Salesforce Platform App Builder - Simple

Terms in this set (122)

Developer: totally isolated
Developer Pro: holds larger data sets
Partial Copy: copy of all metadata, and sample of production data that you define
using a Sandbox Template
Can only be refreshed every 5 days, 5gb limits
Full: replica of all production data, good for performance/load testing. Can also apply
sandbox templates to these.
Can only be refreshed every 29 days

Developer Sandbox
Developer sandboxes are intended for coding and testing in an isolated environment. These environments include a copy of your production organization's configuration (metadata).
Developer Pro Sandbox
Developer Pro sandboxes are intended for coding and testing in an isolated environment. These environments include a copy of your production organization's configuration (metadata). They have a larger storage limit than Developer sandboxes. The larger limit allows for more robust test data sets and enables this environment to handle more development and quality assurance tasks.
Partial Copy Sandbox
Partial Copy sandboxes are intended to be used as testing environments. These environments can be used for quality assurance tasks such as user acceptance testing, integration testing, and training. These environments include a copy of your production organization's configuration (metadata), and a subset of your production data as defined by a sandbox template.
Full Sandbox
Full sandboxes are intended to be used as testing environments. Only Full sandboxes support performance testing, load testing, and staging. These environments are a replica of your production organization, including all data—for example, object records and attachments—and metadata. The length of the refresh interval makes it difficult to use Full sandboxes for development.
Tabular - spreadsheet
Summary - spreadsheet but can total (sum) rows
Matrix - spreadsheet but can add summary fields (totals/sums) both horizontal and vertical
Joined - multiple blocks (sub reports) joined on data

Tabular Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total. They can't be used to create groups of data or charts, and can't be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.
Summary Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner. Summary reports with no groupings show as tabular reports on the report run page.
Matrix Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.
Watch Video Demo Building Matrix Reports
Joined Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a "sub-report," with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.
Joined reports are available only in Enterprise, Performance, Unlimited, and Developer Editions.
Watch Video Demo Introducing Joined Reports in Salesforce
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