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List and describe the various Sales Cloud editions of Salesforce.
* Contact Manager – Limit Max # Users* Group Edition – Limit Max # Users* Professional Edition (PE) – Campaign Management* Enterprise Edition (EE) – Workflow, API, Flow, Record Types, Developer Sandbox* Performance Edition – Higher Limits, Full + Dev Pro Sandboxes, Premiere Admin/Support/Training, Knowledge, Live Agent* Developer Edition (DE) – Similar to EE w/Much Lower Storage Limits
List and describe the various Service Cloud editions of Salesforce.
* Professional Edition* Enterprise Edition* Performance Edition
List and describe the Force.com edition of Salesforce.
Force.com licenses can grant users access to custom objects and applications at a much lower price than Sales or Service Cloud licenses – however, access to CRM objects is limited.
There are Light and Enterprise levels of Force.com editions.
Can you mix and match licenses?
You can mix and match only licenses of the same edition within a single org.
Example: could add Professional Edition Service Cloud licenses to an org with existing Professional Edition Sales Cloud licenses. Could not add Enterprise Edition Service Cloud licenses to an existing org with Professional Edition Sales Cloud licenses.
Can you upgrade and downgrade editions?
You can easily upgrade editions, but downgrading editions is not possible.
Explain the concept of record ownership.
Every record in Salesforce must have an owner. Records can be owned by either users or queues. By default, the user that creates the record is the owner. Record owner is typically used to determine responsibilities (e.g. I manage the leads that I own), reporting (I am credited for the opportunities that I own), record security, and for a variety of other purposes.
Explain the difference between production and sandbox environments.
A sandbox is a copy of a production environment, commonly used for testing and development. Sandbox and production environments use different login URLs:Production: https://login.salesforce.comSandbox: https://test.salesforce.com
Name the two most commonly used tools to help an administrator migrate metadata from one environment to another.
1. Change Sets - native tool, development not required. Requires Enterprise Edition or higher use, because it requires both a production environment and an accompanying sandbox.
2. Force.com IDE - developer toolkit, desktop application (developer-oriented). Outside of the scope of Admin exam.
What is Salesforce metadata?
The configuration of the Salesforce instance.
Explain the importance of Salesforce user records.
An active user record is required to login to Salesforce. Records can only be assigned to an active user or a queue.
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