Salesforce Associate Certification
Quick Find (1) Object Manager (2) Global Search (3) The Create shortcut (4) The Carousel (5) The Most Recently Used list
(1): Locate Setup pages. (2): Access objects and object settings from a single entry point. (3): Find specific Setup records. (4): Quickly create users, custom objects, and more. (5): Quickly access other Salesforce sites, such as the Mobile Publisher and the Trailblazer Community. (6) lets you jump back to a previous record.
TRUE
(T or F) For Validation Rules, 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. (T or F) For Validation Rules, the <> (Not Equal) operator determines if a value is not equal (is either less than or greater than) another value. (T or F) 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.
Roll-up Summary Field
- A custom object field that calculates values from related records or the records in a related list. -Created to display a value in a master record based on the values of fields in a detail record. This field type can be defined on Master-Detail relationship only
Object Relationships
- Master-detail - Many-to-many - Lookup
E.A, B, and C
2Which actions can you complete on the Tasks home page? A.Edit existing tasks B.Create new tasks C.Mark tasks as complete D.Sort tasks by due date E.A, B, and C
Trail
A __________ is an ordered group of modules, projects, or both that provides a guided learning path to learning a new skill, product, or role.
Module
A ___________ covers a specific subject, whether it's a product, skill, feature, or role. While trails are great for comprehensive learning over an entire subject area, you can also mix and match badges freely.
Project
A ___________ is a series of hands-on steps that lets you learn Salesforce skills by putting them into practice right away. As opposed to a hands-on challenge, which gives you a set of requirements that you have to figure out how to meet, a project lays out step-by-step instructions for you to follow, then validates that you did everything correctly.
Trailhead Playground
A developer org specifically for Trailhead with Trailhead-specific data and a pre-installed package you can use to complete hands on challenges and try out new features and customizations. This lets you play around and make customizations without impacting anything else (in this case, your production org).
Number field
A field that stores only numeric values.
Units
A module is broken down into ________. Each of these covers a subtopic within a module and has either a hands-on challenge or a quiz at the end. When you've completed all of these in a module, you earn a new badge.
Lightning tables
A new dashboard component, available only in Lightning Experience, lets you put a better table on your dashboard. It offers: - Up to 10 columns and 200 rows. - Columns come from the source report's report type. That means that you don't need to add a field to the source report to show it in the table. -Show Chatter photos and conditional highlighting. - Are dashboard filter compatible. - Group and measure records. For example, show sum of amount and average probability by stage. Note: This does not appear when you view the dashboard in Salesforce Classic.
Related List
A section of a record or other detail page that lists items related to that record. For example, the Stage History related list of an opportunity or the Open Activities related list of a case. This list includes details and links related to other records.
Application Programming Interface (API)
A set of software routines that allows one software system to work with another. This interface allows different pieces of software to connect to each other and exchange information. When you add a custom object or field, the platform automatically creates an API name that serves as an access point between your org and the database. Salesforce uses that API name to retrieve the metadata and data you're looking for.
Object Manager
A tool that lets admins access object management settings to view and customize standard and custom objects in your org.
TRUE
A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of "True" or "False." (T or F) When the validation rule returns a value of "True", this confirms that the data entered by the user contains an INVALID value.
1) The Org Default 2) The App Default 3) Any App and Profile
Activation of Home Page in Salesforce can be assigned to users in 3 ways: 1) Home page is displayed unless specific assignments are made 2) Home page is displayed for specified apps and overrides the default above 3) Assignments are displayed for specified apps and user profile combinations, and they override all other assignments
Report Filters and Filter Logic
Add up to 20 filters to a report directly in the Filters pane using the Add button or by dragging in fields from the Preview pane. In addition, use filter logic to link multiple filters using AND, OR, and NOT operators to create sophisticated conditions and offset priority conditions using parentheses and nested parentheses.
Subscribe and Schedule Report
Allows users to receive refreshed report results by email on a schedule.
Default values
An admin controls these values on the picklist in Setup mode.
Formula Field
An algorithm that derives its value from other fields, expressions, or values. This can automatically calculate the value of a field based on other fields.
Record-Level Security
An example of this level of security is when you can control data access with greater precision by allowing particular users to view an object, but then restricting the individual records within the object they're allowed to see. When object- versus record-level permissions conflict, the most restrictive settings win.
Salesforce Customer 360
An integrated CRM portfolio that unites marketing, sales, commerce, service and IT teams with a single, shared customer view. This is made up of powerful solutions that help you put your customers at the center of everything you do, and is powered by the Salesforce Platform, an underlying set of platform services, including automation, intelligence, and real-time data capabilities.
Developer org
An org that Salesforce provides for free to test new features and implementations in Salesforce without affecting a production org.
Dashboard Filters
Apply different data perspectives to a single dashboard
Promoted search terms
Are useful for getting more eyeballs on an article that you know is commonly used to resolve a support issue. Admins find the perfect article and then add terms to the __________________ 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 ______________________________ to a few keywords. Don't go overboard. For best results, use them selectively, which means create a limited number of them and a limited number of promoted articles per term. Adding too many could affect the relevance ranking for users, leading to unwanted results. Your organization can create a maximum of 2,000 of these. Article search matches a promoted term whenever all keywords within the term occur within the user's search terms, in any sequence. Each keyword must match exactly.
Schema Builder
Can be used to view the data model as well as create objects, fields, and relationships quickly. A tool that lets you visualize and edit your data model. It's a handy tool for introducing your Salesforce customizations to a co-worker or explaining the way data flows throughout your system. You can create relationship fields, formula fields, and normal fields in this tool.
D.Making it fast and easy to interact with information in your organization
Custom actions help your users by: A.Allowing them to create custom records B.Giving them more ways to open, view, edit, and delete custom records C.Making work feel more like playing a video game D.Making it fast and easy to interact with information in your organization
Dynamic Forms
Dynamic forms allow you to display fields and sections on a page layout individually like a component so that users only get what they need to see.
COUNT SUM MIN MAX
Examples of Roll-Up Summary Fields: 1) Totals the number of related records 2) Totals the values in the field you select in the Field to Aggregate option. Only number, currency, and percent fields are available. 3) 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. 4) 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.
Field Types
Examples of this in Salesforce are: - Formula - Checkbox - Date
D.Sort search results and filter results for Accounts and Files.
How can you refine search results for Accounts and Files in Lightning Experience? A.Apply filters to all searchable objects. B.Sort Account and Files search results. C.Type 'Limit search to' in the global search box. D.Sort search results and filter results for Accounts and Files.
B.Click into the global search box.
How can you see recent items in Lightning Experience instant results? A.Enter a search term in the global search box. B.Click into the global search box. C.Go to Favorites on the search results page. D.Expand a pane on the left side.
A. Limit what you're searching through and limit the number of results.
How do you create efficient text searches? A.Limit what you're searching through and limit the number of results. B.Shorten the search string. C.Use SOSL and REST. D.Only search the name field of records.
B. It includes __c at the end of the object name.
How does a custom object search differ from other queries? A.The name is in all caps. B.It includes __c at the end of the object name. C.In the query, you specify that an object is custom. D.You surround the custom object name in quotes. Check the Quiz to Earn 50 Points
A salesforce report can include 5 custom formula fields. This limit is hard-coded and cannot be increased.
How many custom formula fields can a Salesforce report include?
Report builder shows a MAXIMUM of 20 rows for summary reports (grouped by rows) and matrix reports (grouped by columns) and 50 rows for tabular reports (no groupings).
How many rows does Report Builder show for the following: 1) Summary reports 2) Matrix reports 3) Tabular reports
Core capabilities starter pack
If you wanted to start with core capabilities to get your entire Non-profit organization on Salesforce, which solution should you explore?
Lightening Apps
In Lightning Experience, __________________ give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar.
50 filter values
In Lightning Experience, when making a Dashboard, you can add up to _____ filter values, compared to 10 in Salesforce Classic.
2,000 groups 1,000 groups 200 groups
In Lightning reports, charts display up to _________ groups. In dashboard components, line and bar charts display up to ________ groups. All other charts display up to _______ groups.
Apex Code
Is a strongly typed, object-oriented programming language that allows developers to execute flow and transaction control statements in the Lightening platform server in conjunction with calls to the Lightening platform API.
Quick 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.
Dashboard refresh
Load the latest data into a dashboard
Open Source software (OSS)
NPSP is distributed as a type of software that encourages exchange, collaboration, and transparency. What is the name for this type of software? This software is made publicly available for free; it can be copied, distributed, or changed without the stringent copyright protections of proprietary software products.
Report folders
Reports are stored in these. You can share reports with users, groups, roles, and territories using these. If you export a report, it would REMOVE the security of the platform.
Trailhead Help
Resource for general troubleshooting tips, solutions to specific problems, and everything in between. You can also find any active cases in here, as well as quick links to popular articles and top topics.
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.
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.
Sprint Backlog
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 __________ backlog.
SOSL search examples
SOSL searches: 1. Specify the object to return. FIND {Cloud Kicks} RETURNING AccountCopy 2. Specify the field to return. FIND {Cloud Kicks} RETURNING Account(Name, Industry) 3. Order the results by field in ascending order, which is the default. FIND {Cloud Kicks} RETURNING Account (Name, Industry ORDER BY Name) 4. Set the max number of records returnedFIND {Cloud Kicks} RETURNING Account (Name, Industry ORDER BY Name LIMIT 10) 5. Set the starting row offset into the results. FIND {Cloud Kicks} RETURNING Account (Name, Industry ORDER BY Name LIMIT 10 OFFSET 25)
C. REST, SOAP, and Apex
SOSL works with: A.REST only B.SOAP only C. REST, SOAP, and Apex D.SOQL only Check the Quiz to Earn 50 Points
Lookup Relationships
The Account to Contact relationship is an example of a standard relationship in Salesforce. The relationship between these two objects is a ___________ relationship. It essentially links two objects together so that you can look up one object from the Related List items on another object. But just like objects and fields, you can build custom relationships as well. They can be one-to-one or one-to-many. The Account to Contact relationship is one-to-many because a single account can have many related contacts. For our DreamHouse scenario, you could create a one-to-one relationship between the Property object and a Home Seller object. Typically, you use these relationships when objects are only related in SOME cases. Sometimes a contact is associated with a specific account, but sometimes it's just a contact. Objects in lookup relationships usually work as stand-alone objects and have their own tabs in the user interface.
Check Syntax
The ___________ button in the editor is an important tool for debugging your formulas. The syntax checker tells you what error it encountered and where it's located in your formula. Here are some common syntax issues.
Chart Editor
The ___________ is a tool that you use to create and edit charts for summarized reports. You can use this to select a chart type and subtype, define the appearance and formatting of titles and information, and specify the report data that populates the chart. In the chart editor, users can't: - Change measurement units (for example, from meters to centimeters) -Add more than four measures
App Name App Launcher icon
The ____________ displays on the left side of the navigation bar and custom colors and branding make each app unique and easy to identify. Your users can access other items and apps by clicking the ___________________________________. Users can create records and access recent records and lists directly from the navigation bar for items like Opportunities.
Page Layout Editor
The ________________ editor lets you: -Control which fields, lists of related records, and custom links users see -Customize the order that the fields appear in the page details -Determine whether fields are visible, read only, or required -Control which standard and custom buttons appear on records and related lists -Control which quick actions appear on the page
Salesforce ecosystem
The ______________________ drives the revenues and jobs created by Salesforce, known as the Salesforce Economy. This economy creates millions of jobs around the world. A new study from IDC finds that the Salesforce ecosystem will create 9.3 million new jobs and $1.6 trillion USD in new business revenues worldwide by 2026. These figures show that most business growth isn't at Salesforce the company-it's in the ecosystem.
Nonprofit Release Readiness group
The exact timing of all sandbox and production updates, along with which issues have been addressed, are announced in the ___________________ group in the Trailblazer Community linked in the Resources section on this page. The group is where you can find all release announcements, updates, and resources for nonprofits.
Scrum
The leading agile development methodology for completing projects with a complex, innovative scope of work
A.Object-specific actions have automatic relationships to other records, and global actions don't.
The main difference between object-specific actions and global actions is: A.Object-specific actions have automatic relationships to other records, and global actions don't. B.Global actions perform actions outside of Salesforce, and object-specific actions only perform actions inside Salesforce. C.Object-specific actions perform actions only on specific objects. D.You can use object-specific actions wherever actions are supported in Salesforce.
Tab
The starting point for viewing, editing, and entering information for a particular object.
Organization-Wide Sharing Defaults
These are the defaults that specify the baseline level of access that users have to records that they don't own. Configure your organization-wide defaults for what the most restricted user is allowed to access. Then use other record-level security and sharing tools (role hierarchies, sharing rules, and manual sharing) to open up the data to other users who need to access it. Note 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 of its parent. So in our app, the Review object is automatically set to Private .
Validation Rule
These verify that data entered by users in records meets the standards you specify before they can save it. These are set up in a database to alert the user to possible wrong entries. You can create these for objects, fields, campaign members, or case milestones.
Salesforce Lightening Dashboards
This Salesforce dashboard presents multiple reports side-by-side using dashboard components on a single dashboard page layout
Page layouts
This controls the layout and organization of buttons, fields, and related lists on object record pages. customize the fields that will be displayed on the page. Admins use this to customize the content of record pages for users. Useful for different record types when they each require different fields.
Trailblazer Community
This helps you learn relevant skills, connect with other Trailblazers, and give back. This is your one-stop shop to learn, earn, and connect from anywhere. Content found here blends a variety of content types and approaches to cater to all types of learners, including: Videos Code samples Walkthroughs Screenshots Images Tables and charts Step-by-step instructions
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. - 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. - The product owner owns it, and it's their job to prioritize the work items.
Main Window (Navigation section)
This is where you can see whatever it is you're trying to work on in Salesforce.
Reporting Snapshot
This lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object's fields with the report's data.
Set up menu (Navigation section) 1) Administration: The Administration category 2) Platform Tools 3) Settings
This menu gives you quick links to a collection of pages that let you do everything from managing your users to modifying security settings. There are 3 sections/categories in this menu. 1) The ______________ category is where you manage your users and data. You can do things like add users, change permissions, import and export data, and create email templates. 2) ____________________ is where you do most of your customization. You can view and manage your data model, create apps, modify the user interface, and deploy new features to your users. If you decide to try your hand at programmatic development, Platform Tools is where you manage your code as well. 3) ____________________ is where you manage your company information and org security. You can do things like add business hours, change your locale, and view your org's history.
Joined Report
This report format allows you to view different types of information in a single report. This report can contain data from multiple standard or custom report types. Multiple reports can be displayed in this format using blocks where each report can be of a different report type.
Sales Enablement
This resource has modules, which each focus on a particular skill and include a series of units. And just like on Salesforce Trailhead, each unit ends with a quiz, and completing a module earns users points, a badge, and a cascade of digital confetti. The difference is that this resource is accessible only to other users at your company, and it includes your company's custom content and branding. This resource is a way to close the skills gap at your own company.
Salesforce Optimizer
This takes a snapshot of your org to look for potential problems and gives you a detailed report on at least 55 metrics covering storage, fields, users, and much more. For each metric, Salesforce provides a blueprint to address problem areas or improve user adoption. Keep in mind this is for your whole Salesforce org. NPSP Health Check is an example of this for non-profits.
Roll-up summary fields
This type of field calculate values from a SET of related records, such as those in a related list. This type of field relies on a master-detail relationship between objects and this field must be on the MASTER object. You can create this type of field to 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 tho. Examples: A custom account field that calculates the total of all related pending opportunities. A custom order field that sums the unit prices of products that contain a description you specify.
Formula Fields
This type of field calculates values using fields within a single record. Rules for this type of field: 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. This field can even create a hyperlink to an external website using the HYPERLINK() function. Adding hyperlinks to page layouts helps your users access important information quickly from the detail pages, OR pull info from one object to another object.
Object-specific Actions
This type of quick action has 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.
Split View
This view displays Salesforce information with the list on the left and the record detail on the right.
Table View
This view is the default display option for Salesforce list views
B.Select Mobile & Lightning Actions in the list of element types.
To see a custom, object-specific action on the palette of the page layout editor: A.Click Layout Properties on the page layout editor. B.Select Mobile & Lightning Actions in the list of element types. C.First customize the action in the action layout editor. D.Select Quick Actions in the list of element types.
The top five Setup pages in Salesforce: 1) Company Information 2) Users 3) Profiles 4) View Setup Audit Trail 5) Log-in History
Under Navigating Salesforce section, define what are the top five Setup pages below: 1) ________________ At-a-glance view of your org Find your org ID See your licensing information Monitor important limits like data and file usage 2) ________________ Reset passwords Create new users and deactivate or freeze existing users View information about your users 3) _______________ Manage who can see what with user profiles Create custom profiles 4) ______________ See 6 months of change history in your org Find out who made changes and when Tool for troubleshooting org configuration issues 5) __________________ 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
A) Cross object formula field
Universal Containers uses a custom field on the account object to capture the account credit status. The sales team wants to display the account credit status on opportunities. Which feature should a system administrator use to meet this requirement? A) Cross-object formula field B) Workflow field update C) Roll-up summary fields D) Lookup field
Lightning Experience App Manager
Use the _________________________ to: - View all your Salesforce apps. - Create Lightning apps or connected apps - See which apps are visible in Lightning Experience - Easily manage apps
Record Types
Used for different business processes, picklist values, and page layouts for different users based on profile. All of these are stored as data fields in the org's database. When you update or create one, the search engine comes along, makes a copy of the data, and breaks up the content into smaller pieces called tokens. We store these tokens in the search index, along with a link back to the original ___________. 1. Subcategory of objects. 2. Allows you to offer users different page layouts and picklist values for different business scenarios, based on their profiles. 3. Allows you to funnel into appropriate workflows/queues.
Dependent Picklist
Users use this picklist to filter values for one picklist, based on a selection from another picklist or a checkbox (the controlling value) on the same record.
Recycle Bin
View and restore records
1) Developer sandbox 2) Developer Pro sandbox 3) Partial sandbox 4) Full sandbox
What are the 4 different types of Sandboxes? 1) 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. 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. 2) All of your production org configurations, but no production data. Can hold more data than a Developer sandbox. Can be refreshed once a day. 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. 3) 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. 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. 4) A full replica of your production org, including all configurations and all or most of the data. Can be refreshed once every 29 days. 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.
1) Visualize workflow 2) Limit work in progress (WIP) 3) Incremental and evolutionary change 4) Kanban includes metrics
What are the are four key traits of Kanban? 1) 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. 2) 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. 3) 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. 4) 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 do not make the same commitments—and they don't have sprint backlogs. In other words, 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.
Planning meetings: These happen at all different stages of the project—drawing it out, it looks like a layered cake. Regardless of what stage the project is in, teams regularly meet to ensure they're aligned on the final outcome. Inspect and adapt meetings: We've talked a lot about how important it is for teams to take new learnings and apply them to the next sprint. This is the time they do this. These meetings are geared toward improving the process and the products.
What are the two main types of Scrum meetings we have at Salesforce?
B.From the Activity Composer on a record and the Global Actions menu
What are two options for creating and sending emails in Lightning Experience? A.From the Home page and the Global Actions menu B.From the Activity Composer on a record and the Global Actions menu C.From the Tasks list and a record's action menu D.From the Calendar and the Home page E.From the Home page and the Tasks list Check the Quiz to Earn 100 Points
C. Set up synonym groups and promoted search terms.
What can admins do to influence the search results ranking? A.Host webinars for users on best search practices. B.Rename records. C. Set up synonym groups and promoted search terms. D.Nothing. You're all alone in your quest to improve search solutions.
A.Edit report filters without opening the report builder.
What can you do while viewing a report on the report run page in Lightning Experience? A.Edit report filters without opening the report builder. B.Make french fries. C.Add or remove report columns. D.Group or ungroup records. E.A and C
C.Web tabs, standard and custom objects, and utility features like Lightning Voice
What can you include in a Lightning app? A.Trailhead modules B.Custom sound effects and flashing text C.Web tabs, standard and custom objects, and utility features like Lightning Voice D.All of the above
D. All of the above.
What differentiates SOSL from SOQL? A.Syntax B.SOSL searches the search index instead of the org database. C.SOSL searches more efficiently when you don't know in which object the data resides. D.All of the above.
A.FIND {cloud} RETURNING Account
What does a search for a single object look like in SOSL? A.FIND {cloud} RETURNING Account B.FIND in ACCOUNT RETURNING "cloud" C.FIND "cloud" in ACCOUNT D.FIND (cloud) RIGHT NOW!
C. FIND {sneakers} RETURNING Product2, ContentVersion, FeedItem
What does a search for multiple objects look like in SOSL? A.FIND {sneakers} RETURNING ALL ARTICLES B.FIND {sneakers} in ALL OBJECTS C. FIND {sneakers} RETURNING Product2, ContentVersion, FeedItem D.FIND {sneakers} RETURNING Account
E. A and C
What is AppExchange? A. A vibrant community powered by admins, developers, and Salesforce partners B. The unofficial Salesforce store for solutions and services C. A place to connect with prebuilt solutions for business problems you face at your company D. A and B E. A and C
D. A and B
What is important to keep in mind when you develop an AppExchange strategy? A.Think about whether you want a free or paid solution B.Have an environment where you can test the solution, like a Developer Edition org or a sandbox C.Avoid meeting with stakeholders, because they might slow down your search for a solution D.A and B E.A and C
C Post a component snapshot to the dashboard feed, ask your question, and mention your colleagues.
What is the best way to ask a question about a dashboard component? A.Email your question to your colleagues. B.Raise your question at the next team meeting because face-to-face communication is always best. C. Post a component snapshot to the dashboard feed, ask your question, and mention your colleagues. D.Send the question to your colleagues via a text message. E.A and D
B.Put the highest priority objects and tabs first in the navigation menu.
What's a good way to optimize an app for your users? A.Brand the app with an animated GIF and neon colors to get their attention. B.Put the highest priority objects and tabs first in the navigation menu. C.Have a developer code in a sad trombone sound effect that plays for every error message. D.Add every object in the org to the navigation menu.
D. All of the above
What's a key benefit of Lightning apps for your users? A.Users can create records and access recent records and lists directly from the navigation bar. B.It's easy to switch contexts with the App Launcher. C.Lightning apps give users access to the items, objects, and pages they need most. D.All of the above
Potentially Shippable Work
What's most important is that teams deliver something of value to the customer every sprint. To accomplish this, we focus on the outcome, not the output—that's an important distinction in the Scrum process. Simply put: We aim to produce quality work, not a quantity of work. We also push to complete work before we start something new.
B. Spring, Summer, and Winter
When are the major feature releases for both NPSP and the Salesforce Platform? A.Spring, Summer, Autumn, and Winter B.Spring, Summer, and Winter C.Every two weeks D.Monthly Please note:Features in a S alesforce seasonal release are auto-enabled for users.
A. You're developing an external knowledge base for user support.
When is it a good time to create a customized search solution? A.You're developing an external knowledge base for user support. B.You're in the mood for a fun Friday night. C.The sales reps just started using the Sales Cloud in Lightning Experience. D.You want to put your company branding in the search bar.
E.All of the above
When you modify page layouts, you can: A.Change whether a field is required B.Change the order of the fields on the page C.Assign custom page layouts to different user profiles D.Arrange fields in logical sections E.All of the above
Cross-object formula field
When you take a single field from one object (Account) and show it on another object (Contact), which type of field would you use? Example: we create this type of field to display the account number field from the Account object on the Contact object's page layout.
B.Under the Details tab
Where do the fields and sections from a page layout appear when you view a Lightning record page? A.In the Highlights panel B.Under the Details tab C.Under the Related tab D.In hover text when you mouseover the record name
B. Search Suggested Article Title Matches
Which REST resource adds auto-suggest functionality. A.Auto Suggested Records B.Search Suggested Article Title Matches C.RETURNING FieldSpec D.search()
D.A and B
Which activities can you view in the activity timeline? A.Past activities B.Future activities C.Draft activities D.A and B E.A, B, and C
E.B, C, and D
Which of these features are only available in Lightning Experience? A.Reports and Dashboards tabs B.The Lightning table dashboard component C.Expandable dashboard components D.12-column dashboards E.B, C, and D
B. Nonprofit Success Pack
Which product is considered the foundation for all Salesforce for Nonprofits products and features? A. Program Management Module B. Nonprofit Success Pack C. Outbound Funds Module D. Elevate
Master-Detail Relationships
While lookup relationships are fairly casual, __________________ relationships are a bit tighter. In this type of relationship, one object is the master and another is the detail. The master object controls certain behaviors of the detail object, like who can view the detail's data. In a master-detail relationship, the detail object doesn't work as a stand-alone. It's highly dependent on the master. In fact, if a record on the master object is deleted, all its related detail records are deleted as well. When you're creating master-detail relationships, you always create the relationship field on the detail object. For example, let's say the owner of a property wanted to take their home off the market. DreamHouse wouldn't want to keep any offers made on that property. With a master-detail relationship between Property and Offer, you can delete the property (master object) and all its associated offers (detail object) from your system.
C.Which fields, lists, links, and buttons a user sees on related, details, and edit pages
With a page layout, you can control: A.Whether a user sees related or details pages B.The fields that display in the highlight panel C.Which fields, lists, links, and buttons a user sees on related, details, and edit pages D.The size of the margins of a page E.All of the above
Unmanaged Packages
With this type of package: - You can customize code and metadata, if desired. - To receive an upgrade, you must uninstall the package from your org and then reinstall a new version from AppExchange. -The contents of the package count against the app, tab, and object limits in your org.
Dynamic Record Pages
You can control when a component appears on a Lightning record page by adding component visibility filter conditions and logic to its properties.
Managed Packages
You can install these packages without worrying how it affects your org's app, tab, and object limits. Plus, upgrades are painless. With this type of package: - You can't view or change the solution's code or metadata. - The provider can automatically upgrade the solution. - The contents of the package don't count against the app, tab, and object limits in your org. Questions to consider before installing a solution: 1. Am I installing the package in the right org? 2. Have I reviewed the documentation? 3. Who needs access to the solution?
Power of One
You can use the _________________ on any object. For example, if you had a report with 10 accounts, each with three opportunities, your Opportunities report returns 30 records. Adding the Power of One formula field to Account allows you to see the number of distinct accounts represented in the records.
Global Actions
You create this type of quick actions in a different place in Setup than you create object-specific actions. They're called global actions because they can be put anywhere actions are supported. Use global actions to let users log call details, create records, or send email, all without leaving the page they're on. 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.
Multiple Objects
You use this search when looking through multiple records at the same time because the type of record doesn't matter to the user. Or, perhaps the user actually wants to see _____________ types in results. FIND {term} RETURNING ObjectTypeName1, ObjectTypeName2, ObjectTypeNameYouGetTheIdea
Salesforce Path
You use this to guide users through steps in a business process
SOSL (Salesforce Object Search Language)
_______ Is a programmatic way of performing a text-based search against the search index. In general, if the query doesn't specify a target field to search, this search works. Use this query 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 this query can tokenize multiple terms within a field and build a search index from this, this query search is 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.
Records
________ are rows in object database tables. They are the ACTUAL data associated with an object. Here, the "211 Charles Street property" under the "Property" object is an example of this.
Sales Cloud (Salesforce Customer 360 solution)
_________ Cloud is the leading platform for sales teams, which automates manual processes, so that your teams can be more productive, and close more deals faster. Helps onboard new customers, open new opportunities, and drive product adoption with Journeys triggered by actions in this.
SOQL (Salesforce Object Query Language)
_________ query is the equivalent of a SELECT SQL statement and searches the org database. SOQL searches against the database, not the index. Use this query when you know in which objects or fields the data resides and you want to: - Retrieve data from a single object 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.
Marketing Cloud (Salesforce Customer 360 solution)
__________ Cloud, allows your teams have access to the best tools to build relationships across multiple touch points, which means you deliver the right message, on the right channel, at just the right moment—at scale.
Service Cloud (Salesforce Customer 360 solution)
___________ Cloud is number one for service automation. You can create consistent service experiences across your customers' preferred channel, whether online, on the phone, in the field, or even with a chat bot. Helps manage the complete lifecycle of customer service through various channels such as phone calls, emails, websites, and search engine. Customers can use various devices, such as laptops and mobile phones, to access these channels. .
Fields
___________ are columns in object database tables. Both standard and custom objects have these. On our Property object, we have fields like Address and Price. Identity (ex. Account ID), system (createdby, lastmodifieddate) , and name (contact name) are examples of standard ________ on every object in Salesforce. ****Each standard object also comes with a set of prebuilt, standard______. You can customize standard objects by adding custom fields, and you can add custom fields to your custom objects.
Mulesoft (Salesforce Customer 360 INTEGRATION solution)
___________ is a Salesforce Customer 360 integration solution that allows you to integrate data from any source into Salesforce, so that your important information is all available in one place.
Salesforce Platform (Salesforce Customer 360 PLATFORM solution)
___________ is a Salesforce Customer 360 platform solution that is the underlying set of platform services—including application boosters like artificial intelligence (AI), mobile, voice, and more. All of these allow you to customize and build any app for any part of your business with clicks, not code.
Slack (Salesforce Customer 360 solution)
___________ is a Salesforce Customer 360 solution that is your digital HQ—connecting your teams, apps, and partners all in one place for faster, more flexible work.
App
___________ is a set of objects, fields, and other functionality that supports a business process. You can see which app you're using and switch between apps using the App Launcher
Hierarchical
___________ relationships are a special type of lookup relationship. The main difference between the two is that hierarchical relationships are only available on the User object. You can use them for things like creating management chains between users.
Custom buttons 1. Related List button 2.Custom detail page link 3. Custom detail page buttons Custom detail page buttons and links can do the same things. Consider where and how you want them to appear on your page, and that can help you decide which type to choose.
____________ and __________ help you integrate Salesforce data with external URLs, applications, your company's intranet, or other back-end office systems. There are three primary types of these that you can create. 1. Appears on a related list on an object record page. 2. Appears in the Links section of the record details on an object record page. 3. Appears in the action menu in the highlights panel of a record page.
Objects 1) Standard 2) Custom
____________ are tables in the Salesforce database that store a particular kind of information. There are two types of these: 1) Account, Contact, Lead, and Opportunity 2) Ones you create yourself
Partners (Salesforce Customer 360 solution)
____________ is another Salesforce Customer 360 solution that enables you to extend the power of Salesforce with partner-built solutions and consultants on AppExchange, which boasts nearly 10 thousand apps to help you further customize your Salesforce experience for even greater value.
Customer Success (Salesforce Customer 360 solution)
____________ is another Salesforce Customer 360 solution that enables you to have all the resources you need to maximize the value of Salesforce—you can tap into support plans, expertise and professional services.
Industry Solutions (Salesforce Customer 360 solution)
____________ is another Salesforce Customer 360 solution that enables you to leverage the best of Salesforce technology all tailored to the unique needs of your industry. That means you can save time with out-of-the-box configurations and take advantage of industry best practices. Work with solutions designed for their specific industry like Financial Services Cloud, Health Cloud, Consumer Goods Cloud, and more.
Net Zero (Salesforce Customer 360 solution)
____________ is another Salesforce Customer 360 solution that every company can use now by efficiently tracking and reporting on sustainability initiatives and making informed carbon credit purchases.
Commerce Cloud (Salesforce Customer 360 solution)
_____________ Cloud allows you to can create personalized shopping experiences across channels, and remove friction, even if a customer starts their shopping journey on one channel and completes it on another—maximizing revenue now.
Tableau (Salesforce Customer 360 ANALYTICS solution)
_____________ is a Salesforce Customer 360 analytics solution that is the world's leading analytics platform which helps you get faster insights and make better decisions at the speed of change.
Manual sharing
______________ allows owners of particular records to share them with other users. Although it isn't automated like organization-wide sharing settings, role hierarchies, or sharing rules, it can be useful in some situations, for example, if a recruiter going on vacation needs to temporarily assign ownership of a job application to another employee.
Imperative Programming
______________ programming, otherwise 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 — to tell a computer exactly how to perform an action. This requires a skilled developer with programming knowledge. This developer will build the application brick by brick using blocks of code, usually in a terminal window or some other highly specialized development environment.
Single object searches
______________ searches 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 _____________ using SOSL, simply specify that object in the request. FIND {term} RETURNING ObjectTypeName
Chatter Feed Tracking
_______________ 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. All custom objects get this feature.
Compact layouts
________________ control which fields your users see in the highlights panel at the top of a record. 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. With ______________, you can highlight whatever your users need to see at a glance when they look at any record. Ex. Account name record showing highlights of that account in a quick snapshot when you hover over the account name. Now, when users view an specific record, they see the most important information where they need it most—at the top of the record page.
Component visibility
__________________ properties appear when you select a component on a record, app, or Home page in the Lightning App Builder. This behavior applies to standard components, custom components, and components from AppExchange. No need to do anything to your custom components. It's all handled by the Lightning App Builder. If you don't define a filter, the component displays on the Lightning page as usual. 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.
Declarative Programming
___________________ programming accomplishes the same results by basically telling the computer the end result and letting the computer figure out how to get there. In simpler terms, this programming denotes the kind of click or drag-and-drop solutions that allow someone without coding knowledge to build an application. The blocks of code are prewritten and packaged into components that you can just select as needed.
Sharing rules
_______________________ enable you to make automatic exceptions to organization-wide defaults for particular groups of users, to give them access to records they don't own or can't normally see. Like role hierarchies, are only used to give more users access to records—they can't be stricter than your organization-wide default settings. For example, you can allow all employees to view Positions, but use sharing rules to grant full editing access to employees in a role or group called Hiring Managers.
Salesforce Federated Search
___________________________ allows you to make the global search box an external search engine. When it 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. We do this through a connector. The connector is built using the OpenSearch specification, so you can plug in any search engine that conforms to this industry standard.
Organization-wide defaults
_________________________________- specify the default level of access that users have to each others' records. You use organization-wide sharing settings to lock down your data to the most restrictive level, and then use the other sharing tools to selectively give access to other users. For example, you can give all employees access to an object called Candidate to allow anyone to add a candidate to the database. But you can restrict access to Positions so that anyone can see the jobs available but only the employees with the proper permissions can edit them.
KanBan View
can be set to show a graphical view of records in a list view. This view organizes a set of records into columns to track work at a quick glance.
