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Study sets matching "salesforce"

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Study sets matching "salesforce"

19 terms
Salesforce
Create a document button
Create a case button
Service level
Opportunity level
to send a deferment letter click on
to make a cancellation case click on
what level is the customers password on
what level do we make changes to the customer service
Create a document button
to send a deferment letter click on
Create a case button
to make a cancellation case click on
Salesforce
How many workflow rules can you create…
How many assignment rule can be active…
You can define assignmnet rule with mu…
Maximum number of relationship field
25
1
25
40
How many workflow rules can you create…
25
How many assignment rule can be active…
1
115 terms
Salesforce
Lead
Opportunity
Account
Forecast
Any person, organization, or company that may be interested i…
A potential revenue-generating event. May be associated with…
Customers, competitors, and partners. May have related contac…
The best estimate of the revenue you can generate in a quarter.
Lead
Any person, organization, or company that may be interested i…
Opportunity
A potential revenue-generating event. May be associated with…
11 terms
Salesforce
Account
Contact
Asset
Case
An organization (district, school, college, educational coope…
An individual associated with an account.
A Pearson product owned by an Account or Contact.
A customer inquiry or issue
Account
An organization (district, school, college, educational coope…
Contact
An individual associated with an account.
salesforce
salesforce
Apex
Visualforce
Force.com
...
...
...
...
salesforce
...
Apex
...
11 terms
Salesforce
Account
Contact
Asset
Case
An organization (district, school, college, educational coope…
An individual associated with an account.
A company product owned by an Account or Contact.
A customer inquiry or issue
Account
An organization (district, school, college, educational coope…
Contact
An individual associated with an account.
35 terms
Salesforce
SaaS
PaaS
IaaS
How is Salesforce available to the end…
Software as a Service
Platform as a Service
Infrastructure as a Service
SaaS
SaaS
Software as a Service
PaaS
Platform as a Service
18 terms
Salesforce
next step when in Direct opportunity a…
next step in Direct opportunity after…
next step in Direct opportunity after…
next step in Direct opportunity after…
Select call result
Click on contact name
Fill out qualify info purple screen
go to seaweb to quote
next step when in Direct opportunity a…
Select call result
next step in Direct opportunity after…
Click on contact name
652 terms
Salesforce
オブジェクト
レコード
リード
商談
データベースのテーブル。スプレッドシートの例でいうと、プレッドシートのタブにあたります。
1 行のデータ。データベースで追跡する項目。データをスプレッドシートに例えると、スプレッドシートの行にあたります。
まだ購入準備ができていないか、必要な製品を決定していない潜在的な見込み客。... リードを使用しなくてもかまいませんが、チームセ…
変換された評価済みのリード。リードを変換するときは、商談と共に取引先および取引先責任者を作成します。
オブジェクト
データベースのテーブル。スプレッドシートの例でいうと、プレッドシートのタブにあたります。
レコード
1 行のデータ。データベースで追跡する項目。データをスプレッドシートに例えると、スプレッドシートの行にあたります。
6 terms
Salesforce
Data.com
desk.com
Pardot
chatter
brings the best B2B contact and account information right whe…
All-in-one customer support app helps small businesses quickl…
Accelerate pipeline and drive sales with B2B marketing automa…
Turn social into a powerful business tool. Connect every empl…
Data.com
brings the best B2B contact and account information right whe…
desk.com
All-in-one customer support app helps small businesses quickl…
15 terms
Salesforce
Apps
RECORD
FIELD
OBJECT
A set of fields, objects, permissions, and functionality to s…
An item you are tracking in your database. If your data is li…
A place where you store a value, like a name or address. Usin…
A table in the database. In the spreadsheet example, an objec…
Apps
A set of fields, objects, permissions, and functionality to s…
RECORD
An item you are tracking in your database. If your data is li…
salesforce
Prospecting
Qualification
Needs analysis
I.D. Decision Maker
This is a new opportunity. You have not contacted the Realtor…
You have left a voicemail or spoke to the realtor but didn't…
Realtor is not interested in participating in the Realtor pro…
You have obtained the property owners name and number
Prospecting
This is a new opportunity. You have not contacted the Realtor…
Qualification
You have left a voicemail or spoke to the realtor but didn't…
19 terms
Salesforce
Permission Sets
Role Hierarchy Access
Field Access
Login History/ Login Access Policies
Found in profiles, this is a collection of settings and permi…
Grants access to records to those above the record owner.
Field level security controls data visibility at the field le…
Restrict where and when users can login, set password policie…
Permission Sets
Found in profiles, this is a collection of settings and permi…
Role Hierarchy Access
Grants access to records to those above the record owner.
35 terms
Salesforce
Salesforce
Products and features to support your…
Sell to prospects and customers
Help customer after the sale
Customer Success Platform
Product and features available out-of -the-box are called sta…
Lead and Opportunities
Cases and Communities to engage with customers
Salesforce
Customer Success Platform
Products and features to support your…
Product and features available out-of -the-box are called sta…
35 terms
Salesforce
SaaS
PaaS
IaaS
How is Salesforce available to the end…
Software as a Service
Platform as a Service
Infrastructure as a Service
SaaS
SaaS
Software as a Service
PaaS
Platform as a Service
10 terms
Salesforce
What are the steps to fill your Dial L…
What should you always do at the begin…
How many Dial Lists should be "active"…
What are the proper steps to take afte…
1. Under the 'leads' tab, select the lead view that correspon…
Refresh your Dial Lists
One
1. Change the Lead Status... 2. Press 'Save'... 3. Fill in the 'Act…
What are the steps to fill your Dial L…
1. Under the 'leads' tab, select the lead view that correspon…
What should you always do at the begin…
Refresh your Dial Lists
10 terms
Salesforce Components
granularity
expenseTracker.app
form.cmp
formController.js
refers to the level of detail in the model or the decision-ma…
The top-level component that contains all other components
A collection of Lightning input components to collect user in…
A client-side controller containing actions to handle user in…
granularity
refers to the level of detail in the model or the decision-ma…
expenseTracker.app
The top-level component that contains all other components
96 terms
Salesforce Admin
A. Profiles
C. Create the manufacturer field as a…
B. Enable opportunity teams and allow…
A. The import file should include a re…
What should a system administrator use to disable access to a…
Universal Containers needs to track the manufacturer and mode…
Sales representatives at Universal Containers need assistance…
What should a system administrator consider before importing…
A. Profiles
What should a system administrator use to disable access to a…
C. Create the manufacturer field as a…
Universal Containers needs to track the manufacturer and mode…
20 terms
Salesforce Terminology
Account
Campaign
Converted Lead
Contact
Companies or organizations; can be prospects, customers, part…
Any marketing program to be tracked in Salesforce.com or Mark…
A lead that has been deemed qualified for sales and that conv…
An individual belonging to an Account
Account
Companies or organizations; can be prospects, customers, part…
Campaign
Any marketing program to be tracked in Salesforce.com or Mark…
8 terms
Salesforce Terminology
Accounts
Opportunities
Cases
Contacts
Standard Object.... In Salesforce, the companies that you've so…
Standard Object.... Opportunities are the sales and pending dea…
Standard Object.... A case is a customer's question or feedback.…
Standard Object. ... The people who work at your accounts are c…
Accounts
Standard Object.... In Salesforce, the companies that you've so…
Opportunities
Standard Object.... Opportunities are the sales and pending dea…
586 terms
Salesforce Certification
What is an Object?
What is an Organization?
What are the seven user facing objects?
What are Accounts?
a table of data (spreadsheet with rows and columns) Records a…
all of your data and applications and is separate from all ot…
account, campaign, case, contact, lead, opportunity, solution
Customers, competitors, and partners. Each account stores inf…
What is an Object?
a table of data (spreadsheet with rows and columns) Records a…
What is an Organization?
all of your data and applications and is separate from all ot…
411 terms
Salesforce Test
_______________ is a great way for oth…
Where do you go to change your chatter…
In the Chatter "my email" section, use…
What things can you see on your homepa…
About Me Section
Click your name |My Settings | Chatter | Email Notifications…
True
Chatter updates, status updates of people you are following,…
_______________ is a great way for oth…
About Me Section
Where do you go to change your chatter…
Click your name |My Settings | Chatter | Email Notifications…
60 terms
Salesforce Exam
What standard objects have a one-to-ma…
Universal Containers wants to ensure t…
If two objects have a parent-child rel…
Which feature license can be assigned…
A. Case, B. Contact, E. Opportunity
B. Verify the users have the "Modify all Data" permission to…
B. Related list
B. Service Cloud User, D. Knowledge User
What standard objects have a one-to-ma…
A. Case, B. Contact, E. Opportunity
Universal Containers wants to ensure t…
B. Verify the users have the "Modify all Data" permission to…
48 terms
Salesforce Flashcards
The limit of debug logs retained in an…
Validation rules are enforced when usi…
Actions that are tracked in Debug Logs
Public groups can be used in
50mb
True
Callouts... Apex Code... Validation Rules
Sharing Rules... Folder Access
The limit of debug logs retained in an…
50mb
Validation rules are enforced when usi…
True
5 terms
Salesforce 101
Chatter
Account
Contact
Opportunity
social collaboration tool within Salesforce
A Household, Organization, a ChildFund Office, or Alliance Me…
Participants, Sponsors, Donors
Used to track donations, grants, gifts in kind, proposals, tr…
Chatter
social collaboration tool within Salesforce
Account
A Household, Organization, a ChildFund Office, or Alliance Me…
41 terms
Salesforce Admin
Default Locale
Language Settings
Organization ID
Data and File Storage
The platform-wide location and language for SalesForce
This is specific to a users location and is native to the use…
The unique ID assigned by SF to your organization. Will be us…
Is used for records within SF and doesn't amount to a large n…
Default Locale
The platform-wide location and language for SalesForce
Language Settings
This is specific to a users location and is native to the use…
96 terms
Salesforce Admin
A. Profiles
C. Create the manufacturer field as a…
B. Enable opportunity teams and allow…
A. The import file should include a re…
What should a system administrator use to disable access to a…
Universal Containers needs to track the manufacturer and mode…
Sales representatives at Universal Containers need assistance…
What should a system administrator consider before importing…
A. Profiles
What should a system administrator use to disable access to a…
C. Create the manufacturer field as a…
Universal Containers needs to track the manufacturer and mode…
586 terms
Salesforce Certification
What is an Object?
What is an Organization?
What are the seven user facing objects?
What are Accounts?
a table of data (spreadsheet with rows and columns) Records a…
all of your data and applications and is separate from all ot…
account, campaign, case, contact, lead, opportunity, solution
Customers, competitors, and partners. Each account stores inf…
What is an Object?
a table of data (spreadsheet with rows and columns) Records a…
What is an Organization?
all of your data and applications and is separate from all ot…
98 terms
Salesforce Admin
A. Profiles
C. Create the manufacturer field as a…
B. Enable opportunity teams and allow…
A. The import file should include a re…
What should a system administrator use to disable access to a…
Universal Containers needs to track the manufacturer and mode…
Sales representatives at Universal Containers need assistance…
What should a system administrator consider before importing…
A. Profiles
What should a system administrator use to disable access to a…
C. Create the manufacturer field as a…
Universal Containers needs to track the manufacturer and mode…
12 terms
Salesforce Tabs
Service
Billing Account
Case
Account
Security Information
Billing Information
Past Documented Notes
The "Umbrella" that holds the other customer's tabs
Service
Security Information
Billing Account
Billing Information
28 terms
Salesforce CRM
5 steps to successful implementation
CRED
Custom relationship
Master Detail Relationship
Plan and prepare, set up and customize, deploy salesforce, dr…
Create, Read, Edit, Delete
Does not affect the account if deletion occurs
Relationship amongst objects
5 steps to successful implementation
Plan and prepare, set up and customize, deploy salesforce, dr…
CRED
Create, Read, Edit, Delete
6 terms
Salesforce IQ
How it Works:
But what does "out-of-the-box" mean?
How it Works: Automatic
How it Works: Intuitive
SalesforceIQ for Small Business is easy to use, proactive, an…
An out-of-the-box solution enables customers to get up and ru…
Not only is SalesforceIQ for Small Business easy to set up, i…
While most sales leaders aren't opposed to taking time away f…
How it Works:
SalesforceIQ for Small Business is easy to use, proactive, an…
But what does "out-of-the-box" mean?
An out-of-the-box solution enables customers to get up and ru…
15 terms
Salesforce Admin
APP
API
2 types of relationship fields
Convert master detail to lookup
Set of objects and functionality used to support business pro…
Application Programming Interface
Lookup- links one obj to another 1:1 or 1:many... Master detail-…
If no roll up summary fields exist on master object
APP
Set of objects and functionality used to support business pro…
API
Application Programming Interface
11 terms
Salesforce: Trailhead
User interface
Lightning Process Builder
Schema Builder
Reports and Dashboards
Create forms and page layouts using drag-and-drop tools in th…
Create rules that take time-dependent actions and automate mu…
Customize objects and create relationships between them using…
Present data quickly and comprehensively using Report Builder…
User interface
Create forms and page layouts using drag-and-drop tools in th…
Lightning Process Builder
Create rules that take time-dependent actions and automate mu…
323 terms
Salesforce Glossary
Account
Account Assignment Rule
Account Team
Activity (Calendar Events/Tasks)
A/n __________ is an organization, company, or consumer that…
A rule that automatically assigns accounts to territories, ba…
A/n __________ is a team of users that work together on an ac…
Planned task or event, optionally related to another type of…
Account
A/n __________ is an organization, company, or consumer that…
Account Assignment Rule
A rule that automatically assigns accounts to territories, ba…
60 terms
Salesforce Admin
2.1) Where can an administrator change…
2.2) How can an admin customize a stan…
2.3) Which user interface settings mus…
2.4) How can an administrator customiz…
2.1 a) from the company information section, an admin can mod…
2.2 B and C - the standard fiscal year follows the Gregorian…
2.3 A and D. Enable Inline Editing and Enable Enhanced Lists.…
2.4 C and D. Set the number of results per page and Add filte…
2.1) Where can an administrator change…
2.1 a) from the company information section, an admin can mod…
2.2) How can an admin customize a stan…
2.2 B and C - the standard fiscal year follows the Gregorian…
25 terms
Salesforce (EZ)
What does a Salesforce License Type de…
What are the types of objects availabl…
What are the the different Universal O…
What are the Sales Objects?
The available functionality (Professional/Enterprise/Unlimite…
Universal / Sales / Customer Service / Marketing / Custom Obj…
Accounts, Contacts, Tasks, Events {Documents, Content}. What…
Opportunities, Products, Price Books, Quotes
What does a Salesforce License Type de…
The available functionality (Professional/Enterprise/Unlimite…
What are the types of objects availabl…
Universal / Sales / Customer Service / Marketing / Custom Obj…
295 terms
Salesforce Certification
What is ... Cloud Computing?
What is ... Multitenancy?
What is ... SaaS - Software As A Service?
What is a... Tab?
Cloud computing is a broad term that generally refers to a se…
Multitenancy is a software structure in which a single instan…
SaaS - Software As A Service is a software licensing and deli…
A tab is used to expose an object and its data to the end use…
What is ... Cloud Computing?
Cloud computing is a broad term that generally refers to a se…
What is ... Multitenancy?
Multitenancy is a software structure in which a single instan…
89 terms
Salesforce 401
Standard Fields on all custom objects
4 Object Relationship Types
Maximum lookup relationships per child
Maximum master-detail relationships pe…
ID, Name, Owner, Created, Modified
Master Detail, Lookup, Self, Hierarchical
25
2
Standard Fields on all custom objects
ID, Name, Owner, Created, Modified
4 Object Relationship Types
Master Detail, Lookup, Self, Hierarchical
40 terms
Salesforce Adminstrator
1) assign profiles or permission sets…
5,000,000 records at a time
50,000 records at a time
Account, Contacts, Leads, Campaign Mem…
Delegated Administrator may NOT ...
How many records can Salesforce Data loader load at a time?
Data Import Wizard may load up to ...
Data Import Wizard may import which Standard Object Types?
1) assign profiles or permission sets…
Delegated Administrator may NOT ...
5,000,000 records at a time
How many records can Salesforce Data loader load at a time?
76 terms
Salesforce Admin
Every user is identified by an (name 3)
Accounts for users outside the organiz…
Using Salesforce to Salesforce, you ca…
You cannot delegate administrative dut…
Username, password, single profile
Customer portal, partner portal, self-service
True. Using Salesforce to Salesforce, you can create connecti…
Partner portal or customer Portal user
Every user is identified by an (name 3)
Username, password, single profile
Accounts for users outside the organiz…
Customer portal, partner portal, self-service
15 terms
Salesforce Terminology
Clients
Technician
Knowledge Managers
Product
Accounts
Agent
Article Manager
Asset
Clients
Accounts
Technician
Agent
73 terms
Salesforce Doge
1) Which statement is TRUE regarding d…
2) What determines the suggested crite…
3) Which of the following permissions…
4) Which of the following fields CAN N…
A) Configured to make fields on related records depending on…
B) Previously used filter criteria
B) Modify All Data
C) Custom Multi-Select Picklist
1) Which statement is TRUE regarding d…
A) Configured to make fields on related records depending on…
2) What determines the suggested crite…
B) Previously used filter criteria
197 terms
Salesforce Dev
Sending a change set between orgs requ…
Change sets can only be sent between o…
What are the sandbox types? 4 of them
Which sandbox type copy customization…
Development Connection
D. All of the above
Developer... Developer Pro... Partial Copy... Full
A.Developer
Sending a change set between orgs requ…
Development Connection
Change sets can only be sent between o…
D. All of the above
76 terms
Salesforce Admin
Every user is identified by an (name 3)
Accounts for users outside the organiz…
Using Salesforce to Salesforce, you ca…
You cannot delegate administrative dut…
Username, password, single profile
Customer portal, partner portal, self-service
True. Using Salesforce to Salesforce, you can create connecti…
Partner portal or customer Portal user
Every user is identified by an (name 3)
Username, password, single profile
Accounts for users outside the organiz…
Customer portal, partner portal, self-service
24 terms
Salesforce limits
A workflow rule may trigger as many as…
Maximum time dependent actions per Tim…
Maximum immediate Actions for a workfl…
A single SOAP message can include as m…
80
40
40
100
A workflow rule may trigger as many as…
80
Maximum time dependent actions per Tim…
40
20 terms
Salesforce Numbers
For how many days deleted records are…
How many fields can be enabled for tra…
How many Custom Summary Formula Fields…
How many custom fields can be created…
A. 15
B. 20
A. 5
C. 800
For how many days deleted records are…
A. 15
How many fields can be enabled for tra…
B. 20
7 terms
Salesforce Terminology
SAAS
V2MOM
Dataset
Lens
...
Vision, Values, Methods, and Metrics
- A collection of data... - Data can be Salesforce data, externa…
-A view of the data stored in dataset... A tool used to slice an…
SAAS
...
V2MOM
Vision, Values, Methods, and Metrics
28 terms
Salesforce Security
Org-level permissions determines under…
Object Security... Object-level permissi…
Record Security... There are 3 tiers of…
"Full Access" in records is granted to:
When users can login (Login Hours)... Where users can login from…
Object-level permissions determines what actions (Create, Rea…
Read Only... Read/Write... Full Access
The record owner.... Users higher in the role hierarchy than the…
Org-level permissions determines under…
When users can login (Login Hours)... Where users can login from…
Object Security... Object-level permissi…
Object-level permissions determines what actions (Create, Rea…
26 terms
salesforce terms
quote
account
group
record
a proposal
a collection of records with an account/company's info
a set of users
an instance of an object
quote
a proposal
account
a collection of records with an account/company's info
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