Sales Force Ch 1

What is Salesforce?

a cloud-based (SaaS and PaaS) customer relationship management (CRM) platform designed to help you sell, service, market, analyze, connect with customers, and more

Through what medium is Salesforce customizable?

customizable through clicks, not code

What are Tables (Access) in Salesforce called?

Objects

What are Queries (Access) in Salesforce called?

List Views

What are Forms (Access) in Salesforce called?

Page Layouts

What are Reports (Access) in Salesforce called?

Reports

What are Macros and Modules (Access) in Salesforce called?

Automation

What are Relationships (Access) in Salesforce called?

Schema Builder

Where should you go to lookup a certain button you need to use?

Search bar

Without Customer Relationship Management Data is…

stored in different places and on different devices

With Customer Relationship Management… Data is

all in Salesforce, accessible via the cloud from any device

What does AppExchange marketplace provide?

Third party apps you can install in your Org

What is the role of Objects (Tables) in Salesforce?

• represents the types of data that can be stored in Salesforce

• standard objects

• custom objects

What are examples of Standard Objects?

contacts, leads Opportunities, Accounts etc.

What are examples of Custom Objects?

names end with “_c”

How does the Object Manager configure fields?

• data types

• field label

• length

• field name

• description

• help text

• validation rule

• required

• unique

• default value

What is a specific instance of an Object?

record

Where is record data stored?

in fields

What is the role of List Views (Queries) in Salesforce?

• returns filtered results and allows you to ask questions (queries) about data in the database to extract information.

• Examples: When have customers placed orders?, What products in inventory haven’s sold well?, Who is the most productive employee?

What is the role of Page Layouts (Forms) in Salesforce?

used for entering data, displaying data or for presenting information in a logical manner

What is the role of Reports in Salesforce?

used to format, summarize and present data in a professional, logical and useful manner

What do Reports (output) in a system do?

they dictate what data must be stores in the database

How are Dashboards related to Reports?

they are single reports containing many reports

What is the role of Automation (Macros and Modules) in Salesforce?

can perform advanced operations making Salesforce more powerful and user-friendly

What happened to Workflow and Process Builder- EOL (End of Life) 12/31/25?

Salesforce ended official customer support and bug fixes and updates to these two builders and are stuck in a frozen state

What is a Flow Builder in Salesforce?

is Salesforce’s premier point-and-click (declarative) automation tool. It allows you to build complex business logic, update data, guide users through screens, and integrate with external systems without writing a single line of Apex code.

Essentially a flowchart of what Salesforce should do when a certain event occurs.