Salesforce Study Cards

Enhance Your Learning with Salesforce Software Flash Cards for quick learning



Salesforce

A cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, service, marketing, and more.

Salesforce Org

A single instance of Salesforce that represents a company's entire Salesforce environment, including data, users, and customizations.

Salesforce Objects

Database tables that store specific types of data, such as accounts, contacts, opportunities, and cases.

Salesforce Fields

Individual data points within Salesforce objects, such as a name, email, or phone number.

Salesforce Relationships

Connections between different Salesforce objects, such as a lookup relationship or a master-detail relationship.

Salesforce Reports

Visual representations of data in Salesforce, allowing users to analyze and summarize information.

Salesforce Dashboards

Collections of reports, charts, and other visual components that provide an overview of key metrics and data.

Salesforce Automation

Automating repetitive tasks and processes in Salesforce, such as lead assignment, email notifications, and workflow rules.

Salesforce Security

Ensuring the confidentiality, integrity, and availability of data in Salesforce through user permissions, profiles, and sharing settings.

Salesforce Integration

Connecting Salesforce with other systems and applications to streamline data flow and improve efficiency.

Salesforce Lightning Experience

The modern and intuitive user interface of Salesforce, designed to enhance productivity and user experience.

Salesforce AppExchange

An online marketplace for pre-built applications and components that extend the functionality of Salesforce.

Salesforce Trailhead

Salesforce's interactive learning platform that offers guided learning paths and hands-on exercises to help users learn and master Salesforce.

Salesforce Data Import

The process of importing data from external sources into Salesforce, ensuring data accuracy and consistency.

Salesforce Data Export

The process of exporting data from Salesforce to external systems or files for backup, analysis, or integration purposes.

Salesforce Lightning App Builder

A visual tool that allows users to create custom applications and pages in Salesforce without writing code.

Salesforce Workflow Rules

Automated processes that standardize and streamline internal procedures in Salesforce, triggering actions based on specified criteria.

Salesforce Validation Rules

Rules that ensure data entered into Salesforce meets specified criteria, preventing incorrect or incomplete data from being saved.

Salesforce Approval Processes

A series of steps and actions that automate the approval of records in Salesforce, such as opportunities or contracts.

Salesforce Lightning Components

Reusable building blocks that allow users to customize and extend the functionality of Salesforce Lightning Experience.

Salesforce Lightning Web Components

A programming model for building web components using standard web technologies, such as HTML, CSS, and JavaScript, within Salesforce.

Salesforce Community Cloud

A platform that enables companies to create branded online communities for customers, partners, and employees to collaborate and engage.

Salesforce Service Cloud

A customer service and support platform that allows companies to deliver personalized and efficient service across multiple channels.

Salesforce Marketing Cloud

A platform that enables companies to create and manage personalized marketing campaigns and engage with customers across multiple channels.

Salesforce Sales Cloud

A CRM platform that helps companies manage their sales processes, track leads and opportunities, and drive revenue growth.

Salesforce Einstein

Artificial intelligence capabilities embedded within Salesforce, providing insights, predictions, and recommendations to users.

Salesforce Lightning Flow

A visual tool that allows users to create and automate business processes in Salesforce, guiding users through a series of screens and actions.

Salesforce Chatter

A collaboration platform within Salesforce that allows users to share knowledge, files, and updates in real-time.

Salesforce Mobile App

A mobile application that allows users to access and manage Salesforce data and functionality on their smartphones and tablets.

Salesforce Data Loader

A desktop application that allows users to import, export, and delete data in Salesforce using a simple and intuitive interface.

Salesforce Lightning App

A custom application built on the Salesforce Lightning Platform, providing tailored functionality and user experience.

Salesforce Sandbox

A copy of a Salesforce production environment used for testing, development, and training purposes without affecting live data.

Salesforce Change Sets

A deployment tool in Salesforce that allows users to bundle and migrate customizations from one Salesforce org to another.

Salesforce Trailblazer Community

An online community for Salesforce users, administrators, developers, and partners to connect, learn, and share best practices.

Salesforce Lightning Design System

A collection of CSS frameworks and guidelines that allow users to create consistent and visually appealing user interfaces in Salesforce.

Salesforce App Launcher

A centralized hub in Salesforce that provides users with quick access to all their installed apps and customizations.

Salesforce Permission Sets

Collections of permissions and settings that can be assigned to users, allowing them to access specific features and data in Salesforce.

Salesforce Data Archiving

The process of moving older or less frequently accessed data from the active Salesforce database to a separate storage system for long-term retention.

Salesforce Lightning Record Pages

Customizable pages in Salesforce that display relevant information and actions for specific records, such as accounts or opportunities.

Salesforce Lightning App Extensions

Custom functionality and integrations that extend the capabilities of Salesforce Lightning Experience, enhancing user productivity and efficiency.

Salesforce Data Cleansing

The process of identifying and correcting or removing inaccurate, incomplete, or duplicate data in Salesforce to maintain data quality.

Salesforce Data Migration

The process of transferring data from one system or source to Salesforce, ensuring data integrity and consistency during the migration.

Salesforce Data Backup

Creating copies of Salesforce data and storing them in a separate location or system to protect against data loss or corruption.

Salesforce Lightning App Templates

Pre-built app templates in Salesforce that provide a starting point for creating custom applications with Lightning components and functionality.

Salesforce Lightning Bolt Solutions

Industry-specific and customizable solutions in Salesforce that allow companies to rapidly deploy and extend Salesforce functionality.

Salesforce Data Encryption

The process of converting sensitive data in Salesforce into a form that cannot be easily understood or accessed without proper authorization.

Salesforce Data Validation

The process of ensuring data entered into Salesforce meets specified criteria and business rules, preventing data inconsistencies and errors.

Salesforce Data Storage

The amount of data storage available in a Salesforce org, which determines the maximum amount of data that can be stored in the org.

Salesforce Data Retention

The period of time that Salesforce retains deleted records before permanently removing them from the system, allowing for data recovery if needed.

Salesforce Data Privacy

Protecting the confidentiality and privacy of data in Salesforce, ensuring compliance with applicable data protection regulations and policies.

Salesforce Data Sharing

Controlling access to data in Salesforce by defining sharing rules, roles, profiles, and permissions to determine who can view, edit, or delete data.

Salesforce Data Model

The structure and organization of data in Salesforce, including objects, fields, relationships, and data types.

Salesforce Data Visualization

Presenting data in Salesforce in a visual and interactive format, such as charts, graphs, and maps, to facilitate data analysis and decision-making.