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Tay Pringle
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Decks in this class (29)
SF USER BASICS 1
What is salesforce,
Where is data stored within sales...,
Who determines the access to sale...
19
cards
SF USER BASICS 2
Describe lightning experience,
What is lightning experience main...,
Standard process to log into sf is
10
cards
SF USER BASICS 3
What is the role of sf admin,
Common problem is sf is,
How do you request assistance fro...
7
cards
DATA MODELING CUSTOM/STAND OBJECTS
What is a data model,
What are database tables consider...,
What are fields similiar to
20
cards
DATA MODELING /CREATE OBJECT RELATIONSHIP
What are object relationships,
Example of a standard relationshi...,
Can you build custom relationships
7
cards
Company wide org settings
Learn about search, regional settings, multiple currencies, and user interface controls.
19
cards
DATA SECURITY
Where is the trusted ip range set...,
Where are log in hours and ip ran...,
What determines what home page ap...
44
cards
DATA SECURITY part 2
What is the simplest way to contr...,
What is an object,
How can you set object permissions
15
cards
User management
ADD NEW USERS
36
cards
User management - controlling users access
What are the four levels of data ...,
How can you manage record level d...,
What the highest level you can se...
30
cards
accounts and contacts lex
Accounts are companies that you r...,
_______________are the people who...,
Account where sf is doing busines...
18
cards
Accounts/Contacts: Understand Account and Contact Relationships
What are the three key account an...,
What is it called when you relate...,
Contacts to multiple accounts is
23
cards
Lead/Opp- Create and Convert Leads as Potential Customers
Leads are people and companies th...,
In salesforce information about l...,
Not all companies use leads some ...
21
cards
LEAD/OPP: Sell as a Team and Split the Credit
Opportunity teams you can relate ...,
Opportunity team is a __________ ...,
Opportunity team is made of peopl...
17
cards
“LEAD/OPP: Visualize Success with Path and Kanban
Path shows you at a glance where ...,
Guidance for success is provided ...,
Selecting a stage and ___________...
10
cards
Chatter Administration: Get Started with Chatter
Chatter features are accessible v...,
A chatter feed combines the chatt...,
Some of the typical elements of a...
12
cards
Chatter Administration: Work with Chatter Groups
Salesforce provides 4 group types...,
Describe a public group,
Describe a private group
22
cards
Chatter Administration: Enable Feed Tracking
Describe what feed tracking is,
When a tracked field changes it t...,
Many records and fields are _____...
22
cards
Chatter Adm: Develop a Rollout Strategy
Develop a chatter deployment stra...,
Chatter champions are in 3 catego...,
Work with business users to ident...
19
cards
Salesforce Platform Basics:Get Started with the Salesforce Platform
Salesforce comes with standard fu...,
What is a database in context of sf,
An app in salesforce is a set of
14
cards
“Salesforce Platform Basics: Discover Use Cases for the Platform
Every time you create a custom ob...,
_______ ______ tracking provides ...,
When building with the platform k...
3
cards
salesforce mobile app customization
In the mobile app the navigation ...,
To access the lighting app builde...,
Features of the sf mobile app inc...
39
cards
CAMPAIGN BASICS
What is sf campaign,
3 things campaign used for,
What is a campaign path
25
cards
PRODUCTS ,QUOTES, PRICE BOOKS
All products within price book ha...,
A ___________ pricebook can be cr...,
Price books are created to ______...
48
cards
OUTLOOK INTEGRATION
What is the benefiting of outlook...,
What are the issues with double e...,
What are the two outlook integrat...
35
cards
DATA MANAGEMENT
What are the 2 ways to import dat...,
Use the data import wizard when,
Use data loader when
22
cards
DATA QUALITY
Bad date does not accurately give,
Bad data is consistently linked with,
Good data lets your company do se...
10
cards
Knowledge Basics for Lightning Experience
Describe a knowledge base,
Enabling lightning knowledge chan...,
After you enable lightning knowle...
26
cards
SERVICE CLOUD ESSENTIALS
What are the basic features of se...,
What are support cases,
What is case feed
9
cards
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SALESFORCE ADM CERT
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