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Reports and Dashboard General Salesforce Terms Security and Compliance
100
What is a Dashboard?
A graphical representation of what you might find in a report.
100
What is an Account?
A standard object in Salesforce that represents a company or organization (but not necessarily a customer).
100
What is 2 Factor Authentication?
It requires two forms of validation to access an online account. These two factors typically include something you know (e.g., a password) and something you have (e.g., a code generated on a mobile device).
200
What is a Tabular Report?
Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row
200
What is a Campaign?
An object in Salesforce used to track a marketing effort.
200
Where do I download the Salesforce Authenticator App?
Google Play Store or Apple App Store
300
What is a Summary Report?
Similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts.
300
What is a Task?
Represents an action that has been taken or will be taken with respect to a record in Salesforce.
300
What is The Song-Beverly Credit Card Act?
Under this law, retailers and other businesses cannot ask a customer for personal identification information during a credit card transaction. Personal identification information under the law consists of any information regarding the customer other than the information on the credit card.
400
What is a view in Salesforce of a specific subset of records and fields of data?
Report
400
What is a Field?
A piece of data stored on an object.
400
What is CAN-SPAM?
Controlling the Assault of Non-Solicited Pornography and Marketing Act.
500
What is a Joined Report?
Let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.
500
What is a View?
A predefined set of filter criteria that can be applied to a list of data from a drop-down menu.
500
What is an unsubscribe request?
It’s a way for subscribers to choose to no longer receive communications they were subscribed to.






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