Salesforce Platform Basics

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Follow the steps and earn the shiny badge of Salesforce Platform Basics

Unit -1
Get Started with the Salesforce Platform 

Challenge:

  • Create a field on the Contact object
  • Field data type: Currency
  • Field label: Loan Amount

The process to do:

  • Click the "Launch" option, the playground page opens.
  • In the right top corner select the gear symbol and select the "Setup" option.
  • Click the Object Manager tab and search the Contact object in the list and click on it.
  • Now, select the Fields & Relationships option. On the right side, find New option and click on it.
  • In the Field data type, select Currency and click Next.
  • In the Field Label, type"Loan Amount". Then click somewhere on the page, which helps to auto-populate the Field name as "Loan_Amount" 
  • Then click Next, Next, and Save. No need to do anything in-between.
  • Now check Challenge.


Unit - 2
Discover Use Cases for the Platform

Quiz:

1. When identifying processes to bring into Salesforce, look for

A) Manual processes with numerous steps
B) Email-driven processes
C) Teams using spreadsheets to run the business
D) Documents shared on local directories
E) All of the above

 2. Three use cases for Finance on the platform are

A) Help desk, Pricing, Facilities management
B) Vendor management, Transportation, Contract management
C) Budget management, Pricing, Contract management
D) Identity management, Billing management, Budget management
E) All of the above

Unit - 3

Understand the Salesforce Architecture

Quiz:

1. Our trusted, multitenant cloud means you get

A) The benefits of the same core set of features for all customers
B) Upgrades three times a year
C) No software to install to access Salesforce
D) All of the above

2. The Salesforce API is 

A) Like a contract between two pieces of software, allowing them to connect and exchange information
B) Not available for certain technologies such as wearables.
C) The exact same thing as an API name
D) Only for programmers to use

3. Metadata refers to 

A) Everything in your Salesforce org, including your customer and user data
B) A representation of your standard functionality, without customizations
C) Data about data
D) Configuration-based modifications only


Unit - 4

Navigate Setup

Quiz:

1. The Company Information page is where you can find

A) Your org ID
B) Licenses available and in use
C) Information on important limits such as data and file usage
D) All of the above

2. What are the three main categories in the Setup menu?

A) Object Management, Preferences, Groups
B) User Management, Settings, Security
C) Administration, Platform Tools, Settings
D) AppExchange, Profiles, Customizations

3. What is an easy way to find what you're looking for in the Setup menu?

A) Type the first few letters of what you're looking for in the Quick Find box
B) Click headings and subheadings until you find what you're looking for
C) Memorize what's in each category
D) Click one of the main categories in the Setup menu, then look at the page to the right


Unit - 5

Power Up with AppExchange

Quiz:

1. When you're getting started with AppExchange, a best practice is to

A) Install apps of interest right away
B) Request the top 3 apps from each department
C) Develop a plan, including budget, timing, and key department use cases
D) Install apps directly into production

2. When you want to find an app after you install it, what should you enter in the Quick Find box in Setup?

A) Installed Apps
B) Installed Packages
C) Installed Components
D) Installations
E) Apps