What is a Salesforce cheat sheet?
This cheat sheet will be a quick reference to Salesforce keywords, variables, syntax, and all the other basic concepts that you must know to get started with Salesforce. If you are having a hard time remembering all the features and functionalities that are provided by Salesforce, then this Salesforce cheat sheet is exactly what you need!
What is Salesforce and how does it work?
More than just the name of a company, Salesforce is also the name of the “cloud” (set of computing services available through a network). Salesforce offers a wide variety of products that help you in customer relationship management (CRM), as well as integrate with multiple systems.
How do I navigate Salesforce?
When you log in to Salesforce, you begin at the Home page, which looks similar to other users’ Home pages. However, the tasks and events are specific to you and your company: Tabs: Click the tabs at the top of the page to navigate Salesforce. When you click a tab, the tab’s list view page appears.
Where do I start when I log in to Salesforce?
When you log in to Salesforce, you begin at the Home page, which looks similar to other users’ Home pages. However, the tasks and events are specific to you and your company:
Can you cheat on the Salesforce exam?
Clearly, that's an extremely easy way to get a Salesforce certification, which is what makes them intriguing. However, it's also cheating – and at the end of the day, it's not going to help you at all in actually becoming better at Salesforce.
How do I pass a Salesforce exam?
Study the Best Trailhead Modules for the Salesforce Administrator Certification Exam. ... Use Focus on Force to Study for the Salesforce Administrator Certification Exam. ... Take the Official Salesforce Certification Administrator Prep Exam. ... Get Support from Other Salesforce Trailblazers.
How do I crack Salesforce certification?
1:4810:18Tips to crack the Salesforce Administrator Certification exam in ...YouTubeStart of suggested clipEnd of suggested clipYou need to learn all of them. And you need to master all of them in order to like completely set upMoreYou need to learn all of them. And you need to master all of them in order to like completely set up or implement the security. Model for a particular.
What is the fastest way to pass Salesforce Admin exam?
0:525:19Pass Your Salesforce Administrator Certification Exam With These Tips!YouTubeStart of suggested clipEnd of suggested clipTowards put it on the calendar. Schedule that exam. Number three study buddies find some studyMoreTowards put it on the calendar. Schedule that exam. Number three study buddies find some study buddies you can find study buddies all over the place you can go on the trailblazer.
How hard is the Salesforce exam?
How hard is a Salesforce Admin Certification exam? The pass mark is 65%, meaning quite a high level of knowledge is required to be successful in this exam. The test consists of 60 multiple-choice questions, which means you must get at least 39 correct to pass.
What happens if you fail a Salesforce exam 3 times?
Lastly, if you fail your third attempt within a release cycle, you must wait until the next release cycle begins before registering for the exam again. Attempts will reset at the beginning of the next release cycle. So, you can take the same exam 3 times within one release cycle.
What is the pass percentage for Salesforce certification?
65%Passing score: 65%
What happens if you fail Salesforce certification?
Despite successfully passing, a Salesforce certified individual must complete a Trailhead maintenance module to maintain their certification. Failing to do so will cause any certificates to expire and have to be retaken.
Is the Salesforce Admin exam hard?
Considering the significant advantages of becoming a Salesforce Certified Admin, obtaining the certification is not that hard. The majority of the aspirants managed to pass the exam with more than 70% marks with just six months of dedicated preparation.
Is a Salesforce certification worth it?
Regardless of what role you are in, Salesforce certifications are worth it because they: Give confidence to someone putting their trust in you, be that employers or customers. Command a higher salary. Give you the confidence to go forth and configure based on a foundation of knowledge.
Can you use notes on the Salesforce Admin exam?
Review your questions and answers from every mock exam. Add any notes to your Salesforce admin study guide you'll need to remember for the real exam.
How long does it take to study for Salesforce admin certification?
On average, it takes 6 weeks to get Salesforce Certified. But the time to prepare for a Salesforce certification depends on the experience of the individual. If you are completely new to Salesforce you have to spend a minimum of 10hrs/week and it takes 6 weeks to be ready for the Salesforce admin certification exam.
What happens when you buy Salesforce?
When you purchase Salesforce, your org receives a specific number of user licenses such as Salesforce or Chatter Free user licenses. Each user that is created is assigned a license which defines:
What are some examples of Salesforce?
Examples of these are: Sales Cloud, Service Cloud and Marketing Cloud. As a cloud service modality, all are classified as Software-as-a-Service (SaaS). Salesforce also includes predesigned applications or apps to meet specific needs in the CRM.
How to change password on free trial?
From your personal settings, enter Password in the Quick Find box, then select Change My Password or “Profile” in the Settings option select “Change my password”.
What is sales cloud?
Sales Cloud is performance management software built for salespeople. This software can optimize business processes and increase the chances that leads will become customers thanks to a personalized guide created by the software to help guide customers through the conversion funnels. It is designed to cover the entire sales process from start to finish, allowing sales reps to work faster and smarter. It can store and organize data including leads, accounts, contacts, contracts, opportunities, products, price lists, quotes, campaigns, and more. Some of its key features are: lead management, sales forecasts, creation of workflows and integration with email.
Is Salesforce a customizable platform?
Salesforce is highly customizable; in it you will find tools to easily develop your own applications and make the platform meet your needs as much as possible. It was designed to accompany your client along their customer journey and give them a unique experience.
Is Salesforce a good tool?
It is a powerful and intuitive tool. Great flexibility and unlimited customization. Salesforce can be configured to help run almost any business process. Better business management (tasks, campaigns, clients, contacts, documents, etc.), better visibility and more access to key information for better decision-making.
Is Salesforce a marketplace?
As we mentioned earlier, Salesforce has its own online marketplace. This includes thousands of cloud applications created by Salesforce customers, developers, and partners. Many of them are free and all are pre-integrated with Salesforce, allowing you to add functionality to your organization easily and efficiently.
Tuesday, 12 March 2019
Lighthning:inputField grab information from Schema Field definitions, therefore there is no easy way to make them mandatory on form unless they are marked as mandatory in field.
Thursday, 17 January 2019
Usually we cannot access Lightning:inputField object directly yet. Below workaround helps to use the Lightning:inputField and manipulate our own custom SObject instance.
Tuesday, 16 October 2018
Below workaround helps to read URL parameters in Lightning components.
Wednesday, 8 August 2018
Salesforce Collaborative Forecast refers to Collaborative Expected Sales Revenue.
Tuesday, 12 June 2018
URL Hacking in Salesforce enabled a broad customization avenue in Salesforce Classic User Interface. This is a great feature could help can help reduce data entry with easy steps in an org.
Thursday, 8 June 2017
Below is a simple example of using Salesforce Apex Metadata API which will be released in summer 17.
Step 1 – Creating a button and adding it to your page layout
The best place to start with creating a custom button to URL hack is to actually create the framework and add the button to the page layout so we can start testing after each step is completed. So go to your object and Click “New Button or Link” in the section Buttons, Links & Actions. Lets give our new button a name and select List Button.
Step 2 – Pre-populating some basic text values
Now we’ve set up our basic custom button that launches our edit page for the new record we want to create, lets start populating some data. The reason this step is to populate some basic text values, is because the way to populate Lookup fields is very slightly different.
Step 3 – Pre-populating lookup values
You may have noticed that if you are following a similar example to mine, your lookup value will not be pre-populating like the default “New” button does.
Bonus Tips
As mentioned earlier, if something isn’t working, always checkout the URL on your object after you click your custom button. This will show you whether data is getting as far as being populated into the URL.
2.Find the duplicate records and highlight them in opportunity report (the field combination should be unique – Name, Amount and Owner.)
Create a formula field returning text and concatenate the fields whose composite value should be unique (Name + Amount + Owner) and treat blanks as blanks.
4. Perform a DML operation in DatedConversionRate (one of the objects prohibiting DML operations)
DML operations can be performed using Out of box REST API provided by Salesforce.
5. Copy a Rich text area field data from one object to another
Do you have your own set of Salesforce hacks you’d like share? Please feel free to share them in the comments section below.
1. Chrome Extension for Salesforce
In Chrome, set the Salesforce search box as your default search engine by right-clicking the search box, choose to save as search engine, and changing the keyword to sf. Then open a new tab, type of, and push enter to search inside salesforce from any location.
2. Set up Email Notifications
Create Force.com Flows for any repetitive actions you conduct regularly. Make it a wizard, then add it to your sidebar as a Custom Link. To easily access object-specific admin pages, use the Admin widget.
3. Customize integrations
Through open APIs, Salesforce allows you to create bespoke interfaces with other systems. This makes it simple to integrate with the platforms you use most frequently. Make sure you deal with an integration service partner who can assist you in navigating this process and ensuring a smooth transition.
4. Utilize Your Calls to Generate Information
The method of linking your phone conversations with your Salesforce data is known as computer telephony integration (or CTI).
5. Run Scheduled Tasks faster
This is one of the best time saving Salesforce hacks that you have to know as a Salesforce admin. Desk-checking on scheduled jobs can be quite annoying. You must schedule it to run, wait a few minutes, examine the results, unschedule it, make your modifications, and repeat the process.
6. Record Lost Stages as well as Lost Reasons
When a sales agent fails to close a lead, it’s key to figure out why the lead fell through the cracks. It’s also important to figure out when it went missing. When the opportunity is set to ‘Closed Lost,’ use a workflow rule to automatically fill in a ‘lost stage’ field with the opportunity’s current state.
7. Customize the Competitor Analysis
Salesforce’s built-in competitor functionality is dull and uninteresting. Although you can link competitors to specific chances, you usually can’t add more dynamic qualities or fields to competitive relationships, plans, or tactics.
Salesforce Quick Reference Guide
Introduction
- About Salesforce:
Salesforce is a leading Customer Relationship Management (CRM)software, offering various functionalities to help organizations keep track of their accounts, contacts, and opportunities. - Sales Cloud:
Salesforce Sales Cloud focuses on supporting a sales process, which includes campaigns, leads, accounts, and contacts, and is used by sales organizations.
Automating Business Processes
- Select an object to start a process
- Add criteria to the object to allow the start of the process
- Add actions to the criteria to trigger the execution of the process
Exporting Data
- Following are the steps you need to follow to export data. Steps: Setup Home → Data → Data Export → Choose Salesforce objects (the data of which needs to be exported by ticking off the checkboxes) → Next → Get the hyperlink → Download the data Preparing for a Job Interview! Check out our Top Salesforce Lightning Interview Questioncurated by Industry experts.
Reports
- A list of records meeting the criteria that you have defined is called a report in Salesforce. Reports are stored in folders. You can create Salesforce reportsand then perform a few filtering, grouping, etc. on it. You can create a report using the following steps. Steps: Reports → Create New Report → Select object(s) → Define Settings → Choose the created filter → Save the report → Apply th…
Dashboards
- A visual display of information gathered from the reports is called a dashboard in Salesforce. Just like reports, dashboards are also stored in folders. There is a single underlying report for each dashboard. 1. Provides more insights than reports 2. Combines data from many reports 3. Shows summarized results Preparing for a Salesforce Admin Interview! Check out our Top Salesforce A…
Visualforce
- Visualforce is a part of the Salesforce platform, a framework that allows developers to build sophisticated, custom, dynamic, and reusable interfaces. Steps: Dashboard → New Dashboard → Fill in the name and description → Add components
Other Features
- Sales collaboration: Salesforce allows tracking the stages, values, and probabilities of closing a sale.
- Email integration: Salesforce also allows to send emails to contacts in bulk.
- Files Sync and share: Salesforce helps in the file and content management of CRM systems.
- Sales forecasting: Salesforce enables the projection of sales revenue using past sales data.