What are Custom Settings in Salesforce?
- Custom Settings are like custom objects but used for storing application configurations and data that don’t change often.
What is a Salesforce Flow?
- A Salesforce Flow is a tool for automating business processes with a visual interface, letting you create tasks, send emails, and more without writing code.
What is the use of Permission Sets in Salesforce?
- Permission Sets give extra permissions to users beyond what their profile allows, without changing their profile.
What is a Lightning Record Page?
- A Lightning Record Page is a customizable page layout for viewing and editing records in the Salesforce Lightning Experience.
What are Compact Layouts in Salesforce?
- Compact Layouts control which fields appear in the header of a record when viewed in the Salesforce mobile app or Lightning Experience.
What is a Custom Report Type in Salesforce?
- A Custom Report Type defines the set of related objects and fields that can be used to create custom reports.
What is the purpose of the Data Import Wizard?
- The Data Import Wizard is a tool for easily importing data into Salesforce from external sources, like CSV files.
What is Salesforce Shield?
- Salesforce Shield is a set of security tools that include event monitoring, field audit trails, and encryption to protect data.
What is a Visualforce Component?
- A Visualforce Component is a reusable piece of code that you can include in Visualforce pages to add functionality.
What is the Salesforce Einstein?
- Salesforce Einstein is an AI feature that adds predictive analytics and machine learning capabilities to Salesforce, helping with things like sales forecasting and customer insights.
What is a Salesforce Lightning App?
- A Lightning App is a collection of tabs and pages that provide specific functionality for users in the Salesforce Lightning Experience.
What is the difference between Workflow Rules and Process Builder?
- Workflow Rules are simpler and only support a few actions, while Process Builder is more powerful and allows for more complex automation.
What is a Roll-Up Summary Field in Salesforce?
- A Roll-Up Summary Field calculates values from related records, like the sum or average of related opportunities on an account.
What is the use of the Recycle Bin in Salesforce?
- The Recycle Bin holds deleted records for a certain period, allowing you to restore them if needed.
What is a Lookup Filter in Salesforce?
- A Lookup Filter restricts the records available in a lookup field based on criteria, making it easier to find relevant records.
What is the Salesforce Kanban View?
- The Kanban View is a visual representation of records in a list view, organized by stages or other criteria, often used for tracking opportunities.
What is a Lightning Data Service?
- Lightning Data Service is a way to load, create, edit, and delete records in Lightning components without using Apex.
What is the purpose of the Salesforce Security Review?
- The Salesforce Security Review ensures that apps built on the Salesforce platform meet security standards and protect customer data.
What is an Outbound Message in Salesforce?
- An Outbound Message sends information to an external system when certain criteria are met, often used for integrating with other systems.
What is a Cross-Object Formula Field?
- A Cross-Object Formula Field allows you to create a formula that references fields from related objects, showing data from one object on another.
What is a Sharing Rule in Salesforce?
- Sharing Rules define how records are shared with users or groups, extending access beyond the role hierarchy.
What is a Custom Button in Salesforce?
- A Custom Button is a button you add to a record page to perform specific actions, like creating a new related record or opening a URL.
What is the purpose of the Salesforce Trailhead?
- Salesforce Trailhead is an online learning platform with interactive tutorials and modules to help users learn Salesforce skills.
What is an Assignment Rule in Salesforce?
- Assignment Rules automatically assign records to users or queues based on criteria, often used for leads and cases.
What is the use of Email Templates in Salesforce?
- Email Templates are pre-defined email formats that can be used to send standardized messages to customers, saving time and ensuring consistency.
What is a Salesforce API?
- A Salesforce API allows external systems to interact with Salesforce, performing operations like reading or writing data.
What is the use of the Schema Builder in Salesforce?
- The Schema Builder is a visual tool for viewing and modifying the structure of your Salesforce objects and their relationships.
What is a Profile in Salesforce?
- A Profile defines what users can do in Salesforce, including permissions for objects, fields, and specific actions.
What is an Audit Trail in Salesforce?
- The Audit Trail tracks changes made to your Salesforce setup, like changes to objects, fields, and settings, helping you understand what changes were made and by whom.
What is a Salesforce Console App?
- A Console App provides a unified workspace for users, with multiple components and tabs in a single screen, often used for customer support and sales.
What is a Lightning Page Layout?
- A Lightning Page Layout controls the arrangement of fields, sections, and related lists on record pages in the Salesforce Lightning Experience.
What is the Salesforce Mobile App?
- The Salesforce Mobile App lets users access and interact with Salesforce data from their mobile devices, providing a way to stay connected on the go.
What is a Data Loader in Salesforce?
- The Data Loader is a tool for bulk importing, updating, deleting, or exporting Salesforce records from CSV files.
What is a Salesforce Chatter?
- Salesforce Chatter is a collaboration tool that allows users to post updates, share files, and communicate within Salesforce.
What is a Field Update in Salesforce?
- A Field Update is an action that changes the value of a field automatically when certain conditions are met, often used in workflow rules and processes.
What is an AppExchange Package?
- An AppExchange Package is a bundle of components, like custom objects and Apex code, that can be installed in Salesforce to extend its functionality.
What is a Record-Level Security in Salesforce?
- Record-Level Security controls which users can view or edit specific records, based on sharing rules, role hierarchy, and manual sharing.
What is a Salesforce Community?
- A Salesforce Community is an online space where users can interact, share information, and collaborate, often used for customer and partner portals.
What is a Salesforce Lightning Design System (SLDS)?
- The Salesforce Lightning Design System provides a set of design guidelines and resources to help developers create apps with a consistent look and feel in the Salesforce Lightning Experience.
What is a Validation Rule in Salesforce?
- A Validation Rule checks that the data entered into a record meets certain criteria before you can save it, ensuring data quality and consistency.
What is the use of the Salesforce Inspector?
- Salesforce Inspector is a browser extension that helps developers and admins view and manipulate data and metadata directly from the Salesforce user interface.
What is a Permission Set Group in Salesforce?
- A Permission Set Group combines multiple permission sets into a single group, making it easier to manage user permissions.
What is the Salesforce Lightning Experience?
- The Salesforce Lightning Experience is a modern user interface for Salesforce, offering a more efficient and visually appealing way to interact with Salesforce data.
What is a Workflow Action in Salesforce?
- A Workflow Action is an automated task triggered by a Workflow Rule, like sending an email, updating a field, or creating a task.
What is the use of Salesforce Approval Processes?
- Approval Processes automate the process of approving records, defining steps for submitting, reviewing, and approving records in Salesforce.
What is a Joined Report in Salesforce?
- A Joined Report lets you create multiple report blocks in a single report, each with its own data set and filters, allowing you to compare and analyze related data.
What is the Salesforce App?
- The Salesforce App is a mobile application that provides access to Salesforce data and features, allowing users to work on the go.
What is the use of the Data Export Service in Salesforce?
- The Data Export Service lets you export Salesforce data to CSV files, providing a way to back up or analyze your data outside of Salesforce.
What is a Salesforce Environment?
- A Salesforce Environment is a separate instance of Salesforce used for development, testing, or production. Types include sandboxes, production, and scratch orgs.
What is a Custom Link in Salesforce?
- A Custom Link is a hyperlink you add to a record page that can link to a URL, Visualforce page, or another Salesforce record, providing quick access to related information.