Salesforce Associate Certification Exam
Questions And Answers
What is salesforce?
a customer relationship management solution that gives every business team- from sales and
marketing to commerce, service, and beyond- a single, shared view of every customer.
What is trailhead?
online learning platform
learning topics are organized into modules, which are broken up into units
to finish a unit you earn points by completing a quiz or challenge
trails are groups of modules that provide guided learning paths suited to specific roles or needs
Trailblazer Community
Where you connect with other trailblazers
Trailhead playground is an org that you can use for hands on challenges, learning new features, and
testing customizations
Salesforce help document
product documentation, glossary, and a release notes are posted in salesforce help
Trailhead academy
Expert led learning and credentials
Trailhead academy empowers businesses to develop expertise across their organization with expert
led learning and credentials that build and validate salesforce skills
salesforce values
a customer relationship management solution that gives every business team- from sales and
marketing to commerce, service, and beyond- a single, shared view of every customer.
Salesforce Customer 360
An integrated customer relationship management (CRM) platform that helps companies transform
their business by uniting their marketing, sales, commerce, service, and IT teams with a single, shared
customer view.
identify different salesforce customer 360 product offerings
*
differentiate between various job roles and career paths in the Salesforce ecosystem.
*
The salesforce ecosystem is made up:
Salesforce: the worlds no 1 CRM company
Customers: companies that use salesforce products
Partners: salesforce certified experts who work with customers and products and industries
Global search
, Related lists
include details and links to other records
User settings
Each user account contains at least the following: username, email address, user's first and last name,
license, profile, and role
Setup
Setup is where you go to customize, configure, and support your org. Setup home is a launchpad for
getting you where you want to go fast.
App launcher
how users switch between apps
Tab
the starting point for viewing, editing and entering information for a particular object
a tab can be associated with an object, a webpage, or a visualforce page
Object manager
Object manager is a one stop shop for managing all objects in your org. It lists standard objects, such
as account and contact, and custom objects taht you or another admin created. Access all objects and
their related settings such as fields, layouts, record types, buttons, links, and so on - from a single
entry point
Usernames
Each user has both a username and an email address. The username must be formatted like an email
address and must be unique across all Salesforce organizations. It can be the user's email address, so
long as it is unique.
User licenses
A user license determines which features the user can access in Salesforce. For example, you can
allow users access to standard Salesforce features and Chatter with the standard Salesforce license.
But, if you want to grant a user access to only some features in Salesforce, you have a host of licenses
to choose from. For example, if you have to grant a user access to Chatter without allowing them to
see any data in Salesforce, you can give them a Chatter Free license.
Profiles
Profiles determine what users can do in Salesforce. They come with a set of permissions which grant
access to particular objects, fields, tabs, and records. Each user can have only one profile. Select
profiles based on a user's job function (the Standard User profile is the best choice for most users).
Don't give a user a profile with more access than the user needs to do their job. You can grant access
to more items the user needs with a permission set.
Roles
Roles determine what users can see in Salesforce based on where they are located in the role
hierarchy. Users at the top of the hierarchy can see all the data owned by users below them. Users at
Questions And Answers
What is salesforce?
a customer relationship management solution that gives every business team- from sales and
marketing to commerce, service, and beyond- a single, shared view of every customer.
What is trailhead?
online learning platform
learning topics are organized into modules, which are broken up into units
to finish a unit you earn points by completing a quiz or challenge
trails are groups of modules that provide guided learning paths suited to specific roles or needs
Trailblazer Community
Where you connect with other trailblazers
Trailhead playground is an org that you can use for hands on challenges, learning new features, and
testing customizations
Salesforce help document
product documentation, glossary, and a release notes are posted in salesforce help
Trailhead academy
Expert led learning and credentials
Trailhead academy empowers businesses to develop expertise across their organization with expert
led learning and credentials that build and validate salesforce skills
salesforce values
a customer relationship management solution that gives every business team- from sales and
marketing to commerce, service, and beyond- a single, shared view of every customer.
Salesforce Customer 360
An integrated customer relationship management (CRM) platform that helps companies transform
their business by uniting their marketing, sales, commerce, service, and IT teams with a single, shared
customer view.
identify different salesforce customer 360 product offerings
*
differentiate between various job roles and career paths in the Salesforce ecosystem.
*
The salesforce ecosystem is made up:
Salesforce: the worlds no 1 CRM company
Customers: companies that use salesforce products
Partners: salesforce certified experts who work with customers and products and industries
Global search
, Related lists
include details and links to other records
User settings
Each user account contains at least the following: username, email address, user's first and last name,
license, profile, and role
Setup
Setup is where you go to customize, configure, and support your org. Setup home is a launchpad for
getting you where you want to go fast.
App launcher
how users switch between apps
Tab
the starting point for viewing, editing and entering information for a particular object
a tab can be associated with an object, a webpage, or a visualforce page
Object manager
Object manager is a one stop shop for managing all objects in your org. It lists standard objects, such
as account and contact, and custom objects taht you or another admin created. Access all objects and
their related settings such as fields, layouts, record types, buttons, links, and so on - from a single
entry point
Usernames
Each user has both a username and an email address. The username must be formatted like an email
address and must be unique across all Salesforce organizations. It can be the user's email address, so
long as it is unique.
User licenses
A user license determines which features the user can access in Salesforce. For example, you can
allow users access to standard Salesforce features and Chatter with the standard Salesforce license.
But, if you want to grant a user access to only some features in Salesforce, you have a host of licenses
to choose from. For example, if you have to grant a user access to Chatter without allowing them to
see any data in Salesforce, you can give them a Chatter Free license.
Profiles
Profiles determine what users can do in Salesforce. They come with a set of permissions which grant
access to particular objects, fields, tabs, and records. Each user can have only one profile. Select
profiles based on a user's job function (the Standard User profile is the best choice for most users).
Don't give a user a profile with more access than the user needs to do their job. You can grant access
to more items the user needs with a permission set.
Roles
Roles determine what users can see in Salesforce based on where they are located in the role
hierarchy. Users at the top of the hierarchy can see all the data owned by users below them. Users at
