- Describe Salesforce.com and customer relationship management (CRM).
- Describe the basic functionality of the Sales Cloud and Service Cloud.
- Describe what editions Salesforce.com offers.
- Explain the concepts of cloud computing, multi-tenancy, and software-as-a-service (SaaS).
- Explain the different user interfaces available within Salesforce.com.
- Explain how to switch between Salesforce Lightning Experience and Salesforce Classic.
- Explain the difference between a field, object, tab, and record.
- Describe the following terms: application, page layout, list view.
- Describe the difference between data and metadata.
- Describe how to navigate the setup menu in Salesforce.com.
- Describe how to navigate to your personal settings in Salesforce.
- Describe the difference between standard and custom components.
- Describe the difference between production and sandbox environments.
- Describe the difference between a Salesforce environment, organization, instance, and pod.
- Describe where to monitor Salesforce.com system status.
- Describe options to get involved in the Salesforce Community.
- Explain how Salesforce provides new releases to their platform.
- Describe options for storing Salesforce.com credentials.
- Describe how to manage multiple concurrent sessions to Salesforce.com
- Learn the behind the scenes story of Salesforce.com origins and success.
- Overview – Module Checkpoint
Describe the difference between standard and custom components.
Standard components (fields, objects, etc.) are those that are included with your Salesforce org (e.g. the lead object is a standard object, as it was included with Salesforce).
Custom components are those that are added by an administrator or an AppExchange package.
Resources for this Objective
Resource
Priority
Type
Length
Short
Standard objects, such as accounts, contacts, or opportunities are included with Salesforce by default… The Salesforce administrator defines custom objects and their properties…
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