Salesforce Admin Key Terms

Price: $5.00
(as of Dec 17,2024 13:33:14 UTC – Details)

ASIN ‏ : ‎ B099ZSGYTH
Publisher ‏ : ‎ Independently published (July 19, 2021)
Language ‏ : ‎ English
Paperback ‏ : ‎ 24 pages
ISBN-13 ‏ : ‎ 979-8538753796
Item Weight ‏ : ‎ 3.04 ounces
Dimensions ‏ : ‎ 6 x 0.06 x 9 inches

Salesforce Admin Key Terms

Are you new to Salesforce administration or looking to brush up on your knowledge of key terms? Here are some important terms every Salesforce admin should know:

1. Objects: In Salesforce, objects are database tables that store data specific to your organization, such as leads, accounts, and opportunities.

2. Fields: Fields are individual pieces of data stored within an object, such as a contact’s name, email address, or phone number.

3. Record: A record is a single instance of an object, such as an individual lead or account.

4. Workflow Rule: A workflow rule is a set of criteria that automatically triggers an action in Salesforce, such as sending an email or updating a field.

5. Validation Rule: A validation rule is a set of criteria that ensures data entered into Salesforce meets specific requirements, such as a certain format or range.

6. Profile: A profile is a collection of settings and permissions that determine what a user can see and do in Salesforce.

7. Permission Set: A permission set is a collection of settings and permissions that can be assigned to individual users to grant them additional access or functionality.

8. Lightning Experience: Salesforce’s modern user interface, designed to improve user experience and productivity.

9. Reports and Dashboards: Reports are customizable views of your Salesforce data, while dashboards provide a visual display of key metrics and trends.

10. Sandbox: A sandbox is a copy of your Salesforce organization where you can test changes and new features before deploying them to your production environment.

These are just a few key terms to get you started on your Salesforce admin journey. Familiarizing yourself with these terms will help you navigate and manage your Salesforce organization more effectively.
#Salesforce #Admin #Key #Terms