- 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
Salesforce.com Basic Navigation & Data Terms
Video Must 7m CertifiedOnDemand.com
Objectives for this Resource:
A field is one data point within an object (e.g. “First Name” on the lead object).
A record is row of field data within an object (e.g. the lead “John Smith”).
An object is comprised of its field definitions and records.
A tab is used to expose an object and its data to the end user through the web interface.
An application is selected in the top left of the screen in Lightning Experience and in the top right of the screen in Salesforce Classic, and influences which tabs are displayed along the top navigational bar.
A page layout influences which fields are displayed and in what order when viewing or editing a record.
A list view is used to quickly segment and action records within an object.