Tutorial # 2 – The widely used terminology in Salesforce Testing

This Topic covers the terminology used in Salesforce Testing with Real time examples

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Account

An account is an organization, company, or consumer that you want to track—for example, a customer, partner, or competitor.

Example: AT&T it’s an organization or company or partner etc.

Accounts

Acconts list view

Activity

An event, a task, a call you’ve logged, or an email you’ve sent. You can relate an activity to other records, such as an account, a lead, an opportunity, or a case

Example: List of activities which are generated by workflow rules and activity screen

Activity or Task screen

Assets

A specific model or type of product that a customer owns. Depending on how your organization uses assets, they can represent your products that the customer has purchased and installed or your competitor’s products that the customer uses.It’s a Standard object in Salesforce

Example: PL Contract is equal to Asset object

This is the Contract between Company and Customer to buys the insurance product or plan

Campaign

A marketing initiative, such as an advertisement, direct mail, or conference, that you conduct in order to generate prospects and build brand awareness. Example: Partner Academy Test Campaign

New Webinar (Campaign) in salesforce

Case

Detailed description of a customer’s feedback, problem, or question. Used to track and solve your customers’ issues.

Example: Case is created for Billing Adjustments

Case details screen

Child Relationship

A relationship that has been defined on an S-object that references another S-object as the “one” side of a one-to-many relationship. For example, contacts, opportunities, and tasks have child relationships with accounts.

Example: a relationship can link a custom object to standard object in a related list, such as linking a custom object called Bugs to cases to track product defects associated with customer cases. To view the parent and child relationships among standard objects.

 Example: if we create a master-detail relationship between the Meetup and Participant objects. The following image gives a visual representation of the master-detail relationship between Meetup and Participant:

Contact

Contacts are the individuals associated with your accounts.

Example: Adam Colombo contact details of my account.

Contract

A contract is an agreement defining the terms of business between parties.

Example: my new contract with respective company

Custom Object

Custom records that allow you to store information unique to your organization.

Example:

Dashboard

A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. 

Example: Lead Dashboard

Lightning Platform

The Salesforce platform for building applications in the cloud. Lightning Platform combines a powerful user interface, operating system, and database to allow you to customize and deploy applications in the cloud for your entire enterprise.

Lead

A lead is a sales prospect who has expressed interest in your product or company.

Example: Your breakdown sounds reasonable to me. XYZ Firm is definitely an Account, and John the Contact. When you get the note about Sarah, she would be a Lead, and then when you determine she’s qualified, she would be converted into a Contact and Opportunity.

New Lead statuses

Lead example screen:

Many-to-Many Relationship

A relationship where each side of the relationship can have many children on the other side. Many-to-many relationships are implemented through the use of junction objects.

Example: Students & Courses

Master-Detail Relationship

A relationship between two different types of records that associates the records with each other. For example, accounts have a master-detail relationship with opportunities. This type of relationship affects record deletion, security, and makes the lookup relationship field required on the page layout.

Example: Account—Expense Report, that pull out the relationship to sub detail records. For example, Account—Expense Report—Expense Line Item. You would then be able to perform activities over the ace—detail—sub detail relationship.

Lookup relationship

It is a loosely coupled relationship among Salesforce objects, which means even if a parent record gets deleted, the child records remain in the system. The following image gives a visual representation of the lookup relationship between Meetup and Participant objects and what happen when parent (Meetup) record gets deleted:

Example: if we create a lookup relationship between the Meetup and Participant objects, where Meetup will act as the parent object and Participant will serve as the child object, then if someone deletes a Meetup record, all the associated Participant records will still exist in the system.

Opportunities

Opportunities track your sales and pending deals.

Org

An org is an abbreviation of organization as it pertains to a deployment of Salesforce with a defined set of licensed users.

Page Layout

Page layout is the organization of fields, custom links, and related lists on a record detail or edit page. Use page layouts primarily for organizing pages for your users. In Professional, Enterprise, Unlimited, Performance, and Developer Editions, use field-level security to restrict users’ access to specific fields.

Example:PL Contract page layout

Permission

A permission is a setting that allows a user to perform certain functions in Salesforce. Permissions can be enabled in permission sets and profiles. Examples of permissions include the “Edit” permission on a custom object and the “Modify All Data” permission.

Permission Set: A collection of permissions and settings that gives users access to specific tools and functions.

Price Book

A price book is a list of products that your organization sells. Available in Professional, Enterprise, Unlimited, Performance, and Developer Editions only.

Example:

Product

A product is any item or service your organization sells. Products are defined in a price book, and can be added to opportunities. Available in Professional, Enterprise, Unlimited, Performance, and Developer Editions only.

Example: Next Deferred Income Annuity product details

Profile

Defines a user’s permission to perform different functions within Salesforce. For example, the Solution Manager profile gives a user access to create, edit, and delete solutions.

Navigation: setup -> Administer -> Manage users -> Profiles

Example:

Quote

A record showing proposed prices for products and services. Quotes can be created from opportunities and emailed as PDFs to customers.

Report

A report returns a set of records that meets certain criteria, and displays it in organized rows and columns. Report data can be filtered, grouped, and displayed graphically as a chart. Reports are stored in folders, which control who has access. See Tabular Report, Summary Report, and Matrix Report.

Example: You can build a report to show opportunity, case and activity data for your accounts.

Example:

Role

role controls the level of visibility that users have to an organization data. Example:

Role Hierarchy

A record-level security setting that defines different levels of users such that users at higher levels can view and edit information owned by or shared with users beneath them in the role hierarchy, regardless of the organization-wide sharing model settings.

Example:

Sandbox

A nearly identical copy of a Salesforce production organization for development, testing, and

Standard Object

A built-in object included with the Lightning Platform. You can also build custom objects to store information that is unique to your app.

Example: Accounts, Leads, Contact, Cases etc…

Workflow Rule

A workflow rule sets workflow actions into motion when its designated conditions are met. You can configure workflow actions to execute immediately when a record meets the conditions in your workflow rule, or set time triggers that execute the workflow actions on a specific day.

Example: Send meeting reminder workflow rule for list of employees or attendees.

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