What is the Salesforce AppExchange?
- The AppExchange is an online marketplace where you can find and install apps, components, and consulting services to extend the functionality of Salesforce.
What is the use of Salesforce Lightning Experience?
- Salesforce Lightning Experience is a modern user interface that provides a better and more efficient way to interact with Salesforce data, offering features like drag-and-drop components and dynamic dashboards.
What is a Salesforce Profile?
- A Profile controls what users can do in Salesforce, like what objects they can access, and what actions they can perform.
What is a Salesforce Permission Set?
- A Permission Set is a collection of settings and permissions that give users access to various tools and functions without changing their profile.
What is a Salesforce Role?
- A Role controls what data users can see in Salesforce, usually organized in a hierarchy that reflects the organization’s structure.
What is the Salesforce Data Loader?
- The Data Loader is a tool for bulk importing, updating, deleting, or exporting Salesforce records using CSV files.
What is a Salesforce Queue?
- A Queue is a place where records are held until someone takes ownership of them, helping to distribute work among team members.
What is a Salesforce Custom Object?
- A Custom Object is a table you create to store data specific to your business needs that aren’t covered by standard Salesforce objects.
What is a Salesforce Validation Rule?
- A Validation Rule ensures that the data entered into Salesforce meets certain criteria before you can save it, maintaining data quality.
What is a Salesforce Lookup Relationship?
A Lookup Relationship links two objects together, allowing you to associate records from one object with records from another.
What is a Salesforce Master-Detail Relationship?
A Master-Detail Relationship tightly links two objects, making the child object dependent on the parent. If you delete the parent, the child is also deleted.
What is a Salesforce Record Type?
Record Types allow you to offer different page layouts and picklist values for different kinds of records.
What is the use of Salesforce Workflows?
Workflows automate standard internal procedures and processes, like sending email alerts or updating field values.
What is the Salesforce Process Builder?
Process Builder is a tool that allows you to automate business processes with more complex logic than Workflows, using a point-and-click interface.
What is the Salesforce Lightning App Builder?
The Lightning App Builder is a tool for creating custom pages for the Salesforce Lightning Experience and mobile app using a drag-and-drop interface.
What is the Salesforce Schema Builder?
The Schema Builder is a visual tool for viewing and modifying the structure of your Salesforce objects and their relationships.
What is the Salesforce Recycle Bin?
The Recycle Bin holds deleted records for a certain period, allowing you to restore them if needed.
What is a Salesforce Sandbox?
A Sandbox is a copy of your Salesforce environment used for development and testing, ensuring changes don’t affect your live data.
What is Salesforce Einstein?
Salesforce Einstein adds AI capabilities to Salesforce, providing predictive analytics and machine learning insights.
What is a Salesforce Custom Button?
A Custom Button is a button you add to a record page that performs specific actions, like creating a new related record or opening a URL.
What is a Salesforce Junction Object?
A Junction Object is used to create a many-to-many relationship between two other objects.
What is a Salesforce Visualforce Page?
A Visualforce Page is a custom user interface created using a special markup language similar to HTML, used for building customized UI in Salesforce.
What is a Salesforce Lightning Component?
A Lightning Component is a reusable building block for creating dynamic web applications in Salesforce.
What is a Salesforce Custom Metadata Type?
Custom Metadata Types allow you to define application configurations that can be used to control the behavior of your app, and move them between environments easily.
What is a Salesforce Roll-Up Summary Field?
A Roll-Up Summary Field calculates values from related records, like the sum or average of related opportunities on an account.
What is a Salesforce Lookup Filter?
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 Salesforce Trigger?
A Trigger is a piece of Apex code that runs automatically when you save or change a record.
What is Salesforce Apex?
Apex is a programming language made for Salesforce that allows you to write custom logic, like triggers and controllers.
What is a Salesforce Approval Process?
An Approval Process automates the process of approving records, defining steps for submitting, reviewing, and approving records.
What is a Salesforce Joined Report?
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 a Salesforce Custom Report Type?
A Custom Report Type defines the set of related objects and fields that can be used to create custom reports.