Certified Associate

Reports can be configured to personalize results based on filter data.

The first step in building a report to list all active contacts grouped by Account in Salesforce is to navigate to the Reports tab and click on “New Report”. Then, select the “Contacts and Accounts” report type and choose the desired fields, including the contact’s status and account name.

Salesforce operates on a form of software multitenancy. This means that a single instance of software (in this case, Salesforce) runs on a server that is able to serve multiple customers.

The username must be unique across all Salesforce orgs, including trial and Sandbox orgs. The username must be in the format of an email address, for example, jane@salesforce.com. The email used in your username need not function or match the email address used for the account. You can have the same email address associated with your account across multiple org.

Trailmixes are personalized learning methods that you create with your favorite trails, modules, projects, and Superbadges.

Service Cloud by Salesforce is one of the world’s most popular and highly rated customer service software solutions. Whether by phone, web, chat, or email, this customer support software enables agents and customers to quickly connect and solve customer problems.

The Trailblazer Community is a global network of millions of people who help each other along the journey of learning and succeeding with Salesforce

Both Trailhead Playgrounds and Developer orgs are free environments where you can practice your Salesforce skills. These environments are just for you to get hands-on experience, and do not affect any live environments. You should not practice within a live environment, also known as a Production org.

Salesforce operates on a form of software multitenancy. This means that a single instance of software (in this case, Salesforce) runs on a server that is able to serve multiple customers.

Salesforce Trailhead is an online learning platform that offers a wide range of self-paced, interactive modules and trails covering various aspects of Salesforce. It provides a hands-on learning experience with practical exercises and quizzes to reinforce knowledge. The IT administration team can access Trailhead to learn and gain proficiency in Salesforce at their own pace.

In addition to Trailhead, Salesforce also offers instructor-led training workshops.

Salesforce Nonprofit Cloud brings together a set of capabilities, specifically designed to support Nonprofits. Features include fundraising, grant-making, program management, marketing and engagement, please nonprofit operations. The Health Cloud enables the management of the healthcare vertical by putting the patient at the center and supporting patient-related processes.

Business Analysts focus on business-improvements and project successes. They guide businesses to improve processes and efficiency by making actionable recommendations. They communicate between IT and business stakeholders to ensure all involved work together to achieve the best results.

Salesforce Nonprofit Cloud brings together a set of capabilities, specifically designed to support Nonprofits. Features include fundraising, grant-making, program management, marketing and engagement, please nonprofit operations.

Salesforce Objects are database tables that allow you to store data specific to an organization. Salesforce objects are of two types: Standard Objects: Standard objects are the kind of objects that are provided by salesforce.com such as users, contracts, reports, dashboards, etc

List views can be created, clone and make them visible for a team or for the creator. In this case, it is better to leave the one everyone can see and create one specific (clone) with the filters needed for the creator.

Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. They also help determine which fields are visible, read only, and required. Use page layouts to customize the content of record pages for your users.

Salesforce Console apps are a tab-based workspace suited for fast-paced work environments. Manage multiple records on a single screen and reduce time spent clicking and scrolling to quickly find, update, and create records.

Timezone can be configured for both users and org independently. In this case as the associate has changed location, we would need to change the Personal Information.

Get more control over your search results by using wildcards and operators in your searches. Using wildcards and operators in your searches can ensure you’re seeing all applicable records in your search results. Learn how to use them and their limitations.

The Lightning App Builder is a point-and-click tool that makes it easy to create custom pages for the Salesforce mobile app and Lightning Experience, giving your users what they need all in one place. The Lightning App Builder is also a one-stop shop for configuring Lightning apps.

Company Information provides a global view of the usage of the environment (org) including number of licenses and users using those.

Any Salesforce user can personalize the tab account list by using the pencil icon and selecting and ordering the ones they need.

A salesforce user can collapse the different sections of the record page, so they can access quickly and get the info quicker without scrolling down.

We can create a Roll-Up Summary field on the Account object, and filter it so that it only calculates Opportunities where the Stage is equal to Closed Won.
A Roll-Up Summary field is a field that aggregates child record information into the parent record.

Account hierarchies enable you to relate Accounts to each other in a hierarchical order. Users can create a hierarchy by completing the Parent Account field on the Account record.

An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process.

The activity module allows to tracking of all interactions a record has had over time.

Permission Set Groups allow you to bundle Permissions together, simplifying permission set management.

Schema builder represents all object relationships in a graphic way, including fields.

When a record on the master account relationship is deleted, all related children records will be deleted.

Profiles determine the security access to fields. At the same time, different page layouts can be assigned to different profiles with different fields included.

The best way is to set up a default value, so when a record is created it comes with that default value unless the user changes it.

We can create a Roll-Up Summary field on the Account object, and filter it so that it only calculates Opportunities where the Stage is equal to Closed Won.
A Roll-Up Summary field is a field that aggregates child record information into the parent record.

Salesforce help is the Salesforce document center for any official question any user or admin might have.

Salesforce allows to export report data in excel and csv.

Contact is the standard object related to Accounts, so you can track all your client contacts in one place.

A field can be made mandatory in multiple ways! However, in our example, the correct method is to use a Validation Rule to not exceed certain values.

Sales Cloud is the CRM module of Salesforce where lead management, account management, opportunity management and forecasting are managed. Salesforce platform brings out-of-the-box tools to import and migrate data

Custom report types are created by users only when the requirements are not met by a standard report type. Otherwise, a standard report type should be used. The primary object of a custom report type can be defined according to the requirement, and up to 3 objects can be related to it. Fields that are irrelevant can be hidden and prevent them from being used.

The ‘My Favorites’ feature allows users to bookmark pages or create shortcuts to quickly access pages in the Salesforce platform, such as individual records of standard/custom objects, Lightning App pages, Visualforce pages, list views, Chatter groups, dashboards, reports, as well as dashboard/report folders.

A filter logic that combines the criteria of the stage and amount fields using the OR operator should be used. This will ensure that the report only displays Opportunities that meet either criteria.

The Today page is a dashboard that includes a list of modules, trails, and trailmixes in progress, a feed of recent community posts, and recommended learning content. This page is designed to help users stay on track with their learning goals, stay in touch with the Trailblazer community, and discover new learning content that aligns with their interests and goals.

Field-level security allows fields to be hidden or made read-only via profile.
If the field-level security is set as hidden, then the field will not be visible in page layouts, search results, list views, related lists, or reports.

The ‘My Settings’ page lists all the features a user can customize and personalize on Lightning Experience in Salesforce. It includes options to set an email signature and select default record types for available objects. A user can navigate to the ‘My Settings’ page through the ‘Settings’ option under the user’s username at the top right corner of the Salesforce page.

Organization-wide sharing defaults are used to set the baseline access to records in an organization. If the access level on the Opportunity object is set to Public Read Only, all users can view and report on records but not edit them. Only the owner and users above that role in the hierarchy can edit those records.

Kanban provides a visual representation of records that can be easily dragged and dropped to different stages. This feature helps sales representatives to manage their leads, for example, more efficiently by providing a clear overview of their lead pipeline and identifying which leads require follow-up. With Kanban, they can easily move leads to different stages in a visually appealing manner, making it a useful tool for any sales team looking to optimize their lead management process.

A production org is where the real data of the company exists. A sandbox org is a nearly identical copy of the production org used for development and testing.

Trailmix is a feature provided by Salesforce, that allows users to curate and share resources such as tutorials, videos, and guides to help learners gain a more comprehensive understanding of the platform.

Salesforce Service Cloud is a CRM that assists a business’s customer support team. It helps customers get in touch with a company via email support, live chat or phone, and then helps the customer agent find and process a resolution to the customer’s issue. Support requests are typically managed using the Case object.

Directing customers towards self-service options such as help articles and forums is a great way to make cost savings and reduce the workload on support teams. With Experience Cloud, you can create portals, forums, websites, and help centers, built directly on the Salesforce platform, and seamlessly integrate with all your CRM data.

MuleSoft allows IT teams to integrate data from any system and automate complex tasks and processes.
MuleSoft was a key acquisition for Salesforce in 2018 – their platform gives you the chance to easily connect to any system using a myriad of out-of-the-box connectors.

A field can be made mandatory in multiple ways! However, in our example, the correct method is to make the field Universally Required which ensures it is completed on every record.

Universally Required

When you create a field, you can make it universally required (required on every record) by ticking ‘Required’

Roles and the role hierarchy control what users can see in your Salesforce org.

Roles are designed to increase data visibility, opening up access to Salesforce records.

There are two ways to increase data visibility via roles, essentially superseding (pushing past) the organization-wide default:

The role hierarchy
Settings on the role

The organization-wide default sets the base level of access to an object. For example, if Opportunities are set to Private, this means that users will only see Opportunities they own or those owned by their subordinates.

The OWD should always support your most restrictive requirements, so if even a single user should not see Opportunity records they do not own, then the OWD for Opportunities MUST be set to Private.

Profiles control what a user can do in Salesforce. Roles and Organization-Wide Defaults control what a user can see e.g. records.

Regardless of record access, a user first needs permission to access an object. Without object access, a user will not be able to view any records of that object type. Profiles control what users can do in your Salesforce org; this can be referred to as CRED:

C = create

R = read

E = edit

D = delete

Account Teams can be used to facilitate sharing and collaboration, by granting Salesforce users Read or Read/Write permission to an Account, its related Opportunities and related Cases.

Salesforce Junction objects give you a way to create a Many-to-Many relationship between Salesforce objects. They are created using a custom object and then relating two other objects via two Master-Detail Relationships.

When the parent (master) record in a Master-Detail relationship is deleted, all child records will also be deleted.

A Roll-Up Summary field can be created. By using the MIN of all Created Dates on related Opportunities, we will be presented by the earliest date an Opportunity was created related to an Account.
A Roll-Up Summary field is a field that aggregates child record information into the parent record.

Rollup-Summary fields are only available for the parent object in a Master-Detail relationship.

A Formula field can be used to automatically calculate the commission, based on the Opportunity Amount.

A Currency field would require manual calculation and input.

A Roll-Up Summary field is one that aggregates data from a child object to a parent object that shares a Master-Detail relationship.

The AppExchange is an enterprise cloud marketplace with over 7000 apps and certified consulting organizations. Apps and pre-built solutions can help you quickly extend Salesforce’s functionality.

There are two types of programming: Imperative programming and declarative programming.

Imperative programming is what is typically known as code-oriented programming. This is typically done by a Salesforce Developer.

Declarative programming means to program using click or drag and drop functionality, also known as “clicks not code”. This is typically done by Salesforce Administrators.

Salesforce operates on a form of software multitenancy. This means that a single instance of software (in this case, Salesforce) runs on a server that is able to serve multiple customers.

Due to the nature of multitenancy and the fact we are sharing resources, “governor limits” are in place to ensure that no single customer can monopolize the shared resources that are allocated.

“Salesforce is a customer relationship management solution that brings companies and customers together. It’s one integrated CRM platform that gives all your departments – including marketing, sales, commerce, and service – a single, shared view of every customer.”

Salesforce Customer 360 is “the full breadth of the Salesforce portfolio, including core applications, platform, services, and connected ecosystem.”

“It’s an integrated customer relationship management (CRM) platform that helps companies transform their businesses by uniting their marketing, sales, commerce, service, and IT teams with a single, shared customer view.”

Certifications are maintained via Trailhead.

Both Trailhead Playgrounds and Developer orgs are free environments where you can practice your Salesforce skills. These environments are just for you to get hands-on experience, and do not affect any live environments. You should not practice within a live environment, also known as a Production org.

CRM stands for Customer Relationship Management.

Salesforce Nonprofit Cloud brings together a set of capabilities, specifically designed to support Nonprofits. Features include fundraising, grant-making, program management, marketing and engagement, please nonprofit operations.

Sales Cloud is Salesforce’s flagship product – it was released when the company was founded back in 1999, and has the largest share of any CRM available today.

Sales Cloud’s primary focus is to help companies accelerate their sales cycle by providing tools to manage leads, opportunities, businesses, and individuals they are working with. Primarily aimed at B2B businesses, Sales Cloud has features such as quoting, product management, and forecasting for sales managers.

TDX stands for TrailblazerDX. However, it was previously known as TrailheadDX.

TrailblazerDX is specifically designed for those working in more technical roles on the Salesforce platform. Whether you’re building apps on Customer 360 or integrating with MuleSoft, TrailblazerDX is all about learning, connecting, having fun, and giving back to the community. TrailblazerDX is also held in San Francisco but is smaller than Dreamforce.

You post and vote on suggested enhancements to the Salesforce platform via the IdeaExchange.

“Trust” is Salesforce’s number 1 value. Part of their commitment to trust is enabling all customers to access a site that contains real-time information on system performance, security and planned maintenance.

You can visit trust.salesforce.com at any time and find this information for each instance.

Unique Count is a function that enables you to identify how many distinct values there are in a column. Let’s say you have a report of 100 Opportunities and you want to understand how many unique Accounts are in the report. It’s unlikely that there are 100 Accounts as Accounts could have 1 or more Opportunities. Using Unique Count, we might discover that we have 100 Opportunities and 50 unique Accounts.

Conditional formatting can be used to highlight different summarized values or data ranges.

A fixed dashboard is one where the ‘View Dashboard As’ setting is fixed to a specific user. This is achieved by selecting ‘Another Person’ and choosing a specific user in the ‘View Dashboard As’ section.

This means that when users view the dashboard, they will view the data the ‘viewing as’ user has access to, potentially granting them visibility of data they wouldn’t usually have sight of.

To view Opportunities by Account, you should add a grouping to “Group Rows” and select “Account Name”. Grouping allows you to do things such as view the combined Opportunity Amount per Account.

A Joined Report in Salesforce combines reports that have different report types, within a single view. Salesforce Joined Reports appear like one single report so that you can get a more holistic data view.

In the Lightning Report Builder, you add report blocks, and then define the filters for each block. You can use both standard and/or custom report types as report blocks.

Tabular reports are similar to a spreadsheet. Tabular reports can be used to create lists of records or a list with a single grand total. Tabular reports should be used where no grouping is required.

Users that should no longer have access to Salesforce should have their user records deactivated. There is no option to delete user records. In some circumstances, an Administrator may temporarily freeze a user before deactivation.

Data is stored in Records. Records are created for each Account, Contact, Lead, Opportunity, and so forth.

A Record will hold data such as Name, Address, Status, or Amount depending on what information you gather.

The default locale and timezone for an org is set on the Company Information page. An Administrator can set a different locale and timezone when creating or editing a User record.

Users can change their locale and timezone via the Language and Time Zone settings in their Personal Settings. The locale controls the language and format of date and time, address, currency, name, and number fields.

In this example, only a small number of users require a different locale and timezone so the company defaults should remain. Whilst the Administrator could manually update the language settings for each user, it would be best practice to show the users how they can change their own locale and timezone settings in Personal Settings

My Email Settings allows users to create an email signature.

Additionally, you can dictate your email preferences including Name, email address to use as a return address, and the option to automatically BCC emails to your return address.

A Public Group can be created by an Administrator or Delegated Administrator. A Public Group can consist of individual users, other groups, or the users in a particular role or territory and their subordinates. Once a Public Group is created, all Salesforce users can then use the group to share.

Quick Find within Setup allows you to search for any Setup page using a keyword. As you type your keyword/s, results will appear.

Setup is where you’ll go to customize and configure your Salesforce org. This is where much of a Salesforce Admin’s day is spent. Within Setup, you can manage users, check your company information such as licenses, edit out-of-the-box functionality, as well as create new functionality such as automation.

To locate the recycle bin, click on the App Launcher. You can either scroll down to see all items, including the recycle bin, or type “Recycle Bin” in the search box.

When using the global search bar, a user can choose to filter by a specific object.

There are 3 sharing settings for list views:
-Only I can see this list view
-All users can see this list view
-Share list view with groups of users

Access to reports and dashboards is controlled by folder access. To prevent a user from viewing a specific dashboard you will need to remove their access to the dashboard folder.

A field can be made mandatory in multiple ways! However, in our example, the correct method is to use a Validation Rule.
Universally Required
When you create a field, you can make it universally required (required on every record) by ticking ‘Required’:

We can control record-level access in 4 ways:

Organization-wide default (OWD) defines the default level of access. The OWD should always be your most restrictive use case. For example, if even a single user should not be able to view other user’s Opportunities then the OWD for Opportunities MUST be set to ‘Private’.

The role hierarchy extends record access to users higher in the hierarchy. This is great for teams as it can allow team managers to view their subordinate’s records.

Sharing rules can be created to grant additional record access to certain users or groups of users. For example, if Opportunities are private but your Sales Support team should have access to all Opportunities, you could use a sharing rule to grant them access.

Manual sharing allows the owner of a record to share it with other users. This is perfect for times when sharing cannot be automated or is a one-off.

Within Profiles you can determine several session and security settings including:

Session Settings – determines when a session will time out after a period of inactivity
Password Policies – such as how often passwords expire or the minimum password length
Login Hours – prevents users from logging in outside of specific hours
Login IP Ranges – determines where users can log in from

Trusted IP Ranges control login access for an organization; in our scenario, we only want to apply Login IP Ranges for the Recruitment profile.

You can restrict the Login IP Ranges for the Recruitment profile. From the profile, go to the ‘Login IP Ranges’ section and click ‘New’.

Account hierarchies enable you to relate Accounts to each other in a hierarchical order. Users can create a hierarchy by completing the Parent Account field on the Account record.

Accounts and Contacts have a Lookup Relationship! However, these standard objects do behave in a similar way to those with a Master-Detail Relationship since the record access for Contact can be set to ‘Controlled by Parent’.

Invoice is not a standard object. Standard objects include Lead, Account, Contact, Opportunity and Case.

Permission Set Groups allow you to bundle Permissions together, simplifying permission set management.

A Validation Rule can make a field required when it meets certain criteria. In our example, the Stage must be Closed Lost and the Closed Lost Reason blank.

A required field is always required and is therefore not appropriate. Field dependencies could make the Closed Lost Reason field only available when the Stage is set to Closed Lost, however it would not make the Closed Lost Reason required.

When you convert a Lead in Salesforce you create an Account, a Contact and optionally, an Opportunity.

Salesforce dashboards present multiple reports side-by-side using dashboard components on a single dashboard page layout.

Companies that provide Apps or Consulting Services in the Salesforce ecosystem are known as “Partners”.

Business Analysts are the people in your organization who are asking ‘why’ – why a process happens the way it does – to understand what the business needs from its technology.

Salesforce operates on a form of software multitenancy. This means that a single instance of software (in this case, Salesforce) runs on a server that is able to serve multiple customers.

Salesforce Customer 360 is “the full breadth of the Salesforce portfolio, including core applications, platform, services, and connected ecosystem.”

Salesforce believes that business can be a platform for change. They participate in Pledge 1%, a 1-1-1 model that means they commit 1% of their employees’ time, 1% of their equity, and 1% of their product to nonprofits.

Salesforce delivers new and enhanced features via three releases per year – Winter, Spring and Summer.

El entorno gratuito de aprendizaje de Salesforce se llama Trailhead.

Both Trailhead Playgrounds and Developer orgs are free environments where you can practice your Salesforce skills. These environments are just for you to get hands-on experience, and do not affect any live environments. You should not practice within a live environment, also known as a Production org.

Salesforce CPQ was obtained through the Steelbrick acquisition back in 2015, and stands for “Configure, Price, Quote.” It enables customers to go beyond the rudimentary functionality of Opportunities Products & Quotes and allows them to sell complex sets of Salesforce products.

CPQ has features such as product and price rules that help sales users build accurate quotes with complex sets of products and a quote generation engine.

A Salesforce User Experience Designer is focused on building “visual interfaces for intuitive, human-centered experiences built on the Salesforce platform.”

Dreamforce is Salesforce’s main conference that takes place in San Francisco annually. Attracting 170,000+ attendees.

On your Trailblazer Community Feed is the option to ask Questions. Got stuck setting up a new feature or have a question? Post your question on the Answers Community to get help and support from your fellow Trailblazers.

Salesforce operates on a form of software multitenancy. This means that a single instance of software (in this case, Salesforce) runs on a server that is able to serve multiple customers.

Due to the nature of multitenancy and the fact we are sharing resources, “governor limits” are in place to ensure that no single customer can monopolize the shared resources that are allocated.

A Bar chart or Column chart would both be appropriate to compare values.

A gauge component can be used to display progress to a fixed target. In the following image, we have created a gauge component on a dashboard that shows the opportunity amount vs a fixed sales target.

Dashboards have a timestamp that tells you when they were last refreshed. To update a dashboard to see the latest data, press “Refresh”.

You can easily categorize report records without creating a formula or a custom field by bucketing them. When you create a bucket column, you determine categories (buckets) used to group report values. For example, you might bucket ‘France’, ‘Germany’ and ‘Spain’ into a ‘Europe’ bucket or categorize the opportunity likelihood of winning based on ‘Probability %’ as ‘Low’, ‘Medium’ or ‘High’. You can sort, filter, and group by bucket columns.

When you subscribe to a dashboard, the schedule frequency can be set to Daily, Weekly or Monthly.

Summary reports allow users to group rows of data, view subtotals, and create charts. You can use this type for a report to show subtotals based on the value of a particular field.

In this scenario, the user should reset their own password by clicking ‘Forgot Password’ on the login page. There is no need for an Administrator to do this for them.

The user will be unable to change their own password by logging in to Salesforce and going to Change My Password in Personal Information because they cannot currently log in!

Accounts, Contacts, and Opportunities are all examples of objects in Salesforce. Objects are used to organize your record data. For example, the Contact object presents all of your Contact records.

In Lightning Experience, users can choose either the Activity Timeline or Related Lists as their Default Activities View.

My Email Settings allows users to dictate their email preferences including adding their Name, and email address to use as a return address, and the option to automatically BCC emails to their return address.

The correct path to create a new custom field on the Account object is: Setup > Object Manager > Account > Fields & Relationships > New

Within Company Settings, Company Information, provides details of your Salesforce org including licenses.

Users may click the pencil icon next to the Navigation Bar to make changes. They can add and reorder items, plus rename and remove items depending on their permissions. Users cannot rename or remove default items that have been defined by the Salesforce Administrator.

You can view and edit assigned Apps in Profiles. A default App may also be configured per Profile.

Favorites allow you to quickly access important information such as records, reports, lists or groups in Salesforce.

From a List View, users can switch to Split View, which will enable them to view a list of records as well as a record side by side. In Split View, users can edit the record detail without leaving the list or having to navigate back and forth.

The three access levels you can grant to Report & Dashboard folders are Viewer, Editor and Manager. There is no Public option.

A field can be made mandatory in multiple ways! However, in our example, the correct method is to make the field required at the page level since we know we have different page layouts for Customers and Competitors.

The organization-wide sharing default access for the Opportunity object should be ‘Private’ as only some of the users require read access. The organization-wide default is your baseline and should always be the most restrictive use case, we can then open up access via sharing rules, etc. So, if even a single user does not have visibility of some records, the OWD for that object should be Private.

The extra permissions are only for a small number of users so we should use Permission Sets and not a new Profile! In addition, since there are a number of Permission Sets, we can also use a Permission Set Group to bundle the permissions together and easily assign them to each Super User.

We can control record-level access in 4 ways:

Organization-wide default (OWD) defines the default level of access. The OWD should always be your most restrictive use-case. For example, if even a single user should not be able to view other user’s Opportunities then the OWD for Opportunities MUST be set to ‘Private’.

The role hierarchy extends record access to users higher in the hierarchy. This is great for teams as it can allow team managers to view their subordinate’s records.

Sharing rules can be created to grant additional record access to certain users or groups of users. For example, if Opportunities are private but your Sales Support team should have access to all Opportunities, you could use a sharing rule to grant them access.

Manual sharing allows the owner of a record to share it with other users. This is perfect for times when sharing cannot be automated or is a one-off.

As the additional delete permission is only for a single user, there is no need to create another custom profile. It would be more efficient to create a permission set that includes the ability to delete Account records and assign them to Steve.

An object can have 2 Master-Detail Relationships.

A default value can be set which automatically inserts the specified value whenever a new record is created. Users can still select a different picklist value if desired.
A global value set can be used to share and restrict values across objects and custom picklist fields.
A dependent picklist controls what values in a field are available based on the value of another field.

Multi-Select Picklists allow users to select multiple values from a predefined list.
A Picklist field only allows a user to select one value from a predefined list.
A Lookup allows a user to link the current record to another record in Salesforce.

We can create a Roll-Up Summary field on the Account object, and filter it so that it only calculates Opportunities where the Stage is equal to Closed Won.
A Roll-Up Summary field is a field that aggregates child record information into the parent record.

In Salesforce, Contacts are associated with Accounts. Contacts represent the individuals you work with at a company (Account). Perhaps the key decision makers, finance or procurement. 

The Report Builder preview shows a maximum of 20 rows for summary reports (grouped by rows) and matrix reports (grouped by columns), and 50 rows for tabular reports (no groupings).

The associate can share report folders with users, groups, roles, or territories.

A report can include up to 5 custom summary formula fields. This limit is hard-coded and cannot be increased.

A dependent picklist filters values for one picklist based on a selection from another picklist or a checkbox (the controlling value) on the same record.

Dynamic Forms allow you to display fields and sections on a page layout individually like a component so that users only get what they need.

A formula is an algorithm that derives its value from other fields, expressions, or values. Formulas can automatically calculate the value of a field based on other fields.

Salesforce uses the information stored in the lead record to create a business account, a contact, and an opportunity.

Global search can produce lots of search results. Filter and sort results to find results quickly.

View login history or locked status on the user record.

A Salesforce developer has the technical and admin skills to extend the platform and customize those functionalities that cannot be implemented out of the box

Use a sandbox for development, testing, and training to avoid compromising the data and applications in a production org.

Salesforce delivers new and enhanced features via three releases per year – Winter, Spring and Summer.

AppExchange is the leading enterprise cloud marketplace. Drive results fast and extend your Customer 360 from anywhere — across every industry, department, and product — with proven apps and experts.

The Kanban view organizes a set of records into columns to track work at a glance.

Use My Favorites to quickly access important records, lists, groups, and other frequently used pages.

Solution architects design domain-specific, multi-cloud solutions on the Salesforce Platform that power personalized, frictionless customer experiences that maximize business value.

Use a sandbox for development, testing, and training to avoid compromising the data and applications in a production org.

Use Experience Cloud to empower customers and collaborate with partners through creating a dedicated private website.

Product documentation, a glossary, and release notes are posted in Salesforce Help.

Help your home healthcare organization optimize its operations with the new Home Health feature in Health Cloud. Collect and store patient preferences for services and care resources.

You can easily categorize report records without creating a formula or a custom field by bucketing them. When you create a bucket column, you determine categories (buckets) used to group report values. For example, you might bucket ‘France’, ‘Germany’ and ‘Spain’ into a ‘Europe’ bucket or categorize the opportunity likelihood of winning based on ‘Probability %’ as ‘Low’, ‘Medium’ or ‘High’. You can sort, filter, and group by bucket columns.

A Salesforce dynamic dashboard is a single dashboard that lets you show key information to several different types of stakeholders like employees, CEOs, CFOs, clients, and customers, depending on their permissions and needs, without working to create different dashboards for each one

A ‘running user’ allows impersonating a user’s view when launching a dashboard to see what that person would see.

Use matrix charts to create a table that represents measures visually, allowing you to quickly spot extreme values.

Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record.

Salesforce business analyst is a project-based, business-improvement role. Business analysts help guide businesses to improve business processes and efficiency in Salesforce. They elicit, document, and analyze requirements around business challenges, and then produce data-driven solutions.

A roll-up summary field calculates values from related records, such as those in a related list.

An Account Team is simply a group of users working on an account together.

Schema Builder provides details like the field values, required fields, and how objects are related by displaying lookup and master-detail relationships.

A group consists of a set of users. A group can contain individual users, other groups, or the users in a particular role or territory. It can also contain the users in a particular role or territory plus all the users below that role or territory in the hierarchy.

A Lightning Record Page is a collection of several components within a single web page.

A Salesforce admin manages core responsibilities including supporting users, managing data, maintaining security standards, and delivering actionable analytics.

Salesforce customers are the end users using all Salesforce functionalities such as Sales, Service, Marketing, etc

Slack is chat software that was acquired by Salesforce. Its main purpose is to empower professional communications and community platforms.

Salesforce Experience Cloud lets you create branded digital experiences to share information and collaborate with people who are key to your business proc.

A Salesforce Dashboard is a simple way to visualize key data from either one or multiple Salesforce reports.

Salesforce reports are a list of filtered records.

Salesforce objects are database tables that permit you to store data that is specific to an organization.

Records collect data for a specific function such as leads, accounts, contacts.

Salesforce is a well-known CRM (Customer Management Relationship) whose main functions are generating/managing leads and sales accounts.

Salesforce is a company that makes cloud-based software designed to help businesses find more prospects, close more deals among other activities.

It’s an application marketplace that encompasses experts and applications that expand Salesforce’s standard functionality.

A sandbox is a copy of your organization in a separate environment that you can use for a variety of purposes, such as testing and training.

You can add custom fields to standard and custom objects in Salesforce, allowing you to infinitely customize your organization.

A custom object tracks and stores data that’s unique to your organization.

Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record.

Lookup
Links two objects together. Lookup relationships are similar to master-detail relationships, except they don’t support sharing or roll-up summary fields. With a lookup relationship, you can:
Link two different objects.
Link an object with itself

Master-detail
Closely links objects together such that the master record controls certain behaviors of the detail and subdetail record.

Picklists offer a selection of options available for specific fields in a Salesforce object, such as a list of regions. Users can then choose a single value from a list of options rather than make an entry directly in the field, which cuts down on errors and helps keep data clean.

Formula fields are custom fields that automatically provide results based on records and related records.

View, edit, and create records from a list. List views are a great way to sort, prioritize, and analyze the records that are most important to you.

Approval processes take automation one step further, letting you specify a sequence of steps that are required to approve a record.

Roles are a way to group users and define their access to data. Profiles are a way to group users and define their access to the functionality of Salesforce.

A permission set is a collection of settings that can be assigned to users to grant them access to certain features or data.

Roles are a way to group users and define their access to data. Profiles are a way to group users and define their access to the functionality of Salesforce.

A permission set is collection of settings that can be assigned to users to grant them access to certain features or data.

A gauge component can be used to display progress to a fixed target. In the following image, we have created a gauge component on a dashboard that shows the opportunity amount vs a fixed sales target.

As its name explains, if we want to show a chart to represent data, we should use Chart dashboards.

There are mainly 4 types of reports in Salesforce – tabular, summary, matrix, and joined reports.