio: - Use CRM to securely power 1-to-1 advertising across Google, Facebook, LinkedIn, Twitter, Pinterest, and Display at scale. * Salesforce CDP: - Achieve a single, actionable view of your customer using Salesforce's custom data platform. * Datorama: - Enable cross-platform marketing intelligence by unifying data sources, visualizing AI-powered insights, and creating actionable reports to drive ROI. * Email Studio: - Use data from every department to build smarter email—from basic marketing campaigns to sophisticated 1-to-1 messages. * Google Analytics 360: - Gain cross-channel insights for seamless customer journeys with Google Analytics 360 + Marketing Cloud. * Interaction Studio: - Visualize, track, and manage customer experiences with real-time interaction management—driving valuable engagement at the right moment. * Journey Builder: - Deliver cross-channel personalized experiences at every step of the customer lifecycle with campaign management. * Mobile Studio: - Send consistent SMS, push, and chat app messages in real-time. * Social Studio: - Listen, publish, and engage to create customer advocates. Connect social to marketing, sales, and service in one platform powered by AI.
Name
* All records need _____ so you can distinguish between them. You can use text names or auto-numbered names that automatically increment every time you create a record. Example:A contact's name can be Julie Bean. A support case's name can be CA-1024.
Matrix Reports
* Allow you to group records both by Row and by Column. * These reports are the most time-consuming to set up, but they also provide the most detailed view of our data. ** at-a-glance overview of data, especially for something like totals of revenue or quantity of products sold Used to: - to display summaries from two or more levels of groupings in a grid. This allows you to display more data in a smaller space and makes quick comparisons across groups. *** reports are usually easiest to consume with details hidden. To hide the report details, turn off Detail Rows. *** Total of 4 Groupings : - Two: Columns - Two Rows
Record Types
* Allow you to offer users different Page Layouts and Picklist Values for different business scenarios, based ob their profiles. * Will only diplay what is relevant for that particual record.
APIs (Application Programming Interface)
* Allows different pieces of software to connect to each other and exchange information * The core of the ___'s power is that all of your data and metadata is ___ enabled. * Every time you use Salesforce, whether you're using standard functionality or building a custom app, you're interacting with the ___. ***you can use ______ so that suggestions appear as the user types into the search bar
Export a Report as CSV
* Allows you to export report details in .CSV or .XLS formats Note: that the export will not have formatting, groupings, or subtotals.
Advanced Currency Management
* Allows you to manage dated exchange rates that map a currency conversion rate to a specific date range.
Navigation Bar
* Allows you to reorder, rename, or remove items that you added to a navigation bar *Personalized based on preferences *Can have up to 50 Tabs (items) including the default items. * Admins can't access or modify the personal items users add to a navigation bar. -->Admins can disable personalization ** Personalization's (based on preferences) that you make in Lightning Experience aren't available in Salesforce Classic. *** When an Admin removes an item from an app, that item remains in your users' personalized navigation bars, and users can then delete it
How to Install (Install AppExchange Packages)
* Am I _______ the package in the right org?: - test before you release it to the org. * Have I reviewed the documentation?: - If documentation is available, it appears on the apps Overview Tab * Who needs access to the solution?: - Which users can access its functionality ---Options include: - admins only, - all users, or specific profiles
What Is a Lightning App?
* An app is a collection of items that work together to serve a particular function. * In Lightning Experience, Lightning ____ give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar. * let you brand your apps with a custom color and logo. * You can even include a utility bar and Lightning page tabs in your Lightning app.
Records
* An item you are tracking in your database; * are rows in object database tables. * ____________ are the actual data associated with an object
Record
* An item you are tracking in your database; if your data is like a spreadsheet, then a record is a row on the spreadsheet ** is made up if data in differefnt fields.
Campaign
* An outbound marketing project that you want to plan, manage, and track within Salesforce.
Optimizer
* Analyze your implementation to find ways to simplify customizations and drive feature adoption. * Consider running as part of your monthly maintenance, before installing a new app, before each Salesforce release, or at least once a quarter.
You can define a default value for the global value set.
* And individual fields that use the global value set can have their own default values, independent of the global value set's default. --> This extends to formula default values, too.
Did you know that app images for Lightning apps can be
* Animated GIFs!
Lightning Page Types
* 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. * Home Page: - 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. * 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.
Where can a Sf Associate learn more about an app the Admin is wanting to install to meet a business requirement?
* AppExchange
Accounts
* Are companies that your doing business with and contacts are the people who work for them * Customer , competitors, and partners. Each account stores information such as name ,address and phone numbers.
Customers expect to connect with your company through channels which:
* Are constantly expanding
Openness
* As we work together as one team, we consistently verbalize how we're doing, flag obstacles, and voice concerns so they don't linger. * Teams can support each other by asking for, and providing each other with help. * Team members are honest and clear about timing, planning, and obstacles; how they work; and what they're working on. This prevents any unwanted surprises and last-minute fire drills. * When teams are open, they admit when they were wrong, and correct their mistakes with the intent to improve moving forward.
Manage Global Value Set
* As with other picklist values, you can reorder, replace, and change the default value * As with other picklist values, you can reorder, replace, and change the default value ** Keep in mind, the changes apply to all picklist fields that use the global value set
A sales user and a marketing user are looking at the same opportunity record but see different sections and fields. What is the reason for this?
* Assigned different profiles and page layouts
Every site user must be associated with:
* Associated with an Account in Experience Cloud sites
Company Information (Setup Menu)
* At - a -glance view of your org * Find your org ID * See your licensing informantion * Monitor important limits like data and file usage
Organization
* At the highest level, you can secure access to your ______________ by: - maintaining a list of authorized users, - setting password policies, and - limiting login access to certain hours and certain locations.
Global Search Box
* At the top of every page--> fastest way to get you what you need right to your finger tips. * Allows you to search for any records that are marked as searchable in your Salesforce org. *Includes recent & suggest records, top results * Filter ______ results * Use Wilds Cards & operators for more control on _____________. -- Best Practice may be, not to use them -- - asterisk(*) or question mark (?) to find items that match zero or more or one character. - Operators include (AND, AND NOT, OR, ( ), "") ** Think of as a personal assistant.--> Cuts down on Clicks!
Natural Language Understanding (NLU)
* Automated responses and answers --> saves people time and money * Makes Einstein Smart
Deactivating a currency that's set as a user's personal currency
* Automatically resets the user's currency to the corporate currency.
Here are some best practices to keep in mind as you start customizing your own org.:
* Be thoughtful about names: -Give your objects and fields descriptive, unique names to improve clarity. * Help out your users: - Include descriptions for your custom objects and fields. For specialized or complicated customizations, use help text to give more details. * Require fields when necessary: - Make important fields required to avoid incomplete data.
Why do we use the dual-UI page layout editor tool to help customize page content in Lightning Experience?
* Because the Lightning App Builder can't customize buttons, actions, and fields on pages...yet.
Define a Role Hierarchy
* Best to start with an organizational chart and refine from there. * The default view for this page is the tree view, * When creating a role hierarchy, it's probably easiest to stick with this or the list view, because they both make it easy to see how the roles all fit together in the hierarchy. *The sorted list view is best if you know the name of a role that you want to find but aren't sure where it fits in the hierarchy, or if you don't want to click open all the tree nodes.
Architect
* Big-picture thinkers and an in-depth problem solvers designing systems that stand up to anything. * Very technical
Administrator
* Bridge the gap between business requirements and technology by customizing org to meet business needs
Experience Cloud Sites
* Build your own branded self-service site quickly and easily -- That lives on Salesfore.org * infuse with data from anywhere ** automatically recommend experts, groups, and content with the artificial intelligence (AI) of Salesforce Einstein. *Customers can actually create and resolve cases on their own, ** Can be used to create donor pages in Non-Profit orgs, Portals, Help Forums or Site Support, or HR Central *** Data can be shared externally through your site
Managing Currencies
* By default, Salesforce organizations use a single ______ * Once you set the required ______________ locale in your company settings, all __________ values on records display in that ____________ * You also maintain the list of active ___________ and their conversion rates relative to the corporate ____________. * When changing _________ , don't forget to change the Language as well.
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.
Remove Assignments (Deactivate Custom Page)
* Click Activation // Click App, Record type, and profile tab// Click remove assignment.
Manage your Solutions (AppExchange):
* Click avatar// My Installs & Subscriptions * The My Installs & Subscriptions page displays all that accounts that you connected to your Trailblazer.me account. - It also displays the apps and components you installed into each of your connected accounts, and details about those installs.
From Source Report to D-Board Component
* Components use the first summarized field on the source report. * You can edit chart components to change the grouping and field used. * Subtotals will be listed in the report. - there are two: * Groupings are displayed in Subtotals: - Table (not ideal) & Charts; Donut, Bar * Grand Total on Reports: - Gauge or Metric * CAUTION: - Tables is not the ideal in Dashboards
Marketing Cloud
* Connects Sales, Service, and Commerce. *Create Journeys * Integrated by Marketing Cloud Connect across the Customer Success Platform Performance: - has a website that shows real-time information about our performance and security.-- Trust.marketingcloud.com - get insight into current incidents, their impact on performance, and updates. - You can track the status of every product and access the details of incidents and reports, as well as check out the day's performance * Synch data from any part of the platform * Giving you the anility to: - leverage all of your service and sales data, sending messages to prospects and customers with marketing-approved images and content. - You can tailor every interaction directly from __________ ______ and deliver your message across all channels and devices * can listen for customer actions, and when a prospect turns into a customer
Service Cloud
* Connects sales, marketing, and customer service. * Your customers can choose how to reach out and start a conversation with you, anywhere, and on any device * Can create a Self-service site or Portal for the customer **You can build your own branded site quickly and easily using Experience Cloud Sites Builder Templates *** you can embed customer support into your existing mobile apps and websites. *** makes it possible for you to deliver a seamless customer experience across all your channels
Formula Editor
* Contains: - Fields - Functions - Operators * comes in two flavors: Simple and Advanced. * It's tempting to use the Simple editor, but we always recommend using the Advanced editor. --> It means more tools for you to create powerful formulas. *The text area is where you enter your formula. When writing formulas, keep in mind that: - Whitespace doesn't matter. You can insert as many spaces and line breaks as you want without affecting the formula's execution. - Formulas are case sensitive. Pay attention to capitalization of field and object names. - When working with numbers, the standard order of operations applies.
A Salesforce Associate id finding many misspellings on an Industry Vertical text field created on the Account Object. What action is recommended to ensure there is correct data for that field?
* Convert to a Picklist field
There are a few different types of summaries you can use.
* Count: - Totals the number of related records * Sum: - Totals the values in the field you select in the Field to Aggregate option. Only number, currency and percent fields are available. * Min: - Displays the lowest value of the field you select in the Field to Aggregate option for all directly related records. Only number, currency, percent, date, and date/time fields are available. * Max - Displays the highest value of the field you select in the Field to Aggregate option for all directly related records. Only number, currency, percent, date, and date/time fields are available.
A support manager wants to ensure the Expiration Date field on the account is required when the Support Plan checkbox is enabled. How should this requirement be enforced?
* Create a Validation Rule
How can your company use Experience Cloud to engage with external users?
* Create a customer portal * Create multiple experiences for different audiences
After setting field-level security for users, you can:
* Create page layouts to organize the fields on detail and edit pages. * Verify users' access to fields by checking the field accessibility. * Customize search layouts to set the fields that display in search results, in lookup dialog search results, and in the key lists on tab home pages.
Custom Report Type
* Create your own report frameworks from which new custom reports can be built
Self-service portal
* Created on the Experience Cloud * Gives customers one place to find information about your company and products * Provides customers access to their data (accounts, service tickets, bills, and so on) * Lets customers share experiences and expertise with other customers
Lookup Relationship
* Creates a relationship that links this object to another object. * The relationship field allows users to click on a lookup icon to select a value from a popup list. --> The other object is the source of the values in the list.
Unmanaged Packages (Install AppExchange Packages)
* Customization: You can customize code and metadata, if desired! * Upgrades: To receive an upgrade, you must uninstall the package from your org and then reinstall a new version from AppExchange. * Org Limits: The contents of the package count against the app, tab, and object limits in your org. * If you want to look under the hood!
Kanban teams use which practices to manage flow:
* Cycle time, lead time, small batch size and throughput
The dashboard viewer
* Dashboard readers see data as themselves, according to their own access to data. These types of dashboards are often called Dynamic Dashboards. * You can't follow components on dynamic dashboards. * You can't save dynamic dashboards in private folders. * You can't schedule refreshes for dynamic dashboards. They must be refreshed manually.
Important things to know about deleting/replacing values:
* Decide whether to replace the value or leave it blank. If you replace it with a blank value, existing records will not display the value anymore. * To keep the value on existing records, use Deactivate, instead of Del. * Deleting a value in a picklist goes to the background jobs queue. When the job completes, your picklist is updated and you're notified by email. * If you replace a parent value in a controlling picklist, the picklist dependency on that value is lost. --> After replacing the parent value, re-create the dependency using the new parent value. * To replace a value, create the new value first. Then click Replace to start the process.
Modify Field-Level Security
* Defining for sensitive fields is the second piece of the security and sharing puzzle, after controlling object-level access * Restrict what _____ users can view and edit based on their Profile and assigned Permission sets *Can be defined using both ______________ & Page Layouts. Note: The most restrictive field access setting will always apply. * In some cases, you want users to have access to an object, but limit their access to individual fields in that object. ** The ______ will not appear on any record" -Detail - In related Lists - In search results and reports - In lists views
Recycle Bin
* Deleted records are stored in the _____ ____ for a maximum of 15 days -- > May Restore record. * Access through the App launcher * My ______ _____ is available for all users. Classifications: 1. Org ________ ____ (If your an Admin than you will be able to see it) 2. My _______ _____
A company wants to assess a new feature before purchasing. Which environment would provide access to this new feature for testing?
* Developer Org
Chatbot Terminology
* Dialog: - are conversation snippets that control what a bot can do. Each dialog includes a dialog intent, which is optionally available for NLU training to understand different kinds of customer responses. * Dialog Intent: - re the customer's reasons for interacting with your bot * Entity: - are a type of data that you want to collect from a customer. - Salesforce provides the following system entities: Text, DateTime, Date, Money, Number, Person, Location, Organization, Percent, Boolean, and Object (standard Salesforce or custom * Variable: - is a container that stores a specific piece of data collected from a customer. You must associate each variable with an entity. -can use them within dialog actions as both inputs and outputs and insert them as text in messages
Page Layout Assignment
* Different page layouts can be assigned to user profiles to control access to different information on an object's records
What two types of account-contact relationships can you see in Contacts to Multiple Accounts?
* Direct & Indirect
Interruption-driven work
* Do your team's priorities change often? * Does at least 25% of your work change mid-sprint? * Does at least 25% of your work change mid-sprint? * Is it difficult to commit to scope of work for 2 weeks at a time?
Custom Lighting Components
* Don't work automatically on Lighting pages or in the Lightning Builder App
Sprint Planning Happens Every 2 Weeks
* During this meeting, the team agrees and commits to a work plan. * Before the sprint starts, teams get together to create a roadmap of what they intend to accomplish over the next 2 weeks.
Dashboard Timestamps
* Each ____________ has one of the last data refreshed. * When refreshed it updates it for everyone who has access.
Running User
* Each dashboard has a _______ ____ whose security settings determine which data to display to dashboards viewers * Dynamic dashboards: the _______ _____ is always the logged in user, which means that viewers only see the dashboard data according to their own access level.
For dashboards:
* Each dashboard has a running user whose security settings determine which data to display to the dashboard's viewers. - If you select an admin as your dashboard's running user, for example, viewers of your dashboard can access a lot of data.
Usernames
* Each user has both a username and an email address. * The username must be formatted like an email address * Must be unique across all Salesforce organizations. It can be the user's email address, so long as it is unique.
Location-Specific Accounts-- (Best Practices for Establishing Account Hierarchies)
* Establish accounts for each location and create contacts, opportunities, cases, and so on separately for each location. **With this option, you maintain more accounts and need to set up a few more complex reports to get the big picture. **But using multiple accounts means you can take advantage of account ownership, hierarchies, specific sharing settings, and more granular reporting. ** You can also more easily track and report on opportunities, cases, and other interactions for each account.
Some important things to know about inactive values:
* Existing records containing a value when you set it to Inactive continue to contain the value. * You can reactivate inactive values. This makes it a good alternative to deleting a value entirely. * There is a limit on total combined active and inactive values. -- See Picklist Limitations. If you hit these limits and need more, you need to delete some values.
Trailhead academy
* Expert led learning and credentials * Trailhead academy empowers businesses to develop expertise across their organization with expert led learning and credentials that build and validate salesforce skills. *Grow and Validate Skills * Drive Certification with Immersive Learning
Data Modeling
* Explain the relationship between the core standard objects (account, contact, lead, opportunity, case). *Given a scenario, determine which feature to use to ensure data visibility.
What does a search for a single object look like in SOSL?
* FIND {cloud} RETURNING Account
What does a search for multiple objects look like in SOSL?
* FIND {sneakers} RETURNING Product2, ContentVersion, FeedItem
At Salesforce, the product owner:
* Facilitates communication among stakeholders, team members, and the Scrum Lead. * Defines, prioritizes, and approves work for the team. * Works with customers to define desired features. * Anyone can be a _______ _____.
Marketing Cloud Engagement for Nonprofits,
* Helps organizations of any size personalize their donor and supporter experiences through email campaigns that can grow with you and with insights from your data in Salesforce. * Its out-of-the box tools and message templates help you engage with your current supporters quickly and evolve your strategy.
Search queries can be expensive.
* The more data you're searching through and the more results you're returning, the more you can slow down the entire operation.
Lookup Relationships
* Fairly casual, user clicks inside the search box to select from a list of records on the target object. * essentially links two objects together so that you can "look up" one object from the related items on another object. - ex. Account-->Related--> Contact *can be One-to-One or One-to-Many. - ex. Account-->Related--> Contact is a one-to-many because they may have many related contacts. *** typically use when objects are only related in some cases *** Objects in _____ ____________ usually work as stand-alone objects and have their own tabs in the user interface. *** The child record and parent record have independent sharing (loose connection). *** The ______________ on the child record can be optional or required. When you delete: Default: Clear the value of this field, will be blank. Does Not Support sharing or roll-up summary fields
A new opportunities list view must be created after an opportunity record is updated.
* False
The stage of an opportunity can only be moved to the next listed stage, never backward.
* False
Chatter Is Turned Off
* Feeds, topics, groups, and recommendations aren't available. * User profiles are still available, but feeds and groups aren't available on profiles. * The ________ tab isn't available on records. * Users can't follow records or other users. * If you turn off _______ in Salesforce Classic, Global Search is also turned off. * If you turn off _______ in Lightning Experience, Global Search stays on.
Field Filter
* Field filters are available for reports, list views, workflow rules, and other areas of the application. * For each _____ ______ set the field, operator, and value. * With tabular, summary, and matrix reports, you can drag a field from the Fields pane to the Filters pane to add a report filter.
Roll-up Summary Field
* Field on a Master record that summarizes date or numerical data from detail records. * Is recalculated whenever any referenced detail record is saved. * A read-only field that displays the sum, minimum, or maximum value of a field in a related list or the record count of all records listed in a related list. * related records, such as those in a related list. - ex. You can create ____ ___ _______ ____ that automatically display a value on a master record based on the values of records in a detail record. These detail records must be directly related to the master through a master-detail relationship. * Note: - are based on master-detail relationships, it's useful to review object relationships before creating a __________ ________ _____.
Details Tab
* Fields & Relationships * Is controlled by Page Layouts
Cross Filter
* Filter a report by the child object using WITH or WITHOUT conditions. * Add sub-filters to further filter by fields on the child object. For example, if you have a cross filter of Accounts with Opportunities, click Add Opportunity Filter and create the Opportunity Name equals ACME subfilter to only include those opportunities.
Support (AppExchange)
* First, check out the app listing's Support section for options, such as email and Knowledge Base articles. That's your best, direct support option. *What types of support is offered depends on the app provider. - If you have issues with any app you've installed, contact the provider directly. - If you need additional help and the app's listing offers Chat, you can always ask a question there.
Row Limit
* For tabular reports, select the maximum number of rows to display, then choose a field to sort by and the sort order. * You can use a tabular report as the source report for a dashboard table or chart component, if you limit the number of ______ it returns.
Advantages for you to choose Labs app are:
* Free * Built by Salesforce employees * Security tested and reviewed * Widely known for their quality and utility * Built primarily with native Salesforce technologies * Mostly open source on Github
Removig Access to SF
* Freeze Users: - Use to temporarily prevent a user from accessing SF - Does not free up a user license - User may return to work Deactivate Users: - Maintains a the integrity of historic data - Prevents a user from accessing SF, a user can be reactivated - Frees up a user license ** No one can delete users from SF.
Custom Record Page
* From Scratch * Clone it, from existing page * Edit an existing page
To export data manually using the Data Export service:
* From Setup, open Data Export and then select Export Now
Sharing, from Copy to Clone
* From a post's Share menu, select Copy Link, then click Copy Link. The link is placed on your clipboard, so you can paste it anywhere
What is trailhead?
* Fun and Free way to learn in-demand skills, earn resume-worthy credentials, and connect with a community of Trailblazers for mentorship and career opportunities. *Self-Service content. * Provides guided learning paths through the key features of Salesforce using a set of interactive, online tutorials. * Organized into modules, and Units. Earn points by completing a quiz or challenge. * Trails are groups of modules that provide guided learning paths suited to specific roles or needs.
From the Service Console agents can:
* Get a 360-degree view of the customer * Respond to customers through email, SMS, or Social Media. * See knowledge articles * Proactively see when a product is due for service.
How can you help make your sales team most productive?
* Give them guidance at every step of the sales cycle.
Navigation
* Given a scenario, identify how a user can locate and access necessary information. * Given a scenario, identify where Salesforce customization takes place.
Given a scenario, identify how a user can locate and access necessary information.
* Global search * Related lists: Includes details and links to other records. * My Favorites: You can add records or reports in my favorites * Tab: The Staring points for viewing, editing, and entering information for a particular object * Recycle Bin: use to view and restore deleted records. - You can access Recycle bin from App Launcher in lightning platform.
Where do you set different page layouts for different people, different profiles?
* Go to Profiles
Understand Lead Records
* If the _____ is involved in any marketing campaigns, they are listed in the Campaign History for the lead. * Review the _____ Details tab to find and update information about the ____ . * Use the lead's Activity tab to log your calls and emails to help you remember what you talked about and how the ____ responded. Plan for the future by creating Tasks or Events. * Use the lead's News tab to check the latest news for the _____industry. Sign in with your Twitter account to find and follow the lead's Twitter feed. * Connect with your coworkers to ask questions, seek advice, or provide information on the lead's Chatter tab. -->The Chatter feed for the record also shows when you create activities.
Elevate
* If you want to use NPSP to process gifts online or in Salesforce, you can add _______ * integrates payments to improve the experience for donors and staff * You can also accept gifts online or social media campaigns. * currently only available only to U.S based organizations. ** only for U.S.-based organizations.
Joined Reports
* If you're looking for a broad view across different Salesforce objects or a side-by-side comparison of data under different conditions. * May contain one or more data from different report types. * Joined reports can use a mix of standard and custom report types. * You can add report types to a joined report if they have relationships with the same objects. ** The first report type added to a _______ -_______ becomes the principal report type, which determines how the common fields across the entire report is named. ** Allow data blocks to enable multiple views of different data. ** May have up-to 5 Data blocks Summary: - Mix standard and custom report objects in up to five blocks, set up meaningful row groupings, name and apply filters to each block, and even apply summary formulas across all the blocks. - Great for showing objects that are not directly related to each other, through Data Blocks!
The Functional Manager
* In our matrixed organization, our _________ ________ (for example, an engineering manager) can work on a Scrum team. --> And when they do, they often act as a Scrum Lead or Product owner. * Regardless of what role they take on, they're responsible for all Employee Success personnel and organizational matters.
Where are Tokens stored?
* In the Search Index, along with a link back to the original record.
Activities
* Include: - tasks, events, and calendars -Task: represents a to do list in salesforce -Events and calendars: represents an event in the calendar -You can track your activities in the activity timelines The activity timeline shows activities associated via the name field, such as contact, and the related to field (such as account) -You can use filters on the activity timeline to narrow down whats visible such as: Date range Activities to show Activity type Sort order
Cloud Voice
* Includes a contact center dashboard that automatically includes metrics, such as call volume, average handle time, average speed to answer, call resolution percentage, and more
Salesforce customer success platform:
* Includes standard objects and a platform to deliver a personalized experience.
Marketers
* Increase campaign effectiveness & target inactive audiences using data to personalize experiences to grow customers ** Different login, different UI. Features included: - Content Marketers - Email Marketers - Demand Generation
You can define a default value for the Global Value Set
* Individual Field that use the global value set can have their own default values, independent of the global value set's default. * This extends to formula default values, too.
What are the two main types of Scrum meetings we have at Salesforce?
* Inspect & Adapt * Planning Meetings
Try before you buy (AppExchange) Three options:
* Install in Sandbox: - Experts always try out solutions in a pre-production environment first * Install in a Trial: - A free trial lets you experience the solution in a writable Developer Edition org for a limited time period. - A free trial is configured with sample data. Unlike a test drive, you can customize the org and continue using it if you decide to buy. * Test Drive: - A test drive lets you experience the solution in a read-only Developer Edition org configured by the provider. - You receive login credentials and can explore functionality in the org using sample data. - If a test drive is available, it appears in the listing actions bar near the Get It Now button. * Remember it up to the provider to configure a test drive or free trial, you may not be able to try every solution, have questions contact the provider on the Overview tab
Use Relative Dates
* Instead of filtering data by calendar dates * Filter your report by a __________ ______: Close Date = THIS YEAR.
Focus
* Instead of people working independently on different work items, we collaborate on everything we do. * Together, our teams complete a task, then move on to the next task. * We set clear priorities to keep the team focused on the most important items to tackle. * Every team agrees to a sprint plan. * This shared accountability keeps them focused on the outcome, not their individual progress. * We create a clear vision of the product that informs the team's daily agenda.
A site built using Experience Cloud gives you which of the following advantages?
* Integrated data
The Experience Cloud Advantage:
* Integrated everything * Create multiple experiences for specific needs. * Extend business processes to partners and customers. * Integrate data (such as orders or financial information) from third-party providers. * Use themes and templates to create beautiful branded experiences. * Use Salesforce CMS to create content and deliver to any channel.
Which feature allows healthcare providers to get a full view of their inventory projections, product transfers, patient registrations, and order authorizations?
* Intelligent Sales
Which among the following is essential for a seamless patient experience?
* Interoperability between stakeholders
Kanban view
* Is a visual summary of the records in a list view. It gives you a big picture view of all your work and lets you; easily sort, summarize, filter, and move your opportunities along your pipeline. ** You can use as a workspace. *** If an opportunity doesn't have any upcoming tasks or events, the ________ card shows a warning symbol (2) to let you know that you might need to set an activity so your deal doesn't stall out.
Scrum
* Is a workflow where roles, meetings, and deliverables are well-defined, and the process allows teams to continuously test and improve their products and process. * Most popular agile framework, implemented in 2006 * 70% of teams at SF use this workflow * Has 5 Core Values: - Focus - Courage - Openness - Commitment - Respect * If the project needs a predictable delivery schedule
First, here are the main questions to ask yourself when considering which workflow to use.
* Is your team focused on predictability and productivity for large projects? *How far in advance can your team plan? * Is the new work truly an emergency? * How quickly are you required to deliver the new work?
Work Queue
* It automatically creates a prioritized list of emails, calls, and tasks based on the likelihood that a lead will close.
By default, the Grant Access Using Hierarchies option is enabled for all objects.
* It can only be changed for custom objects
Why would you want to control who sees an article using visibility settings?
* It has proprietary information
What exactly is a product backlog, and what does it consist of?
* It's constantly refined as teams learn new information about the product. * Higher-priority items have more detail in them so that they're work-ready. * It includes not just project-related work, but also support or maintenance work, nonfunctional requirements, and research. ***Just because a work item is put in the product backlog queue doesn't mean it gets done. * The product owner owns it, and it's their job to prioritize the work items.
Spring Backlog
* Just because a work item is put in the product backlog queue doesn't mean it gets done. Right before every sprint, teams look at the product backlog and assess which high-priority work items they can tackle in 2 weeks. They put those projects into the sprint backlog.
Administrators can edit these language settings:
* Language Preferences: —Select the displayed languages for this org. *Default Language: —This Company Information setting applies to all new users until they select their personal language. -- This setting also determines the language in which all customizations—such as custom fields, tabs, and user interface options—are stored. -- For customizations, users' personal language settings don't override this default setting. * Some setup items that are manually entered by an administrator can be translated in the Translation Workbench. --> Administrators can change this setting by editing the company information.
Sell to prospects and customers
* Leads and Opportunities to manage sales
Setting Access to Objects
* License *CRED Permission (via Profile, Permission Set, or Permission Set Group) - CRED Permissions: Create Read Edit Delete ** CRED is only for __________
The sales team has asked for a simplified Opportunity record page to remove tabs, add more relevant components including a report chart. Where could an Associate go to start reviewing the changes?
* Lighting App Builder
I want to (SOSL)
* Limit the data that is searched: - IN SearchGroup * Specify the data to be returned in the response: - Returning FieldSpec * Sort Results - ORDER , LIMIT, OFFSET * Filter by data category - WITH DATA CATEGORY
How do you create efficient text searches?
* Limit what your searching through and limit the number of results.
There are three primary types of custom buttons and links that you can create.
* List button—Appears on a related list on an object record page. * Detail page link—Appears in the Links section of the record details on an object record page. * Detail page button—Appears in the action menu in the highlights panel of a record page.
You can best transform your customer service organization by:
* Listening to what customer want with regular surveys.
App Listing (AppExchange)
* Listing summary section: Provides images and videos, along with key details such as average rating. For solutions, this is also where you find pricing info, and for * Consultant listings, the firm's geographic focus. Use the information in this section to decide whether to explore the listing further, or keep on browsing * Listing actions bar: Lets you save the listing to the favorites list in your AppExchange profile. For solutions, the actions bar is also where you go to learn more about it via demos and test drives, and to start the installation process. For consultant listings, it's where you go to learn even more about the consultant. Whenever you're ready to install the app in your org, click Get It Now in this section of the listing page or at the top of the listing.
You have four options for activation.
* 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 Lighting apps, record types, and profiles. * Assign the page to a form factor, such as a desktop or phone.
Sales Cloud
* Manage every step of the sales journey, from the first contact through the win, accelerating sales processes with the flexibility. * #1--Most Popular product! ** Created for sales people *** puts all your customer information in one place, giving you rich customer insights and even intelligent alerts about the best leads. **You can see real-time reports of how the business is doing **** Sales Path: lets you add customized guidance to every step of the sales cycle, so your reps execute flawlessly every time.
Scrumban
* Many teams at Salesforce benefit from using parts of both Scrum and Kanban to manage their workload. * Often, teams like the structure of the regular planning and review cadence of Scrum, this allows them to manage progress easier. They also use the work-in-progress limits of Kanban to respond to urgent work while minimizing disruptions
Which of the clouds provides the ability tot send scheduled messages and track open and response rates?
* Marketing Cloud
Market to your audience
* Marketing Cloud to manage your customer journeys
What report format allow for up to four levels of groupings in a grid?
* Matrix
How can someone quickly create an org to learn and practice skills when working through a Trailhead Project and gain points?
* Playground
View Dashboard As
* Me — Dashboard readers see data in the dashboard according to your access to data * Another person — Dashboard readers see data in the dashboard according to the data access level of whomever you specify * The dashboard viewer— Dashboard readers see data as themselves, according to their own access to data. These types of dashboards are often called dynamic dashboards.
Enhanced Notes
* Must be turned on by admin * Saved automatically * You can Format text * Bulleted list and number steps * Embed Images * Can launch from anywhere in SF **you can expand the visibility and impact of important information by relating a note to multiple records, such as relevant opportunities, accounts, and contacts (4). You can even share a note with groups or teammates
Did you know
* NPSP sits on top of Sales Cloud Enterprise Edition licenses
Salesforce Platform Seasonal Releases
* New features and enhancements released 3x times a year: Spring, Summer, and Winter. ** Arrive about a month before each of the seasonal NPSP and Salesforce for Nonprofits releases. * Upgrades are automatic, no updating hardware or software Please Know: * Most admins need to put in some work before and after the upgrade//Salesforce auto-enables some features Best Practice: - Read at least the summary of the Release Notes.
AppExchange is always growing explore to see what you can find
* Newsletter "The Paw" to get updates sent to your inbox. * see whats new * head to the Learn section. Hee you will find" - App news - how-to-guides - best-of-lists - opportunities for connecting with _________ enthusiasts and experts alike
Can you deactivate the Corporate Currency Rate?
* No!
When using profile IP ranges,
* Now all users with this profile who are outside the trusted range can't log in. * there are no verification codes to worry about - a user is either in or out.
Field Data Types
* Numerical Field Data Types: - Number - Currency - Percent * ABC Formatted Text Data Types: - Email - Phone - URL * Check Mark/ Limited Option Data Types: - Checkbox - Picklist - Picklist ( Multi-select) ABC/ Text Data Types: - Text (best to choose a different option). - Text Area ( larger field) - Text Area (Long) (can add more characters) - Text Area (Rich) (include formatting bar on top) - Encrypted * Calendar Data Types: - Date - Date/Time - Time * Other - Geolocation * Calculation Data Types: - Auto-Number > Select the display format > Increment by 1 (cannot change the increment) > Read only, cannot change. - Formula > Perform calculations on a record > Can span across objects > Can display on the Child Record - Roll-Up Summary > Only created on a master, not the child > allow calculation on details
Opportunities list view.
* Numerous actions like filtering, creating, and visualizing can be done from the?
Setting Access to Records
* OWD (baseline) * Role Hierarchy *
Accessing Record You Don't Own
* OWD: set the default level of access users have to records they do not own , in each object. - Restrict Access -public Read /Write - Public Read-Only - Private -- (preferred) * Role Hierarchy: open up access - vertical * Sharing Rules: open up access - lateral/ Horizontal * Teams and Manual Sharing: Max opening up - Flexible
Which tool lets admins access object management settings for both standard and custom objects?
* Object Manager
List Views are:
* Object tab contains a data table and a toolbar of action buttons: Displayed as grid, Kanban, or Split View * Create Custom _____ ________ * You can create for another user. & Edit records in _____ _______ * Alphanumeric * To Print standard and customized _____ ______, ask Admin to enable ** Default list view options, like: All items and Recently Viewed items. __ --> Just Pin your _________ *** Sharing rules apply. --> so a user without access to specific records or fields won't see those records or fields, even if the list view is public.
The simplest way to control data access is to set permissions on a particular type of
* Object. * You can set object permissions with profiles or permission sets. Each user is assigned one profile. Users can be assigned one or more permission sets. * A user's profile determines the objects they can access and the things they can do with any object record (such as create, read, edit, or delete). * Permission sets grant additional permissions and access settings to a user. *Use profiles to grant the minimum permissions and settings that all users of a particular type need. *** Then use permission sets to gran more permissions as needed. **** The combination of profiles and permission sets gives you a great deal of flexibility in specifying object-level access.
Read Elements (SOSL):
* ObjectTypeName—Specifies the object to return. * FieldList—Specifies the fields to return. * ORDER By—Specifies which fields to order the results by. You can also specify ascending or descending order. * LIMIT n—Sets the maximum number of records returned for the given object. * OFFSET n—Sets the starting row offset into the result set returned by your query.
Salesforce Organizes your data into
* Objects & Records: - Objects like a tab on a spreadsheet, - Records like a single row of data.
Field Service Lighting ( Service Cloud)
* Off-line Mobile app. * Can view all service appointments in a List, Map or Calendar ** Update status, track service orders, scan equipment & bar codes, capture customer signature. ** Customers can book their own appointments in the Customer Community **
The key to motivating employees and boosting their morale is:
* Offering new opportunities for growth
Service Cloud Advantage
* Omni Channel approach to interaction * on whatever channel your customers are using—from a single platform. Now your agents can respond in real-time to any customer, anywhere
With the Service Cloud platform, agents can connect with customers:
* On any channel the customer chooses
What is the best way to ask a question about a dashboard component?
* Post a component snapshot to the dashboard feed, ask your question, and mention your colleagues.
Standard Chatter actions
* Post and Poll
Summary Reports (Report Formats)
* One Grouping -- First one is a Row Grouping * are similar to tabular reports, but also allow you to group rows of data, view subtotals, and create charts. * give us many more options for organizing the data, and are great for use in dashboards ** are the workhorses of reporting—most people find that most of their reports tend to be of this format. ** Up to three levels Row groupings ** Workhorse of all reports Use Case: - use this report to show subtotals based on the value of a particular field.
Standard object relationships Overview
* One account can be linked to multiple Contacts, Opportunities, and Cases. Contact, Opportunities, and Cases lookup to the linked Account Record. Cases also look up to a Contact ** Note: - No direct relationship between Campaigns and Lead / Contact. When associated to a Campaign, a new Campaign Member record is created.
Nonprofit Cloud
* One way to get started is curated solution. * a preselected set of products and features that give you the foundation you need to start managing your fundraising, marketing campaigns, programs, and grantmaking for a unified view of all your stakeholders. *** There are over 20,000 _________ customers.
What's the first step to take to create a list view?
* Open the List View Controls menu
The sales team wants a visual summary of all their opportunities in a list view and easily move opportunities through their sales processes. What could an associate create to help them with this request?
* Opportunities Kanban view
A sales manager asked a Sf Associate for an new list view with all the opportunities closing in the next month. Where should the associate go to create the new list view?
* Opportunities Tab
Record Types with Business Processes (Exception)
* Opportunities support: - Sales Process --> controls the Picklist Values for the Stage Field * Cases support- Status Field --> controls the Picklist Values for the Status Field. * Solutions support - Status Field --> controls the Picklist Values for the Status Field * Leads Process - Lead Status Field " " These are the only fields that are controlled by the _________ all other Picklist are Controlled by the Record Type
Pick list the Business Processes Controls
* Opportunity - Stage * Support Process -
Designer
* Optimize flows and visual interfaces and develop strategic visions on the SF platform * Include: - User Experience - Designer - Strategy Designer
Levels of data access
* Organization Highest level, you can secure access to your org by maintaining a list of authorized users, setting password policies, and limiting login access to certain hours and certain locations * Objects Setting permissions on particular type of object, you can a group of users from creating, viewing, editing, or deleting any records of that object. * Fields You can use field level security to restrict access to certain fields, even for objects a user has access to Salesforce provides several standard fields in each record. You can create a custom field if you may want to capture important info thats not covered by standard field * Records You can allow particular users to view an object, but then restrict the individual object records, theyre allowed to see.
Record Level Access in four ways:
* Organization-wide defaults specify the default level of access users have to each others' records. You use org-wide sharing settings to lock down your data to the most restrictive level, and then --> use the other record-level security and sharing tools to selectively give access to other users. * Role hierarchies give access for users higher in the hierarchy 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 should represent a level of data access that a user or group of users needs. * Sharing rules are automatic exceptions to organization-wide defaults for particular groups of users, so they can get to records they don't own or can't normally see. Sharing rules, like role hierarchies, are only used to give additional users access to records. They can't be stricter than your organization-wide default settings. * Manual sharing allows owners of particular records to share them with other users. Although manual sharing isn't automated like org-wide sharing settings, role hierarchies, or sharing rules, it can be useful in some situations, --> such as when a recruiter going on vacation needs to temporarily assign ownership of a job application to someone else.
The Technical Program Manager (TPMs)
* Our _______ work at the leadership level of each cloud (Service, Sales, Marketing, Platform), often dealing with high-level cloud dependency tracking and other logistical issues. * Their focus spans programs across all the clouds, which means they get rather busy!
What type of split do you use to credit a supporting team member who wasn't directly responsible for the revenue on an opportunity?
* Overlay split
The page layout editor has two basic parts:
* Palette: on the upper portion of the screen (1) and the * Record's page layout: on the lower portion of the screen (2). The palette contains the basic elements—such as fields, actions, buttons, links, and related lists—that you can add and arrange on your page.
What is the best way Marketing Cloud Services can help you with implementation?
* Partner with your IT department and stakeholders
Lighting Platform
* Personalize and build apps with a multitude of configurable components, allowing you to create pages and responsive, custom apps with simple drag-and-drop functions * Drive the productivity of your business and transform complex processes into apps with Process Builder and -_______________ Flow, including point-and-click workflow and process tools * Use the ____________ Design System to save development time and create complex apps with design patterns, components, and the best user experience, maintaining consistency with new styles without manually updating your code * Build apps faster and quickly scale development with _____________ Components
Marketing Cloud empowers you to do what?
* Personalize every interaction * Engage customers wherever thery are
With the Service Cloud platform, companies can connect with customers across which channels?
* Phone, Email, SMS, Facebook Messenger, Twitter, Live Chat, Video Chat and more!
What is the greatest benfit of implementing multiple SF products?
* Platform Consolidation
Health CLoud
* Teams can better collaborate and share knowledge in searchable, social formats * allows healthcare teams to communicate in real time on any device * can send appointment reminders, prework, and treatment steps through text messages and email. ** Dashboards can have up to 20 components. * mobile apps: allow patients to access their care plan, resources, and telemedicine, and enable them to have direct communication with their doctors *This interoperability between stakeholders allows patients to have a seamless experience when visiting their care providers. *** You Receive: - 360-degree view of patient data: Coordinators can view cases and tasks with prebuilt workflows to help guide communications with patients, doctors, and caregivers. - Person Accounts for Health Cloud members and patients: that store information about individuals by combining certain account and contact fields into a single record. - Customizable care plans: lets you create a customized care plan and make connections in caregiver networks allow easy access to a patient's underlying problems, goals, and tasks. - The patient card: lets you manage any open care plan associated with the patient. Care coordinators can see and manage every detail of an individual care plan. - Real-time patient coordination and engagement: Using private Salesforce Sites, Health Cloud allows patients and caregivers to send and receive secure messages anytime. Can create personalized messages.
Why do some teams combine Scrum and Kanban processes?
* Teams like the Scrum structure, with the Kanban WIP limits.
Freeze Account
* That prevents the user from logging in to your organization while you're working on deactivating them * use if you cannot immediately deactivate. ** must be done on the Users page in Setup
Website Extension
* The AND function returns a value of "True" if all values in the formula are true, and a value of "False" if one or more values are false. * The <> (Not Equal) operator determines if a value is not equal (is either less than or greater than) another value. --In the example, if the user enters a website URL with an extension that is not equal to (is either greater than or less than) all six of the valid extensions, the validation rule returns a response of "True" and sends an error message. If the user enters a website URL with an extension that is identical to (is not greater than or less than) one of the valid extensions, the validation rule returns a response of "False" and does not send an error message, because the data the user entered is valid.
Account Number Is Numeric
* The AND function returns a value of "True" if all values in the formula are true, and a value of "False" if one or more values are false. * The ISBLANK function determines if an expression has a value. * The ISNUMBER function determines if an expression's value is a number. * The NOT function determines if the inverse of an expression is true. -->In the example, the validation rule determines if an account number is both not blank and not a number. A value of "True" indicates that the data entered by the user contains an invalid value. That is, if the user enters a non-numeric value for an account number, the validation rule returns a response of "True" and sends an error message .
You have several options for creating and sending emails.
* The Activity Composer on a record and the * Global Actions menu are the options you'll probably use most.
What are two options for creating and sending emails in Lightning Experience?
* The Activity Composer on a record and the Global Actions Menu
Creating List View Chart
* The Aggregate type specifics how the field data is calculated: by sum, count, or average. * The Aggregate field specifies the type of data to calculate. The grouping field labels the chart segments.
Partner Community License
* The Highest License Tier! * great for B2B where your company sells through a distribution channel * Access to SF Objects such as Leads, Opportunities, and Campaigns * It can be used in a variety of use cases like partner relationship management for: - Resellers - Broker Portals - Dealer Sites - B2B Commerce
Which of these features are only available in Lightning Experience?
* The Lighting table dashboard component * Expandable dashboard components * 12- column dashboard
Calendar
* The New Event dialog box appears, with the start and end times already filled out. * Share with coworkers: - Show Details and Add Events ** Also, admins with the View All Data permission can view user _________ even if they're not shared. ** You can add a colleagues ______ to your list
Valid Billing Country
* The OR function returns a "True" response if one or more expressions in the formula are true, and returns a "False" response if all expressions are false. The LEN function returns the number of characters in a specified text string. -- In the example, the validation rule determines if the value that the user entered for a Billing Country code is either one character (instead of the required two), or does not contain one of the valid two-character codes. If either of these conditions is true, the validation rule returns a value of "True" and sends an error message. If the user enters a valid Billing Country code, both expressions in the formula are false: the LEN is not 1, and the data does contain one of the valid values. In this case, the validation rule returns a value of "False" and does not send an error message.
The Product Owner
* The ______________ __________ is responsible for the what and why of our process. * This person works closely with customers to ensure they're getting a good return on their Salesforce investment. * They do this by prioritizing the product backlog and communicating the highest-value work. * They're also responsible for communicating the vision to internal teams by providing them with a prioritized list of work. ----We call that list a product backlog. ----
Primary Account
* The account listed on the contact record is the __________ * the relationship between its contact and ______ account is a Direct Relationship
Create a Profile
* The easiest way to _____ _ _______ is to clone an existing profile that's similar to the one you want to create, and then modify it.
The primary difference between a demo/review and retrospective is:
* The first inspects and adapts the product or service, and the second inspects how the team works.
Nonprofit Release Readiness group in the Trailblazer Community
* The group is where you can find all release announcements, updates, and resources for _________.
Record-Level Security
* The permissions on a record are always evaluated according to a combination of object-level, field-level, and record-level permissions. * When object-level permissions conflict with record-level permissions, the most restrictive settings win. *offer layers of increasing access, so it's important to know which record-level permissions are observed to understand the level of access a user has.
Managing Profiles
* The profile overview page provides an entry point for all of the settings and permissions for a single profile. - From Setup, in the Quick Find box, enter Profiles, and then select Profiles. Click the profile you want to view.
Flows
* Thers no additional step, can be completly automated * Hit one button to kick off sequence of steps. * Not ask your users to do something in addtion --> one and done.
Cross Filters
* These filter types allow you to extend your reports to objects related to the original objects defined in the report type. * can have 5 sub-filters * help you fine-tune your results, without writing code or using formulas. * can filter using both "With" & "Without" conditions ** The most common use case is Exception Reporting.
Which of the following can you expect from opportunity teams?
* They share information, tips or contacts that help close a deal
You control record-level access in four ways.
* They're listed in order of increasing access. You use org-wide defaults to lock down your data to the most restrictive level, and then use the other record-level security tools to grant access to selected users, as required. Org-wide defaults specify the default level of access users have to each other's records. Role hierarchies ensure managers have access to the same records as their subordinates. Each role in the hierarchy represents a level of data access that a user or group of users needs. Sharing rules are automatic exceptions to org-wide defaults for particular groups of users, to give them access to records they don't own or can't normally see. Manual sharing lets record owners give read and edit permissions to users who might not have access to the record any other way.
Respect
* This includes respecting our diverse backgrounds and experiences. * If we assume everyone has the best intentions, we have more productive conversations and resolve conflicts faster. * When we embrace all opinions and perspectives and hear all voices, we build more robust products and teams.
Kanban (List View)
* This is a method for the more infrastructure or operations-focused teams that support production or customer issues use. * 30% of users at SF use this workflow * is less prescriptive than Scrum, making it easier to implement. * all work is transparent, easy to know where the delays occur reducing cycle time and or bottlenecks ** Can update status
You can't set the organization-wide defaults for the Review object.
* This is because that object is on the detail side of a master-detail relationship, and, a detail record automatically inherits the sharing setting
Product Backlog
* This is our ordered list of work that can possibly be needed, not all work that is going to be done. * We define it as the single source of truth that describes, to our best knowledge, all the changes, updates, and requirements that we think are necessary to do
Customer Community License (Experience Cloud License type):
* This licenses is great for sites with thousands or millions of users. *ideal for B2C uses cases like customer portal or peer-to-peer forums.
Dynamic default value.
* This means when we use Formulas, based on certain conditions and values from other fields, the picklist's default value changes. * Setting the right default can speed data entry. For example, you can change the default value for a field based on the profile of the person viewing the field
Enterprise Edition license.
* This means you can set up at least 25 Developer sandboxes and one Partial Copy sandbox— * but not a Full sandbox
Display As Card (Lighting App Builder)
* This setting makes the text inside the component more readable on Lightning pages by adding a white background to it instead of a transparent one
CRM (Customer Relationship Management)
* This technology allows you to manage relationships with your customers and prospects and track data related to all of your interactions. * helps teams at any organization collaborate, gather insights, track important metrics, and communicate internally and externally.
Data Import Wizard
* This tool, accessible through the Setup menu, * Lets you import data in common standard objects, such as contacts, leads, accounts, as well as data in custom objects. * It provides a simple interface to specify the configuration parameters, data sources, and the field mappings that map the field names in your import file with the field names in Salesforce. When to Use : * It can import up to 50,000 records at a time. *You don't need the import process to be automated. * The objects you need to import are supported by the wizard. * When you want to avoid duplicates by uploading records according to account name and site, contact email address, or lead email address. ** Target Object is less than 50 fields
Sandbox refresh
* To add new configurations and data from production to your __________, you need to refresh it * By going to the ___________ list in Setup and clicking Refresh next to the ____________ name *A __________ will give you a new snapshot of your production org, but it also destroys any of the data or customizations you created in your sandbox since your last _________. * remember to check email deliverability and NPSP settings again with every _____________, because anything you changed since you created or last refreshed your sandbox will be destroyed
Some things to consider about editing global value sets:
* To replace a value, create the new value first. Then click Replace to start the process. * When replacing a value, the Replace all blank values option assigns the new value to all picklist fields that are currently blank. * Deleting a value in a Global Value Set: goes to the background jobs queue. When the job completes, your picklist is updated and you're notified by email.
You can use Groups in the following ways.
* To set up default sharing access via a sharing rule * To share your records with other users * To specify that you want to synchronize contacts owned by other users * To add multiple users to a Salesforce CRM Content library * To assign users to specific actions in Salesforce Knowledge
How to navigate the AppExchange homepage
* To summarize, head to the search bar if you've got an AppExchange strategy. * If you're not sure where to start, use the navigation bar to browse a collection or check out solutions by type. And don't forget Top Categories to search solutions by industry.
Connecting sales and service keeps customers coming back because:
* Todays connected customers want a connected experience.
Pipeline Inspection (tool- Sales Cloud)
* Track changes in real time in Sales Cloud * this allows you to quickly see what deals will impact sales forecasts
Wrapping It All Up
* Tracking, managing, and updating your records is easier than ever with Path and Kanban. * The Kanban view is available to all Salesforce users for most objects, including leads, tasks, and more. ** Path needs to be enabled and configured by your Salesforce admin.
The Salesforce ecosystem is made up:
* Trailblazers: Provides CRM software to customers * Customers: range in type and span across size, end consumer, and industry * Partners: Salesforce certified experts who work with customers and products and industries-- provide business consulting, system design, solution integration, and product implementation.
To take bulk actions on all records in a list view, you click the bulk action button without selecting any records. (that don't appear in the current view)
* True
Commitment
* Trust: Each team member is invested in the overall success of the team rather than their individual achievements. * Picking a process like Scrum is a __________________. When it's a team decision, and everyone understands why they're using it, the team is more likely to stick to that process. * If continuous improvement is the goal, then teams are always willing to try new things based on new information or empirical data. * The team decides together on work items, working agreements, definition of done, and roles. And everyone honors those decisions.
Salesforce Usernames
* Unique to each user and across all Salesforce orgs including Sandbox orgs * must be in the format of an email address, does not have to be a working email. * Company Org: - [email protected] * Sandbox Org: - [email protected] * Developer Org: - [email protected]
A company wants to start implementing automation tools across their company to help users efficiently and reduce data entry. Which approach should be explored first?
* Use standard functionality provided by SF
Need to attach some files to an opportunity, account, or other record?
* Use the File related list is the way to go!
Dashboard Component Type: Gauge
* Use when you have a single value that you want to show within a range of custom values
Guidelines for Adding Users
* Username: Each user must have a username that is unique across all Salesforce organizations (not just yours). * Username Format: Users must have a username in the format of an email address (that is, [email protected]), but they don't have to use a real email address. (They can use their email address if they wish as long as their email address is unique across all Salesforce orgs.) * Email: Users can have the same email address across organizations. * Passwords: Users must change their password the first time they log in. * Login Link: Users can only use the login link in the sign-up email once. If a user follows the link and does not set a password, you (the admin) have to reset their password before they can log in.
Personal Locale
* Users can set a personal ______ if they're based in a different location (outside of headquarters). How to : - click your profile icon and select Settings/Language & Time Zone ** Note: You can also set ________ Currency.
A salesforce Associate id helping an admin configure object access. Support manager need the same access to cases. Sales managers need the same access to opportunities
* Using Profiles and Permission Sets
Which terms are important to know before you build your bot?
* Variables, dialogs, dialog intents, and entities
The System Administrator profile also includes two special permissions:
* View All Data * Modify All Data - Do not grant these permissions to anyone! ** These permissions override all other sharing settings *** The System Administrator profile has the widest access to data and the greatest ability to configure and customize Salesforce.
Use the Lightning Experience App Manager to:
* 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).
Omni-Channel Supervisor allows contact center supervisors to:
* View real-time operational intelligence
Queues
* Virtual bucket act as an owner * are comprised of any combination of public groups, roles, roles + subordinates, and users. * Records can be owned by users and or by queues. (That's it It cannot be owned by anything else) *------- members are comprises of any combination of public groups, roles, roles + subordinates, and users. * A list is automatically created when a queue is created * Queue can be used with leads, cases, or custom objects.
Every Release includes our Forward Looking Statement
* Which says that our plans and deliveries are based on the knowledge we have at the time of planning and things are subject to change as we start working. * We include this for a variety of reasons, but it makes sure that our long-term plans have the ability to change and adapt to new learning as well.
Kanban ( Key features)
* Who prioritizes it? - Product owner prioritizes on produce backlog. * Where does it go? - The product backlog is continuously reordered for the next available person with capacity * When does the work start? - As soon as their is capacity to work on it * Why is there a delay? - Kanban focuses on efficient flow of work, so the top of the backlog is always the next thing to be worked on. * How long does it take to deliver? - As soon as it is completed.
Four key traits of Kanban
* Visualize workflow: Work is divided up into pieces, each written onto a card that is placed on a wall (either physical or virtual). At Salesforce, we use a virtual wall, called Agile Accelerator. - The workflow is mapped into columns, illustrating where each item is in the workflow. * Limit work in progress (WIP): Teams place limitations on how many work items are in progress at one time in each workflow stage. If they hit a limit, they help each other out by tackling things as a team to unblock them. * Incremental and evolutionary change: Unlike Scrum, which is a process that calls for far-reaching shifts in work process, Kanban lets teams embrace smaller and more changes along the way. * Kanban includes metrics: There are a few measurement systems used in Kanban: -- Lead time, which is the average time to complete one item, sometimes called cycle time. This helps teams optimize the process to make lead time as small and predictable as possible. --Throughput: Defined as the amount of work completed in a single period of time.
Kanban teams deliver fast by:
* Visualizing flow, * Limiting work in progress with visual indicators, * Managing flow, and * Adapting with evolutionary changes
Product
* Warranty Management * Preproduction Testing * Product ideas and innovation
The Team
* We aim to keep ___________ small and nimble (hence the word agile!)—between three and nine people. * We make sure our teams consist of diverse expertise to deliver projects at the end of every sprint. * Diverse expertise means the team has all the right players; they bring projects over the finish line in each sprint. -->In other words, they don't have to look to other teams for help.
What is determined by the runnig user of the d-board
* What data viewers of the dashboard will see
Developer (type of sandbox)
* What's Included: - All of your production org configurations (including custom objects, fields, etc.), but no production data. Can be refreshed—or pull in the latest configurations from production—once a day. * Recommended Uses: - Good for development and testing. Because it includes all of your configurations, you can develop with the custom fields, objects, and other settings that exist in your production org, but it doesn't include any of your real-world data. *Refresh Interval: 1 Day
Full
* What's Included: - A full replica of your production org, including all configurations and all of most of the data. Can be refreshed once every 29 days. * Recommended Uses: - An ideal testing environment since it is just like production. This is the only type of sandbox that supports performance testing, load testing, and staging. You probably don't want to use Full sandboxes for development, though, because you can only refresh configurations and data every 29 days, and that refresh can take days to complete. * Refresh Interval: 29 days
Developer Pro (type of sandbox)
* What's Included: - All of your production org configurations, but no production data. Can hold more data than a Developer sandbox. Can be refreshed once a day. * Recommended Users: - Good for development and quality assurance tasks, testing, and user training. Better than a Developer sandbox if you'd like to use more sample data in these processes * Refresh Intervals: 1 Day
Backlog Refinement Planning Happens Every 2 Weeks
* What's the purpose of these meetings? - The team provides input and gets clarity on what is coming down the pipe. - Work is broken into smaller chunks. - Conditions of satisfaction are drafted, which help clarify desired outcomes. - Identify work that is not ready for prime time.
Salesforce Federated Search Connector.
* When __________ _________ is set up, we transfer the user's query to the external engine, which searches the external sources. The results are returned right in the Salesforce search results. * The connector is built using the OpenSearch specification, so you can plug in any search engine that conforms to this industry standard.
Picklist (Multi-Select)
* When a user picks more than one value, the selected values show in the field, separated by a semicolon. ** One or more values at a time. ** have a lower limit on total values ** You can convert a Custom Picklist to a _________ ______ _________ to support multiple values in the field ** when you convert a __________ __________ ________ to a Picklist field that doesn't support ____________ Salesforce clears the values for that field on existing records. --> The new field only allows one value. *** In report results, or dashboards, ______ _-__ __________selections are grouped independently. **Only specific functions can reference ______ ______ ______in formulas
Sometimes standard picklist fields share a standard value set.
* When you change a ______ in that set, the change also appears in other ______________ fields that use the same _______. --> For example, the Lead Source and Account Source ________________ fields share the same _____ ____ Change _____________ field ______ carefully.
How can you see recent items in Lightning Experience instant results?
* When you click into the Global search box
Beyond the Basics:
* When you select Edit Page for the first time, Salesforce makes a copy of the standard page. This copy is what you then edit in the Lightning App Builder. --> Pages created like this—as copies—retain a reference to the standard page, which means that Salesforce can upgrade the page copies for you with new capabilities in the future. *** If you create a page from scratch, then you own it completely and new page capabilities Salesforce rolls out don't appear automatically.
Trailblazer Community
* Where you connect with other trailblazers. * * Access to: - Learn - Community - Credentials - For Companies - Covid-19
History Tracking
* Which allows you to track changes on up to 20 standard or custom fields on an object --> which can be viewed on a record's History related list or through History reports. * For each field, tracking logs the: 1. Date and time of change. 2. The user making the change. 3. Old and new values.
Creating Path
* Which fields and content appear for your users at each step in the process. * What good advice, reminders, links, and best practices to include at each step. * How many different paths to provide. * When paths are available to your users.
Global Search
* Will see 5 recent items. 1. Full Search—Searches for your term across searchable objects and takes you to the Top Results page. 2. Full Object-Specific Search—Searches within the current object (if searchable) and takes you to the object's search results page. 3. Suggested Records—Lists up to five records that have a name that matches your search term. Records include recent items, items from your most frequently used objects, and items from the current object. Selecting an item takes you to its record page.
Date Must Be in the Current Year
* YEAR function returns the four-digit year of a given date. * The TODAY function returns the current date. * The <> (Not Equal) operator determines if a value is not equal to another value (if it is either less than or greater than the other value.) --> In the example, the validation rule determines if the year of a given date is not equal to the year of today's date. A value of "True" indicates that the data entered by the user contains an invalid value. That is, if the user enters a date that is not in the current year, the validation rule returns a response of "True" and sends an error message.
Can you promote Existing Field Values?
* Yes, you can promote the existing value set to a global value set. Then, use it when you create a new custom picklist field if you find that a particular set of values for one field makes a good set for another field
Use Report Filters
* You can add up-to 20 additional ______ to a report directly, by using the Add button or Dragging the ______ form the Preview Pane. * In addition, you can also use filter logic using "and," "or," and "not" operators
Records (Levels of Data):
* You can allow particular users to view an object, but then restrict the individual object records they're allowed to see.
Which of the following is true about setting up your SF org
* You can begin using Standard Objects and add custom objects depending on you business's unique needs.
Levels of Data Access
* You can configure access to data in Salesforce at four main levels. - Organization - Objects - Fields - Records
For Reports
* You can control who has access to the contents of the folder based on roles, permissions, and more
Custom fields
* You can create custom fields on standard Salesforce objects or on custom objects. * you decide where it appears, what info it contains (1), what format it should be (such as number, text, date, or picklist) (2), and who sees it and who can change the field value. * it's important to define whether you want users to choose from a predefined list of options or whether you want them to enter raw info. *can be marked as required and /or unique at the system label to force users to always enter a value, or to prevent records with duplicate values. --> These are considered "hard" requirements because they apply to UI and API Required: - Universally required on save - Auto- added to all page layouts - Cannot be hidden - Editable on all profiles (FLS) - Not for checkboxes, text area (long Unique - Stops duplicate values on save - Existing duplicates cause error - Email, Number, test fields only - Text fields can be treated as case -sensitive *** Note: - Making a field Required on a Page layout (UI only) is considered a "soft" requirement
Building a Custom Home Page
* You can create it in a few different ways: * Create it from scratch using a template, * Clone it from another custom Home page, or * Edit a page from the Home tab in a Lightning app - click form the Home page/select Edit to create a copy of the current page. -
There are two ways to customize a page in Lightning Experience:
* You can customize a page's layout, or * Customize its contents. These are done with separate tools.
Salesforce App Considerations
* You can delete custom apps, but not standard apps. ** Deleting a custom app removes it from the apps menu and the App Launcher, but doesn't delete any associated objects. If you created objects for an app, consider deleting them as well. * Salesforce Classic console apps are custom apps. * You can't change an app's type—such as standard to connected or vice versa—after you create it.
Why assign your most knowledgeable agents to monitor the site chat room?
* You can get valuable real-time information about what customers really want. * you can deepen the customer relationship, while helping to gain priceless ambassadors for your brand.
Mobile App
* You can perform essential admin tasks like resetting passwords, freezing users, and viewing current system status from your mobile device. * Go to the compromised user's profile page, then tap and select Freeze to stop user access.
Fields (Levels of Data):
* You can restrict access to certain fields, even if a user has access to the object. --> For example, you can make the salary field in a position object invisible to interviewers but visible to hiring managers and recruiters.
Once you've secured your data with organization-wide defaults, the resulting settings might be too restrictive for some users.
* You can then use the remaining record-level security controls: role hierarchies, sharing rules, and manual sharing to open up record access selectively to specific employees who need it.
Lightning Usage App
* You can track the number of active user licenses, permission set licenses, and feature licenses
Field History Tracking
* You can turn on auditing to automatically track changes in the values of individual fields. * Although field-level auditing is available for all custom objects, only some standard objects allow it. * Can track up to 20 fields * Great for reporting.
Apex
* You can use SOQL or SOSL on the fly by surrounding the statement in square brackets. --> can be used for Both!! * You can also use a Search Class to perform dynamic SOSL queries and a Search Namespace for getting search results and suggestion results.
Setting Access to Fields
* You can use field-level security to restrict access to certain fields, even for objects a user has access to * What can you access? ** ____________ _________ **Page Layout --> (show or not show a field)
A dashboard is:
* a visual display of key metrics and trends for records in your org. * Each component is based on a single source report. ** You can use the same or different source reports for the various components in a dashboard.
Power of One.
* You can use the ______ __ ___ on any object! * allows you to see the number of distinct objects represented in the records *Some pros say they add a ______ ___ ___ field to every object in their org! --> Smart ** Use Formula to create ________ ** Keep hidden , Do not add to Object Layouts, take this approach for reporting purposes.
Validation statuses can be powerful when used with validation rules.
* You can use them to control the results of data entry, approval processes, and publishing actions. * These constraints are based on a combination of user profiles, article state (____________ status), and criteria in a record
Keyboard Shortcuts
* You can't customize keyboard shortcuts in Lightning Experience. * aren't case-sensitive. * the sequence of the keys doesn't matter. For example, Ctrl+Alt+A is the same as Alt+Ctrl+A. ** don't work on Salesforce Classic apps viewed in Lightning Experience or in Visualforce or iFramed components.
Dynamic dashboard limitations:
* You can't follow components on dynamic dashboards. *You can't save dynamic dashboards in private folders. * You can't schedule refreshes for dynamic dashboards. They must be refreshed manually.
You can control when a component appears on a Lightning record page?
* You can, by adding component visibility filter conditions and logic to its properties.
You can perform different types of calculations with roll-up summary fields.
* You can: - count the number of detail records related to a master record, - calculate the sum, minimum value, or maximum value of a field in the detail records.
Global Enterprise Account-- (Best Practices for Establishing Account Hierarchies)
* You could establish one ________ account and link all contacts, opportunities, cases, and so on to that single overarching account. * Using one _________ account makes it easy to find that account's records and to report on that account at the enterprise level. * But it's harder to manage a large mass of information, and not being able to easily view the big picture might make it hard to see what each location needs from you for your relationship to be successful.
A manual page refresh is sometimes required in order for your related lists to show the latest changes. A manual page refresh is needed if:
* You create, update, or delete a related record with an Apex controller. * You create, update, or delete a related record with a flow. * Another user creates, updates, or deletes a related record. * Emails are sent but not showing up in the related list.
To make custom Component Usabe
* You need to configure the component and its component Bundle so that they're compatible with the App Builder and Lighting Pages
Which sales best practice should you follow?
* You should keep your customer information in one place, accessible by your whole team, so you can sell faster and smarter and be prepared to grow.
When packages are done installing:
* Your org displays the Installed Packages page is Setup. - From here, you can view details for individual packages and perform administrative tasks, such as uninstallations.
Salesforce Labs Digital APP Guide
* _____ solutions are free, customizable, apps built by Salesforce employees to help you get started faster *
Roles
* ________ determine what users can see in Salesforce based on where they are located in the ______ 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. * ___________ are optional but each user can have only one. - If you have an org with many users, you may find it easier to assign ______ when adding users. However, you can set up a ____ hierarchy and assign _____ to users at any time. *____________ are only available in Professional, Enterprise, Unlimited, Performance, and Developer editions of Salesforce.
Profiles
* ___________ determine what/how users can do in Salesforce. * specifies the user's minimum permissions and access settings * They come with a set of permissions which grant access to particular objects, fields, tabs, and records. * Each user can have only one _________!! * Select ________ based on a user's job function (the Standard User ________ is the best choice for most users). * Don't give a user a _________ with more access than the user needs to do their job.-- Minimum Access-- *** You can grant access to more items the user needs with a permission set.
Data Loader (Data Export)
* a client application that you must install separately. * It can be operated either through the user interface or the command line. The latter option is useful if you want to automate the export process, or use APIs to integrate with another system.
Opportunity Record
* a deal in progress * has an individual listing that contains the details about the opportunity, how it's progressing, supporting documentation, and the associated relationships * are associated with accounts (businesses) and can also be associated with contacts (people), cases, and more. ** You can complete actions such as editing details, moving the deal through the sales process, and adding supporting information from the opportunity record.
Scrum Roles
* a list of responsibilities team members take on. * There are 6 __________: - The Scrum Lead - The Product Owner - The Team - The Shared Service Subject Matter Expert (SMEs) - The Technical Program Manager (TPMs) - The Functional Manager
Salesforce Talent Alliance
* a program where employers commit to inclusive hiring practices and devote at least 20% of their annual hiring to net new Salesforce professionals.
Accessing Account Related Records/List
* a section of a record or other detail page that lists items related to that record * Deleting as Account record will delete related Opportunity, Contact and Case records - (Usually see with Master Detail)
Profiles usually match up with?
* a user's job function (for example, system administrator, recruiter, or hiring manager), but you can have profiles for anything that makes sense for your Salesforce org. A _______ can be assigned to many users, but a user can have only one _______ at a time.
Trust.salesforce.com
* about your instance's system performance over the last 24 hours. * is Salesforce's website to provide transparency around service availability, performance, security, privacy, and compliance. * Trust status gives you a quick and easy way to see if your org performance has been affected so you can let your users know of any changes.
You store information about your customers using
* accounts and contacts. * Accounts are companies that you're doing business with, and contacts are the people who work for them. * makes them some of the most important objects in Salesforce
Email Composer
* add attachments, insert merge fields, insert or create a template, preview your email before you send it, erase what's in the email and start over, and expand the email composer for more space. * Can include Merge Fields ** Add Attachments ** Preview ** Schedule sending schedule
Web-to-Lead form
* add leads by importing a file into Salesforce or through an automatic process from your business website.
Enabled Team selling:
* adding an opportunity team helps team members work together and track the opportunity's progress.
Plan for Einstein Bots
* adding multiple channels is the second stage of the general setup process for Service Cloud. * AI and bots fall under the last of the four high-level stages for setting up service with Salesforce.
Messaging ( Service Platform)
* agents can connect with customers using SMS or Facebook Messenger, with the information they need without ever leaving the Service Console. * Agents can even use emojis to add a personal touch * isn't tied to a browser, so customers can reach an agent instantly * agents can easily handle multiple conversations at the same time
Communication Channel Mapping
* agents can directly embed article content into the body of customer emails and in social, chat, and messaging conversations * to choose which article fields are included for each record type and channel. * Your customers can access article summaries without going to a website. ** With permissions, some agents can choose to share internal articles—so they don't have to copy and paste articles that aren't published or are used internally — while other agents share only published, external articles.
Standard Fields
* already exist on Salesforce objects and are used for recording common business details * You cannot delete them, but you can use Field-Level security to hide them, or remove them from Page Layouts it they are not required. They are predefined, you can customize several aspects of standard fields: - Change the field label - Add help text - Add or edit values in Picklist - Add or edit Lookup filters - Set Field History Tracking - Change the format of auto-number fields.
Data Export Service
* an in-browser service, accessible through the Setup menu. * It allows you to export data manually once every 7 days (for weekly export) or 29 days (for monthly export). * You can also export data automatically at weekly or monthly intervals. ** Weekly exports are available in Enterprise, Performance, and Unlimited Editions. *** In Professional Edition and Developer Edition, you can generate backup files only every 29 days, or automatically at monthly intervals only. **** Zip files are deleted 48 hours after the email is sent.
FAQs
* anyone can access
Component Visibility Properties
* appear when you select a component on a record, app, or Home Page in the Lighting App Builder. * This behavior applies to standard components, custom components, and components from AppExchange * If you don't define a filter it will display on the Lighting App anyway!
Consultants (AppExchange)
* are Salesforce professionals who specialize in building and implementing custom solutions for specific clouds or industries. * Deep industry knowledge and proven SF expertise. They join forces with our customers to help them achieve their goals.
Hierarchical relationships
* are a special type of lookup relationship. * are only available on the User object. * can be used to create management chains between users
Dated Exchange Rates
* are applied to: - Currency fields on opportunities, - Opportunity products, - Opportunity product schedules, - Opportunity reports. * They are also applied to: - Currency fields on quotes, - Quote line items, and - Quote reports. ** They are not applied to fields on other objects or when forecasting. ** Converted amounts do not appear on quote PDFs.
Custom Objects
* are based on standard objects, extend standard functionality, and store information that is unique to an org. * when you create a ______, the platform automatically builds thing like the page layout for the user interface.
Search Within a Single Object
* are best used when users need a quick way to search through one record type because they don't want to be bogged down sifting through records that don't apply to them * To search within a single object using SOSL, simply specify that object in the request: - FIND {march 2016 email} RETURNING Campaign Note: if you don't specify an object in the RETURNING element, it doesn't show up in the results.
Permission sets
* are collections of settings and permissions. * are assigned to users not to Profiles * should remain fairly limited—in general, you don't want a permission set with too many permissions. ** individual permission sets in the group can also be used outside of the group *** extend users' functional access without changing their profiles. **** allow additional tasks (tasks not enabled by profiles
Leads
* are people and companies that you've identified as potential customers * Some companies work their entire pipeline as opportunities, segmenting deals into unqualified and qualified groupings.. *** you can better track, report on, and target marketing campaigns to prospective customers, & concentrate on potential customers **** Can import through automatic process: Web-to Lead forms *** You must create ____ assignment *** Other companies initially assign all new leads to a queue. Your Salesforce administrator will set up a lead assignment process that works for your company.
Customer 360 includes apps
* for marketing, sales, commerce, IT and service to help propel business forward — plus Slack and Genie to connect customers, teams, and partners.
Consultant Listings
* are similar to app listings * Overview displays a few additional details: 1. The number of projects completed, 2. The year the firm was founded 3. How many certified experts the consultant has on staff *One unique feature: Geographic Focus map. -->This map can help you understand where the consultant does business and where its experts are located. ** also contain a third tab, Expertise. -- it highlights the products and industries the consulting firm specializes in, the level of expertise in those areas, and Salesforce certifications earned. --- Use the information in this section to choose a consultant whose credentials match your project's needs.
Salesforce Lighting Console
* are tab-based workspaces helpful for sales and service users - Manage multiple records & related on a single screen - Reduce time spent clicking and scrolling to quickly find, update, and create records.
Tabular Reports (Report Format)
* are the simplest and fastest way to look at your data *Default, kinda boring. * provide summarized information, with less detail. * Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. ** They're often best used for tasks like Generating a Mailing List. ** Can't be used to create groups of data or charts. Use case: - Best for creating lists of records or a list with a single grand total
Promoted search terms
* are useful for getting more eyeballs on an article that you know is commonly used to resolve a support issue. Getting it set up is simple. Admins find the perfect article and then add terms to the Promoted Search Terms related list. Users who enter those keywords see the chosen article at the top in search results. * The maximum number of characters per term is 100. For best results when matching users' search terms, limit each promoted term to a few keywords. * Don't go overboard. For best results, use them selectively, which means create a limited number and a limited number of promoted articles per term// Max 2,000 terms * Article search matches a ________________________ whenever all keywords within the term occur within the user's search terms, in any sequence. Each keyword must match exactly.
Macros
* automating repetitive tasks! ** Use a Key combination on keyboard ** Rep can follow along. Reps can iniate or interupt any steo in the process. * Follows a set of instructions to complete a system task. --> When a user runs a ______ from an app's utility bar, the system automatically performs each instruction on the open record. * can boost an agent's case management productivity, reduce organization costs, and improve the customer experience. * the ability to group a set of instructions to complete a task that a support agent normally needs to do manually and triggering them with the click of a button
Intelligent Document Automation
* available in Health Cloud, makes it easier to manage documents and allows care providers and healthcare personnel to focus their efforts on providing the best of care to patients.
The Permission Helper app:
* available on the AppExchange, can help. * can help you see what permissions a user has, convert some profiles to permission sets, and more.
Salesforce Knowledge
* base by instantly sourcing information from the collective wisdom of your company. * Called Articles
Salesforce Grants Management
* builds on OFM by adding tools to streamline processes, increase efficiency, and improve communication inside and outside your organization. * quickly verify the nonprofit tax status of U.S.-based organizations, create action plans for common collaboration tasks, and * improve collaboration on application reviews.
Salesforce Labs apps
* built by Salesforce employees. ** apps aren't supported in the ways that a paid app might be. * There are many advantages for you to choose a Salesforce Labs app—they're: - Free - Built by Salesforce employees - Security tested and reviewed - Widely known for their quality and utility - Built primarily with native Salesforce technologies - Mostly open source on GitHub
When adding a new user
* by default Locale, Language, and Tie Zone are in English
In Lightning Experience, select/deselect values from a multi-select picklist
* by holding the Crtl (Windows) or Command (Mac) key on your keyboard while clicking the last active entry. Or, use a "None" value option to undo the current selections.
Formula
* calculates something and the result is displayed to the user
―The field is a controlling field.
* can be Custom or Standard * you can set default values for _________- ______ but not for dependent fields
Navigate to Reports & Dashboards
* can launch from APP Launcher * Reports & Dashboard Tab * Reports & Dashboard Search: - when you know what your looking for.
Custom links
* can link to an external URL, such as www.google.com, a Visualforce page, or your company's intranet. * can include Salesforce fields as tokens within the URL. - For example, you can include an account name in a URL that searches Yahoo: http://search.yahoo.com/bin/search?p={!Account_Name}.
To apply a bulk action to all of the records on the current view
* check every box by selecting the checkbox in the table header, and then click the bulk action button.
Important Sandbox Settings and Notes
* check the email deliverability settings. Yes, some sandboxes can be set to generate emails—even to your donors and other stakeholders outside of your organization! - do this by: visiting the Setup/enter Deliverability in Quick Find box. * make sure that Access level is set to System email only -Next- * Check your NPSP configurations in the NPSP settings app espically if you are using a Developer or Developer Pro sandbox
Each dashboard has a running user
* choose carefully. * whose security settings determine which data to display in a dashboard * is a specific user, all dashboard viewers see data based on the security settings of that user—regardless of their own personal security settings. --> Choose Wiseley.
To move this Opportunity to the next stage,
* click Mark Stage as Complete. Note: If the _____________ is already closed, this button reads Change Closed State.
To change page layout assignments:
* click Page Layouts, then click Page Layout Assignment, and then Edit Assignment.
Conditional Formatting
* color (highlight) a particular numeric field * set rules to select custom ranges and colors for the metrics you want to track on Summary or Matrix reports * Must contain at least 1 Summary Feld or custom Summary Formula * Set up to 5 rules and define custom colors for each range * Set the Breakpoint Values and their range colors for each bin ( are what point are we switching between this color and that color) * Can be utilized in a table, gauge & metric component on dashboards
Rather not use SOSL or SOQL?
* consider Parameterized Search in REST. Instead of a search string in the URL, you use parameters (hence the name) in the URL.
Permission set groups
* consist of permission sets rather than users. * bundle permission sets based on job functions or tasks.
Reports referencing multi-select picklists should use
* contains or includes (not equals) to collect all results that contain more than one value.
Field-level Security Settings —or Field Permissions —
* control whether a user can see, edit, and delete the value for a particular field on an object. . * These are the settings that allow us to protect sensitive fields such as a candidate's social security number without having to hide the candidate object. ** Controls controls the visibility of fields in any part of the app, including related lists, list views, reports, and search results. ** In fact, to make absolutely sure that a user can't access a particular field, it's important to use the field-level security page for a given object to restrict access to the field. *** There are simply no other shortcuts that provide the same level of protection for a particular field. **** settings can be applied either by modifying profiles or permission sets or from the Field Accessibility menu in Setup.
Compact layouts
* control which fields your users see in the highlights panel at the top of a record. The field you put first displays at the top on bold --> Prioritize up-to 10 fields may depend based on the devices screen, which record page is being viewed, and the permissions of the user. * They also control the fields that appear in the expanded lookup card you see when you hover over a link in record details, and in the details section when you expand an activity in the activity timeline. ** The first several fields you assign to an object's ________ _______ appear in the object's record highlights panel and in the expanded lookup card you see when you hover over a link in record details. ** help make your team more productive by presenting them with the key record information so they can easily manage their work *** Essentially: - the highlights panel reflects the fields on the opportunity _______ _______, and the expanded lookup card reflects the fields from the account _______ ______
Standard picklist fields can be
* controlling fields, but not dependent fields.
Developer
* crack the code on trick problems, automate repetitive tasks through no-code, low-code, and pro-code options. * writing custom code.
Org-Wide Sharing
* defaults specify the baseline level of access that the most restricted user should have. * Use to lock down your data, and then use the other record-level security and sharing tools (role hierarchies, sharing rules, and manual sharing) to open up the data to users who need it. * Object permissions determine the baseline level of access for all the records in an object. Org-wide defaults modify those permissions for records a user doesn't own. Org-wide sharing settings can be set separately for each type of object. * defaults can never grant users more access than they have through their object permission.
Omnichannel Basics
* deliver service on multiple channels * makes it possible for you to deliver a seamless customer experience across all your channels * provides your service agents a simple interface and a rich set of information to work from ** Streamed Live into the panel
Multi-select picklist fields can be
* dependent, but not controlling fields. * have a lower limit on total values.
Salesforce Ecosystem
* describe various resources available to learn and apply in-demand _____________ skills. * Identify which Customer 360 product offerings could be used. * Describe how companies use ____________. * Differentiate between various job roles and career paths in the ___________ ecosystem.
Report Folders
* determine how _______ are accessed, and who can access them to view, edit, or manage. * Folders can be public, hidden, or shared.
Locale Settings in Company Settings
* determine the display formats for: 1. Date and time, 2. User names, 3. Addresses, and 4. Commas and Periods in Numbers. * employees outside of headquarters can choose their own __________ ___________ to match their situations.
What are Object Permissions
* determine the kinds of records )objects) users can view, create, edit, or delete, but not the individual records themselves. * Permissions determine what floors a user can access in the building ** "View ALL" and "Modify All" provide access to all records for a given object. --> Super special, be very careful. -- Note: you cannot restrict access.
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 . * Select _________ based on a user's job function (the Standard User _____________ is the best choice for most users). * Don't give a user a ________ with more access than the user needs to do their job. You can grant access to more items the user needs with a Permission Set.
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. * are optional but each user can have only one. * If you have an org with many users, you may find it easier to assign _____ when adding users. However, you can set up a ____ hierarchy and assign _____ to users at any time. * ______ are only available in Professional, Enterprise, Unlimited, Performance, and Developer editions of Salesforce.
User Licenses
* determines which features the user can access in Salesforce
User licenses
* determines which features the user can access in Salesforce. For example, you can allow users access to standard Salesforce features and Chatter with the standard Salesforce license. But, if you want to grant a user access to only some features in Salesforce, you have a host of licenses to choose from.
Report Chart
* display summarized report data. * You can adjust the chart type without making changes to the report itself. *are graphical representations of the data in the summary rows or columns of a report. Vertical Bar (Column): Compare fewer items or over time as vertical lengths Stacked Bar Chart: Compare absolute values side by side with multiple groupings. - Requires two Groupings on the report Show as horizontal bar or vertical columns Horizontal Bar: Compare items as horizontal lengths Donut: Compare share of a total and the total itself Funnel: Shoe proportions within multiple groupings Line: Changes in the value of an item over a series of points in time Use a group
All My Installs & Subscriptions (AppExchange):
* displays all the accounts that you connected to your Trailblazer.me account. 1. Click Viewing as (A) to switch among your connected accounts. Just a reminder: if you're not seeing all of your accounts that you expect to see, double-check your account permissions. Only accounts with install permissions are displayed here. 2. Click Filters (B) to filter your installs and subscriptions by status, such as Free Installs, Paid Installs, Active Subscriptions, and Trial Subscriptions. 3. Click the Show More arrow (C) to uninstall an app or component, or to write a review. More on reviews in the next section! 4. Click More Info (D) to read additional details about your connected accounts and the Account Switcher.
Dynamic dashboards
* each user sees the data they have access to without needing to create separate dashboards for each user. * View the Dashboard as; the D-board viewer this is what makes it a ________ * a single powerful dashboard can be used for multiple users in your company, because the logged-in user viewing the dashboard sees the data they should see, based on their security and sharing settings. --> Great way to share data with different entities without creating additional D-boards ** are dashboards for which the running user is always the logged-in user. --> This way, each user sees the dashboard according to his or her own access level. ** Concerned with too much visibility use this. **Users with the "View My Team's Dashboards" permission can change view to a user below them in the role hierarchy -allow for either a specific user or run as the logged-in user. Note: - Cannot be saved to a personal folder, they must have shared access. Please select a different folder.
Trailhead is opening the gates for Trailblazers to
* earn college credit by completing admin and developer badges
Custom picklist fields can be
* either controlling or dependent fields.
Sharing rules
* enable you to: - Make automatic exceptions to organization-wide defaults - Irrelevant for public data access models - Designed to give access in one direction only. Share Which Records? From which user? To which users? What level of access? ** are only Read/Write --> not Delete * are only used to give more users access on a object-to-object basis, for a pacticular group of users, to give them access they don't own or can't normally see. —they can't be stricter than your organization-wide default settings. * is Automated
Data validation rules
* ensures integrity of data before it is saved. * Two types: 1. Out -of -the-box- System data validation: - Setting simple field properties to ensure valid data entry: ^ Field data type ^ Required field ^ Unique Field 2. Validation you build Custom validation rules: ^ Enforce more complex conditions, involving one or more fields, specific to your business processes. * validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record * A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns the value of "true" or "false" * Validation rules also include an error message to display to the user when
To control sharing access using hierarchies for any custom object,
* enter Sharing Settings
Salesforce Object Query Language (SOQL)
* equivalent of a SELECT SQL statement and searches the org database
Recommendations: (Best Practices for Establishing Account Hierarchies)
* establishing accounts for each separate location, rather than squeezing all locations into a single global account. * This arrangement lets you concentrate on customer success in each location while still giving you the ability to put the big picture together.
How to Print a Report
* export the formatted report by clicking the action menu dropdown icon (), then selecting Export | Formatted Report | Export.
Permission Set Licenses
* extend the functionality of user licenses. With permission set licenses, you can assign more permissions to users than their user license supports.
What are Picklists?
* fields that allow users to select either single or multiple values from a predefined list during data entry * You can use to: - Speed up data entry - Maintain data quality by allowing only permissible values - Facilitate searching, reporting, and filtering - Define default values to populate on new records
List Email feature
* for contacts and leads * you can include templates and merge fields, as well as attachments (2), to be even more efficient. And be sure to check the Review tab to confirm that the recipients and any merge fields appear the way you want them to (1) before clicking Send. ** 0/10 send limits remaining *** Before sending email visit the My Email Settings to: - Check to see how your name will appear on the out going mail - What email address would you like to use as your return address?
Advanced Currency Management
* for currency fields on opportunities and opportunity products lets you manage exchange rate start dates. * Manage dated exchange rates are applied to currency fields on opportunities, opportunity products, opportunity product schedules, and opportunity reports. * They are also applied to currency fields on quotes, quote line items, and quote reports. * They are not applied to fields on other objects or when forecasting. * Converted amounts do not appear on quote PDFs.
You can also customize the page
* for different types of users and assign custom pages to different apps and app-and-profile combinations.
Lighting Apps
* give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar * let you brand your apps with a custom color and logo. You can even include a utility bar and Lightning page tabs in your _________ ___. * ________ ____ aren't available in Salesforce Classic. Each ________ ___ has: -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 *** You can assign multiple user profiles to multiple apps. & *** you can assign as many user profiles to one app as you need to
Lead Path
* gives you the best advice at every stage, based on your company's collective wisdom, so you can overcome objections. ** "Guidance for Success"
Post pinning.
* group manager or owner (or an admin), you can pin up to three posts to the top of group and topics feeds. * A ______ _____ stays at the top of the feed until someone unpins it. * makes sure that critical information gets the exposure it needs in your group and topics feeds ** Admins can assign permissions to selected users
Enable Communication Channel Mappings
* guarantees that the customer can see them without having to log into an Experience Cloud site. * It also allows an agent to send only the article details that are specific to the customer.
Object-Specific Actions
* have automatic relationships to other records and let users quickly create or update records, log calls, send emails, and more, in the context of a particular object. *There are 5: - Create: creates records that are automatically associated with related records. - Update a Record: make it easy for users to edit records. You can define the fields that are available for update. - Log a Call: let users enter notes about calls, meetings, or other interactions that are related to a specific record - Custom Actions: invoke lighting components , flows, Visualforce pages, or canvas apps that let users interact with or create records that have a relationship to an object record. - Send Email: *** Only available on Cases!*** ** give users access to a simplified version of the Case Feed Email action in the Salesforce mobile app--> Can use in Classic or Lightning!
AppExchange Community
* head to the Learn section (1). Here, you find app news, how-to guides, best-of lists, and opportunities for connecting with AppExchange enthusiasts and experts alike.
Tableau Accelerator for Nonprofit Fundraising
* help you connect Salesforce to Tableau and see your data in ready-to-use dashboards for insights on revenue, donor acquisition and retention, and campaign performance.
Custom Buttons and Links
* help you integrate Salesforce data with external URLs, applications, your company's intranet, or other back-end office systems. * can connect users to external applications, such as web pages, and launch custom links.
Outbound Funds Module (OFM)—
* helps you manage requests for funding, the stages of an application, and your payments and disbursements. * a free, open-source Salesforce data mode * is the core of Salesforce for Nonprofits' grantmaking products and features. ** Created by Salesfore.org Open Source Commons programs ** is the core of Salesforce for Nonprofits' grantmaking products and features
Compact layouts also control...
* how records display in the Salesforce mobile app * Also used in some Chatter feed items to display a record's key fields at a glance. * the Highlights Panel on Lightning Experience record pages as well.
Using Salesforce CPQ, how quickly can a sales rep typically complete a quote?
* in a few minutes
Seen-by Capability
* in private and unlisted groups * When the feature is enabled, it places a _______ count by each post. --> Click the count to see who's seen that post. --> It's a great way to discover whether someone has seen a post that you wanted them to see.
Custom components in your org that are configured for use in the Lightning App Builder appear
* in the Lightning Components pane.
Create Notes that automatically related to a record
* in the Record's action Menu or use the New Note button on the Notes related list.
Email Template
* includes two new types of email templates that you can create. * However, if you need Letterhead, Custom HTML, or Visualforce templates, you may want to continue using your Classic templates until these features are available in Lightning templates. ** You can easily access your existing Classic Text, Custom HTML, and Letterhead email templates in Lightning Experience. You just edit them in Salesforce Classic. When selecting a template, choose All Classic Templates from the dropdown list.
Vetforce
* is a Salesforce program that gives military service members and their spouses access to a community of fellow learners and self-paced technical training with Trailhead.
Permission set and profile
* is a collection of settings and permissions that give users access to various tools and functions. * extend users' functional access without changing their profile * A permission set group streamlines permissions assignment and management. * Assigned to user not to Profile
Lighting Components
* is a compact, configurable, and reusable element that you can add to a Lightning page in the Lightning App Builder. *
Salesforce for Non-Profits:
* is a complete set of non for profit tech solutions built by_________ to connect non- profits with people. ** built by Salesforce.org ** built on top of the SF platform ** choose a few individual solutions or start with a bundled solution
Bounce handling
* is a feature in Salesforce used to track the delivery of Emails * If the email specified in the contact is wrong, that email gets bounced and Salesforce displays an alert next to that email address and prevents users from sending email to the address until it is updated. * Use the EmailBouncedReason field in list views to find contacts, leads, and person accounts with email addresses that generated hard bounces ** doesn't support encrypted email addresses. If you need it --> don't encrypt the standard Email field.
Setup
* is where you go to customize, configure, and support your org. * home is a launchpad for getting you where you want to go fast. * Quick Find Box
Utility Bar
* is a fixed footer where you can quickly access handy utilities and common productivity tools, such as Notes, Quip, a flow launcher, telephony features... even custom options that your admin whips up. * They open in Docked Panels ** Your org's standard and console apps can have their own dedicated _______ ___, each with a unique set of utilities. ** But the _______ ___ isn't displayed in apps by default. If you don't see a __________ in the apps you use, ask your admin to consider turning it on.
What is a report?
* is a group of data that meets a set of criteria you define - example, a group of accounts or opportunities. * To get the exact data you need, you can Filter, Group, and do Math on the data in the ______.
Lighting Experience
* is a modern, productive user experience designed to help your sales team close more deals and sell faster and smarter. * we're talking about pages in Salesforce optimized for sales use. * designed to help sales reps sell faster, with personalized alerts and an interactive assistant to help each sales rep focus on what's important.
Object manager
* is a one stop shop for managing all objects in your org. It lists standard objects, such as account and contact, and custom objects that you or another admin created. * Access all objects and their related settings such as: - Fields, -- Layouts, -- Record Types, -- Buttons, -- Links, and so on - from a single entry point. *
Lightning App Builder
* is a point-and-click tool that makes it easy to create custom pages for the Salesforce mobile app and Lightning Experience, giving your users what they need all in one place * You can update the app's branding, navigation, options, and manage the Lightning pages assigned to that app
Salesforce Object Search Language (SOSL)
* is a programmatic way of performing a text-based search against the search index- that uses all the previous mentioned features!
Salesforce.org
* is a social impact center within Salesforce, tackling the world biggest problems * Maximize social impact * Power of Us Program: gives eligible non-profits donated access to salesforce and deep discounts * Salesforce for NonProfits: is a complete set of non for profit tech solutions built by_________ to connect non- profits with people.
Why a Picklist Value's API Name Is Important
* is a unique identifier for a value, even when the label changes. * is a reference to the value, as well as a label, which is what shows in the UI. * allows formulas and custom apps to refer to a picklist value, even if the field name changes. * name continue to be valid, no matter the label value * you can prevent name from changing to ensure references to the field's value won't become invalid, later
What is a dashboard?
* is a visual display of key metrics and trends for records in your org. * present multiple reports side-by-side using dashboard components on a single dashboard page layout. * components come in various chart types, tables, metrics, and gauges, and you can customize how data is grouped, summarized, and displayed for each component--> based on a single source report. --> you also have options to add charts to reports and record page layouts * Offer a powerful visual display of your data around a common theme. * You can use the same or different source reports for the various components in a _________ ** By adding multiple _________ components to a single _________ page, you can create a powerful visual display of data on a common theme, such as sales performance or customer support. * are stored in folders. If you have access to a folder, you can view its dashboards. * To view the individual components, you also need access to the underlying reports.
What's a Chatbot?
* is an application that simulates human conversation, either aloud or via text message. * Whether through typing or talking, a chatbot can connect with a customer. It can influence a customer relationship.
Approval Processes
* is an automated process implemented to approve records is SF. * The Submit button must be clicked - Final Approval Actions: > send out email, update a field, send outbound message, or task - Recall Actions: > Locked record, allow users to remove from Approval Processes - Final Rejection: > unlock record
Approval Process
* is an automated process implemented to approved records in SF. * To start process, the Submit button must be clicked by you or other automation tools.
Dashboard Builder
* is an intuitive interface for building dashboards from source reports you've created in Salesforce. * your way to visualize your data for easy consumption at-a-glance. * Each component shows data from one report *
What is a Custom Object?
* is an object you create to capture and manage additional data based on your specific business requirements.
What is a report type?
* is like a template that makes reporting easier. * determines which fields and records are available for use when creating a report. This is based on the relationships between a primary object and its related objects
Data model
* is more or less what it sounds like. It's a way to model what database tables look like in a way that makes sense to humans. * we're talking about the collection of objects and fields in an app.
External Object
* is similar to custom objects, except that it maps to data that's stored outside your Salesforce organization. How to: - From Setup, enter External Objects in the Quick Find box, then select ________ __________. ** to virtually represent external data as Salesforce objects *** map to a table in a data source outside the Salesforce org and enable access to that data via custom tabs and search
"Enhanced Page Layout Editor" (aka also known as page layouts)
* is the go-to place for customizing a Lightning Experience record page's fields and related lists. * You can customize a page's contents, such as the fields and buttons that appear on the page, * Control which fields, lists of related records, and custom links users see or if they are required. * Customize the order that the fields appear in the page details * Control which standard and custom buttons appear on records and related lists and which quick actions also appear. * helps you manage the content of pages in both our Classic UI and in Lightning Experience *** It's called "enhanced" because there's an earlier version of it.
The asterisk (*) symbol
* is used to find items that match zero or more characters at the middle or end of your query
The Functions menu (Formula Editor)
* is where you view and insert formula functions. Functions are more complicated operations that are pre-implemented by Salesforce ** Some functions can be used as-is (for example, the TODAY() function returns the current date), while others require extra pieces of information, called parameters. The LEN(text) function, for instance, finds the length of the text you input as a parameter. The formula LEN("Hello") returns a value of 5.
App Manager
* is your go-to place for ________ ____ for Lightning Experience. * It shows all your connected apps and Salesforce apps. * Navigation Bar.
Once a Multicurrency setup is enabled
* it can't be disabled. * introduces permanent changes in your org.
Org
* it refers to a specific instance of Salesforce * Your company can have one or multiple orgs.
Restricted Picklist
* keep users from adding new values (through API or other apps) --> useful for keeping your data consistent * Data Remains Clean * How to: - when you select the Restrict picklist to the values defined in the value set option when you create a custom picklist. * Note: When you unrestrict users cant enter new values through the user interface, but they can add new values via the API, Automation, or other apps.
Imperative programming
* known as traditional or code-oriented programming, denotes the means of programming by using certain coding languages such as C#, C++, Java, and so on
In a nutshell, Scrum drives us to:
* learned how the Scrum process allows us to learn enough in real time to correct any potential damage from our risk-taking. 1. Deliver or demo something every sprint, so that the team can gather feedback frequently about deliverables. (This keeps us constantly innovating!) 2. Continuously improve ourselves, the team, and the outcome, every day in every sprint. Assemble a competent team and let the team make all decisions. Appoint one person to track and ensure barriers are removed. Appoint one person to set work agendas and prioritize projects for teams, so that the team is focused on what is important. Scrum Roles: Who Does What?
Edit button doesn't
* let you configure which fields appear in the record details.
Opportunity Teams
* let you relate particular people at your company to accounts or opportunities ** is a temporary group *** Composed of people that can help you close the deal *** these members have Special Visibility into an opportunity such as Chatter posts **** Create Default ___________ ________ if you often work with the same coworkers on a particular opp
Global value sets
* let you share the same picklist values with more than one picklist field. * are always restricted --> You can't convert them to unrestricted -->This protects your values because changing global value set values modifies the values for all the fields that reference the global value set. ** be mindful to create values that make sense across multiple fields. ** offer efficiency and consistency across multiple picklist ** Note: - As you change the values in a global value set, the revised values show up in all the picklists using it. But remember, global value sets are always restricted. Independent custom field values are more flexible, but higher maintenance.
Sales Path
* lets you add customized guidance to every step of the sales cycle, so your reps execute flawlessly every time.
Muting
* lets you customize a permission set group by muting (disabling) selected permissions in it * comes in handy when you're working with managed packages in your org.
Bucketing: Number
* lets you group number ranges into descriptive segments.
Bucket Fields
* lets you quickly segment report data bu defining a set of categories, or "buckets," to sort, group, or filter * organize your groupings by categories * lets you segment your report data on the fly by defining a set of categories, or "_______," to sort, group, or filter the records.
What is Bucketing
* lets you quickly segnent report data by defining a set of categories, or "buckets," to sort, group, or filter records in. * Create __________ to categorize record based on values in: -Picklist - Number Field - Text Fields.
Bucketing: Picklist
* lets you simplify categorizations of like data
Trailhead Rangers
* lifelong learners who have earned enough points and badges to reach the highest Trailhead rank. * Currently, that bar is set at 50,000 points and 100 badges. *We update _________ membership daily. --> icon appears in a day or two
Lookup filters
* limit the records available in the ______ * can reference other fields on the same record (source); * fields on the records of the lookup object (target); * fields on the user's record, profile, and role; * fields on records directly related to the target object.
Limit Work in Progress (WIP)
* limits the amount of work per workflow state—there is no set timeframe for this, but it is measured. * We use ________ limits to prevent bottlenecks, boost overall efficiency, and prevent unfinished work, just like in Scrum. * are there to help the team set realistic goals based on its capacity and bandwidth. ***Anytime a team takes on new work, members get together and ask: "What do we want our _______ limit to be?
Global Action Menu
* located in the Header * Each ______ _______ you fire off opens a dedicated composer window at the bottom of the page. If there are more composer windows than fit on the screen, they stack up in an overflow menu. * Create records without an automatic relationship to other records or the current page. (Although you can easily assign relationships if you want.) ** The beauty of the ______ _____ _____ is you can instantly create just what you need without needing to navigate somewhere else first. *** Great for creating an action that lets users "initiate" a task no matter where they are in Salesforce.
Setup Audit Trail
* logs when modifications are made to your organization's configuration.
Health Cloud
* manage testing, health, and entry protocols to create safer in-person experiences at events and in the workplace. * SAFETY
Data Export
* manually or on an automatic schedule. * exported as a set of comma-separated values (CSV) files * provide a convenient way to obtain a copy of your Salesforce data, either for backup or for importing into a different system. SF Has two main methods for exporting data: * Data Export Service * Data Loader
Multi-tenant Cloud
* means you are sharing resources * A single instance of the software, database, and supporting infrastructure serves multiple customers, while each tenant's data is isolated and remains invisible to other tenants. * Instance: - is a self contained unit, each customer is allocated one and where your data resides.
Report Builder Overview
* modify reports see up to 50 records * Do you see the Edit button (top right-hand side. Lets me knw what the rep is lookin at.
Account Teams
* more flexible way of sharing * Grant Read or Read/Write access to an Account and to all of its related contacts, opportunities and cases. * can be defined. View on the Account page related list * show which sales reps are working on the deal ** can help you coordinate better with your sales reps *** you can enable the appropriate access to different account roles. ** Don't always work with the same team members *** Each person on an a ______ can be assigned different roles and different levels of access to the account and its opportunities and cases.
Natural Language Processing (NLP) or Natural Language Understanding (NLU)
* most human-like responses from chatbots are connected to a technology Einstein is an ____
Dependent picklist fields
* narrow the available values based on a selection in a controlling field, * Guide users, save UI space, and further improve data integrity * filters values for one picklist based on a selection from another picklist or a checkbox (the controlling value) on the same record. Note : The controlling field doesn't have to be a picklist. It can also be a checkbox.
Federated Search
* new way for users to search for items stored outside of Salesforce—and this is the best part—all while remaining inside Salesforce Classic, Salesforce Console, or Lightning Experience * allows you to make the global search box an external search engine ***doesn't go through the Salesforce search index, meaning that all those cool Salesforce advanced features aren't applied. -->Instead, results are returned according to the external search provider, which is cool too.
When you create a dashboard in Salesforce Classic, then edit and save it in Lightning Experience,
* no one can edit it in Salesforce Classic. You have to edit it in Lightning Experience from then on.
Is there a way to specify custom objects in a SOSL search
* no, you include the sObject name like any other standard object, and append a __c suffix.
The permissions on a record are always evaluated according to a combination of:
* object-, field-, and record-level permissions.
Expanded Lookup Cards
* on a record's related information page (shows the first four fields)
Implications of the Running User
* on applies to that particular D-board. As soon as the user leaves that D-board the __________ doesn't apply anymore.
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. * ____________ _________ 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. ** Is automated
The Insert Operator button (Formula Editor)
* opens a dropdown list of the available mathematical and logical operators.
Insert Field button (Formula Editor)
* opens a menu that allows you to select fields to use in your formula. Inserting from this menu automatically generates the correct syntax for accessing fields
Trailhead Playground (TP) org
* orgs are free and you can have up to 10 of them at a time. * is an org that you can use for hands on challenges, learning new features, and testing customization. without impacting anything else ** You can create only two users in a _____ _________ ** Never expires as long as you use it. *** is a DE org specifically designed for ___________
In the World of Scrum:
* projects that are works in progress are a form of waste!! * Work that is not completed (checked-in, tested, and deployed) delays the entire workflow. * teams work to help each other bring projects over the finish line. We call this swarming or dog piling—people helping each other finish the last 20% of work
Procedures
* provide step-by-step instructions and safety warnings. * only authenticated customers and employees can access the procedures.
Chatter Feed Tracking
* provides a way for multiple people to comment and collaborate on a particular record * The discussions and decisions are stored on the record so everyone can stay up to date on important decisions.
AppExchange Listings
* provides detailed information about the app or consultant. * is also where you confirm that the app or consultant aligns with your strategy Here are the app listing elements to know.: 1. Summary Section 2. Actions Bar 3. Overview Tab 4. Reviews Tab
Salesforce.org Open Source Commons (OSC)
* provides you with the collaboration spaces, tools, training, and peer experience you need to make an impact. -Through three major areas- * Community Sprint Events * Ongoing community project teamwork * Skills Training
Health Cloud & Care Coordinator
* providing them tools to foster collaboration, create care teams with patients at the center, and distribute responsibilities and tasks evenly with members of the care team * can simplify collaboration with the care team through a consolidated, real-time view of patient records, and give providers access to important clinical and nonclinical insights. * can maintain detailed schedules about patient visits, keep track of treatment, do prescription filling, and follow up with patient appointments.
Contacts to Multiple Accounts
* relating a _________ to more than one account, without having to create duplicate records. * you can track relationships between people and the companies they work with. Without creating duplicate records. *Allow users to relate a single contact to multiple accounts *_____ might work with more than one company ** an admin must enable ______ _ _________so your company can use it. ** - Each contact requires a primary account (account in Account Name field) - Contact and primary account have a direct relationship - Additional account-contact relationships are indirect, accessed using a Related List - Feature can be enabled in Account Settings within Setup Note: Different behavior options available when deleting an account once enabled.
Embedded Service for the Service Cloud platform
* right into your mobile and web experiences * Give customers the power to find relevant knowledge articles, log cases, or chat with agents in real-time with Live Agent chat and SOS video chat * Coach in real-time with private privilege's * change the conversation with a customer from a live text chat to SOS one- or two-way mobile video chat. ** SOS help button directly in your native iOS or Android mobile application, so agents can screen share and add notes to the screen
Forecast (Sales Cloud)
* see a real-time view of forecasts throughout the organization, including in-line forecast adjustments, and drill down just by clicking. * keep them accurate with well-defined sales stages—customized to use your exact terminology—and get the entire organization on board * make it easy for your reps to update their deals with the Opportunity Kanban
Divisions
* segment your organization's data into logical sections, making searches, reports, and list views more meaningful. * are useful for organizations with large amounts of data.
Funnel
* show proportions within multiple groupings ( how much is in each stage) * used in Lead process or sales process
Account Hierarchy
* show the relationship between parent accounts and their subsidiaries and show information that's most useful. * display accounts related via the Parent Account field Access via an action added to the Page Layout
Omni-Channel Routing/ Omni Channel Supervisor
* simply make themselves available and highest priority cases are pushed to them right in the console. * You see waiting times, open work, and more in real- time. And you can even drill down to see performance on specific agents or queues * Agents never leave the console
Superbadges
* skills bases credentials * Build a set of requirements--> no instructions included. * Hands-on real-world business problems
AppExchange Chat
* some ____________ ____ partners offer it some don't. * There's an icon for that (Green Bar) on listings that have chat enabled.
Even if Grant Access Using Hierarchies is deselected,
* some users—such as those with the "View All" and "Modify All" object permissions and the "View All Data" and "Modify All Data" system permissions—can still access records they don't own.
Salesforce Optimizer
* takes a snapshot of your whole org to look for potential problems and gives you a detailed report on at least 55 metrics covering storage, fields, users, and much more.
Contact roles on opportunities
* tell you which contacts you're dealing with and how each contact is related to the opportunity. * You can also use ________ ______ to link contacts from other accounts to the opportunity.
Organization-Wide Sharing Defaults
* that specify the baseline level of access that users have to records that they don't own. * you can never uses to grant users more access than they have through their object permission.
We strongly suggest
* that you limit the permissions within a permission set to a few related tasks
Junction Object
* that you put in between the two objects that you want to connect. * this is how you create a Many to Many relationship * Proper definition is it; - Has two Master Detail Relationships
Lightning Experience sets you up to be a multitasking pro with two new options:
* the Global Actions menu * Utility bar.
Build Lightning components using two programming models:
* the Lightning Web Components model and the original Aura Components model. * Lightning web components are custom HTML elements built using HTML and modern JavaScript. * Lightning web components and Aura components can coexist and interoperate on a page.
(Visibility Rules) When you define one or more filters and set the filter logic for a component,
* the component is hidden until the filter logic criteria are met. * can also control whether components appear on a page based on the form factor (or device) you're viewing the page on * the page automatically updates ( no refresh , needed) to show the _____ information
PMM
* the foundation of NPSP * as the starting point for any organization to manage its programs in Salesforce because it gives you a foundation to quickly get your programs and services up and running. * gives you the tools to define your organization's programs and services, connect clients to those mission areas, * out-of-the-box reports to evaluate performance or show a donor or grant-maker your progress
When object- versus record-level permissions conflict:
* the most restrictive settings win.
When you mute a permission in a permission set group,
* the muting affects only users assigned to the permission set group, not users assigned directly to a permission set outside of the permission set group. ** So, Muting offers you great flexibility when you design your permissions model.
Org
* the place where all your data, configuration, and customization lives. You and your users log in to access it. You might also hear this called "your instance of Salesforce"
With the "View My Team's Dashboards" user permission,
* the reader can view the dashboard as them-self or as anyone beneath them in the role hierarchy. * With the "View All Data" user permission, the reader can view the dashboard as anyone. **When people open your dashboard, they see data as the person that you specified.
Once you've locked down your data with org-wide defaults,
* the resulting settings might be too restrictive for some users. You can then use the remaining record-level security controls (role hierarchies, sharing rules, and manual sharing) to open up record access selectively to specific employees who need it.
With dynamic dashboards
* the running user is always the logged-in user, which means that viewers only see the dashboard data according to their own access level. - (The availability of dashboards depends on your Salesforce edition.)
Manage Object Permissions
* the simplest way to control data access is to set permissions on a particular type of object. * You can control whether a group of users can create, view, edit, or delete any records of that object. * A user's profile determines the objects they can access and the things they can do with any object record (such as create, read, edit, or delete). * Permission sets grant additional permissions and access settings to a user. * Use profiles to grant the minimum permissions and settings that all users of a particular type need. Then use permission sets to grant more permissions as needed. * The combination of profiles and permission sets gives you a great deal of flexibility
Before building a report
* the trick is to take that question, ask follow-up questions, write requirements, and then map those requirements to report criteria.
If you open an AppExchange report or dashboard with features that aren't supported in Lightning Experience
* the unsupported features are suppressed but not removed.
The profiles functionality in an org depends on ?
* the user license type.
Page Layouts control
* the visibility of the Fields on detail and edit pages
How often does NPSP conduct feature release?
* three times each year—Winter, Spring, and Summer—to allow you time to learn about, implement, and test these new tools. * These changes are pushed to sandboxes first and production two weeks later. * bug fixes are also pushed to your production org automatically every two weeks after a week-long preview in sandboxes.
Add Multiple Users
* to add up to 10 users at a time. * Select the user license you want to associate with the users you create (the license determines which profiles are available for each user).
Did you know: You can use Flow Builder
* to automate the standardization of opportunity names.
Grant Access Using Hierarchies checkbox
* to disable access to records to users above the record owner in the hierarchy for custom objects. If you deselect this checkbox for a custom object, only the record owner and users granted access by the org-wide defaults receive access to the records.
Check Syntax button (Formula Editor)
* to ensure that everything is in working order before saving. * important to debug formulas.
Permission Set Expiration date
* to share _____________ for a limited time.
Insights Platform Data Integrity
* to standardize addresses, keep up with moves using the National Change of Address database, deduplicate contacts, and more, automatically.
Detail Rows
* to toggle between showing and hiding columns in your summary report.
Top Categories (AppExchange)
* to view solutions by business function, such as Human Resources or Finance.
Update Preview Automatically
* toggle to see a preview with the details of all the opportunities.
Run NPSP Health Check
* tool that scans your org for data and configuration inconsistencies and errors and reports back with descriptions of what seems to be wrong * We recommend running a ________________ after: - any major data imports or updates. otherwise - you should run a ______________ at least once a quarter.
Here's a handy shortcut. When creating a filter
* try dragging a field from the fields pane to the filters pane
External App (Experience Cloud License type):
* uses for; minimal interaction with SF records
Search Bar (AppExchange)
* uses if you know specifically what you want or if you have a strategy.
Dashboards
* visual representation of data from multiple reports. * can have up-to 20 Components per board * Displays data as of the last time the board was refreshed -SF will run updates on reports.-- you must refresh, as the data is always old. * Manually refresh boards or subscribe to refresh * Access to the D-board is through the Folder * every D-Board has a Running User. note: who ever creates that D-board is the Running User * A running user determines what data is visible. * present multiple reports side-by-side using dashboard components on a single dashboard page layout. * You need a source report to add to ______ ________ ** components come in various chart types, tables, metrics, and gauges, and you can customize how data is grouped, summarized, and displayed for each component *** You also have options to add charts to reports and record page layouts.
Schema Builder
* visualize your data model * is a handy tool for introducing your Salesforce customizations to a co-worker or explaining the way data flows throughout your system * Can be used to create objects (Just don't do it, you will have to finalize in Object Manager)--> will be able to revise your customizations on the spot. * use to view relationships between objects and create new custom objects and fields (theoretical, not best practice).
Potentially Shippable Work
* we focus on the outcome, not the output!! * Simply put: We aim to produce quality work, not a quantity of work. * We also push to complete work before we start something new.
The Shared Service Subject Matter Expert (SMEs)
* we rely on _______ ______ ______ (like technical writers or designers) to help us deliver our products and services. * They work for many delivery teams, providing up-to-date information and data to inform our projects
Validation rules
* which allow you to specify your own criteria to prevent users saving invalid data in one or more fields. *An important point to keep in mind--> apply to both future data and current data so the admin may need to populate the required data of the existing records to ensure any future integrations aren't blocked.
The field layout determines
* which fields the report type includes * often translate to "columns" in a report. A single instance of an object (a record) is described by a set of fields, and each field also has a type.
"Corporate currency"
* which reflects the currency of your corporate headquarters. * You also maintain the list of active currencies and their conversion rates relative to the ______ ________
Folders determine
* which users can access
Programmatic Development
* which uses things like Lightning components.
Trailhead modules completed for either the Admin or Developer role, along with a Superbadge,
* will count as a 3-credit Experiential Learning course at SNHU.
Change an object's default list view
* with a Pinned List. An object's pinned list loads as its default list view. The default pinned list for all objects is the Recently Viewed list.
Previous conversion rates are not stored and all conversions
* within opportunities, forecasts, and other amounts use the current conversion rate.
Role hierarchy
* works together with sharing settings to determine the levels of access users have to your Salesforce data. Users can access the data of all the users directly below them in the _________. * Open up full access vertically to anyone denied access by the OWDs in private or hybrid data models. ** Roles Up: users in higher roles inherit the special ownership privileges ( full access) on all records owned by users in roles below them ( on their team, not other teams)
Trusted Reviews (AppExchange)
* written by select Trailblazers: Trailhead Rangers, Salesforce MVPs, and AppExchange * Look for Ranger in the title or reviewer. * whenever you write a __________ and you are a Trailhead Ranger, Salesforce MVP, or AppExchange Top Reviewer, your Trailblazer status is automatically shown as a trusted reviewer.
When you're creating master-detail relationships
* you always create the relationship field on the detail object.
Every time you create a custom object
* you automatically get something called Chatter Feed tracking. * it's automatically assigned to a system default Compact Layout --> which has only one field on it: the object name.
Chatter Publisher Actions
* you can add an inline image and * linking from the post. * You can: - insert code snippets, - select an emoji, and - mention a person or a group, - Inline imaging - Cloned Sharing - Live feeds - Streams - Record Linking - Inline-Hyperlinks in posts and comments - Auto-save draft posts every seven seconds - View Drafts in My Drafts * The link-to-record tip at the bottom of the publisher tells you how to link to records in your post. * The paperclip button is for attaching up to 10 files to the post. * To ask a question or run a poll, the tabs are right at the top, always on display, and easy to get to.
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.
Data Loader uses the SOAP API to process records. For faster processing
* you can configure it to use the Bulk API instead. ** The Bulk API is optimized to load a large number of records simultaneously. --> It is faster than the ____ ___ due to parallel processing and fewer network round-trips.
When you qualify a lead,
* you can convert the lead record into an opportunity
Insights Platform Data Integrity and Einstein for Nonprofits
* you can deliver the right content, to the right contacts, on the right channel, at exactly the right time.
In environments where you've set the organization-wide sharing setting for an object as Private or Public Read Only
* you can grant users more access to records by setting up a role hierarchy or defining sharing rules.
Pro Bono Program
* you can request 20 hours of free, volunteer expertise from Salesforce employees on short-term projects.
When you create a dashboard in Lightning Experience,
* you can't edit it in Salesforce Classic.
What makes multiple object search beneficial?
* you get to search through multiple objects at the same time because the type of record doesn't matter to the user. Or, perhaps the user actually wants to see multiple object types in results
Suggested Records API
* you might already know suggested records by its aliases: auto-suggestion, instant results, type-ahead
To add procedure articles to the knowledge base
* you must create a few new page layouts in Lightning Knowledge.
If you deselect Grant Access Using Hierarchies checkbox for a custom object:
* you restrict record access to only the record owner and users granted access by the organization-wide defaults. * users that are higher in the role hierarchy don't receive automatic access. --> However, some users can still access records they don't own by default—such as users with the "View All" and "Modify All" object permissions and the "View All Data" and "Modify All Data" system permissions.
Trailblazer.me
* your unified profile across Salesforce. ** What this means is that you can log in to one Salesforce site, such as Trailhead, then go to another site, like AppExchange, and you're automatically logged in. * No need to remember a bunch of complicated passwords.
Primary object with related object
* —Records returned are only those where the primary object has at least one related object record.
Primary object with or without related object
* —Records returned are those where the primary object may or may not have a related object record.
Lightning Report Builder
* —a visual editor for reports * lets you work with report fields and filters, and shows you a preview of your report with just some of the data. * Fields Pane: - displays fields from the selected report type, organized by folder. * Outline Pane: - makes adding, removing and arranging columns a breeze with a simple drag and drop feature. - You can also add Bucket Columns and Summary Formula Columns in the Outline pane. * Filters Pane: - allows you to set the view, time frame, and custom filters to limit the data shown in a report. * Preview: - Offers a dynamic preview that makes it easy for you to customize your report. Add, reorder, and remove columns, summary fields, formulas, groupings, and blocks. The preview shows only a limited number of records. Run the report to see all your results.
Modify Dashboards
** ** Always use Save As before you start. * you can add components and filters [1], change a component by clicking [2], drag and drop a component [3], and rearrange components [4].
Permission Set Groups
** Users assigned to _________ _________ receive the combined permissions of all the permission sets in the _____ *** Correspond to the job functions of users-- not sure--Review the job functions goals * you can bundle permission sets together based on a job function. * includes all permissions in the permission sets. ** You can even include a permission set in more than one permission set ______ ** you create a single _____ that contains the permission sets with the permissions needed for *** The status of a __________ ________ appears in the Status column of the __________ ____ _______ list view page.
Trust site, trust.salesforce.com
** is the Salesforce community's home for real-time information on system performance and security * It also shows you any planned maintenance we'll be performing that might impact your access to Salesforce. ** Made of three sections: 1. System Status: provides a visual representation of the health of an instance and upcoming release dates 2. Security: gives an overview of Salesforce security practices 3. Compliance: shows the standards that SF is compliance with.
Where can I find more about Customer 360 new releases and product updates?
** the latest innovations into our products three times a year. ** Customers input
AppExchange
**Its a Community!! Begins with SF Partners * * Cloud computing marketplace through which end users can access, download, and install software apps * is the ______________ for all things Salesforce, including: - apps - Lighting Components - Flow Solutions - and More * official Salesforce app marketplace * Also is a community that begins with Salesforce Partners; create ______ ** Two kinds of listings: 1. Solutions 2. Consultants
Page layouts
*Customize Record Details with ________ _______ - Related Tab (contains Related Lists) & Details Tab * There are two ways to customize a page in Lightning Experience. ** You can customize a ______ -_________, or customize its contents. These are done with separate tools. * Lightning pages are a collection of Lightning components arranged in regions on the page. * You can customize the structure of the page and the position of its components with the Lightning App Builder such as ** customize a page's contents, such as the fields, sections, related lists and buttons that appear on the page, by using a different tool called the Page Layout Editor. * Related Lists: -Add, Remove and move, change columns, sort records *Fields: - Add, Remove, Move; Make Read Only or Required - Are controlled by the _____ ______ - If you want to remove a _______ * Sections: - Create & Move
A salesforce user has transferred to another part of the company and no longer will need access to Salesforce. What should you do with that user's record?
*Deactivate the User
Report folders
*Every ______ is stored in a folder * determine how reports are accessed, and who can access them to view edit, or manage * Folders can be public hidden or shared * "Like reports, dashboards are stored in folders. If you have access to a folder, you can view its dashboards. To view the individual dashboard components, you also need access to the underlying ________" * you share the folder, not the ________ itself.
Exporting Report Results
*Export the report details to Excel * Creates a .csv, .xlsl, or .xls file * Report charts will not export * Two options: - Formatted Reports : - option will preserve formatting in downloadable Excel File - the way it looks in SF, which includes subtotals not just as a row, but the actual calculation of the subtotal as well. - nice to look at - Details Only: - Use Data Loader - Give me just the data (not pretty) - Export to Excel - Great for additional formatting and modifications
Report Builder
*Filter records from your report until you get exactly what you want (1). * From the menu bar, undo or redo actions, show or hide a chart, save, and run the report (2). To rename a report, add a description, or change folders, click Properties (3). * Customize the report chart (4). * Group rows and columns (5). Grouping is required for charts and other important report features, so it's a good idea to add at least one grouping to all of your reports. * Add report columns or remove them. Search available fields from the fields pane on the left (6). * Add a bucket column to group records based on conditions you define. Evaluate report data logically and mathematically with a Summary Formula column (7). * Get quick access to sorting, grouping, summarizing, bucketing, and organization from the column menu (8). * Show or hide row counts, detail rows, subtotals, and the grand total with toggles (9).
Collections (AppExchange)
*Great place to start when you are unsure where to begin. * are groups of listings curated by AppExchange experts, and they're a handy way of zeroing in on top solutions in a particular area * Browse all three collections: - Product, - Industry - Latest
Experience Cloud
*Helps Customers and Partners * Branded digital experience connected to your CRM * templates help you create a donor portal, a help forum, support site, or HR central that allow your donors to manage their own information through self service. * to engage and empower customers, and collaborate with partners * your org can have multiple sites -->Since the sites live in your Salesforce org, you can choose exactly how customers and partners access content and data. * 5 Tiers of Licenses: - External Apps - Customer Community - Customer Community Plus - Partner Community - Channel Accounts ** Each solve a particular use case.-- Used for external users!
Reports you can
*List or summaries that allow you to aggregate and analyze data in different ways. ________ * first step is you must choose ______ type. * display a maximum of 2,000 rows. * Folder Access does not roll up into a hierarchy * apply more complex filtering logic, ( than Filters) * summarize and group your data, * perform calculations, * create more sophisticated visualizations of your data using dashboards. * Must be baced in a custom, private, or public folder. * Custom _______ can be overwritten or deleted.
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 ** build your own on-demand apps by grouping items into new custom apps. *** you can enable a utility bar in your app that allows instant access to productivity tools, like integrated voice, in the Lightning Experience footer.
Subscribe Dashboards
*Receive refreshed d-boards results by email on a schedule * Permissions needed to subscribe yourself and/ or others (profile/permission sets) * All email recipients must have access to the folder the d-board is saved in * Optionally, subscribe to a D-board to be refreshed without receiving refreshed results by email.
While you're editing an opportunity, a colleague calls with some information that you need for an upcoming presentation to your manager. What's the best way to create a note to save the details for later?
*Save the changes to your opportunity then select New Note from the Home Screen!!!!!!!!!
Installing apps from AppExchange
*Test in Full Production Sandbox first! * Test in Partial or Developer Sandbox (will not have full production org data). * When you install in an org, it will not automatically be installed in other orgs!
Declarative
*no -code * Point -and -click customization's * With no-code development, you use forms and drag-and-drop tools to perform powerful customization tasks.
Use Permission Sets to Grant Access
*to grant additional _______________ to specific users that layer on top of their existing profile. * allow additional tasks (tasks not enabled by profiles) * is a collection of settings and permissions that give users access to various tools and functions. * The settings and permissions are also found in Profiles * extend users' functional access without changing their profiles. For example, you can add _____________ to create and customize list views, activate contracts, or any number of other permissions ** make it easy to grant access to the various apps and custom objects in your org, and to take away access when it's no longer needed. ** Users may have multiple _________ ____ Note: You cannot assign to Public Groups
Not only can you create a page that is customized for the needs of your users:
--> but you can go a step further and customize a page based on how your users access it.
Marketing Cloud Connect in Action
1. Sync CRM data to personalize every email: By connecting data across Sales Cloud, Service Cloud, Experience Cloud, and Marketing Cloud, users gain direct access to data from any object across Salesforce, directly inside Marketing Cloud. No technical resources needed! You can use this data for anything—personalization, dynamic content, or even combine it with other data in Marketing Cloud for an enriched customer profile. 3. Automate interactions across every touchpoint: Based on how a customer interacts with you, trigger specific journeys that encompass marketing, sales, service, and every touchpoint a customer might have with an organization. 4. Empower anyone to create connected experiences: Create templated, on-brand, customer journeys that advisors, owners, and partners can personalize and send themselves. --> You can use each of these capabilities individually or combined together, to create seamless experiences—no matter how your customers are engaging with your brand.<--
Missing parentheses: (Debug Formulas)
1. This error most often occurs when the number of opening parentheses doesn't match the number of closing parentheses. It can be particularly difficult to avoid this error if you're using several functions at once. *Try breaking your function into multiple lines so it's easier to tell which sets of parentheses belong together. *** You'll also see this error if you forget a comma between two function parameters. This error is confusing because the actual problem doesn't match up with the syntax checker. If you're certain your parentheses are correct, double check that the commas in your function are correct as well
Formula result is incompatible with formula return type:
4. You see this error if you select one data type when creating the formula field but write a formula that returns a different data type. In the example below, you can see that My Account Formula expects to return a number (shown in parentheses next to the formula name), but the TODAY() function returns a date. The error tells you what the expected data type is, but you can always reference the documentation beforehand to avoid the error.
Field does not exist:
5. This error indicates that you've included a field in your formula that your object doesn't support. * In this case, check your spelling and capitalization. If you can't find any mistakes, try inserting the field from the Insert Field menu again to make sure you're referencing it correctly. ** Another reason you see this error is if you forget to put quotation marks around a text literal or a hyperlink.
What is a permission set group?
A group of permission sets bundled together based on job function
What does the App Launcher allow users to do?
Access all standard, custom, and connected apps in Salesforce
Enhanced Profile User Interface
Browse, search, and modify settings and permissions in a profile through a streamlined user interface.
Cross Filter
You would like a report that shows Cases that have associated Activities * can have 5 sub-filters
The most important thing to remember when hiring a stellar customer service agent is:
Make hiring decisions fast, and inform applicants quickly=kly
The number of custom fields allowed per object varies according to your Salesforce Edition.
PERSONAL EDITION - 5 CONTACT MANAGER - 25 GROUP EDITION ESSENTIALS EDITIONS PROFESSIONAL EDITION ENTERPRISE EDITION UNLIMITED AND PERFORMANCE EDITION DEVELOPER EDITION
What can admins do to influence the search results ranking?
Set Up Synonym Groups and Promoted Search Terms
Standard vs. Custom Report Types
Standard (ready-Made): 1. Build reports based on "common" standard object relationships 2. Build "with" reports. 3. Include all standard and custom fields for each object in the report builder. Custom (Make Your Own): 1. Build reports based on different combinations of related objects. 2. Build "with of "without" reports 3. Limit, recognize, and rename the fields available in the report builder.
