STUDY NOTES + GLOSSARY TERMS 100%
CORRECT AND UPDATED!!
,This is the upgraded version of excel, Google Sheets and spreadsheets. This
ecosystem allows you to check in with clients automatically based on where they are in
the customer journey.
This is a place where you will not have to worry about losing customer data.
This is the leading CRM (Customer Relationship Management) provider with many
products to help serve your customer. - ANSWER What is the Salesforce Ecosystem?
These permissions allow stakeholders to keep their deals, cases and opportunities
private and away from others that do not have a need to see the information. -
ANSWER What do the Salesforce security permissions do?
This is an example of an environment where you have your dedicated space yet you
share internal resources with other 'tenants' within your org. Everyone's permissions
and objectives can all be different.
It defines the salesforce ecosystem. - ANSWER What is a Salesforce multi-tenant
environment?
These are real-world scenarios with questions and playground challenges for specific
learning objectives. - ANSWER What are Superbadges?
These are week-long classes taught by other trailblazers.
It is best to attend if sponsored by your company because it cost a couple of thousand
dollars to participate. - ANSWER What is the Trailhead Academy?
This is Salesforce's solution that connects all information about the customer in an
easy-to-access system.
It is a way of connecting all the products Salesforce has to create one holistic view of
the customer journey and experience. - ANSWER What is Salesforce Customer 360?
This product is the most fundamental cloud that connects leads and opportunities. It
provides info about the deals that are being sold within your org. It contains every step
of the sales path.
, This cloud and sales cloud have some overlap. Depending on the company's selling
process, you can understand the ROI of different marketing efforts within your org. -
ANSWER What is the Salesforce Marketing cloud?
This product is for building secure websites, portals, and
apps with connected data quickly.
It lets you create a social platform for customers to engage with your brand
→ it creates a site and content
backend that is operated by Salesforce.
It has a community portal for members to log in. - ANSWER What is the Salesforce
Experiences cloud?
This product is for selling B2B or B2C.
It has a green shopping cart icon that focuses on B2C transactions. Basically, it is e-
commerce shopping that leads back to a Salesforce org to fulfill and ship orders.
It is similar to Shopify. - ANSWER What is the Salesforce Commerce cloud?
This product does enterprise-level analytics on
your customer data.
It is a part of Salesforce 360. It uses all the orgs data to come to AI conclusions that are
better and faster solutions for the org. - ANSWER What is Einstein Analytics?
This product is used to integrate systems.
It is an automation platform that pulls from different APIs and systems that puts
information in one central place for analytics and integration. - ANSWER What is
Mulesoft?
This product is used to connect the Patient Journey for Healthcare Providers.
It is a patient centric model for the healthcare industry that is more secure. It keeps up
with appts, follow ups, prescriptions and makes it easier to remain HIPPA compliant. -
ANSWER What is Health cloud?
This product is used to track, report, and analyze