Jul '24 • Salesforce
Familiarise yourself with Key Concepts
Hey guys,
Hope you are well?
Please have a look at the video below for a quick view into Salesforce (also a reminder in there of the Easter Egg that is still available 😎).
As mentioned in the Video - please make sure that you sign up for a FREE Salesforce Trailhead account as this will form part of our learning material going forward. In the following sessions, we will go into details on how to build Custom Objects, Fields and Applications, so having a Trailhead account where you can follow along will come in very handy. 🏁🏁
But before we get too ahead of ourselves, let's make sure we get a grip on some of the Terms that are used in context of Salesforce (trust me this will make your life a lot easier):
- AppExchange:
- Salesforce's marketplace for apps and solutions built by third-party developers that integrate with Salesforce. https://appexchange.salesforce.com/
2. API (Application Programming Interface):
- A set of tools and protocols that allow different software applications to communicate with each other. -
3. Apex:
- Salesforce’s proprietary programming language that allows developers to execute flow and transaction control statements on the Salesforce platform. -
4. Campaign:
- A marketing project (like direct mail or web advertisements) that you plan, manage, and track within Salesforce. -
5. Chatter:
- Salesforce's collaboration tool where users can post updates, share files, and communicate within the organization. -
6. Contacts:
- Individuals associated with accounts in Salesforce. -
7. Dashboards:
- Visual displays of key metrics and trends for records in your org. Dashboards are made up of components like charts, tables, and gauges. -
8. Data Loader:
- A client application for the bulk import or export of data. It is used to insert, update, delete, or export Salesforce records.
9. Fields:
- A space within an object where data is stored. Each object is made up of several fields.
10. Leads:
- Potential customers or sales opportunities.
11. Lightning Experience:
- Salesforce’s modern user interface and user experience designed to optimize sales and service processes. -
12. Objects:
- Tables in Salesforce databases. Salesforce has standard objects (like Accounts, Contacts, and Leads) and custom objects created to store data specific to your organization. -
13. Opportunity:
- A potential sales deal that you want to track through a sales pipeline.
14. Profiles:
- Define how users access objects and data, and what they can do within the application. Profiles control permissions like read, create, edit, and delete. -
15. Records:
- A single instance of an object. For example, a single contact or single lead. -
16. Reports:
- Lists or summaries of data you can generate and customize to answer business questions. -
17. Role Hierarchy:
- A way to control access to data based on a user’s role in the organization. Roles within the hierarchy affect access on key components such as records and dashboards. -
18. Sandbox:
- A copy of your production environment used for development and testing without affecting your live data. -
19. SOQL (Salesforce Object Query Language):
- A query language used to search your organization's Salesforce data for specific information. -
20. Validation Rules:
- Rules to verify that the data a user enters in a record meets the standards you specify before the user can save the record. -
21. VisualForce:
- A framework that allows developers to build custom user interfaces with HTML, CSS, and JavaScript, hosted natively on the Salesforce platform. -
22. Workflow Rules:
- Automation rules that allow you to automatically perform actions like sending email alerts, updating fields, or creating tasks when certain criteria are met. -
23. Trailhead:
- Salesforce's free online learning platform where users can learn Salesforce skills through interactive tutorials. -
24. Custom Objects:
- User-defined objects that extend the functionality of Salesforce. Custom objects can be created to store data unique to your organization. -
25. Flows:
- Automations that guide users through a series of screens or processes to collect and update data. -
26. Einstein Analytics:
- Salesforce’s AI-powered advanced analytics platform for deeper insights into your data. - https://www.salesforce.com/products/einstein-analytics/overview/
27. App:
- A collection of tabs that work together as a unit to provide functionality. Apps can be created or customized to fit specific needs. - https://help.salesforce.com/s/articleView?id=sf.getstart_apps.htm&type=5
By learning some of the Key Terms above, you are enabling yourself to grasp some of the terms and concepts quicker that will be covered in future updates. 👨🏫👨🏫
I want to thank you for your time in reading this far, you are yet again one step closer to increasing your Salesforce knowledge which could have major career benefits for you going forward. Keep going, the journey is worth it. 🦾🦾🦾
As always, if you feel that someone you know could benefit from these learnings, feel free to share the Salesforce Samurais Skool Community link with them (heck who knows, you might get something in return 🥚)
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Familiarise yourself with Key Concepts
