ADMIN
Salesforce Admin
1. What is App in Salesforce question?
An app is a group of tabs that work as a unit to provide functionality. Users can switch between apps using the Force.com app drop-down menu at the top-right corner of every page. You can customize existing apps to match the way you work or build new apps by grouping standard and custom tabs. Navigation to create an app in Salesforce: Setup ->Build ->Create->App-> Click on new and create your application according to your requirements.
2. What is object in Sales force?
Custom objects are database tables that allow you to store data specific to your organization in salesforce.com. You can use custom objects to extend salesforce.com functionality or to build new application functionality. Once you have created a custom object, you can create a custom tab, custom related lists, reports, and dashboards for users to interact with the custom object data. You can also access custom object data through the Force.com API. Navigation to create an object in salesforce: Setup->Build->Create->Object-> Click on new object and create object according to your requirement.
3. How many relationships included in SFDC & What are they?
We are having two types of relationships, they are Lookup Relationship Master-Detail Relationship
We are having two types of relationships, they are Lookup Relationship Master-Detail Relationship
4. What is a “Lookup Relationship”?
This type of relationship links two objects together, Up to 40 allowed per object. Parent is not a required field. No impact on security and access. No impact on deletion. Can be multiple layers deep. Lookup field is not required.
5. What is “Master-Detail Relationship”?
Master Detail relationship is the Parent child relationship. In which Master represents Parent and detail represents Child. If Parent is deleted then Child also gets deleted. Rollup summary fields can only be created on Master records which will calculate the SUM, AVG, MIN of the Child records. Up to 2 allowed to object. Parent field on child is required. Access to parent determines access to children. Deleting parent automatically deletes child. A child of one master detail relationship cannot be the parent of another. Lookup field on page layout is required.
6. How can I create Many – to – Many relationship?
Lookup and Master detail relationships are one to many relationships. We can create many – to – Many relationship by using junction object. Junction object is a custom object with two master detail relationships.
7. A custom object contains some records, now my requirement is to create field in this object with master detail relationship. Can we create master detail relationship in this case?
No, directly we cannot create master details relationship if custom object contains existing records.
Following are the steps to create to create master-detail relationship when records are available in custom object.
1. First create field with lookup relationship.
2. And then associate look field with parent record for every record
3. Next change the data type of the field from look up to Master detail.
8. List examples of custom field types?
Text, Pick list, Pick list (multi select), Date, Email, Date/Time, Currency, Checkbox, Number, Percent, Phone, URL, Text Area, Geolocation, lookup relationship, master detail relationship etc…..
9. What is TAB in Salesforce?
Tab is a user interface component to user creates to display custom object data.
There are three type of tabs.
Custom Tabs
Visual force Tabs
Web Tabs
10. Does user can create insert their own custom logo, while creating their own custom applications?
Yes user can upload their custom logo in documents and then they choose that logo for organization.
11. List things that can be customized on page layouts?
We can customize different things on page layout like, Fields, Buttons, Custom Links and Related Lists. We can also create sections.
12. What is a “Self Relationship”?
Self Relationship is a lookup relationship to the same object. Suppose let’s take an object “Merchandise”. Here we can create relationship in between the Account to Account (same object) object. That is called “Self Relationship”.
13. What are the main things need to consider in the “Master-Detail Relationship”?
Record level access is determined by the parent, Mandatory on child for reference of parent, cascade delete (if you delete the parent, it can cascade delete the child).
14. What is difference between trigger and workflow?
Workflow
Workflow is automated process that fired an action based on Evaluation criteria and rule criteria.
We can access a workflow across the object.
We cannot perform DML operation on workflow
We cannot query from database
Trigger
The trigger is a piece of code that executes before or after a record is inserted or updated.
We can access the trigger across the object and related to that objects
We can use 20 DML operations in one trigger.
We can use 20 SOQL’s from the database in one trigger.
15. What is a Wrapper class?
A Wrapper class is a class whose instances are a collection of other objects.
It is used to display different objects on a Visual Force page in the same table.
16. What is the difference between SOQL and SOSL?
SOQL(Salesforce Object Query Language)
Using SOQL we can Search only on one object at a time.
We can query on all fields of any datatype
We can use SOQL in Triggers and classes.
We can perform DML operations on query results.
SOSL(Salesforce Object Search Language)
Using SOSL we can search on many objects at a time.
We can query only on fields whose data type is text, phone, and Email.
We can use in calsses but not in Triggers.
We cannot perform DML operation on search result
17. What is difference insert() and database .insert() ?
Using insert method we can insert the records but if any error occurs in any record system will throw an error insertion fail and none of the records are inserted.
If we want to execute partially success of bulk insert operation we will use database .insert.
18. What is Static Resources?
Using Static Resources we can upload images, zip files, jar files, java script and CSS files that can be referred in a visual force page.
A single static resource can be up to 5 MB in size, and an organization can have up to 250 MB of static resources, total.
19. How to call java script using Static Resource in Visual Force page?
Add java script file in Static Resource setup -> develop -> Static Resources -> click on ‘New’ -> Name: filename and add file from local desktop and save.
We can use that file as follows in Visual Force page
<apex: includescript values=” {! $Resource.fileName}”/>
20. What is sharing rule?
If we want to give the access to other users we use sharing rules.
21. How many ways we can share a record?
Role Hierarchy:
If we add a user to a role, the user is above in the role hierarchy will have read access.
Setup -> manage users -> roles -> setup roles -> click on ‘add role’ -> provide name and save.
OWD:
Defines the base line setting for the organization.
Defines the level of access to the user can see the other user’s record
OWD can be Private, Public Read Only, Public Read and Write.
Setup -> Security Controls -> sharing settings -> Click on ‘Edit’
Manual Sharing:
Manual Sharing is sharing a single record to single user or group of users.
We can see this button detail page of the record and this is visible only when OWD setting is private.
Criteria Based Sharing rules:
If we want to share records based on condition like share records to group of users
Whose criteria are country is India.
Setup -> security controls -> sharing settings -> select the object and provide name and
Conditions and save
Apex sharing:
Share object is available for every object(For Account object share object is AccountShare ). If we want to share the records using apex we have to create a record to the share object.
22. What are the actions in workflow?
1. Email Alert
2. Task
3. Field Update
4. Outbound Message
Go through the below link for the more information about workflow actions http://www.salesforcetutorial.com/salesforce-workflow-automation-workflow-management/
23. How many ways we can made field is required?
1. While creation of field
2. Validation rules
3. Page Layout level
24. What is difference between Role and Profile?
Role is Record level access and it is not mandatory for all users.
Profile is object level and field level access and it is mandatory for all users.
25. What is the maximum size of the PDF generated on visualforce attribute renderAs?
15MB
26. How many controllers can be used in a visual force page?
Salesforce come under SAAS so, we can use one controller and as many extension controllers.
27. What is difference between Action support and Action function?
Action function: Invoke the controller method from java script using AJAX and we can use action function from different places on visual force page.
Action support: Invoke the controller method using AJAX when even occurs on page like onMouseOver, onClick, ect… and we can use action support for particular single apex component.
28. How many ways we can call the Apex class?
1. Visual force page
2. Web Service
3. Triggers
4. Email services
29. How to create Master Details relationship between existing records?
Directly we can’t create Master Detail relationship between existing records, first we have to create Lookup relationship and provide valid lookup fields and it shouldn’t null.
30. What is permission set?
Permission sets extend user’s functional access without changing user’s profile.
Ex: A user has only read access through profile on custom object, administrator want to give access Edit and create operations to him without changing the profile. Administrator creates the permission set having edit and creates operation on custom object and assign to that user.
31. What is manual sharing?
Manual sharing is to share a record to a particular user manually.
Go to detail page of record and click on manual sharing button and assign that record to other user with Read or Read/Write access.
Manual Sharing button enables only when OWD is private to that object.
32. How we can change the Grant access using role hierarchy for standard objects?
Not possible.
33. What is the use of “Transfer Record” in profile?
If user have only Read access on particular record but he wants to change the owner name of that record, then in profile level Transfer Record enables he can able to change the owner.
34. What is Field dependency?
According to the field selection on one field filter the pick list values on other field.
35. Is check box performs like controlling field?
Yes possible. Controlling field should be Check box or pick list.
36. How many field dependencies we can use in Visual Force page?
Maximum we can use 10 field dependencies in VF page.
37. What is Roll-up summary?
Roll-up displays the count of child records and calculate the sum, min and max of fields of the child records.
38. How to create Roll-up summary field on lookup relation?
Not possible. Roll-up summary is enabled for only Master –Detail relationship.
39. What are the Record Types?
Record Types are restrict the pick list values and assign to the different page layouts for different Record Types.
40. What is Audit Trail?
Audit Trail provides the information or track all the recent setup changes that an administrator done to the organization.
This can store the last 6 months data.
41. What are the Report Types?
4 Types of report in Salesforce
Tabular Reports: We can only displays the grand total in the table form.
Summary Reports: It is a detail form of report in which the grouping done based on Columns.
Matrix Reports: It is a detail form of report in which the grouping done based on both Rows and Columns.
Joined Reports: We can join the two or more reports in the single report displayed in the form of blocks.
42. What is Dashboard?
Dashboard is a pictorial representation of report. We can add up to 20 reports in single dashboard.
43. What is the relationship between Contact and Account objects in salesforce?
In Salesforce, Contacts is having a look up relationship with Accounts i.e., Simple relationship
44. What are different Organization Wide Defaults? Explain each of them?
Below are the different OWD values
Private
If the OWD for an object is set to private, then only the owner, and users above that role in role hierarchy, can view, edit and report on those records
Public Read Only
If the OWD for an object is set to Public Read Only, then all users can view and report on records but they cannot edit them. Only the record owner and the users above that role in the role hierarchy can edit the records
Public Read/Write
If the OWD for an object is set to Public Read/Write, then all users can view, edit and report on all records. But only owner of the record can delete the records.
Public Read/Write/Trfer
This is available only for Case and Lead objects
If the OWD for an object is set to Public Read/Write/Trfer then, all users can view, edit, trfer and report on all the records but only owner of the record can delete the records
Public Full Access
This is available only for Campaign object.
If the OWD for Campaigns are set Public Full Access then, all users can view, edit, delete and report on all records.
No Access, View Only or Use
This is available only for Price Book object.
If the OWD for Price Book is set Use then, all users can access the Price Book information and as well as using the Price Book configuration for Opportunities with Products.
If the OWD for Price Book is set View Only then, all users can access the Price Book information but not to use that Price Book detail in Opportunities with Products
If the OWD for Price Book is set No Access then, it restricts users from accessing information for Price Book and Prices.
Controlled By Parent
If the OWD for any object is set as Controlled By Parent, then user can perform an action on the record based on whether they can do the same on the parent record associated with it
45. Is it mandatory to select User License while creating permission sets? If not, what is the significance of selecting a User License?
It is not mandatory to select a User License while creating a permission sets.
If users with one type of license will use this permission set, then choose the same license that’s associate with them.
If you are planning to assign this permission set to multiple users with different licenses then, choose none.
46. Can we create a new profile without cloning an existing profiles?
No, we have to clone any one of the existing profiles to create a new profile
47. Please explain the use of Grant Access Using Hierarchies?
In Sharing settings, OWD settings, we have a check box Grant Access Using Hierarchies (for both standard and custom objects). If this check box is checked then it will give automatic access to the user’s data to other users in higher role of salesforce CRM Role Hierarchy.
If this check box is not checked then, only record owner and users granted access by OWD can gain the access.
49. What is the batch size limit (increment size for batch) in Data Loader?
Data Loader batch size limit is maximum of 200 per increment and if we selected Use Bulk API then maximum value is 10000
50. What is the difference between Export and Export All in the context of Data Loader?
Export enables user to export all the records for a particular object excluding the records in the recycle bin or soft deleted records.
Export All enables user to export all the records for a particular object including the records in the recycle bin or soft deleted records.
51. What are the post refresh considerations?
1. New Organization ID is assigned to the refreshed sandbox every time it is refreshed. Hence we need to replace the hard coded organization id in our sandbox post refresh with newly created organization id.
2.To ensure the uniqueness, in all user records, user name will be appended by sandbox name, if the resulting user name is not unique then, second round of modification is performed to prepend the user name with alpa numeric string to make sure the resulting username is unique.
3.The copy process does not copy contact data to developer and configuration sandboxes. Therefore, customer portal users are not copied. These customer portal users need to be created manually on need basis.
4. User email addresses are modified in sandbox to avoid sending any mail from sandbox such as notifications triggered by workflows and escalations rules.
5.Newly created sandboxes have the default email deliverability setting System email only. We need to change this to All Email.
6. If Server URL is hardcoded in the code, then we need to replace it with the newly created URL
52.What is the storage limit of Full Copy, Configuration Only and Developer sandboxes?
Full Copy Sandbox has the same storage limit as your production organization
Configuration Only sandbox has the storage limit of 500MB
Developer Sandbox has the storage limit of 10MB
53. What is the interval of refreshing of Full Copy, Configuration Only and Developer sandboxes?
Full Copy Sandbox can be refreshed once in 29 days
Configuration Sandbox can be refreshed once per day
Developer Sandbox can be refreshed once per day
54. What are the default sharing settings?
Default sharing settings are as follows
Controlled By Parent
Private
Public Read Only
Public ReadWrite
Public Read/Write/Trfer (Only for Case and Lead objects)
Public Full Access (Only for Campaign object)
Grant Access Using Hierarchies
Default sharing settings are as follows
Controlled By Parent
Private
Public Read Only
Public ReadWrite
Public Read/Write/Trfer (Only for Case and Lead objects)
Public Full Access (Only for Campaign object)
Grant Access Using Hierarchies
55. How many roles we can create for an organization?
We can create up to 500 roles for an organization
56. How many permission sets we can create for an organization?
We can create up to 1000 permission sets for an organization
57. How many types of custom tabs are available in salesforce?
There are 3 types of custom tabs are available in salesforce
1. Custom Object Tabs
2.Visualforce Tabs
3.Web Tabs
58. How many Master-Detail relationships is allowed for an Object?
Each custom object can have up to two master-detail relationships and up to 25 total relationships
59. How many criteria-based sharing rules is allowed for an Object?
Up to 50 criteria-based sharing rules are allowed for an object
60. How many days the deleted data will be residing in the recycle bin?
61. What are the differences between custom settings and custom objects?
Custom Settings:
1. Custom settings are SOQL inexpensive
2. We can’t write triggers on custom settings
3. Fields on which we can create custom settings are restricted like picklists, lookups and formula fields can’t be created in custom settings
4. No Page layouts, record types, validation rules, and workflow rules can be used on custom settings
Custom Objects:
1. Custom Objects are SOQL Expensive
2. We can have triggers on custom objects
3. No restrictions on the creation of fields
4. Can be used on Custom objects
62. What are the differences between workflows and the approval process?
The key difference between workflows and approval process are as below
Workflow rules consist of a single step and a single action whereas approval process has multiple steps and different actions.
Workflow rules trigger automatically and the rules when triggered are not visible to the user. The approval process, on the other hand, contains multiple steps s each requiring a specific “I Approve or Reject” user action by the specified approvers.
63. What is the daily email alert limit per standard salesforce license for the workflow and approval process? And what is the overall daily organization limit?
Daily email alert for approval process and workflow are 1000 per standard salesforce license.
Overall daily organization limit for workflow and approval process email alert is 2000000 (2 million)
64. How many ways a field can be made mandatory?
A field can be made mandatory in 4 ways.
1. While creating a field, we can make it mandatory
2. Using Page Layouts
3. Using Triggers
4. Validation Rules
65. What are trigger best practices?
Trigger best practices include below things
1. Avoid DML, SOQLs in triggers
2. Have one trigger per object
3. Have a helper class to hold the logic of the trigger
4. Avoid recursion
66. What are the difference between 15 digit id and 18 digit id?
Difference between 15 digit ID and 18 digit ID is,
15 digit id is case sensitive
18 digit id is case insensitive
Last 3 characters of the 18 digit id represent the checksum of the capitalization of the first 15 digitss
67. What are different user licenses available in salesforce and explain them?
Below is the list of licenses available in salesforce
1) Salesforce Full access to salesforce CRM and appExchange
2) Salesforce Platform Access only to Custom apps but not standard CRM
3) Force.com One App Designed to access only one custom app with unlimited number of tabs
4) Force.com Knowledge Subscription Grant user access to Force.com Light app or Force.com enterprise app but no CRM functionality
5) Knowledge Only User Designed for users who only need access to the Salesforce Knowledge app
6) Chatter Free User has access to chatter which includes feeds, profiles, files and groups
7) Chatter External Designed to allow customers in Chatter groups. Customers are users outside of a company’s email domain.
8) Chatter the Only User has access to Groups, feeds, people, profiles and files along with access to view accounts and contacts, modify custom objects and use CRM contents, Ideas, and were
68. What is traction workbench in salesforce?
Traction workbench is a salesforce feature for implementing the language in multiple languages. i.e not just the data but also all your configurations and customizations that you do as part of the implementation.
69. What is a workbench in salesforce?
Workbench is a powerful, web-based suite of tools designed for administrators and developers to interact with salesforce.com organizations via the force.com APIs. Workbench includes robust support for the Force.com Partner, Bulk, Rest, Streaming, Metadata, and Apex APIs that allows users to describe, query, manipulate, and migrate both data and metadata in Salesforce.com organizations directly in their web browser with a simple and intuitive user interface
70. What is Data Loader and how many ways we can use Data Loader?
Data Loader is a client application, used for bulk import or export of data.
Data Loader can be used in 2 ways.
1. User Interface
2. Command Line
Custom Settings:
1. Custom settings are SOQL inexpensive
2. We can’t write triggers on custom settings
3. Fields on which we can create custom settings are restricted like picklists, lookups and formula fields can’t be created in custom settings
4. No Page layouts, record types, validation rules, and workflow rules can be used on custom settings
Custom Objects:
1. Custom Objects are SOQL Expensive
2. We can have triggers on custom objects
3. No restrictions on the creation of fields
4. Can be used on Custom objects
62. What are the differences between workflows and the approval process?
The key difference between workflows and approval process are as below
Workflow rules consist of a single step and a single action whereas approval process has multiple steps and different actions.
Workflow rules trigger automatically and the rules when triggered are not visible to the user. The approval process, on the other hand, contains multiple steps s each requiring a specific “I Approve or Reject” user action by the specified approvers.
63. What is the daily email alert limit per standard salesforce license for the workflow and approval process? And what is the overall daily organization limit?
Daily email alert for approval process and workflow are 1000 per standard salesforce license.
Overall daily organization limit for workflow and approval process email alert is 2000000 (2 million)
64. How many ways a field can be made mandatory?
A field can be made mandatory in 4 ways.
1. While creating a field, we can make it mandatory
2. Using Page Layouts
3. Using Triggers
4. Validation Rules
65. What are trigger best practices?
Trigger best practices include below things
1. Avoid DML, SOQLs in triggers
2. Have one trigger per object
3. Have a helper class to hold the logic of the trigger
4. Avoid recursion
66. What are the difference between 15 digit id and 18 digit id?
Difference between 15 digit ID and 18 digit ID is,
15 digit id is case sensitive
18 digit id is case insensitive
Last 3 characters of the 18 digit id represent the checksum of the capitalization of the first 15 digitss
67. What are different user licenses available in salesforce and explain them?
Below is the list of licenses available in salesforce
1) Salesforce Full access to salesforce CRM and appExchange
2) Salesforce Platform Access only to Custom apps but not standard CRM
3) Force.com One App Designed to access only one custom app with unlimited number of tabs
4) Force.com Knowledge Subscription Grant user access to Force.com Light app or Force.com enterprise app but no CRM functionality
5) Knowledge Only User Designed for users who only need access to the Salesforce Knowledge app
6) Chatter Free User has access to chatter which includes feeds, profiles, files and groups
7) Chatter External Designed to allow customers in Chatter groups. Customers are users outside of a company’s email domain.
8) Chatter the Only User has access to Groups, feeds, people, profiles and files along with access to view accounts and contacts, modify custom objects and use CRM contents, Ideas, and were
68. What is traction workbench in salesforce?
Traction workbench is a salesforce feature for implementing the language in multiple languages. i.e not just the data but also all your configurations and customizations that you do as part of the implementation.
69. What is a workbench in salesforce?
Workbench is a powerful, web-based suite of tools designed for administrators and developers to interact with salesforce.com organizations via the force.com APIs. Workbench includes robust support for the Force.com Partner, Bulk, Rest, Streaming, Metadata, and Apex APIs that allows users to describe, query, manipulate, and migrate both data and metadata in Salesforce.com organizations directly in their web browser with a simple and intuitive user interface
70. What is Data Loader and how many ways we can use Data Loader?
Data Loader is a client application, used for bulk import or export of data.
Data Loader can be used in 2 ways.
1. User Interface
2. Command Line
71. How many records we can insert using Data Loader?
We can insert up to 5 million records using Data Loader
72. What are the objects supported by Data Loader?
Data Loader supports all objects including custom objects
73. How often do Salesforce update the software?
The background software is typically updated thrice a year, Spring, Winter and Summer. Software updates are trparent to the user base and only require a small maintenance window over the weekend.
74. Can I have custom development within the Salesforce.com platform?
Yes, there are a number of different programming solutions available depending on the type of development required. There is the FORCE.COM development environment and typically Apex and Java languages that can be used.
75. Can I integrate my email from Outlook or other mail solutions?
Yes, there are a number of standard off the shelf tools that allow emails and contact information to be synchronized with data in Salesforce.com
76. How easy is it to customize the environment to reflect the way my business works?
It is relatively easy to configure the look and feel, add new fields, load up your company logo and change page layouts. You should always have a CRM strategy before you start and consider the impact of change on your data. If you have any concerns, our team of experts will happily help you!
77. How much space do I get with Salesforce?
All customers receive the default minimum storage amount of 1GB of data and 1GB of files.
Group Edition has 1GB of data and 1GB of file storage shared by all users. Professional and Enterprise Editions provide 20MB of data and 600MB of file storage per user.
Unlimited Edition provides 120MB of data and 600MB of file storage per user.
78. Where is my data being stored?
Depending on your geographical location, Salesforce.com will store your data in a number of hosted facilities in North America, Europe or the Asia Pacific.
79. How do I get my data back?
There are a number of tools and services that allow you to extract your data on going and at the end of the service contract. If you need a business continuity or Disaster Recovery plan, our trained Salesforce professionals will be please to help!
80. Are there Apps that perform different functions and services in Salesforce.com?
Yes, Salesforce has its own marketplace with currently over 1500 cloud computing and business applications to download and install.
We can insert up to 5 million records using Data Loader
72. What are the objects supported by Data Loader?
Data Loader supports all objects including custom objects
73. How often do Salesforce update the software?
The background software is typically updated thrice a year, Spring, Winter and Summer. Software updates are trparent to the user base and only require a small maintenance window over the weekend.
74. Can I have custom development within the Salesforce.com platform?
Yes, there are a number of different programming solutions available depending on the type of development required. There is the FORCE.COM development environment and typically Apex and Java languages that can be used.
75. Can I integrate my email from Outlook or other mail solutions?
Yes, there are a number of standard off the shelf tools that allow emails and contact information to be synchronized with data in Salesforce.com
76. How easy is it to customize the environment to reflect the way my business works?
It is relatively easy to configure the look and feel, add new fields, load up your company logo and change page layouts. You should always have a CRM strategy before you start and consider the impact of change on your data. If you have any concerns, our team of experts will happily help you!
77. How much space do I get with Salesforce?
All customers receive the default minimum storage amount of 1GB of data and 1GB of files.
Group Edition has 1GB of data and 1GB of file storage shared by all users. Professional and Enterprise Editions provide 20MB of data and 600MB of file storage per user.
Unlimited Edition provides 120MB of data and 600MB of file storage per user.
78. Where is my data being stored?
Depending on your geographical location, Salesforce.com will store your data in a number of hosted facilities in North America, Europe or the Asia Pacific.
79. How do I get my data back?
There are a number of tools and services that allow you to extract your data on going and at the end of the service contract. If you need a business continuity or Disaster Recovery plan, our trained Salesforce professionals will be please to help!
80. Are there Apps that perform different functions and services in Salesforce.com?
Yes, Salesforce has its own marketplace with currently over 1500 cloud computing and business applications to download and install.
81. What is the difference between Customer portal and Partner portal?
Traditionally Partner Portal is part of companies Partner Channel Sales efforts. It is a portal focused more on Sales force automation and the efforts of those partners that sell your products to nurture the leads you pass to them, the leads they enter in themselves and the convert to Opportunity and subsequent sale.
Customer Portal on the other hand is more focused on the Service and Support of one’s Customers.
The feature differences are that Partner Portal exposes the Leads and Opportunity objects whereas the Customer Portal does not. However, only the top tier of Partner licensing (Gold Partner licenses) exposes the Case object whereas this is standard in the Customer Portal.
82. Give one example where you will use a trigger instead of a workflow?
Workflow allows us to perform certain operation on only one object but if we required performing operations/tasks/updates on multiple objects then we use trigger instead of workflows.
83. Explain the lead conversion process in salesforce?
When you convert a lead, the standard lead fields are automatically converted to the new account, contact, and, optionally, an opportunity using the information from the lead.
Custom lead fields are converted to custom account, contact, and opportunity fields as specified by your administrator.
All open and closed activities from the lead are attached to the account, contact, and opportunity.
84. Dashboards cannot be created on which kind of Reports?
Dashboard cant be created using Tabular reports. (If we specify row limit, we can create dashboards using tabular reports also)
85. What is the difference between Task and Events?
An event is a calendar event scheduled for a specific day and time.
Examples of events are:
1) Meetings
2) Scheduled Conference Calls
A task is an activity not scheduled for an exact day and time. You can specify a due date for a task or there may not be a particular time or date that the tasks or activities need to be completed by.
Examples of tasks are:
1) A list of phone calls you need to make.
2) An email that needs to be sent.
86. What are person accounts?
A person account is an individual consumer with whom you do business, such as a financial services client, an online shopper, or a vacation traveler. Person accounts are applicable to organizations that operate on a business-to-consumer model as opposed to a business-to-business model.
87. What are system fields? Can you name some of them?
System fields are read-only fields found on most objects. These fields are automatically updated during API operations
Examples are, Id, IsDeleted, CreatedById , CreatedDate , LastModifiedById , LastModifiedDate and SystemModstamp
88. What is mini page layout?
A mini page layout contains a subset of the items in an existing page layout. Mini page layouts inherit record type and profile associations, related lists, fields, and field access settings from their associated page layout
89. What is Customer Relationship Management (CRM)?
Customer Relationship Management (CRM) and Customer Experience Management (CEM) are about ensuring that your customers receive the best possible service from your organization. It is the drawing together of all the resources within your business to work for your customer to maximize your value to your their business.
90. Do I need to install anything on my workstation(s) to use Salesforce.com?
No! You can start using Salesforce.com through any web browser; however some extended functionality requires you to use Microsoft Internet Explorer because features such as mail merging from Salesforce.com to create a Word document require the installation of a small ActiveX plugin.
91. What happens if I find a fault in Salesforce.com?
Salesforce.com incorporates an extensive help and 'how do I do that' system that is fully searchable. If you can't find an wer there why not ask one of our experts?
92. Can I use my existing applications in conjunction with Salesforce.com?
Salesforce.com comes with a number of tools for integrating it with applications such as Word, Excel and Outlook. There is also a large pool of custom written paid for Apps and Plugins available at the 'Salesforce AppXchange. Further to this some versions of Salesforce,com provide access to the Salesforce.com API and if you have access to the skills of a Developer he will be able to learn to write code that might for example get Salesforce.com functioning with an existing Microsoft SQL Database.
93. What is a Lead?
A Lead is not yet a customer but any person or organization or company they may be interested in your company purchasing your product or using your services, you can import lead information into Salesforce by manually entering or importing from outside
94. What is a Contact?
A contact is any point of contact individual or influential directly associated with the account and possibly one or more opportunities. Information gathered about contact including name, phone number, address, position, and company and email information
95. Explain Lead conversion?
Lead can be converted in salesforce.com and the converted information is mapped to the appropriate business objects – Account, Contact or Opportunity
• The system automatically maps standard lead fields to standard account, contact, and opportunity fields
• For custom lead fields, your administrator can specify how they map to custom account, contact, and opportunity fields
• The system assigns the default picklist values for the account, contact, and opportunity when mapping any standard lead picklist fields that are blank. If your organization uses record types, blank values are replaced with the default picklist values of the new record owner.
• If the lead has a record type, the default record type of the new owner is assigned to records created during lead conversion.
96. What is a Web-to-Lead?
Web to Lead is an online form to capture lead information and this will be published on your website.
97. What is an Auto-Response Rule?
Auto response rules are rules configured to send an email/response to the users/group.
This determines which Email Template to send to cases generated via Web-to-Case
98. What is a Case?
Case is a logged issue or problem or Detail description of the problems, questions and feedback gathered from your customers.
Cases can be created by
• Manually entered from a phone call or an email
• Automatically create Case from an email (Email- to- Case)
• Automatically captured using Web site (Web-to-Case)
• Create a Case functionality in Outlook Edition
• May be assigned either manually or automatically via Assignment Rules
99. What is a Case Queue?
Case queue is a virtual storage bin that can be used to group cases based on criteria such as skill requirements, product categories, customer types, or service levels.
• Users have visibility into the Case Queues to which they are members
• Cases remain in the Queue until they are assigned to or taken by individual users
100. What is a Case Assignment Rule?
Case Assignment rules determines how Cases are automatically routed to User or Queue
Contains Rule Entries, pre-defined business rules that determine Case routing
Traditionally Partner Portal is part of companies Partner Channel Sales efforts. It is a portal focused more on Sales force automation and the efforts of those partners that sell your products to nurture the leads you pass to them, the leads they enter in themselves and the convert to Opportunity and subsequent sale.
Customer Portal on the other hand is more focused on the Service and Support of one’s Customers.
The feature differences are that Partner Portal exposes the Leads and Opportunity objects whereas the Customer Portal does not. However, only the top tier of Partner licensing (Gold Partner licenses) exposes the Case object whereas this is standard in the Customer Portal.
82. Give one example where you will use a trigger instead of a workflow?
Workflow allows us to perform certain operation on only one object but if we required performing operations/tasks/updates on multiple objects then we use trigger instead of workflows.
83. Explain the lead conversion process in salesforce?
When you convert a lead, the standard lead fields are automatically converted to the new account, contact, and, optionally, an opportunity using the information from the lead.
Custom lead fields are converted to custom account, contact, and opportunity fields as specified by your administrator.
All open and closed activities from the lead are attached to the account, contact, and opportunity.
84. Dashboards cannot be created on which kind of Reports?
Dashboard cant be created using Tabular reports. (If we specify row limit, we can create dashboards using tabular reports also)
85. What is the difference between Task and Events?
An event is a calendar event scheduled for a specific day and time.
Examples of events are:
1) Meetings
2) Scheduled Conference Calls
A task is an activity not scheduled for an exact day and time. You can specify a due date for a task or there may not be a particular time or date that the tasks or activities need to be completed by.
Examples of tasks are:
1) A list of phone calls you need to make.
2) An email that needs to be sent.
86. What are person accounts?
A person account is an individual consumer with whom you do business, such as a financial services client, an online shopper, or a vacation traveler. Person accounts are applicable to organizations that operate on a business-to-consumer model as opposed to a business-to-business model.
87. What are system fields? Can you name some of them?
System fields are read-only fields found on most objects. These fields are automatically updated during API operations
Examples are, Id, IsDeleted, CreatedById , CreatedDate , LastModifiedById , LastModifiedDate and SystemModstamp
88. What is mini page layout?
A mini page layout contains a subset of the items in an existing page layout. Mini page layouts inherit record type and profile associations, related lists, fields, and field access settings from their associated page layout
89. What is Customer Relationship Management (CRM)?
Customer Relationship Management (CRM) and Customer Experience Management (CEM) are about ensuring that your customers receive the best possible service from your organization. It is the drawing together of all the resources within your business to work for your customer to maximize your value to your their business.
90. Do I need to install anything on my workstation(s) to use Salesforce.com?
No! You can start using Salesforce.com through any web browser; however some extended functionality requires you to use Microsoft Internet Explorer because features such as mail merging from Salesforce.com to create a Word document require the installation of a small ActiveX plugin.
91. What happens if I find a fault in Salesforce.com?
Salesforce.com incorporates an extensive help and 'how do I do that' system that is fully searchable. If you can't find an wer there why not ask one of our experts?
92. Can I use my existing applications in conjunction with Salesforce.com?
Salesforce.com comes with a number of tools for integrating it with applications such as Word, Excel and Outlook. There is also a large pool of custom written paid for Apps and Plugins available at the 'Salesforce AppXchange. Further to this some versions of Salesforce,com provide access to the Salesforce.com API and if you have access to the skills of a Developer he will be able to learn to write code that might for example get Salesforce.com functioning with an existing Microsoft SQL Database.
93. What is a Lead?
A Lead is not yet a customer but any person or organization or company they may be interested in your company purchasing your product or using your services, you can import lead information into Salesforce by manually entering or importing from outside
94. What is a Contact?
A contact is any point of contact individual or influential directly associated with the account and possibly one or more opportunities. Information gathered about contact including name, phone number, address, position, and company and email information
95. Explain Lead conversion?
Lead can be converted in salesforce.com and the converted information is mapped to the appropriate business objects – Account, Contact or Opportunity
• The system automatically maps standard lead fields to standard account, contact, and opportunity fields
• For custom lead fields, your administrator can specify how they map to custom account, contact, and opportunity fields
• The system assigns the default picklist values for the account, contact, and opportunity when mapping any standard lead picklist fields that are blank. If your organization uses record types, blank values are replaced with the default picklist values of the new record owner.
• If the lead has a record type, the default record type of the new owner is assigned to records created during lead conversion.
96. What is a Web-to-Lead?
Web to Lead is an online form to capture lead information and this will be published on your website.
97. What is an Auto-Response Rule?
Auto response rules are rules configured to send an email/response to the users/group.
This determines which Email Template to send to cases generated via Web-to-Case
98. What is a Case?
Case is a logged issue or problem or Detail description of the problems, questions and feedback gathered from your customers.
Cases can be created by
• Manually entered from a phone call or an email
• Automatically create Case from an email (Email- to- Case)
• Automatically captured using Web site (Web-to-Case)
• Create a Case functionality in Outlook Edition
• May be assigned either manually or automatically via Assignment Rules
99. What is a Case Queue?
Case queue is a virtual storage bin that can be used to group cases based on criteria such as skill requirements, product categories, customer types, or service levels.
• Users have visibility into the Case Queues to which they are members
• Cases remain in the Queue until they are assigned to or taken by individual users
100. What is a Case Assignment Rule?
Case Assignment rules determines how Cases are automatically routed to User or Queue
Contains Rule Entries, pre-defined business rules that determine Case routing
101. What is Web-to-Case?
Web to Case is a method of capturing a problem/query from the customers. A web form that is published to a web site and Customers use to submit inquiries online
102. What is Email-to-Case?
Email to Case is a process of automatically creating a case when an email is sent to one of your
company’s email addresses.
103. What is an Escalation Rule?
Escalation rules are rules, automatically escalates an unresolved Case within a certain period of time (age over)
based on pre-defined business criteria
104. What are Business Hours?
Business hours are organization’s hours of operation
Web to Case is a method of capturing a problem/query from the customers. A web form that is published to a web site and Customers use to submit inquiries online
102. What is Email-to-Case?
Email to Case is a process of automatically creating a case when an email is sent to one of your
company’s email addresses.
103. What is an Escalation Rule?
Escalation rules are rules, automatically escalates an unresolved Case within a certain period of time (age over)
based on pre-defined business criteria
104. What are Business Hours?
Business hours are organization’s hours of operation
105. what is Custom Metadata.
Custom Metadata Types, you can customize, deploy, package, and upgrade application metadata that you design yourself.
When you create Custom Metadata Type, you also create custom fields on that type. Custom metadata support below field types.
- Metadata Relationship
- Checkbox
- Date and Date/Time
- Email and Phone
- Number
- Percent
- Picklist
- Text and Text Area
- URL
105. What is a Solution?
– An answer to a common question or problem
– Enables Customer Support users get up to speed quickly
– Enables Support teams to answer questions quickly and consistently
– Customers search for and browse published Solutions to selfassist
– Content-Rich Solutions are an enhancement to the Solution Object which allows solution writers to integrate rich text and
images into their solutions to completely solve a problem
What is a Category?
– Mechanism to organize Solutions
– Solutions may be associated to one or more Categories
– Categories make up a Solution Category tree structure
What are Suggested Solutions?
– The suggested solutions feature displays up to ten relevant solutions that may help users and customers solve a particular case from the case detail page and the Self-Service portal.
• Suggested Solutions can be enabled for the following:
Cases tab
Self Service Portal
Case auto-response rules and emails
106. What is the Self-Service Portal?
Self service portal is an authenticated portal which provides 24/7 online support and contains Public Knowledge Base, Suggested Solutions and Web-to-Case functionality
107. What is the AppExchange?
AppExchange is a Website Owned and Operated by salesforce.com which enables Partners and Customers to Download & Install Custom Apps and Components as per the need.
108. Jump Start Wizard vs. Standard Wizard ?
The Jump Start wizard creates a one-step approval process for you in just a few minutes
The Standard Wizard is useful for complex approval processes.
Jump Start Wizard
• The jump start wizard is useful for simple approval processes with a single step.
• Use the jump start wizard if you want to create an approval process quickly by allowing Salesforce to automatically choose some default options for you.
Standard Wizard
• The standard wizard is useful for complex approval processes.
• Use it when you want to fine tune the steps in your approval process.
• The standard wizard consists of a setup wizard that allows you to define your process and another setup wizard that allows you to define each step in the process.
109. Parallel Approval Routing ?
Parallel Approval Routing is sending approval requests to multiple approvers in a single step Wait for approval from all the approvers or wait for approval from any one
Configure an approval step to request approval from any combination of multiple users and related users
Configure 25 parallel approvers at each step
110. What is the Import Wizard?
Import Wizard is an easy-to-use multi-step wizard for importing new Accounts, Contacts, Leads, Custom Objects or Solutions. This is available only for System Administrators.
Import Wizard can be used or Account, Contact, Lead, Custom Objects or Solutions updates based on matching ID
Contact and Leads may be updated based on matching email address
Custom Objects or Solutions may be updated based on Custom Object names, Solutions titles, Salesforce ID or external ID
111. What is the input for Import Wizard?
We need to provide CSV file as a input to Import Wizard.
112. Explain Force.com Data Loader?
Force.com Data Loader is an application for the bulk import or export of data.
Data Loader is an easy-to-use wizard interface supports large files with up to millions of rows
Data Loader support for all objects, including custom objects
Use it to insert, update, delete, or extract, or upsert Salesforce records.
Force.com Data Loader can move data into or out of any salesforce.com object.
113. When to use Data Loader?
You need to load 50,000 or more records.
You need to load into an object that is not yet supported by web-based importing.
You want to schedule regular data loads, such as nightly imports.
You want to be able to save multiple mapping files for later use.
You want to export your data for backup purposes.
114. When to use web-based importing?
You are loading fewer than 50,000 records.
The object you need to import is supported by the web-based import wizards.
You want to prevent duplicates by uploading records according to account name and site, contact email address, or lead email address.
115. What is the Recycle Bin?
Recycle bin is a special folder provided by Salesforce,com, houses deleted data for approximately 30 days
Data can be recovered during this time period. Data stored in recycle bin is not counted against storage limit
If your organization reaches its Recycle Bin limit, Salesforce automatically removes the oldest records if
they have been in the Recycle Bin for at least two hours.
116. What are Trend Reports?
Trend reports are reports built on the data specified over a period.
117. What are Charts?
Charts are graphical representation of data of a single Summary or Matrix Report
Charts Types: Horizontal Bar, Vertical Bar, Line and Pie
118. What are Custom Report Types?
Custom report types allow you to build a framework in the report wizard from which users can create and customize reports.
You build custom report types off of the relationships (master-detail and lookup) between objects so that you can:
• Choose which standard and custom objects to display to users creating and customizing reports
• Define the relationships between objects displayed to users creating and customizing reports
• Select which objects’ fields can be used as columns in reports
Define custom report types to display results from an object with or without its related objects
• See which cases were closed with solutions, and which were not.
119. What is Conditional Highlighting?
Conditional highlighting is used to highlight the summary and matrix reports summary rows
We can use up to 3 conditions maximum per report to highlight.
120. What are Dashboards?
Dashboards are Visual representations of key business information and show information from multiple reports.
Dashboard can have up to 20 components
Matrix and Summary reports can be used as source reports for dashboards
Running User determines the level of access to the Dashboard Data
Dashboard refresh can be Scheduled
We can email a Dashboard
121. Explain different Dashboard Components?
Chart: Graphical representation of report results
Table: A listing of the top or bottom records from a report
Metric: A single data value – drawn from the Grand Total of a report
Gauge: A single data value – displayed as a point on a defined spectrum – drawn from the Grand Total of a report
122. What is a Campaign?
Campaign is Specific marketing program or marketing tactic, Builds awareness and generates leads
123. What is a Campaign Member?
Campaign members are Lead or contact, who is associated to the Campaign
Also, Individual who has responded to Campaign
124. Who has access to Campaigns?
• Any user in your organization can view campaigns, view the advanced campaign setup, or run campaign reports.
• However, only designated Marketing Users with the appropriate user permissions can create, edit, and delete campaigns and configure advanced campaign setup.
• An administrator must select the Marketing User checkbox on a user’s personal information to designate that user as a Marketing User.
• In addition, Marketing Users can import leads and use the campaign import wizards if they also have the Marketing User profile (or the “Import Leads” permission and “Edit” on campaigns).
• Campaigns are included with Enterprise, Unlimited, and Developer Editions, and available for an additional cost with Professional Edition.
125. What is Workflow?
Workflow is a Force.com business logic engine that allows us to automatically send emails, update fields and assign tasks based on the rule that we define
126. What all the functions can be performed using Workflows?
Salesforce Workflow gives you the ability to automatically:
• Create and send email alerts
• Create and assign tasks
• Update field values to either specific values, or based on formulas
• Create and send outbound API messages
• Create and execute time-dependent actions
127. What is a Workflow Rule?
Workflow rules are set of instructions specify the criteria for when the workflow should be activated
128. What are different workflow evaluation criteria’s and explain them?
Below are the workflow evaluation criteria’s
• When the record is created
• When the record is created and every time it’s edited
• When the record is created and any time it’s edited to subsequently meet the criteria
129. What is a Workflow Task?
Workflow Tasks assign a task to a User (Only Users) according to a particular template
130. What is a Workflow Email Alert?
Workflow Email Alerts are actions that send an Email according to a specified Email template. Workflow alerts can be sent to any User or Contact, as long as they have valid Email Address
131. What is a Workflow Field Update?
Workflow field updates are actions that update a particular field on the record that initially triggered the workflow rule
132. What are workflow actions?
Workflow actions are actions performed when a workflow rule is triggered. For example, Field updates, Alerts, Tasks and Outbound Messages
133. Can we define a single workflow rule on multiple objects?
No, Every workflow must be based on a single Object
134. What is Time-Dependent Workflow?
Time dependent workflow actions are actions that occur before or after a certain amount of time elapsed.
Time dependent workflow actions can be used to fire tasks, field updates and Email alerts.
We must specify time trigger for Time dependent workflows, this trigger define when Time dependent workflow should fire.
135. What are different workflow evaluation criteria’s and explain them?
Below are the workflow evaluation criteria’s
• When the record is created
• When the record is created and every time it’s edited
• When the record is created and any time it’s edited to subsequently meet the criteria
136. What are workflow outbound messages?
Workflow Outbound Messages is an action that sends data to an external web service
137. What are Queues?
Queues are collection of records that don’t have an Owner.
138. How can we define Queues?
Queues can be created by going to Queues in Manage Users, Enter Queue Email and by selecting Send Email to Members and select an Object under Supported Object section
139. Time-Dependent Workflow – Considerations
Maximum of 10 time triggers per rule
Maximum of 40 actions (10 x 4 types) per time trigger, and 80 actions per workflow rule
Workflow default user must be set up before creating time-based rules
Precision limited to hours or days
Cannot convert leads with time-dependent actions in the Workflow Queue
Time triggers cannot be added to or removed from activated workflow rules
Not possible to create a time-dependent action associated to a rule with a trigger type of Every time the record is created or updated
140. When the Add Time Trigger button is unavailable?
The evaluation criteria are set to Evaluate the rule when a record is: created, and every time it’s edited.
The rule is activated.
The rule is deactivated but has pending actions in the workflow queue.
Chart: Graphical representation of report results
Table: A listing of the top or bottom records from a report
Metric: A single data value – drawn from the Grand Total of a report
Gauge: A single data value – displayed as a point on a defined spectrum – drawn from the Grand Total of a report
122. What is a Campaign?
Campaign is Specific marketing program or marketing tactic, Builds awareness and generates leads
123. What is a Campaign Member?
Campaign members are Lead or contact, who is associated to the Campaign
Also, Individual who has responded to Campaign
124. Who has access to Campaigns?
• Any user in your organization can view campaigns, view the advanced campaign setup, or run campaign reports.
• However, only designated Marketing Users with the appropriate user permissions can create, edit, and delete campaigns and configure advanced campaign setup.
• An administrator must select the Marketing User checkbox on a user’s personal information to designate that user as a Marketing User.
• In addition, Marketing Users can import leads and use the campaign import wizards if they also have the Marketing User profile (or the “Import Leads” permission and “Edit” on campaigns).
• Campaigns are included with Enterprise, Unlimited, and Developer Editions, and available for an additional cost with Professional Edition.
125. What is Workflow?
Workflow is a Force.com business logic engine that allows us to automatically send emails, update fields and assign tasks based on the rule that we define
126. What all the functions can be performed using Workflows?
Salesforce Workflow gives you the ability to automatically:
• Create and send email alerts
• Create and assign tasks
• Update field values to either specific values, or based on formulas
• Create and send outbound API messages
• Create and execute time-dependent actions
127. What is a Workflow Rule?
Workflow rules are set of instructions specify the criteria for when the workflow should be activated
128. What are different workflow evaluation criteria’s and explain them?
Below are the workflow evaluation criteria’s
• When the record is created
• When the record is created and every time it’s edited
• When the record is created and any time it’s edited to subsequently meet the criteria
129. What is a Workflow Task?
Workflow Tasks assign a task to a User (Only Users) according to a particular template
130. What is a Workflow Email Alert?
Workflow Email Alerts are actions that send an Email according to a specified Email template. Workflow alerts can be sent to any User or Contact, as long as they have valid Email Address
131. What is a Workflow Field Update?
Workflow field updates are actions that update a particular field on the record that initially triggered the workflow rule
132. What are workflow actions?
Workflow actions are actions performed when a workflow rule is triggered. For example, Field updates, Alerts, Tasks and Outbound Messages
133. Can we define a single workflow rule on multiple objects?
No, Every workflow must be based on a single Object
134. What is Time-Dependent Workflow?
Time dependent workflow actions are actions that occur before or after a certain amount of time elapsed.
Time dependent workflow actions can be used to fire tasks, field updates and Email alerts.
We must specify time trigger for Time dependent workflows, this trigger define when Time dependent workflow should fire.
135. What are different workflow evaluation criteria’s and explain them?
Below are the workflow evaluation criteria’s
• When the record is created
• When the record is created and every time it’s edited
• When the record is created and any time it’s edited to subsequently meet the criteria
136. What are workflow outbound messages?
Workflow Outbound Messages is an action that sends data to an external web service
137. What are Queues?
Queues are collection of records that don’t have an Owner.
138. How can we define Queues?
Queues can be created by going to Queues in Manage Users, Enter Queue Email and by selecting Send Email to Members and select an Object under Supported Object section
139. Time-Dependent Workflow – Considerations
Maximum of 10 time triggers per rule
Maximum of 40 actions (10 x 4 types) per time trigger, and 80 actions per workflow rule
Workflow default user must be set up before creating time-based rules
Precision limited to hours or days
Cannot convert leads with time-dependent actions in the Workflow Queue
Time triggers cannot be added to or removed from activated workflow rules
Not possible to create a time-dependent action associated to a rule with a trigger type of Every time the record is created or updated
140. When the Add Time Trigger button is unavailable?
The evaluation criteria are set to Evaluate the rule when a record is: created, and every time it’s edited.
The rule is activated.
The rule is deactivated but has pending actions in the workflow queue.
141. Time-Dependent Workflow Limitations:
Time triggers don’t support minutes or seconds.
Time triggers can’t reference the following:
• DATE or DATETIME fields containing automatically derived functions, such as TODAY or NOW.
• Formula fields that include related-object merge fields.
You can’t add or remove time triggers if:
• The workflow rule is active.
• The workflow rule is deactivated but has pending actions in the queue.
• The workflow rule evaluation criteria are set to Evaluate the rule when a record is: created, and every time it’s edited.
• The workflow rule is included in a package
.
142. What is Approval Processing?
Approval process is a force.com business logic engine that allows you to specify a sequence of steps that are required to approve a new record. Each step allows one or more designated approvers to accept or reject the record.
143. Approval Terminology
• Approval Request: An approval request is an email notifying the recipient that a record was submitted for approval and his or her approval is requested.
• Approval Steps: Approval steps assign approval requests to various users and define the chain of approval for a particular approval process.
– Each approval step specifies the attributes a record must have to advance to that approval step, the user who can approve requests for those records, and whether to allow the delegate of the approver to approve the requests.
– The first approval step in a process also specifies the action to take if a record does not advance to that step.
– Subsequent steps in the process also allow you to specify what happens if an approver rejects the request.
• Assigned Approver: The assigned approver is the user responsible for approving an approval request.
• Initial Submission Actions: are the actions that occur when a user first submits a record for approval.
– For example, an initial submission action can lock the record so that no users can edit it during the approval process.
– Initial submission actions can also include any approval actions such as assigning a task, sending an email, or updating a field.
• Final Approval Actions: are the actions that occur when all approval requests for a record are approved.
– Final approval actions can include any approval actions such as email alerts, field updates, tasks, or outbound messages.
– For example, a final approval action can change the status to “Approved” and send a notification email.
• Final Rejection Actions: are the actions that occur when all approval requests for a record are rejected.
– Final rejection actions can include any approval actions such as email alerts, field updates, tasks, or outbound messages.
– For example, a final rejection action can change the status to “Rejected”, send a notification email, and unlock the record so that users can edit it before resubmitting.
• Record Locking: is the process of preventing users from editing a record regardless of field-level security or sharing settings.
– Records that are pending approval are automatically locked by Salesforce.
– Users must have the “Modify All Data” permission to edit locked records.
– The Initial Submission Actions, Final Approval Actions, and Final Rejection Actions related lists contain a record lock action that you can edit if necessary
• Outbound Messages: send the information you specify to an endpoint you designate.
– You can set up workflow rules and approval processes to send outbound messages to an endpoint as a means of getting information to an external service.
144. Approval Process Checklist
Use the following checklist to plan your approval process:
– Prepare an Approval Request Email
– Determine the Approval Request Sender
– Determine the Assigned Approver
– Determine the Delegated Approver
– Decide if your approval process needs a filter
– Decide initial submission actions
– Decide if users can approve requests from a wireless device
– Determine if users can edit records that are awaiting approval
– Decide if records should be auto-approved or rejected
– Determine how many levels your process has
– Determine the actions when an approval request is approved or rejected.
145. What is Standard and Custom Fields in Salesforce?
Standard Fields
Standard Fields are pre-defined in Salesforce and you cannot delete standard fields but you can remove non-required standard fields from a page layout
Standard Field customizations include the ability to change standard field labels and tabs
• You can change the display labels of standard tabs, objects, fields, and other related user interface labels so they better reflect your organization’s business requirements.
• Renamed labels – for example, “Accounts” changed to “Companies” – display on all user pages, in Outlook Edition, and in Offline Edition.
• It’s important to note that all pages in the Setup area use the default, original labels.
• Reports and views are not renamed based on the new label value
Custom Fields
Capture information unique to your business process by creating custom fields with custom field help for each of the tabs that your organization uses
Recycle Bin for Deleted Custom Fields
Custom fields are deleted permanently after 45 days
146. Is it possible to change the existing data types of custom fields, if Yes please explain?
Yes. It’s possible but changing the data type of an existing custom field can cause data loss in the following situations:
• Changing to or from type Date or Date/Time
• Changing to Number from any other type
• Changing to Percent from any other type
• Changing to Currency from any other type
• Changing from Checkbox to any other type
• Changing from Picklist (Multi-Select) to any other type
• Changing to Picklist (Multi-Select) from any type except Picklist
• Changing from Auto Number to any other type
• Changing to Auto Number from any type except Text
• Changing from Text Area (Long) to any type except Email, Phone, Text, Text Area, or URL
147. What is a dependent picklist?
Dependent fields can help make your data more accurate and consistent by applying filters.
A dependent field works in conjunction with a controlling field to filter its values. The value chosen in the controlling field affects the values available in the dependent field.
300 is the maximum number of values allowed in a controlling picklist
A custom multi-select picklist cannot be the controlling field for a dependent field
Field Type Controlling Field Dependent Field
Standard Picklist Yes No
Custom Picklist Yes Yes
Custom Multi-Select No Yes
Standard Checkbox Yes No
Custom Checkbox Yes No
148. What is a Business Process?
Business process allows you to track separate sales, support, and lead lifecycles across different divisions, groups, or markets.
Available Business Processes:
Sales Processes – Create different sales processes that include some or all of the picklist values available for the Opportunity Stage field
Support Processes – Create different support processes that include some or all of the picklist values available for the Case Status field
Lead Processes – Create different lead processes that include some or all of the picklist values available for the Lead Status field
Solution Processes – Create different solution processes that include some or all of the picklist values available for the Solution Status field
149. What is Web-to-Lead and Web-to-Case? (More explanation needed)
A lead or case record created through Web-to-Lead or Web-to-Case will set the record type to that of the default lead owner or automated case user (optional)
150. On which tabs can I create multiple record types?
Multiple record types may be created for every tab, with the exception of the Home, Forecasts, Documents, and Reports tabs.
151. What happens if I try to add new picklist value?
You will be prompted to select which record types should include the new value
152. Why use Field-Level Security?
Use Field-Level Security (rather than creating multiple page layouts) to enforce data security
Users view data relevant to their job function Troubleshooting Tools Field accessibility views
Setup | Administration Setup | Security Controls | Field Accessibility
Notes:
• Field Level Security is not available in PE
• Field-level security cannot be used to make a field required. This is done from the Page Layout
• Field access settings can be defined using both field-level security and page layouts. However, the most restrictive field access setting of the two will always apply.
For example, if a field is required on the page layout, but read-only in the field-level security settings, the field will be read-only.
• Hiding a field from a user using FLS also hides that field from list views, search results, and reports.
153. What are Login Hours and Login IP Ranges?
Login hour sets the hours when users with a particular profile can use the system
Login IP Ranges sets the IP addresses from which users with a particular profile can log in
Notes:
• You can customize profiles to restrict users’ ability to log in to Salesforce.
• You can set the hours when users can log in and the IP addresses from which they can log in.
If a user logs in before the restricted hours, the system will end the user’s session when the restricted hours begin.
Two Options for Restricting Access via IP Ranges
Option 1: Add Trusted IP Ranges for your entire org
Option 2: Add Trusted IP Ranges on a Profile by Profile basis
154. What is a User Record?
User record possesses key information about a user and each has its own unique username.
Other properties of User records are below
• User logs in with username and password
• Users can be active or inactive; an active user uses a license
• Users are associated with a Profile
• Users are usually associated with a Role
155. What is a Record Owner?
Record owner is he user (or queue for Cases and Leads) who controls or has rights to that particular data record.
An Owner has the following special privileges with the below assumptions:
• View and edit capabilities
• Transfer capability – change ownership
• Deletion capabilities
Important assumption:
Object permissions enabled
The Account Owner, Opportunity Owners and Case Owners may or may not be the same user.
156. What are Organization Wide Defaults?
OWD Defines the baseline level of access to data records for all users in the Organization (not including records owned by the user or inherited via role hierarchy) Used to restrict access to data Access levels to
Private
Public Read/Write
Public Read/Write/Transfer
Public Full Access
Public Read Only
157. What is a Role and Role Hierarchy?
Role:
Controls the level of visibility that users have to an organization’s data
An user may be associated to one role
Role Hierarchy:
Controls data visibility
Controls record roll up – forecasting and reporting
Users inherit the special privileges of data owned by or shared with users below them in the hierarchy
Not necessarily the company’s organization chart
Notes:
• If using Customizable Forecasting, there is a separate forecast role hierarchy.
• EE can create Account, Contact, Opportunity and Case Sharing Rules. PE can ONLY create Account and Contact Sharing Rules.
• Assuming no sharing rules have been created, users in the same role cannot access one another’s records.
Example: Org Wide Default settings for opportunities are private. Creating a role and adding two users to that role does not allow those users access to one another’s opportunities.
• “Grant Access Using Hierarchies” allows you to disable the default sharing access granted by your role and territory hierarchies. This option can be changed for custom objects that do not have their organization-wide default sharing setting set to Controlled by Parent.
158. What is Access at the Role Level?
Access is defined when creating a role
Level of access to Opportunities associated to Accounts owned by the role
Level of access to Contacts associated to Accounts owned by the Role
Level of access to Cases associated to Accounts owned by the role
Level of access options depend on OWD
Notes:
• You can create up to 500 roles for your organization
• Every user must be assigned to a role, or their data will not display in opportunity reports, forecast roll-ups, and other displays based on roles
• All users that require visibility to the entire organization should belong to the highest level in the hierarchy
• It is not necessary to create individual roles for each title at your company, rather you want to define a hierarchy of roles to control access of information entered by users in lower level roles
• When you change a user’s role, any relevant sharing rules are evaluated to add or remove access as necessary
159. What is a Sharing Rule?
Sharing rules are automated rules that grant access to groups of users
These are exceptions to Organization Wide Defaults
Irrelevant for Public Read/Write organizations
Levels of Access that can be granted are
• Read Only
• Read/Write
Notes:
• Sharing rules should be used when a user or group of users needs access to records not granted them by either the role hierarchy setup or the organization wide default settings.
• Sharing rules open up access whereas organization wide defaults restrict access.
• You can use sharing rules to grant wider access to data. You cannot restrict access below your organization-wide default levels.
• Sharing rules apply to all new and existing records owned by the specified role or group members.
• Sharing rules apply to both active and inactive users.
• When you change the access levels for a sharing rule, all existing records are automatically updated to reflect the new access levels.
• When you delete a sharing rule, the sharing access created by that rule is automatically removed.
• When you transfer records from one user to another, the sharing rules are reevaluated to add or remove access to the transferred records as necessary.
• When you modify which users are in a group or role, the sharing rules are reevaluated to add or remove access as necessary.
• For contact, opportunity and case sharing rules, if the role or group members do not have access to the account associated with the shared contact, opportunity or case the rule automatically gives them access to view the account as well.
• Managers in the role hierarchy are automatically granted the same access that users below them in the hierarchy have from a sharing rule.
• You can edit the access levels for any sharing rule. You cannot change the specified groups or roles for the rule.
160. What are the types of Sharing Rules in Salesforce and explain them?
Sharing rules present in salesforce are as below.
Account Sharing Rules:
• Based on who owns the account
• Set default sharing access for accounts and their associated cases, contacts, contracts, and opportunities
Contact Sharing Rules:
• Based on who owns the contact (must be associated with an account)
• Set default sharing access for individual contacts and their associated accounts
• Cannot use with: Territory Management and B2I (Person Account) enabled orgs
Opportunity Sharing Rules (EE/UE):
• Based on who owns the opportunity
• Set default sharing access for individual opportunities and their associated accounts
Case Sharing Rules (EE/UE):
• Based on who owns the case
• Set default sharing access for individual cases and associated accounts
Lead Sharing Rules (EE/UE):
• Based on who owns the lead
• Set default sharing access for individual leads
Custom Object Sharing Rules (EE/UE):
• Based on who owns the custom object
• Set default sharing access for individual custom object records
Time triggers don’t support minutes or seconds.
Time triggers can’t reference the following:
• DATE or DATETIME fields containing automatically derived functions, such as TODAY or NOW.
• Formula fields that include related-object merge fields.
You can’t add or remove time triggers if:
• The workflow rule is active.
• The workflow rule is deactivated but has pending actions in the queue.
• The workflow rule evaluation criteria are set to Evaluate the rule when a record is: created, and every time it’s edited.
• The workflow rule is included in a package
.
142. What is Approval Processing?
Approval process is a force.com business logic engine that allows you to specify a sequence of steps that are required to approve a new record. Each step allows one or more designated approvers to accept or reject the record.
143. Approval Terminology
• Approval Request: An approval request is an email notifying the recipient that a record was submitted for approval and his or her approval is requested.
• Approval Steps: Approval steps assign approval requests to various users and define the chain of approval for a particular approval process.
– Each approval step specifies the attributes a record must have to advance to that approval step, the user who can approve requests for those records, and whether to allow the delegate of the approver to approve the requests.
– The first approval step in a process also specifies the action to take if a record does not advance to that step.
– Subsequent steps in the process also allow you to specify what happens if an approver rejects the request.
• Assigned Approver: The assigned approver is the user responsible for approving an approval request.
• Initial Submission Actions: are the actions that occur when a user first submits a record for approval.
– For example, an initial submission action can lock the record so that no users can edit it during the approval process.
– Initial submission actions can also include any approval actions such as assigning a task, sending an email, or updating a field.
• Final Approval Actions: are the actions that occur when all approval requests for a record are approved.
– Final approval actions can include any approval actions such as email alerts, field updates, tasks, or outbound messages.
– For example, a final approval action can change the status to “Approved” and send a notification email.
• Final Rejection Actions: are the actions that occur when all approval requests for a record are rejected.
– Final rejection actions can include any approval actions such as email alerts, field updates, tasks, or outbound messages.
– For example, a final rejection action can change the status to “Rejected”, send a notification email, and unlock the record so that users can edit it before resubmitting.
• Record Locking: is the process of preventing users from editing a record regardless of field-level security or sharing settings.
– Records that are pending approval are automatically locked by Salesforce.
– Users must have the “Modify All Data” permission to edit locked records.
– The Initial Submission Actions, Final Approval Actions, and Final Rejection Actions related lists contain a record lock action that you can edit if necessary
• Outbound Messages: send the information you specify to an endpoint you designate.
– You can set up workflow rules and approval processes to send outbound messages to an endpoint as a means of getting information to an external service.
144. Approval Process Checklist
Use the following checklist to plan your approval process:
– Prepare an Approval Request Email
– Determine the Approval Request Sender
– Determine the Assigned Approver
– Determine the Delegated Approver
– Decide if your approval process needs a filter
– Decide initial submission actions
– Decide if users can approve requests from a wireless device
– Determine if users can edit records that are awaiting approval
– Decide if records should be auto-approved or rejected
– Determine how many levels your process has
– Determine the actions when an approval request is approved or rejected.
145. What is Standard and Custom Fields in Salesforce?
Standard Fields
Standard Fields are pre-defined in Salesforce and you cannot delete standard fields but you can remove non-required standard fields from a page layout
Standard Field customizations include the ability to change standard field labels and tabs
• You can change the display labels of standard tabs, objects, fields, and other related user interface labels so they better reflect your organization’s business requirements.
• Renamed labels – for example, “Accounts” changed to “Companies” – display on all user pages, in Outlook Edition, and in Offline Edition.
• It’s important to note that all pages in the Setup area use the default, original labels.
• Reports and views are not renamed based on the new label value
Custom Fields
Capture information unique to your business process by creating custom fields with custom field help for each of the tabs that your organization uses
Recycle Bin for Deleted Custom Fields
Custom fields are deleted permanently after 45 days
146. Is it possible to change the existing data types of custom fields, if Yes please explain?
Yes. It’s possible but changing the data type of an existing custom field can cause data loss in the following situations:
• Changing to or from type Date or Date/Time
• Changing to Number from any other type
• Changing to Percent from any other type
• Changing to Currency from any other type
• Changing from Checkbox to any other type
• Changing from Picklist (Multi-Select) to any other type
• Changing to Picklist (Multi-Select) from any type except Picklist
• Changing from Auto Number to any other type
• Changing to Auto Number from any type except Text
• Changing from Text Area (Long) to any type except Email, Phone, Text, Text Area, or URL
147. What is a dependent picklist?
Dependent fields can help make your data more accurate and consistent by applying filters.
A dependent field works in conjunction with a controlling field to filter its values. The value chosen in the controlling field affects the values available in the dependent field.
300 is the maximum number of values allowed in a controlling picklist
A custom multi-select picklist cannot be the controlling field for a dependent field
Field Type Controlling Field Dependent Field
Standard Picklist Yes No
Custom Picklist Yes Yes
Custom Multi-Select No Yes
Standard Checkbox Yes No
Custom Checkbox Yes No
148. What is a Business Process?
Business process allows you to track separate sales, support, and lead lifecycles across different divisions, groups, or markets.
Available Business Processes:
Sales Processes – Create different sales processes that include some or all of the picklist values available for the Opportunity Stage field
Support Processes – Create different support processes that include some or all of the picklist values available for the Case Status field
Lead Processes – Create different lead processes that include some or all of the picklist values available for the Lead Status field
Solution Processes – Create different solution processes that include some or all of the picklist values available for the Solution Status field
149. What is Web-to-Lead and Web-to-Case? (More explanation needed)
A lead or case record created through Web-to-Lead or Web-to-Case will set the record type to that of the default lead owner or automated case user (optional)
150. On which tabs can I create multiple record types?
Multiple record types may be created for every tab, with the exception of the Home, Forecasts, Documents, and Reports tabs.
151. What happens if I try to add new picklist value?
You will be prompted to select which record types should include the new value
152. Why use Field-Level Security?
Use Field-Level Security (rather than creating multiple page layouts) to enforce data security
Users view data relevant to their job function Troubleshooting Tools Field accessibility views
Setup | Administration Setup | Security Controls | Field Accessibility
Notes:
• Field Level Security is not available in PE
• Field-level security cannot be used to make a field required. This is done from the Page Layout
• Field access settings can be defined using both field-level security and page layouts. However, the most restrictive field access setting of the two will always apply.
For example, if a field is required on the page layout, but read-only in the field-level security settings, the field will be read-only.
• Hiding a field from a user using FLS also hides that field from list views, search results, and reports.
153. What are Login Hours and Login IP Ranges?
Login hour sets the hours when users with a particular profile can use the system
Login IP Ranges sets the IP addresses from which users with a particular profile can log in
Notes:
• You can customize profiles to restrict users’ ability to log in to Salesforce.
• You can set the hours when users can log in and the IP addresses from which they can log in.
If a user logs in before the restricted hours, the system will end the user’s session when the restricted hours begin.
Two Options for Restricting Access via IP Ranges
Option 1: Add Trusted IP Ranges for your entire org
Option 2: Add Trusted IP Ranges on a Profile by Profile basis
154. What is a User Record?
User record possesses key information about a user and each has its own unique username.
Other properties of User records are below
• User logs in with username and password
• Users can be active or inactive; an active user uses a license
• Users are associated with a Profile
• Users are usually associated with a Role
155. What is a Record Owner?
Record owner is he user (or queue for Cases and Leads) who controls or has rights to that particular data record.
An Owner has the following special privileges with the below assumptions:
• View and edit capabilities
• Transfer capability – change ownership
• Deletion capabilities
Important assumption:
Object permissions enabled
The Account Owner, Opportunity Owners and Case Owners may or may not be the same user.
156. What are Organization Wide Defaults?
OWD Defines the baseline level of access to data records for all users in the Organization (not including records owned by the user or inherited via role hierarchy) Used to restrict access to data Access levels to
Private
Public Read/Write
Public Read/Write/Transfer
Public Full Access
Public Read Only
157. What is a Role and Role Hierarchy?
Role:
Controls the level of visibility that users have to an organization’s data
An user may be associated to one role
Role Hierarchy:
Controls data visibility
Controls record roll up – forecasting and reporting
Users inherit the special privileges of data owned by or shared with users below them in the hierarchy
Not necessarily the company’s organization chart
Notes:
• If using Customizable Forecasting, there is a separate forecast role hierarchy.
• EE can create Account, Contact, Opportunity and Case Sharing Rules. PE can ONLY create Account and Contact Sharing Rules.
• Assuming no sharing rules have been created, users in the same role cannot access one another’s records.
Example: Org Wide Default settings for opportunities are private. Creating a role and adding two users to that role does not allow those users access to one another’s opportunities.
• “Grant Access Using Hierarchies” allows you to disable the default sharing access granted by your role and territory hierarchies. This option can be changed for custom objects that do not have their organization-wide default sharing setting set to Controlled by Parent.
158. What is Access at the Role Level?
Access is defined when creating a role
Level of access to Opportunities associated to Accounts owned by the role
Level of access to Contacts associated to Accounts owned by the Role
Level of access to Cases associated to Accounts owned by the role
Level of access options depend on OWD
Notes:
• You can create up to 500 roles for your organization
• Every user must be assigned to a role, or their data will not display in opportunity reports, forecast roll-ups, and other displays based on roles
• All users that require visibility to the entire organization should belong to the highest level in the hierarchy
• It is not necessary to create individual roles for each title at your company, rather you want to define a hierarchy of roles to control access of information entered by users in lower level roles
• When you change a user’s role, any relevant sharing rules are evaluated to add or remove access as necessary
159. What is a Sharing Rule?
Sharing rules are automated rules that grant access to groups of users
These are exceptions to Organization Wide Defaults
Irrelevant for Public Read/Write organizations
Levels of Access that can be granted are
• Read Only
• Read/Write
Notes:
• Sharing rules should be used when a user or group of users needs access to records not granted them by either the role hierarchy setup or the organization wide default settings.
• Sharing rules open up access whereas organization wide defaults restrict access.
• You can use sharing rules to grant wider access to data. You cannot restrict access below your organization-wide default levels.
• Sharing rules apply to all new and existing records owned by the specified role or group members.
• Sharing rules apply to both active and inactive users.
• When you change the access levels for a sharing rule, all existing records are automatically updated to reflect the new access levels.
• When you delete a sharing rule, the sharing access created by that rule is automatically removed.
• When you transfer records from one user to another, the sharing rules are reevaluated to add or remove access to the transferred records as necessary.
• When you modify which users are in a group or role, the sharing rules are reevaluated to add or remove access as necessary.
• For contact, opportunity and case sharing rules, if the role or group members do not have access to the account associated with the shared contact, opportunity or case the rule automatically gives them access to view the account as well.
• Managers in the role hierarchy are automatically granted the same access that users below them in the hierarchy have from a sharing rule.
• You can edit the access levels for any sharing rule. You cannot change the specified groups or roles for the rule.
160. What are the types of Sharing Rules in Salesforce and explain them?
Sharing rules present in salesforce are as below.
Account Sharing Rules:
• Based on who owns the account
• Set default sharing access for accounts and their associated cases, contacts, contracts, and opportunities
Contact Sharing Rules:
• Based on who owns the contact (must be associated with an account)
• Set default sharing access for individual contacts and their associated accounts
• Cannot use with: Territory Management and B2I (Person Account) enabled orgs
Opportunity Sharing Rules (EE/UE):
• Based on who owns the opportunity
• Set default sharing access for individual opportunities and their associated accounts
Case Sharing Rules (EE/UE):
• Based on who owns the case
• Set default sharing access for individual cases and associated accounts
Lead Sharing Rules (EE/UE):
• Based on who owns the lead
• Set default sharing access for individual leads
Custom Object Sharing Rules (EE/UE):
• Based on who owns the custom object
• Set default sharing access for individual custom object records
161. Best Practices of Creating Contact Sharing Rules?
• Account Org-Wide Default must be set to at least “Public Read Only” in order to set the Contact Org-Wide Default to “Public Read/Write”.
• To share ALL contacts in the system with a group of users or a specific role, create a sharing rule that uses the “All Internal Users” (or “Entire Organization”) public group as the owned by option.
• Use “Roles and Subordinates” over “Roles” where possible to minimize the number of sharing rules.
162. What is a Public Group?
Public group is a grouping of:
• Users
• Public Groups (nesting)
• Roles
• Roles and Subordinates
• Mixture of any of these elements
Used in Sharing Rules – for simplification (when more than a few roles need to be shared to)
Also used when defining access to Folders and List Views
For example, if a new user is assigned a role that belongs to an existing public group, that user will be
automatically added to the public group
163. What is Manual Sharing?
Manual sharing is granting record access, one-off basis
Owner, anyone above owner in role hierarchy and administrator can manually share records
Available on Contacts, Leads, Cases, Accounts and Opportunity records and Custom Objects
Like sharing rules, irrelevant for Public Read/Write organizations
181. How can you determine that email is actually sent or not from the salesforce?
There is an Email log that you could use. It’s available in the setup menu under Monitoring.
It’s only for the past 30 days and you would have to manually check it.
From the email log page: “Email logs describe all emails sent through salesforce.com and can be used to help identify the status of an email delivery. Email logs are CSV files that provide information such as the email address of each email sender and its recipient, the date and time each email was sent, and any error code associated with each email. Logs are only available for the past 30 days.”
182. In salesforce which fields are indexed automatically?
The following fields are indexed by default:
• primary keys (Id, Name and Owner fields),
• foreign keys (lookup or master-detail relationship fields),
• audit dates (such as LastModifiedDate),
• Custom fields marked as External ID or Unique
183. Give any scenario when you cannot change the currency field type to numeric type.
When the field is used either in Apex class or trigger
184. Consider a scenario where you have created a Visualforce page and Controller. You want to restrict the controller action for users which are logged in using “Grant Login Access”. How to achieve this?
When System admin logged in on the behalf of any other user, On upper right corner message is displayed that user is logged-in on behalf of some other user. In Visualforce page we can search for the element with class name present or not? If the element with that Class name exist means logged-in user is not an actual user.
185. How to get the debug log of Connection user in salesforce to salesforce Integration?
When configuring Debug Logs, you cannot choose a Salesforce to Salesforce Connection User from the User Lookup, but there is a workaround to achieve this.
To begin capturing Debug Logs for a Connection User open the following URL in your browser:
https://XXX.salesforce.com/p/setup/layout/AddApexDebugLogUser?retURL=%2Fsetup%2Fui%2FlistApexTraces.apexp&UserLookupInput_lkid=YYYYYYYYYYYYYY
&UserLookupInput=Connection%20User
Replace XXX with your salesforce instance, UserLookupInput_lkid is the ID of the Connection User and UserLookupInput is the User name. You can find the user ID of the connection user, by inspecting the CreatedById for a record created by this user. (eg. via eclipse or Force.com explorer)
186. We have a “Time Based Workflow” and there is Action scheduled to be executed. If we Deactivate the workflow, Scheduled actions will be removed from queue or not?
Even after deactivation of workflow, its action will be active in queue.
187. We have “Time Based Workflow” and there is action scheduled to be executed. Can we delete that workflow?
If a workflow has any pending time dependent action, then we cannot delete the workflow.
188. How to clear the Time based workflow action queue?
Two ways to achieve this:
1. Make criteria false for all those records.
2. Navigate to “Set up | Monitoring | Time Based Workflow”, search for scheduled actions and remove from queue.
189. While creating workflow on Task, what difference observed on available actions?
“Send Email” action is not available while creating workflow on task.
190. When loading data into date fields such as Opportunity Close Date using the Data Loader, the date displayed in the application is sometimes one day earlier than the date in the file. What may be the reason and solution?
The reason for this is that fields such as Close Date are actually date/time fields. When a date is loaded without specifying the time, the time is defaulted to 00:00 – midnight. When another user is in a time zone which is behind the current user’s time zone, the date will show on the previous day.
For example:
20 August 2008 00:00 in Paris is 19 August 2008 23:00 in London
Similar issues can arise when daylight savings time begins or ends.
Two simple solutions to this are:
1) Specify a time as well as a date when loading dates using the Data Loader. Or
2) Switch your PC’s time zone to Hawaiian time before starting up the Data Loader.
191. Explain dynamic Dashboard.
Dashboard which is running under current logged in user permission is known as “dynamic Dashboard”. At the most 3 dynamic dashboards can be built. This is available in Unlimited, Enterprise and Developer edition. This type of dashboard cannot be scheduled for refresh. IT must be scheduled manually.
192. What is analytic Snapshot in salesforce?
Analytic snapshot capture and store the data at pre decided intervals. It captures data from report and saves in custom object as per schedule. It only supports tabular and summary report as asource report. It does not support matrix report. The field type in target object must be same as source report object field.
193. What are the features of “Manage Members” in campaign records?
Campaign members are created from lead, contact, or person account records. Salesforce provides a variety of ways in which you can manage your campaign members. You can add and update up to 50,000 campaign members at a time through lead, contact, and person account reports; you can search for and add or edit multiple leads and contacts from the Manage Members page; you can add an unlimited number of leads and contacts using a CSV import file; or you can add members to a campaign one at a time from contact or lead detail pages.
194. If I want Object level accesses then what should i use from Salesforce security model?
Profile
195. In OWD (Organization wide sharing), can I change the setting “Grant Access Using Hierarchies” for Standard Objects?
You cannot change it for Standard Objects However for Custom Objects it’s possible.
196. What is Mandatory while creating User, Role or Profile?
It’s Profile.
197.In case of Master-Detail relationship, on Update of master record can we update the field of child record using workflow rule?
No
198. In case of Master-Detail relationship, on Update of child record can we update the field of Parent record using workflow rule?
Yes, Master Fields are also available for “Criteria evaluation”.
199. While setting OWD (Organization wide sharing), can we change/modify the setting of child record in case of Master-Detail relationship?
No, Child record is controlled by the Parents setting.
200. How to hide the “App Setup” Menu from user’s setup page?
In Profile, remove access “View Setup and Configuration”.
246. Write a syntax and structure of scheduler class?
Sample class
global class ScheduleDemo implements Schedulable{
global void execute(SchedulableContext sc){
BatchClass b = new BatchClass();
database.executeBatch(b);
}
}
247. Write a apex code to send a email?
Sample code snippet to send an email using apex code
Messaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage();
String[] toAddresses = new String[]{‘talk2srikrishna@gmail.com’};
mail.setToAddress(toAddresses);
mail.setSubject(‘Sample Mail Subject’);
mail.setPlainTextBody(‘Hello World!’);
Messaging.sendEmail(new Messaging.SingleEmailMessage[]{mail});
248. What are the aggregate functions supported by salesforce SOQL?
Following aggregate functions are supported by salesforce SOQL
1. SUM()
2. MIN()
3. MAX()
4. COUNT()
5. AVG()
6. COUNT_DISTINCT()
249. Write a sample aggregate query or explain how to write a aggregate queries?
The return types of Aggregate functions are always an array of AggregateResult.
Sample Code
AggregateResult[] ar = [select AVG(Amount) aver from Opportunity];
Object avgAmt = ar[0].get(‘aver’);
250. Write a code to find the average Amount for all your opportunities by campaign?
AggregateResult[] arList = [select CampaignId, AVG(amount) from Opportunity group by CampaignId];
for(AggregateResult ar : arList){
System.debug(‘CampaignId ’ + ar.get(‘CampaignId’));
System.debug(‘Average Amount’ + ar.get(‘expr0’));
}
251. What are email services in salesforce and explain how we can use them in code?
Email services are automated processes that use apex class to process the contents, headers and attachment of an inbound email.
Sample code
Use Case: create a contact record if the inbound email subject is Create Contact and body contains contact name
global CreateContactFromEmail implements Messaging.InboundEmailHandler{
global Messaging.InboundEmailResult handleInboundEmail(Messaging.InboundEmail email, Messaging.InboundEnvelop envelop){
Messaging.InboundEmailResult res = new Messaging.InboundEmailResult();
String strToCompare = ‘Create Contact’;
If(email.subject.equalsIgnoreCase(strToCompare)){
Contact c = new Contact();
c.LastName = email.plainTextBody();
insert c;
//save text attachments
for(Messaging.InboundEmail.TextAttachment att : email.textAttachments){
Attachment a = new Attachment();
a.Name = att.fileName;
a.Body = att.Blob.valueOf(att.Body);
a.ParentId = c.Id;
insert attachment;
}
//save binary attachments
for (Messaging.Inboundemail.BinaryAttachment bAttachment : email.binaryAttachments) {
Attachment attachment = new Attachment();
attachment.Name = bAttachment.fileName;
attachment.Body = bAttachment.body;
attachment.ParentId = c.Id;
insert attachment;
}
}
res.Success = true;
return res;
}
}
252. What is the relationship between Contact and Account objects in salesforce?
In Salesforce, Contacts is having a look up relationship with Accounts i.e., Simple relationship
253. What are different Organization Wide Defaults? Explain each of them?
Below are the different OWD values
Private
If the OWD for an object is set to private, then only the owner, and users above that role in role hierarchy, can view, edit and report on those records
Public Read Only
If the OWD for an object is set to Public Read Only, then all users can view and report on records but they cannot edit them. Only the record owner and the users above that role in the role hierarchy can edit the records
Public Read/Write
If the OWD for an object is set to Public Read/Write, then all users can view, edit and report on all records. But only owner of the record can delete the records.
Public Read/Write/Trfer
This is available only for Case and Lead objects
If the OWD for an object is set to Public Read/Write/Trfer then, all users can view, edit, trfer and report on all the records but only owner of the record can delete the records
Public Full Access
This is available only for Campaign object.
If the OWD for Campaigns are set Public Full Access then, all users can view, edit, delete and report on all records.
No Access, View Only or Use
This is available only for Price Book object.
If the OWD for Price Book is set Use then, all users can access the Price Book information and as well as using the Price Book configuration for Opportunities with Products.
If the OWD for Price Book is set View Only then, all users can access the Price Book information but not to use that Price Book detail in Opportunities with Products
If the OWD for Price Book is set No Access then, it restricts users from accessing information for Price Book and Prices.
Controlled By Parent
If the OWD for any object is set as Controlled By Parent, then user can perform an action on the record based on whether they can do the same on the parent record associated with it
• Account Org-Wide Default must be set to at least “Public Read Only” in order to set the Contact Org-Wide Default to “Public Read/Write”.
• To share ALL contacts in the system with a group of users or a specific role, create a sharing rule that uses the “All Internal Users” (or “Entire Organization”) public group as the owned by option.
• Use “Roles and Subordinates” over “Roles” where possible to minimize the number of sharing rules.
162. What is a Public Group?
Public group is a grouping of:
• Users
• Public Groups (nesting)
• Roles
• Roles and Subordinates
• Mixture of any of these elements
Used in Sharing Rules – for simplification (when more than a few roles need to be shared to)
Also used when defining access to Folders and List Views
For example, if a new user is assigned a role that belongs to an existing public group, that user will be
automatically added to the public group
163. What is Manual Sharing?
Manual sharing is granting record access, one-off basis
Owner, anyone above owner in role hierarchy and administrator can manually share records
Available on Contacts, Leads, Cases, Accounts and Opportunity records and Custom Objects
Like sharing rules, irrelevant for Public Read/Write organizations
164. What are Folders in salesforce?
Folders are used for organizing email templates, documents, reports and dashboards
Access is defined – Read or Read/Write
Access is explicit – does NOT roll up through role hierarchy
Notes:
You can modify the contents of a folder if the folder access level is set to Read/Write.
Only users with the “Manage Public Documents” or “Manage Public Templates” can delete or change a Read Only folder.
The Documents tab does NOT contain version control capabilities
To search documents, users must use Documents search. The sidebar search does NOT search Documents, Solutions, Products, and Reports but does search Assets and Custom Objects
The Create New Folder link will only be visible to users with the “Manage Public Documents” permission
The size limit for documents uploaded is 5MB. The size limit for document filenames is 255 characters including the file extension
165. What are the difference between Sandbox and Developer Editions?
Sandbox Developer Edition
The salesforce.com Sandbox environment is an exact copy of your salesforce.com instance. Developer Edition was an edition created for development of integrations and apps, specifically for the AppExchange.
You can copy your live instance to a sandbox environment. You have to perform manually from sandbox to developer edition.
You can either copy your configuration and data into a sandbox environment or just the configuration. You cannot copy your configuration or data onto the Developer Edition, but you can customize it to match your instance’s look and feel.
166. How to restrict the user to see any record let’s say CASES?
Set up cases sharing to be private. If both users are admins or have view all records on cases, then that overrides private sharing.
167. What is External ID?
External ID is a field or flag on any custom field of type Text, Number or Email
External ID is Case INSENSITIVE
External ID are restricted to Three ID fields per object
External ID can be Custom fields only.
168. What are Relative Dates?
Related dates are dates used in Views and Reports for filtering.
These are dynamic date range, based on current date
Examples: This Week, Next Month, Last 90 Days
Available Relative Date Filters (not case sensitive)
• Today
• Yesterday
• Tomorrow
• This Week
• Last Week
• Next Week
• This Month
• Last Month
• Next Month
• Last x Days
• Next x Days
• Quarter
• Year
• Fiscal Quarter
• Fiscal Year
169. How is Role Different from the Profile?
Roles and Profiles are two different concepts in Salesforce.com, Some of the basic differences are:
• Profile helps to put restrictions on the Object where as the Role helps in opening the records to the users above the Role hierarchy
• Profile manages the Salesforce.com License, Tabs Settings, Record types, Page layouts, General Settings, Administrator Settings etc; Role hierarchy does not do any of these things
• Profile is Mandatory, Role is not
170. What are the different ways of making a field mandatory?
In salesforce we can make fields mandatory by 3 ways
1. Page Layout: - Field can be made mandatory from the page layout when it needs to be made mandatory for a set of users
2. Field Level Security: - Field can be made mandatory from the FLS when it needs to be made mandatory for all the users in the Organization and even from the API’s
3. Validation Rule: - Field can be made mandatory from the Validation Rule when it needs to be made mandatory for user who is using the same Page layout used by other users
Salesforce.com recommends using the Page Layout option for making the field mandatory.
171. What are the Different Ways in which leads can be created in salesforce.com?
Some of the ways in which leads can be generated and created in salesforce.com are
• Walk In to a company: User comes to the company office and then Salesforce.com rep manually creates the Lead
• Data Base bought by the company and then leads loaded via Data Loader/Import Wizard in salesforce.com
• Leads created because of the Campaigns, Seminars, and Tradeshows
• Web to Lead: Users registering on the website of the company.
• Email to Lead & SMS to Lead can be custom build for the Organization
172. Can a Contact be part of Partner Portal as well as Customer Portal in salesforce.com?
Yes, a contact can be part of a Partner Portal as well as Customer portal in salesforce.com.
Customer Portal and Partner portal depend on the user object and are not related to the contact object.
So to enable both portals for a Contact we need to create two users which will utilize two different salesforce.com licenses, one license for Customer portal and other for Partner portal.
Both users created for a same contact will have two different profiles, One for Customer portal and other for Partner Portal.
173. When are the Record types used?
Record Types are used in the following two cases
• To assign the different Page layouts to different users based on their profiles
• To enable different sets of Standard/Custom Picklist values for two different users using the same page layout
174. What are Profile Components?
Profiles Components:
• Which standard and custom apps users can view
• Which tabs users can view
• Which record types are available to users
• Which page layouts users see
• Object permissions that allow users to create, read, edit, and delete records
• Which fields within objects users can view and edit
• Permissions that allow users to manage the system and apps within it
• Which Apex classes and Visualforce pages users can access
• Which desktop clients users can access
• The hours during which and IP addresses from which users can log in
• Which service providers users can access (if Salesforce is enabled as an identity provider)
175. Explain Profile Vs Permission Sets Permissions and Access Settings?
The following table shows the types of permissions and access settings that are specified in profiles and permission sets. Some profile settings aren’t included in permission sets.
Permission or Setting Type In Profiles? In Permission Sets?
Assigned apps TRUE TRUE
Tab settings TRUE TRUE
Record type assignments TRUE
Page layout assignments TRUE
Object permissions TRUE TRUE
Field permissions TRUE TRUE
User permissions (app and system) TRUE TRUE
Apex class access TRUE TRUE
Visualforce page access TRUE TRUE
Service provider access (if Salesforce is enabled as an identity provider) TRUE TRUE
Desktop client access TRUE
Login hours TRUE
Login IP ranges TRUE
176. What are the Standard Profiles available in Salesforce?
There are Six (6) Standard Profiles available in salesforce (EE/UE and PE)
• Standard User – Can view, edit, and delete their own records
• Solution Manager – Standard User permissions + Can manage published solutions + Can manage categories
• Marketing User – Standard User permissions + Can import leads for the organization
• Contract Manager – Standard User permissions + Can edit, approve, activate, and delete contracts
• Read-Only – Can only view records
• System Administrator – “Super User,” can customize and administer the application
177. What are Standard Business Objects?
Standard Business objects are mentioned below.
Object Description
Campaigns A Campaign is any marketing project that you want to plan, manage, and track in Salesforce.
Leads A Lead is any person, organization or company that may be interested in your products. Sometimes Leads are referred to as Prospects or Suspects. Leads are not yet customers.
Accounts An Account is an organization, individual or company involved with your business such as customers, competitors and partners that you wish to track in Salesforce
Contacts A Contact is any individual or influencer associated with an account that you want to track in Salesforce
Opportunities An Opportunity is any potential revenue-generating event (“sales deal” ) that you want to
track in Salesforce
Cases A case is a detailed description of a customer’s feedback, problem or question
Solutions A solution is a detailed description of a customer issue and the resolution of that issue. The
collection of your organization’s solutions is sometimes referred to as the solution knowledge base
Forecasts A forecast is your best estimate of how much revenue you can generate in a quarter
Documents
Reports Reports are summaries and analyses of your data, which you can display or print
Dashboards Dashboards give you a real-time snapshot of corporate metrics and key performance
indicators. A dashboard is a group of different charts (or components) that graphically display your custom
report data
Calendar and Task Activities are both tasks and scheduled calendar events. You can define and track activities for many different objects, including campaigns, accounts, contacts, and leads
Products Products are the individual items that you sell on your opportunities. (Please note that Products are available in EE/UE and Developer and in PE for an additional fee.)
178. What is a Company Profile?
Company profile contains core information for your company.
Below are the key information includes in company profile
• Language, Locale and Time Zone
• Licenses
• Storage and Used Space
• Fiscal Year
• Primary Contact and Address information
• Manage Currencies
179. What is a Fiscal Year in Salesforce?
Financial year in salesforce is used for an organizations financial planning.
This is usually a year in length and impacts forecasts, quotas and reports
Salesforce allows two types:
• Standard Fiscal Years are periods that follow the Gregorian calendar, but can start on the first day of any month of the year. (A Gregorian Year is a calendar based on a 12 Month Structure and is used throughout
much of the world.)
• Custom Fiscal Years are for companies that break down their fiscal years, quarters and weeks in to custom fiscal periods based on their financial planning requirements.
180. Can we use Custom financial year in forecasting?
We can NOT use Custom financial year in forecasting. But Customizable Forecasting must be enabled for use with Custom Fiscal Years
Folders are used for organizing email templates, documents, reports and dashboards
Access is defined – Read or Read/Write
Access is explicit – does NOT roll up through role hierarchy
Notes:
You can modify the contents of a folder if the folder access level is set to Read/Write.
Only users with the “Manage Public Documents” or “Manage Public Templates” can delete or change a Read Only folder.
The Documents tab does NOT contain version control capabilities
To search documents, users must use Documents search. The sidebar search does NOT search Documents, Solutions, Products, and Reports but does search Assets and Custom Objects
The Create New Folder link will only be visible to users with the “Manage Public Documents” permission
The size limit for documents uploaded is 5MB. The size limit for document filenames is 255 characters including the file extension
165. What are the difference between Sandbox and Developer Editions?
Sandbox Developer Edition
The salesforce.com Sandbox environment is an exact copy of your salesforce.com instance. Developer Edition was an edition created for development of integrations and apps, specifically for the AppExchange.
You can copy your live instance to a sandbox environment. You have to perform manually from sandbox to developer edition.
You can either copy your configuration and data into a sandbox environment or just the configuration. You cannot copy your configuration or data onto the Developer Edition, but you can customize it to match your instance’s look and feel.
166. How to restrict the user to see any record let’s say CASES?
Set up cases sharing to be private. If both users are admins or have view all records on cases, then that overrides private sharing.
167. What is External ID?
External ID is a field or flag on any custom field of type Text, Number or Email
External ID is Case INSENSITIVE
External ID are restricted to Three ID fields per object
External ID can be Custom fields only.
168. What are Relative Dates?
Related dates are dates used in Views and Reports for filtering.
These are dynamic date range, based on current date
Examples: This Week, Next Month, Last 90 Days
Available Relative Date Filters (not case sensitive)
• Today
• Yesterday
• Tomorrow
• This Week
• Last Week
• Next Week
• This Month
• Last Month
• Next Month
• Last x Days
• Next x Days
• Quarter
• Year
• Fiscal Quarter
• Fiscal Year
169. How is Role Different from the Profile?
Roles and Profiles are two different concepts in Salesforce.com, Some of the basic differences are:
• Profile helps to put restrictions on the Object where as the Role helps in opening the records to the users above the Role hierarchy
• Profile manages the Salesforce.com License, Tabs Settings, Record types, Page layouts, General Settings, Administrator Settings etc; Role hierarchy does not do any of these things
• Profile is Mandatory, Role is not
170. What are the different ways of making a field mandatory?
In salesforce we can make fields mandatory by 3 ways
1. Page Layout: - Field can be made mandatory from the page layout when it needs to be made mandatory for a set of users
2. Field Level Security: - Field can be made mandatory from the FLS when it needs to be made mandatory for all the users in the Organization and even from the API’s
3. Validation Rule: - Field can be made mandatory from the Validation Rule when it needs to be made mandatory for user who is using the same Page layout used by other users
Salesforce.com recommends using the Page Layout option for making the field mandatory.
171. What are the Different Ways in which leads can be created in salesforce.com?
Some of the ways in which leads can be generated and created in salesforce.com are
• Walk In to a company: User comes to the company office and then Salesforce.com rep manually creates the Lead
• Data Base bought by the company and then leads loaded via Data Loader/Import Wizard in salesforce.com
• Leads created because of the Campaigns, Seminars, and Tradeshows
• Web to Lead: Users registering on the website of the company.
• Email to Lead & SMS to Lead can be custom build for the Organization
172. Can a Contact be part of Partner Portal as well as Customer Portal in salesforce.com?
Yes, a contact can be part of a Partner Portal as well as Customer portal in salesforce.com.
Customer Portal and Partner portal depend on the user object and are not related to the contact object.
So to enable both portals for a Contact we need to create two users which will utilize two different salesforce.com licenses, one license for Customer portal and other for Partner portal.
Both users created for a same contact will have two different profiles, One for Customer portal and other for Partner Portal.
173. When are the Record types used?
Record Types are used in the following two cases
• To assign the different Page layouts to different users based on their profiles
• To enable different sets of Standard/Custom Picklist values for two different users using the same page layout
174. What are Profile Components?
Profiles Components:
• Which standard and custom apps users can view
• Which tabs users can view
• Which record types are available to users
• Which page layouts users see
• Object permissions that allow users to create, read, edit, and delete records
• Which fields within objects users can view and edit
• Permissions that allow users to manage the system and apps within it
• Which Apex classes and Visualforce pages users can access
• Which desktop clients users can access
• The hours during which and IP addresses from which users can log in
• Which service providers users can access (if Salesforce is enabled as an identity provider)
175. Explain Profile Vs Permission Sets Permissions and Access Settings?
The following table shows the types of permissions and access settings that are specified in profiles and permission sets. Some profile settings aren’t included in permission sets.
Permission or Setting Type In Profiles? In Permission Sets?
Assigned apps TRUE TRUE
Tab settings TRUE TRUE
Record type assignments TRUE
Page layout assignments TRUE
Object permissions TRUE TRUE
Field permissions TRUE TRUE
User permissions (app and system) TRUE TRUE
Apex class access TRUE TRUE
Visualforce page access TRUE TRUE
Service provider access (if Salesforce is enabled as an identity provider) TRUE TRUE
Desktop client access TRUE
Login hours TRUE
Login IP ranges TRUE
176. What are the Standard Profiles available in Salesforce?
There are Six (6) Standard Profiles available in salesforce (EE/UE and PE)
• Standard User – Can view, edit, and delete their own records
• Solution Manager – Standard User permissions + Can manage published solutions + Can manage categories
• Marketing User – Standard User permissions + Can import leads for the organization
• Contract Manager – Standard User permissions + Can edit, approve, activate, and delete contracts
• Read-Only – Can only view records
• System Administrator – “Super User,” can customize and administer the application
177. What are Standard Business Objects?
Standard Business objects are mentioned below.
Object Description
Campaigns A Campaign is any marketing project that you want to plan, manage, and track in Salesforce.
Leads A Lead is any person, organization or company that may be interested in your products. Sometimes Leads are referred to as Prospects or Suspects. Leads are not yet customers.
Accounts An Account is an organization, individual or company involved with your business such as customers, competitors and partners that you wish to track in Salesforce
Contacts A Contact is any individual or influencer associated with an account that you want to track in Salesforce
Opportunities An Opportunity is any potential revenue-generating event (“sales deal” ) that you want to
track in Salesforce
Cases A case is a detailed description of a customer’s feedback, problem or question
Solutions A solution is a detailed description of a customer issue and the resolution of that issue. The
collection of your organization’s solutions is sometimes referred to as the solution knowledge base
Forecasts A forecast is your best estimate of how much revenue you can generate in a quarter
Documents
Reports Reports are summaries and analyses of your data, which you can display or print
Dashboards Dashboards give you a real-time snapshot of corporate metrics and key performance
indicators. A dashboard is a group of different charts (or components) that graphically display your custom
report data
Calendar and Task Activities are both tasks and scheduled calendar events. You can define and track activities for many different objects, including campaigns, accounts, contacts, and leads
Products Products are the individual items that you sell on your opportunities. (Please note that Products are available in EE/UE and Developer and in PE for an additional fee.)
178. What is a Company Profile?
Company profile contains core information for your company.
Below are the key information includes in company profile
• Language, Locale and Time Zone
• Licenses
• Storage and Used Space
• Fiscal Year
• Primary Contact and Address information
• Manage Currencies
179. What is a Fiscal Year in Salesforce?
Financial year in salesforce is used for an organizations financial planning.
This is usually a year in length and impacts forecasts, quotas and reports
Salesforce allows two types:
• Standard Fiscal Years are periods that follow the Gregorian calendar, but can start on the first day of any month of the year. (A Gregorian Year is a calendar based on a 12 Month Structure and is used throughout
much of the world.)
• Custom Fiscal Years are for companies that break down their fiscal years, quarters and weeks in to custom fiscal periods based on their financial planning requirements.
180. Can we use Custom financial year in forecasting?
We can NOT use Custom financial year in forecasting. But Customizable Forecasting must be enabled for use with Custom Fiscal Years
There is an Email log that you could use. It’s available in the setup menu under Monitoring.
It’s only for the past 30 days and you would have to manually check it.
From the email log page: “Email logs describe all emails sent through salesforce.com and can be used to help identify the status of an email delivery. Email logs are CSV files that provide information such as the email address of each email sender and its recipient, the date and time each email was sent, and any error code associated with each email. Logs are only available for the past 30 days.”
182. In salesforce which fields are indexed automatically?
The following fields are indexed by default:
• primary keys (Id, Name and Owner fields),
• foreign keys (lookup or master-detail relationship fields),
• audit dates (such as LastModifiedDate),
• Custom fields marked as External ID or Unique
183. Give any scenario when you cannot change the currency field type to numeric type.
When the field is used either in Apex class or trigger
184. Consider a scenario where you have created a Visualforce page and Controller. You want to restrict the controller action for users which are logged in using “Grant Login Access”. How to achieve this?
When System admin logged in on the behalf of any other user, On upper right corner message is displayed that user is logged-in on behalf of some other user. In Visualforce page we can search for the element with class name present or not? If the element with that Class name exist means logged-in user is not an actual user.
185. How to get the debug log of Connection user in salesforce to salesforce Integration?
When configuring Debug Logs, you cannot choose a Salesforce to Salesforce Connection User from the User Lookup, but there is a workaround to achieve this.
To begin capturing Debug Logs for a Connection User open the following URL in your browser:
https://XXX.salesforce.com/p/setup/layout/AddApexDebugLogUser?retURL=%2Fsetup%2Fui%2FlistApexTraces.apexp&UserLookupInput_lkid=YYYYYYYYYYYYYY
&UserLookupInput=Connection%20User
Replace XXX with your salesforce instance, UserLookupInput_lkid is the ID of the Connection User and UserLookupInput is the User name. You can find the user ID of the connection user, by inspecting the CreatedById for a record created by this user. (eg. via eclipse or Force.com explorer)
186. We have a “Time Based Workflow” and there is Action scheduled to be executed. If we Deactivate the workflow, Scheduled actions will be removed from queue or not?
Even after deactivation of workflow, its action will be active in queue.
187. We have “Time Based Workflow” and there is action scheduled to be executed. Can we delete that workflow?
If a workflow has any pending time dependent action, then we cannot delete the workflow.
188. How to clear the Time based workflow action queue?
Two ways to achieve this:
1. Make criteria false for all those records.
2. Navigate to “Set up | Monitoring | Time Based Workflow”, search for scheduled actions and remove from queue.
189. While creating workflow on Task, what difference observed on available actions?
“Send Email” action is not available while creating workflow on task.
190. When loading data into date fields such as Opportunity Close Date using the Data Loader, the date displayed in the application is sometimes one day earlier than the date in the file. What may be the reason and solution?
The reason for this is that fields such as Close Date are actually date/time fields. When a date is loaded without specifying the time, the time is defaulted to 00:00 – midnight. When another user is in a time zone which is behind the current user’s time zone, the date will show on the previous day.
For example:
20 August 2008 00:00 in Paris is 19 August 2008 23:00 in London
Similar issues can arise when daylight savings time begins or ends.
Two simple solutions to this are:
1) Specify a time as well as a date when loading dates using the Data Loader. Or
2) Switch your PC’s time zone to Hawaiian time before starting up the Data Loader.
191. Explain dynamic Dashboard.
Dashboard which is running under current logged in user permission is known as “dynamic Dashboard”. At the most 3 dynamic dashboards can be built. This is available in Unlimited, Enterprise and Developer edition. This type of dashboard cannot be scheduled for refresh. IT must be scheduled manually.
192. What is analytic Snapshot in salesforce?
Analytic snapshot capture and store the data at pre decided intervals. It captures data from report and saves in custom object as per schedule. It only supports tabular and summary report as asource report. It does not support matrix report. The field type in target object must be same as source report object field.
193. What are the features of “Manage Members” in campaign records?
Campaign members are created from lead, contact, or person account records. Salesforce provides a variety of ways in which you can manage your campaign members. You can add and update up to 50,000 campaign members at a time through lead, contact, and person account reports; you can search for and add or edit multiple leads and contacts from the Manage Members page; you can add an unlimited number of leads and contacts using a CSV import file; or you can add members to a campaign one at a time from contact or lead detail pages.
194. If I want Object level accesses then what should i use from Salesforce security model?
Profile
195. In OWD (Organization wide sharing), can I change the setting “Grant Access Using Hierarchies” for Standard Objects?
You cannot change it for Standard Objects However for Custom Objects it’s possible.
196. What is Mandatory while creating User, Role or Profile?
It’s Profile.
197.In case of Master-Detail relationship, on Update of master record can we update the field of child record using workflow rule?
No
198. In case of Master-Detail relationship, on Update of child record can we update the field of Parent record using workflow rule?
Yes, Master Fields are also available for “Criteria evaluation”.
199. While setting OWD (Organization wide sharing), can we change/modify the setting of child record in case of Master-Detail relationship?
No, Child record is controlled by the Parents setting.
200. How to hide the “App Setup” Menu from user’s setup page?
In Profile, remove access “View Setup and Configuration”.
201. While creating new profile for user, which existing profile should be copied?
If the new user is not System administrator then copy from “Standard User” profile.
202. Who can run reports?
Users with permission “Run Report” and access to report folder can only run the report.
203. What is Difference between “Printable View” and “Export Details“button on report?
Printable View:
Formatting, grouping and subtotals are persisted.
Export Details:
Formatting, grouping and subtotals are lost.
204. What is the use of “floating report header”?
If you have long tabular report, you can make the column header visible on each page as you scroll, by enabling floating report headers.
205. How to enable “floating report header”?
Go to “Setup | App Setup | Customize | Report and Dashboard | User Interface Settings“.
Click on checkbox “Enable Floating Report Headers”.
206. Which permission is required to set the running user other than you in dashboard?
“View All Data” in profile.
207. Who can access “drag and drop dashboard”?
User with permission “manage dashboard”.
208. Which type of report can be used for dashboard components?
Summary and matrix report.
209. How many types of dashboard components are available?
Chart, Table, Metric, Gauge, and Visualforce
210. What is the difference between External ID and Unique ID?
External ID
This is a field that usually references an ID from another (external) system. For instance, if the customer has an Oracle Financials system that they will be linking with salesforce.com, it may be easier for them to be able to refer to the Oracle ID of account records from within salesforce. So they would create an external ID in salesforce.com and they would load the Oracle ID into that field for each account. They can then refer to that ID field, rather than the salesforce.com id.
Additionally, if you have an external ID field, the field becomes searchable in the sidebar search. You also can use the upsert API call with the extenal ID to refer to records.
You can have multiple records with the same external ID (though it is not recommended, as it will defeat the purpose of the external id).
External Id available for Text, Number and Email field types
External Id is used in upsert operations.
• If external id is absent or not matched then insert happens.
• If external id matched once then record will be updated.
• If external id is matched multiple times then error occurs.
Unique ID field
This is a setting for the field that will prevent you from using the same value in multiple records for the unique field. So if I create a 5 character text field and make it unique, and I create a record with the value “12345″ it will not be able to create another record with that same value in the unique field. If I try to do so, I will get an error saying that the value is already in use.
Often, External Ids are set with the unique property so that the IDs will be unique to each record.
211. In Profile settings, what is difference between “Modify All Data” and “Modify All”?
Modify All Data: Create, edit, and delete all organization data, regardless of sharing settings.
Modify All: Give Read, Add, Delete permission to selected Object, Create permission is not included in Modify All permission.
212. Explain Permission sets?
A permission set is a collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles.
For example, to give users access to a custom object, create a permission set, enable the required permissions for the object, and assign the permission set to the users. You never have to change profiles, or create a profile for a single use case. While users can have only one profile, they can have multiple permission sets.
Permission sets include settings for:
• Assigned apps
• Object settings, which include:
• Tab settings
• Object permissions
• Field permissions
• App permissions
• Apex class access
• Visualforce page access
• System permissions
• Service providers (only if you’ve enabled Salesforce as an identity provider)
213. What is Master Detail relationship and look up relationship in Salesforce?
Master Detail relationship is the Parent child relationship. In which Master represents Parent and detail represents Child. If Parent is deleted then Child also gets deleted. Rollup summary fields can only be created on Master records which will calculate the SUM, COUNT, MIN, MAX of the Child records.
Look up relationship is something like “has-a” (Containership) relationship, where one record has reference to other records. When one record is deleted then there is no impact on other records.
214. Can we convert the lookup relationship to Master Detail relationship?
We can convert the lookup relationship to master detail relationship if and only if all the existing record has valid lookup field.
215. How to delete the User from Salesforce?
As per now, salesforce does not allow deleting any user; however you can deactivate the user.
216. How to delete Users data from Salesforce?
To delete the Users Data go to Setup | Administration Setup | Data Management | Mass Delete Record, from there select the objects like Account, Lead etc and in criteria select the users name and delete all records of that user related to particular object.
217. How to restrict the user to see any record let’s say opportunity?
Set up opportunity sharing to be private. If both users are admins or have view all records on opportunity, then that overrides private sharing.
218. What is difference between WhoId and WhatId in the Data Model of Task ?
WhoID refers to people things. So that would be typically a Lead ID or a Contact ID
WhatID refers to object type things. That would typically be an Account ID or an Opportunity ID
219. Where is the option of the report for the “Custom Object with related object” and what are the conditions to generate related reports?
If the parent object is the standard object provided by the salesforce like “Account”, “Contact” then the report will be in there section with related custom object.
If both objects are the custom then the report will be in “Other Reports” Sections.
Following are the conditions to get the report of related objects:
• On both the objects, Reports option must be enabled
• The relationship between both of them must be “Master – detail relationship”.
220. How you can provide the User Login (Authentication) in Public sites created by Salesforce?
We can provide the authentication on public sites using “Customer Portal”.
221. What is the dynamic Apex?
Dynamic Apex enables developers to create more flexible applications by providing them with the ability to “Access sObject and field describe information”, “Write Dynamic SOQL Queries”, “Write Dynamic SOSL Queries” and “Dynamic DML”.
222. Is it possible to write the Apex code from user Interface?
You can add, edit, or delete Apex using the Salesforce.com user interface only in a Developer Edition organization, a Salesforce.com Enterprise Edition trial organization, or sandbox organization. In a Salesforce.com production organization, you can only make changes to Apex by using the Metadata API, deploy, call, the Force.com IDE, or theForce.com Migration Tool. The Force.com IDE and Force.com Migration Tool are free resources provided by salesforce.com to support its users and partners, but are not considered part of our Services for purposes of the salesforce.com Master Subscription Agreement.
223. When you can’t add Time dependent action in Workflow rule?
You can’t add time-dependent actions to a rule if you choose Every time a record is created or edited.
If the new user is not System administrator then copy from “Standard User” profile.
202. Who can run reports?
Users with permission “Run Report” and access to report folder can only run the report.
203. What is Difference between “Printable View” and “Export Details“button on report?
Printable View:
Formatting, grouping and subtotals are persisted.
Export Details:
Formatting, grouping and subtotals are lost.
204. What is the use of “floating report header”?
If you have long tabular report, you can make the column header visible on each page as you scroll, by enabling floating report headers.
205. How to enable “floating report header”?
Go to “Setup | App Setup | Customize | Report and Dashboard | User Interface Settings“.
Click on checkbox “Enable Floating Report Headers”.
206. Which permission is required to set the running user other than you in dashboard?
“View All Data” in profile.
207. Who can access “drag and drop dashboard”?
User with permission “manage dashboard”.
208. Which type of report can be used for dashboard components?
Summary and matrix report.
209. How many types of dashboard components are available?
Chart, Table, Metric, Gauge, and Visualforce
210. What is the difference between External ID and Unique ID?
External ID
This is a field that usually references an ID from another (external) system. For instance, if the customer has an Oracle Financials system that they will be linking with salesforce.com, it may be easier for them to be able to refer to the Oracle ID of account records from within salesforce. So they would create an external ID in salesforce.com and they would load the Oracle ID into that field for each account. They can then refer to that ID field, rather than the salesforce.com id.
Additionally, if you have an external ID field, the field becomes searchable in the sidebar search. You also can use the upsert API call with the extenal ID to refer to records.
You can have multiple records with the same external ID (though it is not recommended, as it will defeat the purpose of the external id).
External Id available for Text, Number and Email field types
External Id is used in upsert operations.
• If external id is absent or not matched then insert happens.
• If external id matched once then record will be updated.
• If external id is matched multiple times then error occurs.
Unique ID field
This is a setting for the field that will prevent you from using the same value in multiple records for the unique field. So if I create a 5 character text field and make it unique, and I create a record with the value “12345″ it will not be able to create another record with that same value in the unique field. If I try to do so, I will get an error saying that the value is already in use.
Often, External Ids are set with the unique property so that the IDs will be unique to each record.
211. In Profile settings, what is difference between “Modify All Data” and “Modify All”?
Modify All Data: Create, edit, and delete all organization data, regardless of sharing settings.
Modify All: Give Read, Add, Delete permission to selected Object, Create permission is not included in Modify All permission.
212. Explain Permission sets?
A permission set is a collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles.
For example, to give users access to a custom object, create a permission set, enable the required permissions for the object, and assign the permission set to the users. You never have to change profiles, or create a profile for a single use case. While users can have only one profile, they can have multiple permission sets.
Permission sets include settings for:
• Assigned apps
• Object settings, which include:
• Tab settings
• Object permissions
• Field permissions
• App permissions
• Apex class access
• Visualforce page access
• System permissions
• Service providers (only if you’ve enabled Salesforce as an identity provider)
213. What is Master Detail relationship and look up relationship in Salesforce?
Master Detail relationship is the Parent child relationship. In which Master represents Parent and detail represents Child. If Parent is deleted then Child also gets deleted. Rollup summary fields can only be created on Master records which will calculate the SUM, COUNT, MIN, MAX of the Child records.
Look up relationship is something like “has-a” (Containership) relationship, where one record has reference to other records. When one record is deleted then there is no impact on other records.
214. Can we convert the lookup relationship to Master Detail relationship?
We can convert the lookup relationship to master detail relationship if and only if all the existing record has valid lookup field.
215. How to delete the User from Salesforce?
As per now, salesforce does not allow deleting any user; however you can deactivate the user.
216. How to delete Users data from Salesforce?
To delete the Users Data go to Setup | Administration Setup | Data Management | Mass Delete Record, from there select the objects like Account, Lead etc and in criteria select the users name and delete all records of that user related to particular object.
217. How to restrict the user to see any record let’s say opportunity?
Set up opportunity sharing to be private. If both users are admins or have view all records on opportunity, then that overrides private sharing.
218. What is difference between WhoId and WhatId in the Data Model of Task ?
WhoID refers to people things. So that would be typically a Lead ID or a Contact ID
WhatID refers to object type things. That would typically be an Account ID or an Opportunity ID
219. Where is the option of the report for the “Custom Object with related object” and what are the conditions to generate related reports?
If the parent object is the standard object provided by the salesforce like “Account”, “Contact” then the report will be in there section with related custom object.
If both objects are the custom then the report will be in “Other Reports” Sections.
Following are the conditions to get the report of related objects:
• On both the objects, Reports option must be enabled
• The relationship between both of them must be “Master – detail relationship”.
220. How you can provide the User Login (Authentication) in Public sites created by Salesforce?
We can provide the authentication on public sites using “Customer Portal”.
221. What is the dynamic Apex?
Dynamic Apex enables developers to create more flexible applications by providing them with the ability to “Access sObject and field describe information”, “Write Dynamic SOQL Queries”, “Write Dynamic SOSL Queries” and “Dynamic DML”.
222. Is it possible to write the Apex code from user Interface?
You can add, edit, or delete Apex using the Salesforce.com user interface only in a Developer Edition organization, a Salesforce.com Enterprise Edition trial organization, or sandbox organization. In a Salesforce.com production organization, you can only make changes to Apex by using the Metadata API, deploy, call, the Force.com IDE, or theForce.com Migration Tool. The Force.com IDE and Force.com Migration Tool are free resources provided by salesforce.com to support its users and partners, but are not considered part of our Services for purposes of the salesforce.com Master Subscription Agreement.
223. When you can’t add Time dependent action in Workflow rule?
You can’t add time-dependent actions to a rule if you choose Every time a record is created or edited.
224. What are the types of email templates available in salesforce.com?
1. Text
2. HTML with Letter Head
3. Custom HTML
4. Visual force
You can create four different types of email templates:
1) Text – All users can create or change text email templates.
2) HTML with letterhead – Administrators and users with the “Edit HTML Templates” permission can create HTML email templates based on a letterhead.
3) Custom HTML – Administrators and users with the “Edit HTML Templates” permission can create custom HTML email templates without using a letterhead. You must either know HTML or obtain the HTML code to insert in your email template.
4) Visualforce – Administrators and developers can create templates using Visualforce. Visualforce email templates allow for advanced merging with a recipient’s data, where the content of a template can contain information from multiple records.
225. What is Roll up summary field in Salesforce?
Roll up summary field in salesforce calculates the Count, Sum, Min or Max of particular field of any child record.
226. Can we create Roll up summary fields on child object of a Master-Detail relationship?
No, Roll up summary fields can only be created on the master object of the Master-Detail relationship
227. What will happen if the Account is deleted?
If the Account is deleted then, Contact, Opportunity will also be deleted from Salesforce which are related to that Account.
228. How many types of the relationship fields available in Salesforce?
There are Four types of the Relationship fields available in Salesforce
1. Master Detail
2. Many to Many
3. Lookup
4. Hierarchical (It is available only on User Object, we cannot create this relationship)
229. What are Apex Governor Limits?
Governor limits are runtime limits enforced by the Apex runtime engine. Because Apex runs in a shared, multitenant environment, the Apex runtime engine strictly enforces a number of limits to ensure that code does not monopolize shared resources. Types of limits that Apex enforces are resources like memory, database resources, number of script statements to avoid infinite loops, and number of records being processed. If code exceeds a limit, the associated governor issues a runtime exception.
230. Difference between Sandbox and Development environment?
Sandbox
The salesforce.com Sandbox environment is an exact copy of your salesforce.com instance. You can copy your live instance to a sandbox environment (but you have to perform manually from sandbox to developer edition) where you can test any changes, implementations, AppExchangeapps or updates. It can also be your hands-on training environment without risking your live data.
You can either copy your configuration and data into a sandbox environment or just the configuration. It acts exactly like your live instance, but be careful if you have workflow rules or automations because they will work in the sandbox as well.
I know that this sounds wonderful and if you don’t have it, you are dying to know how to get it. The problem is the cost. If you are on Unlimited Edition, then cost is not a problem because it comes included. But for Enterprise, Professional or Group Editions, you have to pay… and the price is hefty; anywhere between 25k-50k per year. For a lot of companies, that is more than they are paying for their live salesforce.com instance. So how do you test salesforce.com without Sandbox? It is always suggested to develop application in sandbox instance then go for LIVE.
Developer Edition
Developer Edition was an edition created for development of integrations and apps, specifically for the AppExchange. It is also a great tool for testing/training in salesforce.com. What makes this a great tool is the fact that it is free. Anyone can get a Developer Edition of salesforce.com. It is a standard Enterprise Edition with very limited storage space. You cannot copy your configuration or data onto the Developer Edition, but you can customize it to match your instance’s look and feel. Once it is customized, you can use it for training, testing or anything else you want. It takes a little bit of work, but you can make it act and feel just like your live instance. The work is well worth it for the free price.
231. How to schedule export or take the backup of salesforce?
Step by Step Instruction:
Click Setup >Data Management > Data Export > Schedule Export.
Select the desired encoding for your export file. Leaving the default is fine.
Check the Include in export checkbox if you want to include attachments in the export (optional)
Leave the default Replace carriage returns with spaces if you want your export files to have spaces instead of carriage returns.
Select Weekly as the frequency for the exports.
Choose start and end dates. Set the end date to sometime in the distant future such as 20 years from the begin date.
Set the time of day for your scheduled export. The export is put in a job queue and the exact time of the export will depend on the amount of activity in the queue.
You can select the types of data to include in your export. It is best to include all data in your export file. This will make sure all your organizations data is exported.
Click Save.
Points to Remember:
Formula and roll-up summary fields are never included in exports.
Articles are not included from exports.
The export notification email is sent to the email address on file for the user who created the scheduled export. There is no way to indicate another email address. If as an Administrator you want the email to go to another person, have them grant you login access, login as them and schedule the data export.
Important:
Scheduled backup exports of your data are limited to weekly exports.
You have 48 hours from the time you are notified the backup is available to download the backup file.
The email notification for backups goes to the email address in Salesforce of the person logged in who schedules the backup
232. Do governor limits apply to sandbox instances?
Governor limits do apply to all Salesforce instances (trial, developer, and production or sandbox environments). However code coverage and successful execution of test classes is only enforced when deploying to a production environment.
233. What actions can be performed using Workflows?
Following workflow actions can be performed in a workflow:
1. Email Alert:
Email alerts are workflow and approval actions that are generated using an email template by a workflow rule or approval process and sent to designated recipients, either Salesforce users or others. Workflow alerts can be sent to any user or contact, as long as they have a valid email address.
2. Field Update:
Field updates are workflow and approval actions that specify the field you want updated and the new value for it. Depending on the type of field, you can choose to apply a specific value, make the value blank, or calculate a value based on a formula you create.
3. Task:
Assigns a task to a user you specify. You can specify the Subject, Status, Priority, and Due Date of the task. Tasks are workflow and approval actions that are triggered by workflow rules or approval processes.
4. Outbound Message:
An outbound message is a workflow, approval, or milestone action that sends the information you specify to an endpoint you designate, such as an external service. An outbound message sends the data in the specified fields in the form of a SOAP message to the endpoint.
234. How to delete an apex class or trigger in salesforce.com production environment?
In salesforce.com production environment the Del option is not displayed for classes & triggers. Follow the below steps to delete file in production:
• Go to your sandbox (where you do your Trigger/Class development) and delete the Trigger/Class from there. Also delete the Test Methods that test the Class/Trigger.
• Go to Eclipse and do a Refresh from Server. This will make the files disappear within Eclipse.
• Then deploy to Production, ticking Delete next to the files in your Deployment Plan. (For safety, always Deselect All when deploying, then sort by Type. Only then tick which files to deploy, since choosing the wrong ones could cripple Production.)
235. What are governor limits in Salesforce.com?
Governor limits are runtime limits enforced by the Apex runtime engine. Because Apex runs in a shared, multitenant environment, the Apex runtime engine strictly enforces a number of limits to ensure that code does not monopolize shared resources. Types of limits that Apex enforces are resources like memory, database resources, number of script statements to avoid infinite loops, and number of records being processed. If code exceeds a limit, the associated governor issues a runtime exception that cannot be handled thereby terminating the request.
For more information please refer to the link:
http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_gov_limits.htm
236. Which objects can be imported by Import Wizard?
Following objects can be imported using import wizard.
1. Accounts
2. Contacts
3. Leads
4. Solutions
5. Custom Objects
237. What is the difference between Role & Profile in salesforce.com?
Profile:
Profiles are set of permissions and setting which determines the objects, the fields of the object, tabs & apps the user can access. It also determines the page layout & record type accessible to the user. Profile is a required field while user creation.
Role:
Role control the level of visibility/access to organization’s data at the record level. Users at any given role can view, edit & report on data accessible to all the users below them in role hierarchy. Role is not a required field while user creation.
Example:
Let’s take an example of a software company Ajanya.com. It has two profiles Developer & Tester and two roles Trainee & Manager. Let’s consider that Defect is a custom object.
By using Profile we can ensure that Defect can by created only by user with Tester profile and User with Developer profile can only edit the defect description.
By using Roles we can ensure that the user with Profile Developer & Role Manager can view the Defects assigned to user with profile Developer & Role Trainee.
238. What are different portals in Salesforce.com?
Partner Portal:
A partner portal allows partner users to log in to Salesforce.com through a separate website than non-partner users. Partner users can only view & edit data that has been made available to them. An organization can have multiple partner portals.
For partner portal best practices please refer link:
https://ap1.salesforce.com/help/doc/en/partner_portal_best_practices.htm
Customer Portal:
Customer Portal provides an online support channel for customers allowing them to resolve their inquiries without contacting a customer service representative. An organization can have multiple customer portals.
239. What is the use of Salesforce.com Sites?
Force.com Sites enables you to create public websites and applications that are directly integrated with your Salesforce organization without requiring users to log in with a username and password. You can publicly expose any information stored in your organization through a branded URL of your choice. Sites are hosted on Force.com servers and built on native Visualforce pages. You can user authentication to a public site using customer portal.
240. How to import attachments using Data Loader in salesforce?
Please follow the instructions below.
1. Create an AttachmentList.csv file with the following column headers:
• ParentId - ID of the record to which the attachment should be associated
• Name - Name of the attachment
• ContentType - Format of the extension (e.g. .xls, .pdf, etc)
• OwnerID - ID for the owner of the attachment
• Body - File path to the Attachment on your local machine (C:\Attachments\FileName.pdf)
2. Log in to the Data Loader.
3. Select the "Insert" command.
4. In the 'Select Sforce Object' step, select the ‘Attachments’ object. This object is not displayed by default hence check the ‘Show all Sforce Objects' checkbox.
5. Choose the AttachmentList.csv file.
6. In the mapping step, map the following fields:
• Parent ID
• Name
• Owner ID
• Body - Make sure to map the Body column which you created previously with the file extension. This is how you designate the file and location of the attachments to be inserted.
7. Click "OK" to start the upload.
241. What are groups in SFDC and what is their use in salesforce?
Groups are set of users. They can contain individual users, other groups, the users in a particular role or territory, or the users in a particular role or territory plus all of the users below that role or territory in the hierarchy.
There are two types of groups:
• Public groups: Only administrators can create public groups. They can be used by everyone in the organization.
• Personal groups: Each user can create groups for their personal use.
You can use groups in the following ways:
• To set up default sharing access via a sharing rule
• To share your records with other users
• To specify that you want to synchronize contacts owned by others users
• To add multiple users to a Salesforce CRM Content library
• To assign users to specific actions in Salesforce Knowledge
242. What is the difference between public cloud & private cloud in salesforce? Is salesforce.com a public cloud or private cloud?
Public Cloud: Could services are provided "as a service" over the Internet with little or no control over the underlying technology infrastructure. More than one tenant can use the same resources.
Private Cloud: This also offers activities and functions "as a service" but is deployed over a company intranet or hosted datacenter. This is private product for a company or organization offering advance security.
Salesforce.com: Is a public cloud as it is hosted on salesforce.com data centers and data of more than one tenant resides on same servers.
243. What is the difference between custom controller and extension in salesforce?
Custom Controller: A custom controller is an Apex class that implements all of the logic for a page without leveraging a standard controller. Use custom controllers when you want your Visualforce page to run entirely in system mode, which does not enforce the permissions and field-level security of the current user.
Controller extension: A controller extension is an Apex class that extends the functionality of a standard or custom controller. Use controller extensions when:
• You want to leverage the built-in functionality of a standard controller but override one or more actions, such as edit, view, save, or delete.
• You want to add new actions.
• You want to build a Visualforce page that respects user permissions. Although a controller extension class executes in system mode, if a controller extension extends a standard controller, the logic from the standard controller does not execute in system mode. Instead, it executes in user mode, in which permissions, field-level security, and sharing rules of the current user apply.
A controller extension is any Apex class containing a constructor that takes a single argument of type ApexPages.StandardController or CustomControllerName, whereCustomControllerName is the name of a custom controller you want to extend.
Note: Although custom controllers and controller extension classes execute in system mode and thereby ignore user permissions and field-level security, you can choose whether they respect a user's organization-wide defaults, role hierarchy, and sharing rules by using the with sharing keywords in the class definition.
244. What are different kinds of reports?
1. Tabular: Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total. They can't be used to create groups of data or charts, and can't be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.
2. Summary: Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner. Summary reports with no groupings show as tabular reports on the report run page.
3. Matrix: Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.
4. Joined: Joined reports 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.
245. What are different kinds of dashboard component?
1. Chart: Use a chart when you want to show data graphically.
2. Gauge: Use a gauge when you have a single value that you want to show within a range of custom values.
3. Metric: Use a metric when you have one key value to display.
• Enter metric labels directly on components by clicking the empty text field next to the grand total.
• Metric components placed directly above and below each other in a dashboard column are displayed together as a single component.
4. Table: Use a table to show a set of report data in column form.
5. Visualforce Page: Use a Visualforce page when you want to create a custom component or show information not available in another component type
6. Custom S-Control: Custom S-Controls can contain any type of content that you can display or run in a browser, for example, a Java applet, an ActiveX control, an Excel file, or a custom HTML Web form\
1. Text
2. HTML with Letter Head
3. Custom HTML
4. Visual force
You can create four different types of email templates:
1) Text – All users can create or change text email templates.
2) HTML with letterhead – Administrators and users with the “Edit HTML Templates” permission can create HTML email templates based on a letterhead.
3) Custom HTML – Administrators and users with the “Edit HTML Templates” permission can create custom HTML email templates without using a letterhead. You must either know HTML or obtain the HTML code to insert in your email template.
4) Visualforce – Administrators and developers can create templates using Visualforce. Visualforce email templates allow for advanced merging with a recipient’s data, where the content of a template can contain information from multiple records.
225. What is Roll up summary field in Salesforce?
Roll up summary field in salesforce calculates the Count, Sum, Min or Max of particular field of any child record.
226. Can we create Roll up summary fields on child object of a Master-Detail relationship?
No, Roll up summary fields can only be created on the master object of the Master-Detail relationship
227. What will happen if the Account is deleted?
If the Account is deleted then, Contact, Opportunity will also be deleted from Salesforce which are related to that Account.
228. How many types of the relationship fields available in Salesforce?
There are Four types of the Relationship fields available in Salesforce
1. Master Detail
2. Many to Many
3. Lookup
4. Hierarchical (It is available only on User Object, we cannot create this relationship)
229. What are Apex Governor Limits?
Governor limits are runtime limits enforced by the Apex runtime engine. Because Apex runs in a shared, multitenant environment, the Apex runtime engine strictly enforces a number of limits to ensure that code does not monopolize shared resources. Types of limits that Apex enforces are resources like memory, database resources, number of script statements to avoid infinite loops, and number of records being processed. If code exceeds a limit, the associated governor issues a runtime exception.
230. Difference between Sandbox and Development environment?
Sandbox
The salesforce.com Sandbox environment is an exact copy of your salesforce.com instance. You can copy your live instance to a sandbox environment (but you have to perform manually from sandbox to developer edition) where you can test any changes, implementations, AppExchangeapps or updates. It can also be your hands-on training environment without risking your live data.
You can either copy your configuration and data into a sandbox environment or just the configuration. It acts exactly like your live instance, but be careful if you have workflow rules or automations because they will work in the sandbox as well.
I know that this sounds wonderful and if you don’t have it, you are dying to know how to get it. The problem is the cost. If you are on Unlimited Edition, then cost is not a problem because it comes included. But for Enterprise, Professional or Group Editions, you have to pay… and the price is hefty; anywhere between 25k-50k per year. For a lot of companies, that is more than they are paying for their live salesforce.com instance. So how do you test salesforce.com without Sandbox? It is always suggested to develop application in sandbox instance then go for LIVE.
Developer Edition
Developer Edition was an edition created for development of integrations and apps, specifically for the AppExchange. It is also a great tool for testing/training in salesforce.com. What makes this a great tool is the fact that it is free. Anyone can get a Developer Edition of salesforce.com. It is a standard Enterprise Edition with very limited storage space. You cannot copy your configuration or data onto the Developer Edition, but you can customize it to match your instance’s look and feel. Once it is customized, you can use it for training, testing or anything else you want. It takes a little bit of work, but you can make it act and feel just like your live instance. The work is well worth it for the free price.
231. How to schedule export or take the backup of salesforce?
Step by Step Instruction:
Click Setup >Data Management > Data Export > Schedule Export.
Select the desired encoding for your export file. Leaving the default is fine.
Check the Include in export checkbox if you want to include attachments in the export (optional)
Leave the default Replace carriage returns with spaces if you want your export files to have spaces instead of carriage returns.
Select Weekly as the frequency for the exports.
Choose start and end dates. Set the end date to sometime in the distant future such as 20 years from the begin date.
Set the time of day for your scheduled export. The export is put in a job queue and the exact time of the export will depend on the amount of activity in the queue.
You can select the types of data to include in your export. It is best to include all data in your export file. This will make sure all your organizations data is exported.
Click Save.
Points to Remember:
Formula and roll-up summary fields are never included in exports.
Articles are not included from exports.
The export notification email is sent to the email address on file for the user who created the scheduled export. There is no way to indicate another email address. If as an Administrator you want the email to go to another person, have them grant you login access, login as them and schedule the data export.
Important:
Scheduled backup exports of your data are limited to weekly exports.
You have 48 hours from the time you are notified the backup is available to download the backup file.
The email notification for backups goes to the email address in Salesforce of the person logged in who schedules the backup
232. Do governor limits apply to sandbox instances?
Governor limits do apply to all Salesforce instances (trial, developer, and production or sandbox environments). However code coverage and successful execution of test classes is only enforced when deploying to a production environment.
233. What actions can be performed using Workflows?
Following workflow actions can be performed in a workflow:
1. Email Alert:
Email alerts are workflow and approval actions that are generated using an email template by a workflow rule or approval process and sent to designated recipients, either Salesforce users or others. Workflow alerts can be sent to any user or contact, as long as they have a valid email address.
2. Field Update:
Field updates are workflow and approval actions that specify the field you want updated and the new value for it. Depending on the type of field, you can choose to apply a specific value, make the value blank, or calculate a value based on a formula you create.
3. Task:
Assigns a task to a user you specify. You can specify the Subject, Status, Priority, and Due Date of the task. Tasks are workflow and approval actions that are triggered by workflow rules or approval processes.
4. Outbound Message:
An outbound message is a workflow, approval, or milestone action that sends the information you specify to an endpoint you designate, such as an external service. An outbound message sends the data in the specified fields in the form of a SOAP message to the endpoint.
234. How to delete an apex class or trigger in salesforce.com production environment?
In salesforce.com production environment the Del option is not displayed for classes & triggers. Follow the below steps to delete file in production:
• Go to your sandbox (where you do your Trigger/Class development) and delete the Trigger/Class from there. Also delete the Test Methods that test the Class/Trigger.
• Go to Eclipse and do a Refresh from Server. This will make the files disappear within Eclipse.
• Then deploy to Production, ticking Delete next to the files in your Deployment Plan. (For safety, always Deselect All when deploying, then sort by Type. Only then tick which files to deploy, since choosing the wrong ones could cripple Production.)
235. What are governor limits in Salesforce.com?
Governor limits are runtime limits enforced by the Apex runtime engine. Because Apex runs in a shared, multitenant environment, the Apex runtime engine strictly enforces a number of limits to ensure that code does not monopolize shared resources. Types of limits that Apex enforces are resources like memory, database resources, number of script statements to avoid infinite loops, and number of records being processed. If code exceeds a limit, the associated governor issues a runtime exception that cannot be handled thereby terminating the request.
For more information please refer to the link:
http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_gov_limits.htm
236. Which objects can be imported by Import Wizard?
Following objects can be imported using import wizard.
1. Accounts
2. Contacts
3. Leads
4. Solutions
5. Custom Objects
237. What is the difference between Role & Profile in salesforce.com?
Profile:
Profiles are set of permissions and setting which determines the objects, the fields of the object, tabs & apps the user can access. It also determines the page layout & record type accessible to the user. Profile is a required field while user creation.
Role:
Role control the level of visibility/access to organization’s data at the record level. Users at any given role can view, edit & report on data accessible to all the users below them in role hierarchy. Role is not a required field while user creation.
Example:
Let’s take an example of a software company Ajanya.com. It has two profiles Developer & Tester and two roles Trainee & Manager. Let’s consider that Defect is a custom object.
By using Profile we can ensure that Defect can by created only by user with Tester profile and User with Developer profile can only edit the defect description.
By using Roles we can ensure that the user with Profile Developer & Role Manager can view the Defects assigned to user with profile Developer & Role Trainee.
238. What are different portals in Salesforce.com?
Partner Portal:
A partner portal allows partner users to log in to Salesforce.com through a separate website than non-partner users. Partner users can only view & edit data that has been made available to them. An organization can have multiple partner portals.
For partner portal best practices please refer link:
https://ap1.salesforce.com/help/doc/en/partner_portal_best_practices.htm
Customer Portal:
Customer Portal provides an online support channel for customers allowing them to resolve their inquiries without contacting a customer service representative. An organization can have multiple customer portals.
239. What is the use of Salesforce.com Sites?
Force.com Sites enables you to create public websites and applications that are directly integrated with your Salesforce organization without requiring users to log in with a username and password. You can publicly expose any information stored in your organization through a branded URL of your choice. Sites are hosted on Force.com servers and built on native Visualforce pages. You can user authentication to a public site using customer portal.
240. How to import attachments using Data Loader in salesforce?
Please follow the instructions below.
1. Create an AttachmentList.csv file with the following column headers:
• ParentId - ID of the record to which the attachment should be associated
• Name - Name of the attachment
• ContentType - Format of the extension (e.g. .xls, .pdf, etc)
• OwnerID - ID for the owner of the attachment
• Body - File path to the Attachment on your local machine (C:\Attachments\FileName.pdf)
2. Log in to the Data Loader.
3. Select the "Insert" command.
4. In the 'Select Sforce Object' step, select the ‘Attachments’ object. This object is not displayed by default hence check the ‘Show all Sforce Objects' checkbox.
5. Choose the AttachmentList.csv file.
6. In the mapping step, map the following fields:
• Parent ID
• Name
• Owner ID
• Body - Make sure to map the Body column which you created previously with the file extension. This is how you designate the file and location of the attachments to be inserted.
7. Click "OK" to start the upload.
241. What are groups in SFDC and what is their use in salesforce?
Groups are set of users. They can contain individual users, other groups, the users in a particular role or territory, or the users in a particular role or territory plus all of the users below that role or territory in the hierarchy.
There are two types of groups:
• Public groups: Only administrators can create public groups. They can be used by everyone in the organization.
• Personal groups: Each user can create groups for their personal use.
You can use groups in the following ways:
• To set up default sharing access via a sharing rule
• To share your records with other users
• To specify that you want to synchronize contacts owned by others users
• To add multiple users to a Salesforce CRM Content library
• To assign users to specific actions in Salesforce Knowledge
242. What is the difference between public cloud & private cloud in salesforce? Is salesforce.com a public cloud or private cloud?
Public Cloud: Could services are provided "as a service" over the Internet with little or no control over the underlying technology infrastructure. More than one tenant can use the same resources.
Private Cloud: This also offers activities and functions "as a service" but is deployed over a company intranet or hosted datacenter. This is private product for a company or organization offering advance security.
Salesforce.com: Is a public cloud as it is hosted on salesforce.com data centers and data of more than one tenant resides on same servers.
243. What is the difference between custom controller and extension in salesforce?
Custom Controller: A custom controller is an Apex class that implements all of the logic for a page without leveraging a standard controller. Use custom controllers when you want your Visualforce page to run entirely in system mode, which does not enforce the permissions and field-level security of the current user.
Controller extension: A controller extension is an Apex class that extends the functionality of a standard or custom controller. Use controller extensions when:
• You want to leverage the built-in functionality of a standard controller but override one or more actions, such as edit, view, save, or delete.
• You want to add new actions.
• You want to build a Visualforce page that respects user permissions. Although a controller extension class executes in system mode, if a controller extension extends a standard controller, the logic from the standard controller does not execute in system mode. Instead, it executes in user mode, in which permissions, field-level security, and sharing rules of the current user apply.
A controller extension is any Apex class containing a constructor that takes a single argument of type ApexPages.StandardController or CustomControllerName, whereCustomControllerName is the name of a custom controller you want to extend.
Note: Although custom controllers and controller extension classes execute in system mode and thereby ignore user permissions and field-level security, you can choose whether they respect a user's organization-wide defaults, role hierarchy, and sharing rules by using the with sharing keywords in the class definition.
244. What are different kinds of reports?
1. Tabular: Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total. They can't be used to create groups of data or charts, and can't be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.
2. Summary: Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner. Summary reports with no groupings show as tabular reports on the report run page.
3. Matrix: Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.
4. Joined: Joined reports 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.
245. What are different kinds of dashboard component?
1. Chart: Use a chart when you want to show data graphically.
2. Gauge: Use a gauge when you have a single value that you want to show within a range of custom values.
3. Metric: Use a metric when you have one key value to display.
• Enter metric labels directly on components by clicking the empty text field next to the grand total.
• Metric components placed directly above and below each other in a dashboard column are displayed together as a single component.
4. Table: Use a table to show a set of report data in column form.
5. Visualforce Page: Use a Visualforce page when you want to create a custom component or show information not available in another component type
6. Custom S-Control: Custom S-Controls can contain any type of content that you can display or run in a browser, for example, a Java applet, an ActiveX control, an Excel file, or a custom HTML Web form\
246. Write a syntax and structure of scheduler class?
Sample class
global class ScheduleDemo implements Schedulable{
global void execute(SchedulableContext sc){
BatchClass b = new BatchClass();
database.executeBatch(b);
}
}
247. Write a apex code to send a email?
Sample code snippet to send an email using apex code
Messaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage();
String[] toAddresses = new String[]{‘talk2srikrishna@gmail.com’};
mail.setToAddress(toAddresses);
mail.setSubject(‘Sample Mail Subject’);
mail.setPlainTextBody(‘Hello World!’);
Messaging.sendEmail(new Messaging.SingleEmailMessage[]{mail});
248. What are the aggregate functions supported by salesforce SOQL?
Following aggregate functions are supported by salesforce SOQL
1. SUM()
2. MIN()
3. MAX()
4. COUNT()
5. AVG()
6. COUNT_DISTINCT()
249. Write a sample aggregate query or explain how to write a aggregate queries?
The return types of Aggregate functions are always an array of AggregateResult.
Sample Code
AggregateResult[] ar = [select AVG(Amount) aver from Opportunity];
Object avgAmt = ar[0].get(‘aver’);
250. Write a code to find the average Amount for all your opportunities by campaign?
AggregateResult[] arList = [select CampaignId, AVG(amount) from Opportunity group by CampaignId];
for(AggregateResult ar : arList){
System.debug(‘CampaignId ’ + ar.get(‘CampaignId’));
System.debug(‘Average Amount’ + ar.get(‘expr0’));
}
251. What are email services in salesforce and explain how we can use them in code?
Email services are automated processes that use apex class to process the contents, headers and attachment of an inbound email.
Sample code
Use Case: create a contact record if the inbound email subject is Create Contact and body contains contact name
global CreateContactFromEmail implements Messaging.InboundEmailHandler{
global Messaging.InboundEmailResult handleInboundEmail(Messaging.InboundEmail email, Messaging.InboundEnvelop envelop){
Messaging.InboundEmailResult res = new Messaging.InboundEmailResult();
String strToCompare = ‘Create Contact’;
If(email.subject.equalsIgnoreCase(strToCompare)){
Contact c = new Contact();
c.LastName = email.plainTextBody();
insert c;
//save text attachments
for(Messaging.InboundEmail.TextAttachment att : email.textAttachments){
Attachment a = new Attachment();
a.Name = att.fileName;
a.Body = att.Blob.valueOf(att.Body);
a.ParentId = c.Id;
insert attachment;
}
//save binary attachments
for (Messaging.Inboundemail.BinaryAttachment bAttachment : email.binaryAttachments) {
Attachment attachment = new Attachment();
attachment.Name = bAttachment.fileName;
attachment.Body = bAttachment.body;
attachment.ParentId = c.Id;
insert attachment;
}
}
res.Success = true;
return res;
}
}
252. What is the relationship between Contact and Account objects in salesforce?
In Salesforce, Contacts is having a look up relationship with Accounts i.e., Simple relationship
253. What are different Organization Wide Defaults? Explain each of them?
Below are the different OWD values
Private
If the OWD for an object is set to private, then only the owner, and users above that role in role hierarchy, can view, edit and report on those records
Public Read Only
If the OWD for an object is set to Public Read Only, then all users can view and report on records but they cannot edit them. Only the record owner and the users above that role in the role hierarchy can edit the records
Public Read/Write
If the OWD for an object is set to Public Read/Write, then all users can view, edit and report on all records. But only owner of the record can delete the records.
Public Read/Write/Trfer
This is available only for Case and Lead objects
If the OWD for an object is set to Public Read/Write/Trfer then, all users can view, edit, trfer and report on all the records but only owner of the record can delete the records
Public Full Access
This is available only for Campaign object.
If the OWD for Campaigns are set Public Full Access then, all users can view, edit, delete and report on all records.
No Access, View Only or Use
This is available only for Price Book object.
If the OWD for Price Book is set Use then, all users can access the Price Book information and as well as using the Price Book configuration for Opportunities with Products.
If the OWD for Price Book is set View Only then, all users can access the Price Book information but not to use that Price Book detail in Opportunities with Products
If the OWD for Price Book is set No Access then, it restricts users from accessing information for Price Book and Prices.
Controlled By Parent
If the OWD for any object is set as Controlled By Parent, then user can perform an action on the record based on whether they can do the same on the parent record associated with it
254. Is it mandatory to select User License while creating permission sets? If not, what is the significance of selecting a User License?
It is not mandatory to select a User License while creating a permission sets.
If users with one type of license will use this permission set, then choose the same license that’s associate with them.
If you are planning to assign this permission set to multiple users with different licenses then, choose none.
255. Can we create a new profile without cloning an existing profiles?
No, we have to clone any one of the existing profiles to create a new profile
256. Please explain the use of Grant Access Using Hierarchies?
In Sharing settings, OWD settings, we have a check box Grant Access Using Hierarchies (for both standard and custom objects). If this check box is checked then it will give automatic access to the user’s data to other users in higher role of salesforce CRM Role Hierarchy.
If this check box is not checked then, only record owner and users granted access by OWD can gain the access.
257. What is the batch size limit (increment size for batch) in Data Loader?
Data Loader batch size limit is maximum of 200 per increment and if we selected Use Bulk API then maximum value is 10000
258. What is the difference between Export and Export All in the context of Data Loader?
Export enables user to export all the records for a particular object excluding the records in the recycle bin or soft deleted records.
Export All enables user to export all the records for a particular object including the records in the recycle bin or soft deleted records.
259. What are the post refresh considerations?
1. New Organization ID is assigned to the refreshed sandbox every time it is refreshed. Hence we need to replace the hard coded organization id in our sandbox post refresh with newly created organization id.
2. To ensure the uniqueness, in all user records, user name will be appended by sandbox name, if the resulting user name is not unique then, second round of modification is performed to prepend the user name with alpa numeric string to make sure the resulting username is unique.
3. The copy process does not copy contact data to developer and configuration sandboxes. Therefore, customer portal users are not copied. These customer portal users need to be created manually on need basis.
4. User email addresses are modified in sandbox to avoid sending any mail from sandbox such as notifications triggered by workflows and escalations rules.
5. Newly created sandboxes have the default email deliverability setting System email only. We need to change this to All Email.
6. If Server URL is hardcoded in the code, then we need to replace it with the newly created URL
260. What is the storage limit of Full Copy, Configuration Only and Developer sandboxes?
Full Copy Sandbox has the same storage limit as your production organization
Configuration Only sandbox has the storage limit of 500MB
Developer Sandbox has the storage limit of 10MB
261. What is the interval of refreshing of Full Copy, Configuration Only and Developer sandboxes?
Full Copy Sandbox can be refreshed once in 29 days
Configuration Sandbox can be refreshed once per day
Developer Sandbox can be refreshed once per day
262. What are the default sharing settings?
Default sharing settings are as follows
1. Controlled By Parent
2. Private
3. Public Read Only
4. Public ReadWrite
5. Public Read/Write/Trfer (Only for Case and Lead objects)
6. Public Full Access (Only for Campaign object)
7. Grant Access Using Hierarchies
263. How many roles we can create for an organization?
We can create up to 500 roles for an organization
264. How many permission sets we can create for an organization?
We can create up to 1000 permission sets for an organization
265. How many types of custom tabs are available in salesforce?
There are 3 types of custom tabs are available in salesforce
1. Custom Object Tabs
2. Visualforce Tabs
3. Web Tabs
It is not mandatory to select a User License while creating a permission sets.
If users with one type of license will use this permission set, then choose the same license that’s associate with them.
If you are planning to assign this permission set to multiple users with different licenses then, choose none.
255. Can we create a new profile without cloning an existing profiles?
No, we have to clone any one of the existing profiles to create a new profile
256. Please explain the use of Grant Access Using Hierarchies?
In Sharing settings, OWD settings, we have a check box Grant Access Using Hierarchies (for both standard and custom objects). If this check box is checked then it will give automatic access to the user’s data to other users in higher role of salesforce CRM Role Hierarchy.
If this check box is not checked then, only record owner and users granted access by OWD can gain the access.
257. What is the batch size limit (increment size for batch) in Data Loader?
Data Loader batch size limit is maximum of 200 per increment and if we selected Use Bulk API then maximum value is 10000
258. What is the difference between Export and Export All in the context of Data Loader?
Export enables user to export all the records for a particular object excluding the records in the recycle bin or soft deleted records.
Export All enables user to export all the records for a particular object including the records in the recycle bin or soft deleted records.
259. What are the post refresh considerations?
1. New Organization ID is assigned to the refreshed sandbox every time it is refreshed. Hence we need to replace the hard coded organization id in our sandbox post refresh with newly created organization id.
2. To ensure the uniqueness, in all user records, user name will be appended by sandbox name, if the resulting user name is not unique then, second round of modification is performed to prepend the user name with alpa numeric string to make sure the resulting username is unique.
3. The copy process does not copy contact data to developer and configuration sandboxes. Therefore, customer portal users are not copied. These customer portal users need to be created manually on need basis.
4. User email addresses are modified in sandbox to avoid sending any mail from sandbox such as notifications triggered by workflows and escalations rules.
5. Newly created sandboxes have the default email deliverability setting System email only. We need to change this to All Email.
6. If Server URL is hardcoded in the code, then we need to replace it with the newly created URL
260. What is the storage limit of Full Copy, Configuration Only and Developer sandboxes?
Full Copy Sandbox has the same storage limit as your production organization
Configuration Only sandbox has the storage limit of 500MB
Developer Sandbox has the storage limit of 10MB
261. What is the interval of refreshing of Full Copy, Configuration Only and Developer sandboxes?
Full Copy Sandbox can be refreshed once in 29 days
Configuration Sandbox can be refreshed once per day
Developer Sandbox can be refreshed once per day
262. What are the default sharing settings?
Default sharing settings are as follows
1. Controlled By Parent
2. Private
3. Public Read Only
4. Public ReadWrite
5. Public Read/Write/Trfer (Only for Case and Lead objects)
6. Public Full Access (Only for Campaign object)
7. Grant Access Using Hierarchies
263. How many roles we can create for an organization?
We can create up to 500 roles for an organization
264. How many permission sets we can create for an organization?
We can create up to 1000 permission sets for an organization
265. How many types of custom tabs are available in salesforce?
There are 3 types of custom tabs are available in salesforce
1. Custom Object Tabs
2. Visualforce Tabs
3. Web Tabs
Wrapper Class in Apex Salesforce:
Wrapper class is collections of different data type, subject etc.
In following example we are bind Account ,Opportunity standard object. We query and perform
business logic on the Collection of elements across unrelated objects with the custom data type.
Wrapper class is collections of different data type, subject etc.
In following example we are bind Account ,Opportunity standard object. We query and perform
business logic on the Collection of elements across unrelated objects with the custom data type.
Thanks & Regards
Rehan Ahmad Khan
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