- Salesforce is a customer relationship management (CRM) solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments - including marketing, sales, commerce, and service - a single, shared view of every customer.?
- CRM is software that stores customer contact information like names, addresses, and phone numbers, as well as keeps track of customer activity like website visits, phone calls, email, and more.?
- Force.com is Platform-as-a-Service (PaaS)
- Salesforce.com is Software-as-a-Service (SaaS).
- Sandbox is a copy of the production environment and it is used for the purpose of testing and development. It’s very useful because sandboxes are completely isolated from your Salesforce production organization, so it allows you to test out new ideas on the duplicate database without disturbing the original production environment.?
- Deployment is the movement of metadata from one organization to another organization. In the Salesforce development cycle, you have to develop code in Sandbox, and then you might need to deploy this to another sandbox or production environment this is called deployment. The main reason behind deployment is that you cannot develop apex in your Salesforce production. You can deploy code in Salesforce using Change Sets, Eclipse with Force.com IDE, Force.com Migration Tool – ANT/Java based, and Salesforce Package.
- Objects are database tables that are used to store the data of an organization. There are two types of objects in Salesforce, i.e. Standard and Custom.
- Standard objects are the objects provided by the Salesforce platform, which include contacts, accounts, cases, campaigns, opportunities, leads, products, contracts, reports, dashboards, etc.
- Custom objects are objects created by developers based on the business process. It stores the important and unique information of an organization. It gives a structure for data sharing. The custom object includes page layouts, custom fields, relationships to other objects, a custom user interface tab, etc.
- Fields represent what the columns represent in relational databases. It can store data values that are required for a particular object in a record.? There are two types of fields in Salesforce, i.e. Standard and Custom
- Standard fields are default fields built-in fields in Salesforce. They can not be deleted but can be customized as follows: Edit, delete, or add values in picklist fields and set a default value. For eg, Owner, Name, Last modified by, Created by.
- Custom fields are fields created by developers based on the business process. It can be a Text, Pick list, Multi Select Pick list, Date, Email, Date/Time, Date, Currency, Checkbox, Number, Percent, Phone, URL, Text Area, Geolocation, lookup relationship, master-detail relationship, etc.
- Page layouts are used to control the layout and organization of buttons, fields, Visualforce, custom links, s-controls, and related lists on object record pages. They are helpful in organizing user interface pages by determining which fields, related lists, and custom links are required, read-only, and visible to the user.
- Compact layout displays a record’s key fields at a glance in the Salesforce mobile app, Lightning Experience, and Outlook and Gmail integrations.?
- Field set is a grouping of fields. For example, you could have a field set that contains fields describing a user's first name, middle name, last name, and business title. When a fieldset is added to a Visualforce page, developers can loop over its fields and render them.?
- Record types permit us to associate different business processes and display different fields, picklist values, and page layouts to different users based on the user profile.
- Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.?
- Search layouts in Salesforce are an ordered group of fields that are displayed when a record is presented in a particular context such as in search results, a lookup dialog, or in a related list.
- Scoping rules let you control the default records that your users see based on the criteria that you select. You can set up scoping rules for different users in your Salesforce org so that they can focus on the records that matter to them. Users can switch the set of records they're seeing as needed.?
- List view button layout allows for the addition, removal, or creation of buttons for a list view.
- Flow Trigger can be a schedule or the new and changed records of a specified object. Without a trigger, you must set up other things to launch the flow, such as custom buttons, processes, Apex classes, or even Einstein Bots.
- Trigger is defined as an Apex code that executes to perform custom actions, before or after modifications like insert, update, delete, etc. that has done to records in Salesforce. It is of two types of Apex triggers in Salesforce, i.e. Before Trigger and After Trigger
- Before triggers can be used to update or validate record values before it is saved to the database.?
- After triggers can be used to access field values of the records that are set by the system (such as the record’s ID or LastModifiedDate field) that are stored in the database and use this field value to do the changes in other records. Records that fire after the triggers are read-only.
- Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False”
- User is anyone who logs in to Salesforce. Users are employees at your company, such as sales reps, managers, and IT specialists, who need access to the company's records. Every user in Salesforce has a user account.
- Queues are a collection of records that don't have any owner. Users who have access to the queue can examine every record that is in it and claim ownership of the ones they want. Queues in Salesforce help to prioritize, distribute, and assign records to teams who share workloads.?
- Public Group is a set of users. It can contain individual users, other groups, the users in a particular role or territory, or the users in a role or territory plus all of the users below that role or territory in the hierarchy.?
- Profile is a group/collection of settings and permissions that define what a user can do in Salesforce. A profile controls, Object permissions, Field permissions, User permissions, Tab settings, App settings, Apex class access, Visualforce page access, Page layouts, Record Types, Login hours & Login IP ranges.
- Role is record-level access in Salesforce that defines the visibility access of a user. Roles can be used to specify the levels of access a user can have to data in your Salesforce organization. In simple words, it defines what a user can see in the Salesforce organization.
- Permission Set is a collection of settings or permissions that is used to give access to numerous tools and functions to the user. You can use permission sets for different types of users to extend functional access without changing their profiles. Instead of creating a separate profile each time, you could easily create a Permission Set.
- Permission Set Group streamlines permissions assignment and management. Use a permission set group to bundle permission sets together based on user job functions. Users assigned the permission set group to receive the combined permissions of all the permission sets in the group.
- Tab is a user interface component to user creates to display custom object data. There are three types of tabs, i.e. Custom Tabs, Visual force Tabs &? Web Tabs.
- App in Salesforce is a logical container that holds various details related to the company such as a logo, name, business operations, etc. You can customize apps to match your needs, or you can develop new applications by combining custom and standard tabs. There are two types of apps that we can create in Salesforce.?
- Custom app is mainly used by business owners who want to build an app that suits their business requirements from time to time. It’s widely used in the market.
- Console app can be used only in the client service business, where we focus on tackling the client’s issues. Compared to a custom app it’s not widely used in the market.
- List View component represents a list of records that you own or have read or written access to, and records shared with you.?
- Pinned Lists are list views placed in a fixed location on the agent's screen.
- Assignment Rules automate your organization's lead generation and support processes. Use lead assignment rules to specify how leads are assigned to users or queues. Use case assignment rules to determine how cases are assigned to users or put into queues. We can assign a template for auto-response.?
- Approval Process automates how records are approved in Salesforce. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process. Each approval ends in approval or rejection. We can update a field, we can create a task, can post a post on chatter, or send email notifications in relevant steps.?
- Big Objects are custom objects for storing very large customer data. This includes data such as historical event data, web log files, and archival data. Once you create a Big Object, you can correlate it with your core customer data using tools such as SOQL and Async SOQL.?
- Roll-up displays the count of child records and calculates the sum, min, and max of fields of the child records.
- Audit trail in Salesforce is a unique feature that helps in tracking the changes made in the organization by you and other administrators (setup changes). In that way, you will always get to know who has modified the project at the last minute. It is helpful for the organization with more administrators.
- Sharing Rules are applied when a user wishes to permit access to other users like public groups, roles, or territories. It is used to share access to records based on Ownership or based on certain Criteria. It gives greater access to particular users by making automatic exceptions to your organization-wide sharing settings. You can define total sharing rules up to 300 for a particular object, including criteria-based or guest user sharing rules up to 50, if available for the object.?
- Manual Sharing is sharing a record with a particular user manually. Go to the detail page of the record and click on the manual sharing button and assign that record to other users with Read or Read/Write access.? The Manual Sharing button enables only when OWD is private to that object.
- Dashboard in Salesforce is a pictorial representation of the report. It displays data from source reports as visual components. These components provide a snapshot of key metrics and performance indicators of the organization at a single glance. A single dashboard is capable of displaying 20 reports at a time
- Field History is a method where we can track the changes that happen to a field. The field history tracking can be done for custom objects and standard objects.?
- Self-Relationship is a lookup relationship to the same object. It is this premise that allows users to take the object “Merchandise” and create relationships with other objects.
- Inline editing is a feature by which one can edit a record without pressing the edit button. The user goes to the detail page, doubles click on a field, changes to a new value, and presses save?
- Governor limits control on how much data a shared database can store. They help to make sure that no one monopolizes shared resources like storage, CPU, and memory. Whenever the Apex code exceeds the limit, it issues a runtime exception that cannot be handled.
- Salesforce Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. They are used to display user-specific data, such as their personal quotas and sales, the number of case closures, or leads converted, etc. To create a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create, name it, add a description if you'd like, and select the right folder for proper organization.
- Bucket Field lets you group related records together by ranges and segments, without the use of complex formulas and custom fields. Bucketing can thus be used to group, filter, or arrange report data. When you create a bucket field, you need to define multiple categories (buckets) that are used to group report values. The advantage is that earlier, we had to create custom fields to group or segment certain data.
- Workflow in Salesforce allows you to automate standard internal procedures and processes for saving time across your organization. It helps to evaluate records as they are created or updated and determines if an automated action needs to occur. We can take 4 actions, i.e. Email Alert, Task, Field Update & Outbound Message.
- Time-dependent actions or workflows are executed at a specific time, such as 10 days before a record's close date. When that specific time passes, the workflow rule re-evaluates the record to make sure that it still meets the rule criteria. If the record does, the workflow rule executes those actions.?
- Data Loader is a console-based application to load/retrieve/update records using a CSV.?
- Workbench is a web-based tool that supports CRUD operations for admins and developers.?
- Custom labels are custom text values that can be accessed from Apex classes or Visualforce pages. The values here can be translated into any language supported by Salesforce. Their benefit is that they enable developers to create multilingual applications which automatically present information in a user’s native language. You can create up to 5,000 custom labels for your organization, and they can be up to 1,000 characters in length.
- Static Resource facilitates you to upload content that is in the format of .jar, .zip format, style bits, JavaScript, and so on. It is suggested to organize a still resource rather than uploading the file to the Papers tab since it is conceivable to set a set of files into a directory grading and upload it. These files can be effortlessly mentioned on a Visual force page.
- Apex is a strongly typed and object-oriented programming language that permits developers to execute flow and transaction control statements on Salesforce platform servers in conjunction with calls to the API. It uses syntax that looks similar to Java and pretends like database-stored procedures.
- Apex Scheduler invokes the apex class and runs the same at a specific time interval. Anybody interested in scheduling classes must use the scheduled interface.
- Batch Apex Class in Salesforce is used to run large jobs that would exceed normal processing limits. Using Batch Apex, you can process heavy records asynchronously in batches (hence the name, “Batch Apex”) to stay within platform limits. This is how Batch Apex works under the hood.
- Visualforce can be defined as the UI for the Force.com platform that allows developers to build sophisticated, custom user interfaces which can be hosted natively on the Lightning platform.
- Wrapper Class is a type of container class, which contains a group of objects as its members. It is of an abstract data type. We use a wrapper class for enclosing the collected data. A wrapper class is defined by a programmer, that acts as custom objects, along with wrapper class properties.
- Future Annotations specify methods that are executed asynchronously. These methods with future annotation should be static and can only return a void type. The arguments mentioned should be primitive data types/collections of primitive data types/ arrays of primitive data types. A method specified with @future annotation will be executed once Salesforce has available resources.
- Data skew is a state which you will come across when working with a large client where there are over 10,000 records. When one solitary user owns numerous records, we call that ailment ‘ownership data skew’. When such users achieve updates, presentation issues will come across since of “data skew”. This occurs when some single user/ members of a solitary role own most of the accounts for an object.
- Skinny tables in Salesforce are useful in accessing the fields which are frequently used and avoiding joins. This can improve the performance of certain read-only operations such as reports, list views, etc. Skinny tables are highly effective because skinny tables will be in sync with source tables even when the source tables are modified.
- Data Mask is a managed package that is installable in full or partial sandboxes; it is an irreversible process that masks data in a way that they are not readable in any other environment.
- Transfer record is a type of function used to grant permission. If a user has permission to share a record with others, then he can share the records that have read-only access.?
- Fiscal Year or economic year is defined as the period of time used for calculating annual financial statements based on starting and ending date of a company’s financial year. In this period of time, whatever the amount of business that Salesforce has done can be considered as fiscal year and depicts the Salesforce revenue.?
- Mulesoft’s Anypoint platform, allows you to integrate with other systems easily, with a set of templates that provide out-of-the-box APIs. Salesforce acquired Mulesoft to better serve customers going through their digital transformations and required integration with backend systems such as HR, Finance, or ERP. Salesforce has also recently released Mulesoft Composer, which is designed to give Admin a declarative way to integrate with other systems.
- SOAP (Simple Object Access Protocol) is a protocol that defines a uniform way of passing XML-encoded data.
