What is a Salesforce Dashboard?
A Dashboard is a visual display of key metrics and trends for records in Salesforce, providing a real-time snapshot of business performance using charts, graphs, and tables.
What is a Salesforce Formula Field?
A Formula Field is a read-only field that automatically calculates its value based on other fields, formulas, or functions.
What is Salesforce Omni-Channel?
Omni-Channel routes work items (like cases, leads, and custom objects) to the most qualified, available agents in real time based on agent capacity and availability.
What is Salesforce Territories Management?
Territories Management is used to manage and optimize sales territories, providing a structure for sales teams to manage accounts and opportunities by geography, product line, or market segment.
What is a Salesforce Case?
A Case is a customer’s question, feedback, or issue, used to track and manage customer support interactions and resolutions.
What is Salesforce Single Sign-On (SSO)?
Single Sign-On allows users to log in to Salesforce and other applications with a single set of credentials, improving security and user convenience.
What is Salesforce API Call Limit?
Salesforce imposes limits on the number of API calls that can be made in a 24-hour period to ensure fair usage and system performance.
What is Salesforce Multi-Factor Authentication (MFA)?
Multi-Factor Authentication adds an extra layer of security by requiring users to verify their identity using a second factor, like a mobile app or SMS code, in addition to their password.
What is a Salesforce Custom Button or Link?
Custom Buttons and Links are UI elements added to record pages to perform specific actions, like navigating to a URL, opening a Visualforce page, or executing a JavaScript function.
What is a Salesforce Sharing Setting?
Sharing Settings determine the baseline level of access to data, specifying default record sharing for objects and controlling data visibility organization-wide.
What is Salesforce Knowledge Base?
The Knowledge Base is a repository for storing and managing articles, FAQs, and documentation, enabling users to find information quickly and easily.
What is a Salesforce Web-to-Lead?
Web-to-Lead captures information from a web form and automatically creates a lead record in Salesforce, streamlining lead generation.
What is Salesforce Web-to-Case?
Web-to-Case captures customer support requests from a web form and automatically creates a case record in Salesforce, enhancing customer service.
What is the difference between an Opportunity and a Lead in Salesforce?
A Lead is a prospect or potential customer that hasn’t been qualified yet, while an Opportunity is a potential sale that has been qualified and is being actively pursued.
What is a Salesforce Campaign?
A Campaign is used to track marketing efforts and manage responses to marketing activities, like email campaigns, events, or advertisements.
What is the Salesforce Lead Conversion process?
Lead Conversion is the process of converting a qualified lead into an account, contact, and optionally an opportunity in Salesforce.
What is Salesforce Custom Permission?
Custom Permissions grant users access to custom processes or apps, allowing you to control user access to custom features programmatically.
What is a Salesforce Tab?
A Tab is a user interface element that provides access to specific records, objects, or external web content in Salesforce.
What is Salesforce App Menu?
The App Menu allows users to switch between different Salesforce apps, each app consisting of a collection of tabs, objects, and functionality tailored to specific roles or tasks.
What is a Salesforce Lookup Filter?
A Lookup Filter restricts the records available in a lookup field based on specified criteria, improving data accuracy and relevance.
What is a Salesforce Login Flow?
A Login Flow directs users through a series of steps after they log in, allowing you to collect information, show terms and conditions, or guide users through setup processes.
What is Salesforce Field Service Lightning?
Field Service Lightning helps businesses manage field service operations, including scheduling, dispatching, and tracking service work performed in the field.
What is Salesforce Inbox?
Salesforce Inbox integrates email and calendar applications with Salesforce, helping sales reps manage their communication and scheduling within the context of Salesforce data.
What is the use of the @future annotation in Apex?
The @future annotation in Apex allows you to run methods asynchronously, helping you handle long-running operations without blocking the main execution thread.
What is a Salesforce Contact Role?
A Contact Role defines the part a contact plays in relation to an account, opportunity, or case, helping you understand and manage relationships more effectively.