- 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
Pod, Instance, Org, Environment – What’s the difference?
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Objectives for this Resource:
An org is a unique version of Salesforce for a specific tenant, containing their data and configuration (a customer’s implementation of Salesforce). Org is an abbreviation for organization. Org, organization, and environment are used interchangeably. Every org will have a unique ID (found here in setup).
A pod is a cluster of infrastructure (servers, software, networking equipment, etc.) that hosts many orgs. The terms pod and instance are commonly used interchangeably. Each pod is located within a geographical area (North America, Europe, Asia Pacific).
You can identify which pod your org is hosted in by checking the address bar of your browser after you’ve logged in (the pod is NA38 in this example).
The region is abbreviated in the naming convention of the pod as follows:
- NA = North America (Production Orgs)
- EU = Europe (Production Orgs)
- AP = Asia Pacific (Production Orgs)
- CS = Various Regions (Sandbox Orgs Only)
Trust.Salesforce.com is the place to monitor system status and much more. If you are experiencing a problem with your Salesforce org (e.g. slow page loads), make sure to see if there are problems reported on your pod.