Salesforce ?
Salesforce is a cloud-based technology and one of the largest global web-based Software and Cloud Computing Company which is known as “Customer Relationship Management(CRM)” product founded in 1999 by former Oracle executive Marc Benioff, Parker Harris, Dave Moellenhoff and Frank Dominguez.
Salesforce provides CRM software and cloud-based solutions that help enterprises to connect better with their customers. It supports businesses to manage their customer's data and track their activities efficiently.
Salesforce provides Software, Platform, and Infrastructure as a Service.
We can call Salesforce.com as a Salesforce automation (SFA) tools, where the user can develop several applications, Website and portals using drag and drop environment.
§ Salesforce is one type of database which has different and fancy User Interface.
§ User Interface is built with many support functions like accounts, contacts, Sales opportunities, Chatters, Quotes and many more.
§ Salesforce.com cloud application platform is sold as a subscription.
Salesforce.com offers its services through four different clouds :
1. Sales Cloud.
2. Service Cloud.
3. Collaboration Cloud.
4. Force.com Custom Cloud.
What is Salesforce Sales Cloud?
The Sales Cloud is a Customer Relationship Management. Sales Force Automation is the most popular sales tool which speeds the sales process and streamlines lead to cash. Sales Cloud will have the following features.
§ Accounts and Contacts.
§ Marketing and Lead.
§ Opportunities and Quotes.
§ Approval and Workflows.
§ Email and Productivity.
§ Content Library.
§ Analytics and Forecasting.
§ Chatter.
§ Partners.
§ Mobile.
§ Data.com.
§ AppExchange.
What is Salesforce Service Cloud?
Premium Customer support is done through mobile, Email, Instant messaging, Twitter, Facebook and other social network platforms. In Service Cloud, we have the following features.
§ Case Management.
§ Call center.
§ Contracts & Entitlements.
§ Salesforce knowledge.
§ Salesforce Analytics.
§ Salesforce Chatter.
§ Email.
§ Community.
§ Partners.
§ Salesforce Customer portal.
§ Approval and Workflow.
§ AppExchange.
What are Salesforce.com Services?
Salesforce.com Customer Relationship Management (CRM) is divided into different clouds like Service Cloud, Data Cloud, Marketing Cloud, Community Cloud, Analytics Cloud and App Cloud
Why Salesforce?
Salesforce is unique and provides the fastest path from Idea to App. In other legacy platforms, to build an application we require hardware, software, permissions access and many more.
§ Salesforce is a number one on-demand CRM.
§ It requires no infrastructure.
§ World’s most trusted cloud.
§ We can build anything with our own apps and with Salesforce App Exchange free applications.
§ Powerful and pre-built application available at AppExchange.
Cloud Computing Features
§ It is Network based computing.
§ We require computer with internet connection and a browser.
§ It is a on cloud application.
§ It is on demand application.
§ It has shares resources.
§ Internet based development and Services.
§ Just pay for what you use.
§ It is Multi-tenant architecture.
§ Automatic Upgrades.
§ It is highly Secure.
Different Cloud Computing Models
In Cloud Computing we have three models they are
1. SaaS (Software as a Service).
2. PaaS (Platform as a Service).
3. IaaS (Infrastructure as a Service).
SAAS (SOFTWARE AS A SERVICE)
In Software as a Service model, Softwares are distributed over the cloud. No need to install software and no physical infrastructure is required. The final product or application is available in this service.
Examples of SaaS cloud providers.
1. Salesforce.
2. NetSuite.
3. Zoho.
4. Zimbra.
5. Office Live.
6. Concur.
7. Taleo.
PAAS (PLATFORM AS A SERVICE)
In Platform as a Service, the cloud service providers will provide Hardware, Storage, Network services over the cloud. Here the application is not available as a service but they provide platform to develop our application.
Examples of PaaS cloud providers.
1. Google App Engine.
2. Force.com.
3. Azure.
IAAS (INFRASTRUCTURE AS A SERVICE)
In Infrastructure as a Service model, the cloud service providers will provide infrastructure like Servers, hosting services. Here we don’t have any final product or a platform to develop application, here we have a space to setup platform and then we have to build the application and use it.
Difference between Salesforce.com and Force.com
Difference between salesforce.com and force.com, one must understand the basic cloud computing concepts.
Salesforce is a company and salesforce.com is a Customer Relationship Management (CRM) application developed based on Software as a Service (SaaS). force.com is a platform that helps developers and business users to build powerful enterprise applications.
Salesforce is a SaaS product, which contains in-built Out of Box (OOB) functionalities that enables a CRM system to automate your sales, marketing, services, etc. Some of the examples of SaaS are Dropbox, Google Apps and, GoToMeeting, which refers to taking the software from your computer and transferring it to the cloud.
force.com is a PaaS (Platform-as-a-Service) product; it contains a platform for you to build applications. force.com enables you to customize the applications, business logic and User Interface.
In simple terms, the functionality of Salesforce.com in iPhone application stores contacts, text messages, make calls, and other standard functions. The applications are built and operated in force.com. Salesforce.com works on the force.com, similar to iPhone dialer works on the iPhone OS.
What makes Salesforce.com SaaS and Force.com PaaS?
If you buy the Salesforce.com license, the package has prebuilt models such as Sales Cloud, Service Cloud and Marketing Cloud. This enables you to start loading the leads, run reports and much more. In contrast, force.com provides no access to leads, or run reports. You need to build applications, tabs, and other workflow designs that can be used according to your system requirement.
All the features of force.com are available in Salesforce.com thus; Salesforce.com is built on the platform of force.com. If you purchase Salesforce.com licenses, you will get all the normal tabs like leads, accounts and more with a facility to customize the complete platform using force.com.
The force.com license is three times cheaper than Salesforce.com. More time and effort are required for any functionality in force.com than Salesforce.com.
force.com develops and delivers customized applications within a short period. These applications are automatically connected to all of the Salesforce data and use APIs to connect with external data. force.com includes security controls to handle the applications and permit users to delete, edit, view, or create only specific applications. Salesforce.com is fully mobilized and encompasses all the customers’ details so you can close the deals easily. This provides customers’ updates.
Salesforce.com is leading the social CRM by targeting its customers and achieves social CRM objectives. force.com uses HTML, CSS, JavaScript, or Visualforce to develop entirely new applications of your choice. Salesforce.com helps in the hassle-free environment for building applications.
Examples of IaaS cloud providers.
1. Amazon EC2 and S3.
2. Rackspace.
3. EMC.
4. Sun(project Caroline).
BlueCloud.
What are the Salesforce subsidiaries?
The following are the major subsidiaries of Salesforce:
- Tableau
- Pardot
- Heroku
- Mulesoft
- Demandware Inc
- SalesforceIQ
What is Production?
We should not make coding changes in production since end-users are using the application from production environment.
What is production url?
login.salesforce.com
What is sandbox?
To make any changes for the exiting application we should copy all contents of the production into sandbox and make all changes after that test thoroughly and move those changes into production.
To create the sandbox, in production we can find one link called sandboxes. by clicking on that link we can create the sandbox by choosing type of the sandbox.
What is sandbox url?
test.salesforce.com
What are the types of Sandboxes?
1. Developer Sandbox
2. Developer pro sandbox
3. Partial data sandbox
4. Full copy sandbox
What is Developer sandbox?
· It copy only configuration changes from the production
· It won’t copy real time data
· We can test the configuration changes with sample data
· Sample data limit is 200mb
· Refresh time interval is one day
· If we refresh all the sandbox contents will be replaced with production contents
What is developer pro sandbox?
· Copy configuration changes
· No real time data
· Sample data limit is 1GB
· Refresh time interval one day
What is partial data sandbox?
· Copy configuration changes
· Copy certain amount of real time data
· Real time data limit is 5GB
· For each table it can copy maximum of 10k records
· Refresh interval 5 days
What is Full copy sandbox?
· It is exact replica of the production
· Copy both configuration and entire real time data from the production
· Refresh time interval 29 days
What is meant by an Object in Salesforce?
Objects in Salesforce are used as database tables that are used to store information of an organization. We have two types of objects in salesforce, they are.
Standard Object: These are the objects provided by the salesforce, which include contacts, accounts, opportunities, leads, cases, campaigns, products, contracts, dashboards, etc.
Custom Object: This includes the modifications made to the Salesforce by users. It stores the essential and unique information of an organization. Custom Object includes page layouts, relationship to other objects, custom user interface tab, custom fields, etc.
What is meant by App in Salesforce?
An App in Salesforce.com is a container that holds various things such as a logo, name, and a set of required tabs. It is also called a group of tabs that work together to prove the functionality that you are looking for.
In Salesforce, you can customize apps to match your requirements, or you can build new applications by combining custom and standard tabs.
The process to create an app in Salesforce:
Setup ---> build---> Create---> App---> Click on new.
By following this procedure, you can build an application. However, you want.
What type of apps we can create in SF?
We can create two types of Apps in Salesforce
Custom app: This type of apps can be used in every business scenario. It is widely used in the market.
Console app: This type of app can be used only in the client service business, where we focus on solving the client’s issues. It is not comparatively, widely used in the market.
What are Salesforce Standard Fields?
Below mentioned are the Salesforce Standard Fields
- Owner,
- Name,
- Last modified by,
- Created by.
What are Audit Fields?
Standard fields are nothing but audit fields.
Which is the latest field you have worked in SF?
‘Time’ is the latest field in Salesforce.
What are the default filters in salesforce?
They are “Date filters.”
How to get rid of Date Filter?
By selecting the “All Time” in the “Range” on the page.
What are the issues you faced on joined reports?
We can not export.
What are the types of reports that we have in Salesforce?
There are four types of reports that are available in Salesforce, which are as follows.
- The tabular report is those that give us the total in a tabular format.
- Matrix report the format where grouping is done based on columns and rows.
- The summary report gives us detailed reports based on columns.
- Joined reports which are capable of allowing two or more reports in one report.
What is an Audit trail?
The Audit trail in Salesforce is a unique feature that helps in tracking the changes that have been made in the organization by you and other administrators. It would be helpful for the organization with more administrators. This audit trail shows you the information of the twenty most recently made changes in your organization.
Below are the things that you could come to know:
- The date and time.
- Username of who made the changes.
- What the change was.
What are the benefits of using Salesforce CRM?
We get the following benefits by using Salesforce CRM.
- Improved organizational understanding.
- Enhanced communication.
- We can understand the customer better and can facilitate better services.
- Salesforce automates the repeated rule-based tasks.
- Improved analytics and dashboards to analyze the data.
- Reduction in cost and cycle time.
- Improves the efficiency of teams.
What is a profile? Can two users have the same profile?
The profile is defined as a collection of rules and procedures a person needs to follow to access particular records. There are multiple profiles available in Salesforce. For example, a sales profile can have access to leads, opportunities, contacts, campaigns, etc.
As far as the second question is considered, the answer would be yes. The people who work in one department have the same profile. So the people who work under a particular department would be assigned with the same profiles.
As we have seen in the sales profile, many people work under it and every person who works under is assigned the same profile. Hence any number of people can have the same profile.
Explain the difference between role and profile?
Role: In Salesforce Role is meant to increase the data visibility to a particular user. It can be done through sharing rules or by building a role hierarchy. Using roles, you can control the ac
Profile: Unlike the roles profile is mandatory for all, and it stays at the object level. It is treated as a building pillar of an organization.
=== we have 2 different IP ranges
1. Profile level
2. Network level
Modify all: only for particular object if enable it gives all permissions except Create
Modify all data : enables all permissions for every objects in sfdc , View all , modify all
View all : when you select it enalble 2 permissions 1 Read 2 View all
View all data :
============Can we control Record level access from profile:
Yes we can do with Modify all
---Record level permission can control Role hierarchy / sharing settings , owd
====== Can we share the records directly with the user with help of sharing rules ---No
Should be same both access Internal & External otherwise it gives error
===========If select Edit read only field at profile. We can edit read only fields
There is Read only field they had made from both FLDS and page layout as well but user still edit the field what could be the reason
What is Track Field History?
· While creating the object, we can enable 'Track Field History'.
· If, we enable 'Track Field History' user can see 'Set History Tracking' button under 'Custom Fields & Relationships' section which is available on the object detail page.
· By clicking on 'Set History Tracking' button, we can enable tracking for the fields which ever we want.
· To see the object history, go to object's record layout and add Object Name History related list to the layout.
· Whenever, user changes field value from one value to another value, it will show the history of the field in 'Object History' related list.
What are the Activities in Salesforce?
To create the Activities, while creating the object, we should check for 'Allow Activities' check box then user can add open Activities and Activity History related lists on the Object layout.
There are two types of activities -
1. Task: Task is nothing but work assigned to a particular person, it doesn't have certain time limit.
2. Event: It has certain time limit in that time only all persons should assemble after the time limit over, event will get complete.
- Once event or task status changed to 'Completed' then we can see those records under Activity History Related List.
How to Rename the tab?
Tab name will be decided based on the Plural Label of the custom object, to rename go to corresponding object detail page and rename the plural label.
How to display multiple columns after clicking on the tab?
Click on the tab(Which should be realted to any of the custom/standard object) > Expand Force.com Quick Access Menu > Edit Columns > Move the needed fields from Available Fields to Selected Fields. > Click on Save > User should be able to see multiple columns.
(OR)
Click on Setup > Create > Objects > Select the corresponding object link > Under Search Layouts section > Click Edit which should be left to Object Tab > Move the needed fields from Available Fields to Selected Fields. > Click on Save > User should be able to see multiple columns.
What is the difference between ISBLANK() AND ISNULL()?
· ISNULL() works only for number data type fieds, if we don't populate with value for number fields it will return true.
· ISNULL() won't support TEXT data type fields because text fields never become null.
· ISBLANK() supports both number as well as text data types.
Salesforce Object relationships
The Salesforce object Relationships can be divided in to Two types. They are
1. One to Many (1:M) :- One parent record is associated to many child records. Basically it forms the parent-child relationships. A parent object can have many child’s objects but a child object must have only one parent object.
1. Master-Detail Relationship:-
2. Lookup Relationship.
2. Many to Many (M: M).
Master-Detail Relationship in Salesforce.
§ Master-Detail relationship is a tight bond relationship between Parent object and Child object.
§ Child records should always associated to a parent they cannot remain orphan.
§ Cascade record deletions happens means when a parent object record is deleted all its child records are deleted automatically.
§ Standard Objects cannot be a detail object (Child object). Ex: Account cannot be detail object.
§ The master-detail relationship fields is required on the page layouts of the detail object.
§ Roll-up Summary fields can be created on Master object (Parent Object.)
§ Child record inherits all security and sharing settings from parent record.
Master Detail relationship in Salesforce Error.
When creating Master Detail relationship in Salesforce, an error will be displayed like “You cannot create a new Master-Detail relationship on an existing custom object if records already exist. You must first create a Lookup relationship, populate the lookup field with data in all records, and then change the relationship type to Master-Detail”. This is because a Master detail relationship does not allow for orphaned child records. Once if we have a lookup relationship with each child having a parent, then change the field type to master detail relationship in child object.
Lookup Relationship in Salesforce.
§ Lookup relationship is a one type of relationship which form loose bond relationship between Parent object and Child object.
§ In lookup Child record need not be associated to a parent.
§ No Cascade record deletion happens.
§ Lookup field is not required on the page layouts of the detail object.
§ No Rollup summary fields can be created in Lookup relationship.
§ Doe’s not inherit any settings from it’s parent record.
Many to Many Relationship in Salesforce.
One record of One object is linked to multiple records of another object and vice versa. In Salesforce.com, We create Many-to-Many Relationship by creating two master-details relationship with a common Junction Object.
What is Junction Object in Salesforce?
In Salesforce, Junction Object is custom object which is use to link one instance of a record to many child records and many child records to on records equally.
Example:- The relationship between a company and a Customer is many to many relationship because a company can sell a product to multiple customers and a customer can purchase a product from multiple companies.
Can we create a junction object using the lookup relationship field?
Yes you can.
What is External lookup?
External lookup An external lookup relationship links a child standard, custom, or external object to a parent external object. When you create an external lookup relationship field, the standard External ID field on the parent external object is matched against the values of the child’s external lookup relationship field. External object field values come from an external data source.
What is Indirect lookup?
Indirect lookup An indirect lookup relationship links a child external object to a parent standard or custom object. When you create an indirect lookup relationship field on an external object, you specify the parent object field and the child object field to match and associate records in the relationship. Specifically, you select a custom unique, external ID field on the parent object to match against the child’s indirect lookup relationship field, whose values come from an external data source.
What is Hierarchical relationship?
Hierarchical A special lookup relationship available for only the user object. It lets users use a lookup field to associate one user with another that does not directly or indirectly refer to itself. For example, you can create a custom hierarchical relationship field to store each user’s direct manager.
What is Salesforce Schema Builder?
Schema builder salesforce is a pictorial representation of all objects, fields and their relationships in Salesforce.com.It provides a dynamic environment to view and modify all the objects and their relationships.
How to access Schema builder salesforce?
To build Salesforce Schema Builder go to Setup | Build | Schema Builder.
In Salesforce Schema Builder we have different options like Auto layout, View Options, Elements and Objects.
1. Elements :- Elements tab displays all objects, fields, relationships on sidebar as drop down.
2. Auto Layout :- Auto layout in Schema Builder Salesforce is used to sort the layout of the Objects.
3. View option :- In view option we have three filters they are display element names, Hide relationships, Hide legend.
Schema Builder displays all standard and custom objects in our organisation. We have many option to view object like All Objects, Selected Objects, Standard Objects, Custom Objects, System Objects. Depending upon our requirement we can select the objects that to be displayed. When we select custom objects it displays all object in pictorial representation
Roll-Up Summary Fields
Roll-Up Summary Fields summarize data from a set of related detail records and automatically display the output on the master record. These can be used to display the sum, maximum, minimum value of a field in a related list, also the count of all the records listed in a related list. They are only available to master objects in a master-detail relationship.
After creating a Roll Up Summary Field on an object, the master-detail relationship cannot be converted into a lookup relationship.
What is a Formula Field in Salesforce?
§ Formula Field in a read-only field.
§ Formula Field derives the value from Formula expression.
§ When the source field get changed automatically the Formula field changes(Updated).
§ Formula fields are used to calculate custom fields, validation rules, Flow logic etc.
§ Using Formula Editor we create formula in Salesforce.
in Salesforce Editor, we use different elements while creating various Formula fields in Salesforce.
1. Text Area :- It is the Space where we enter Formula.
2. Insert Field :- It allows user to select fields to use in our Formula.
3. Insert Operator:- Insert Operator display list of all Mathematical and Logical operators present in salesforce.
4. Functions Menu:- Using functions menu we insert formula functions like AND, ISNUMBER, CASE, NOT etc
5. Check Syntax :- To check the formula syntax is valid or not.
What are Cross Object Formula fields?
Salesforce Cross Object formula field displays one object data in other related object by referencing data in a related record.
Cross Object Formula Fields span two related objects and reference merge fields on those objects. It can be referred to merged fields of parent objects on the child objects. Cross Object Formula Field is available on both master-detail as well as lookup relationship.
Fields can be referred up to 10 relationships away. Cross Object formulas can be used everywhere except when creating default values.
Use Picklists in Formulas
Three functions take picklist values as arguments in all formula fields: ISPICKVAL(), CASE(), and TEXT()
A picklist field lets you choose a value from a pre-populated list. While you can’t write a formula that returns a picklist as a result, you likely have to reference picklists in your formula fields.
Say you need a validation rule that requires a user to fill out an explanation if they select “Other” as an Account’s Type. This validation rule formula requires that a user fill out the text field Other Type if they set the account’s Type as “Other.”
ISPICKVAL(Type, “Other”) &&
ISBLANK(Other_Type__c)
What is a Validation Rule?
Validation rules contains a formula expressions that validates our data and returns a value of “True” or “False.
§ Validation rule contain Formula expressions.
§ It evaluate the data entered by the user.
§ Validation Rule displays error message to user when the enter invalid values.
§ We can create Validation rules in Salesforce for Objects, fields, campaign members etc.
Examples of validation Rules.
1. Quantity cannot be Negative.
2. A field to hold only certain values.
3. Zip code, phone number to entered in certain format.
What is Field Dependencies in Salesforce?
Field Dependencies are the filters that allow user to change the contents of a picklist based on the value of another field.
Example :- Here there are two field called Country and State. We have to display all states that are related to Country Field. Like wise Districts that are related to States. Here one field is dependent on another field.
In Field Dependencies, we have to learn about two fields they are
1. Controlling Field.
2. Dependent field.
Controlling Field :- A controlling field is that which controls the available values in one or more corresponding dependent field.
Dependent Field :- A dependent field displays values based on the value selected.
§ Custom picklists can be both Controlling and dependent field.
§ Standard picklists field can only be used for controlling.
§ Default values can be set for controlling field.
§ We can not set default values for dependent picklist.
§ Multi Select picklists can be dependent.
§ Controlling field must be added to page layouts.
§ In controlling field we can add up to 300 values.
There are three different types of picklists available in Salesforce:
· Standard picklists.
· Multi-select picklists.
· Global picklists.
What is picklist data type in Salesforce?
Picklist Field Type. Picklist fields contain a list of one or more items from which a user chooses a single item. They display as dropdown lists in the Salesforce user interface. One of the items can be configured as the default item.
What is the difference between picklist and multi-picklist?
Picklist let's users select one answer only. Multi-picklist gives options for users to select more than one answer
What is standard picklist in Salesforce?
Standard picklists are the ones that are included in your Salesforce org before any customization. Examples include the Lead Source picklist on the Lead object, the Opportunity Stage picklist on the Opportunity object, and others.
A Global Picklist means a picklist which you can access for all salesforce objects. In other words if you are creating any picklist, this picklist you can use for your Account, Lead, Opportunity and custom object etc. A global picklist is a restricted picklist by nature. Only a Salesforce admin can add to or modify its values. Users can’t add unapproved values, even though the API.
A global Picklist value set is a restricted Picklist by nature. Only a Salesforce administrator can add to or modify its values. Each value set can have total 1000 values including both active and inactive and each salesforce org can have 500 global Picklist value sets.
Thus, we can create a Global Picklist value set to specify Org wide common details like Country codes, business product specific properties which can be shared by any other object in the Org.
. What is the workflow in Salesforce?
Workflow is an excellent way to automate specific business processes in Salesforce. To do this, you are required to define certain rules and regulations to automate tasks such as sending an email, updating a field, create a task
- We can have access to workflow across the object.
- It is not possible to query from the database.
There are two types of workflow in Salesforce:
- Immediate Actions: It fires immediately when the workflow criteria are met. The associated actions email alerts/field updates also take place with immediate effect.
Workflow:
- Workflow is an 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:
- A 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 from the database in one trigger.
What are the actions in the workflow?
Below mentioned are the actions in the workflow
- Field update
- Task
- Outbound message
- Email alert
What are the default indexed fields in Salesforce?
We have some fields which are indexed by default in Salesforce, which are :
- Name
- ID
- Owner fields
- Master-detail relationship fields
- Lookup fields
- Last modified dates
- Audit dates
What is the Fiscal year in Salesforce?
The Fiscal year is known as the starting and ending date of a company financial year. We have two types of financial years in Salesforce which are as follows.
- Standard fiscal year
- Custom fiscal year
List some examples of custom fields?
There are many custom fields available they are Picklist, Currency, Date, Text, Picklist (multi-select), Email, Percent, Number, Phone, Text area, Lookup relationship, Geolocation, Checkbox, Master-Detail relationship, etc..
What are the different ways to store various types of records in Salesforce?
We have five different ways in Salesforce to store various types of records such as images, files, and documents.
They are
- Attachments
- Google drive
- Chatter Files
- Libraries
- Attachments.
What can cause data loss in Salesforce?
There are many things that can contribute to the data loss in Salesforce. Which includes :
- Migrating to number, per cent, and currency from other data types.
- When you change the date and time
- Migrating to multi-select picklist from any other type but except picklist.
- Moving from Checkbox, auto number, multi-select picklist to any other types.
- Changing text area to phone, URL, email, or text.
What are Governor Limits?
Since we are working in multitenant environment Salesforce is enforcing the limits for all the functionalities. A few examples of governor limits are :
· Total number of records retrieved by a SOQL query 50,000
· Total number of records retrieved by a SOQL queries issued – 100 (Synchronous) 200 (Asynchronous)
· Total number of DML statements issued – 150
· Total number of callouts (HTTP requests or web services calls) in a transaction – 100
· Maximum CPU time on the salesforce servers – 10,000ms (Synchronous) 80,000ms (Asynchronous)
· How many no of fields for an object: 500
· No of master detail relationships for an object: 2
· No of lookup relationship for an object: 25
· No of rollup summery fields: 25
Approval process?
In Salesforce, the Approval process is a sequence of steps for approving records. An approval process is also helpful for tracking who and when approved or rejected something. It includes different approval models, notifying approvers, and conditional logic for who must support.
2 types 1] Jump start wizard 2] standard setup wizard
What is the importance of Salesforce Chatter?
Salesforce Chatter is a social networking application that enables us to share information and work cooperatively with each other. It helps us to build greater employee engagement through motivation. Salesforce Chatter also provides a forum throughout the enterprise for sharing fresh ideas and understandings. We can also use the mobile feed for tracking our project.
Explain Guest users?
Guest users are the users who do not have user accounts in our organization. They are also known as unauthorised users as they do not have to log in. We can make the pages accessible. Unauthorised users can create or edit the records.
Generally, we have various limitations and considerations for assessing. Yet, we can use this feature for solving use cases, and we do it financially because the guest user licenses are free.
Explain Change Set?
A change Set is a group of components that we can migrate between the associated organisations (like from a sandbox to the production, sandbox to the sandbox, etc.).
What is the order of execution in salesforce?
We are creating validation rules, workflow rules, assignment rules, auto-responsive rules, escalation ruels and apex triggers etc..
If the condition is same for all the rules which will execute first and which will execute next, for this salesforce provide the order.
Order of execution in salesforce - Order of execution in Salesforce:
1. Prepare the record for insert/update operation.
2. It will replace all the old field values with new field values.
3. If the request is coming form UI all the system validations will execute -
o DataType
o Length
o Required
o unique
o pageLayot level validations
4. before triggers
5. Custom Validations and again system validation rules will fire (pageLayot level validations won't fire at this point of time).
6. record will be saved into the database but doesn't not commit.
7. after triggers.
8. assignment rules.
9. auto-responsive rules.
10. Workflow Rules
11. incase of Workflow Rule Field updates again before triggers and after triggers fire one more time. System validation ruels for duplicate chcek.
12. Escalatoin Rules.
13. Rollup-Summary fields will be calculated.
14. Grant parent Rollup-Summary fields will be calculated.
15. Criteria base sharing evaluation.
16. Record will be commited into the database.
17. Post Commit logic (Sending emails).
What is the architecture of the salesforce
· MVC Architecutre - Model, View , Controller
· View - It is the user interface (Apps, Tabs, Page Layouts, Fields and Record Types)
· Controller - Business Logic (Save, Edit, New, Cancel and Delete - upon click on these button salesforce execute some logic from controller)
· Model - It is the Database, which stores Schema (Meta-Data(Data about Data) --> Apps, Tabs, sObjects, fields, Apex Classes, Visualforce pages, etc...) and Instance (Records)
What is the difference between 15 digit and 18 digit id in Salesforce?
· In Salesforce, whenever user create any component (Object, field, tab etc...) or record then salesforce will generate an unique id with which user can identify the record or component.
· After creating the record, in the URL user can see the id of the record which is of 15 digits length.
· Through user interface user always see 15 digit id which is Cases-Sensitive
What is Manual sharing?
It allows owners of particular records to share them with other users. Although manual sharing isn’t automated like org-wide sharing settings, role hierarchies, or sharing rules, it can be useful in some situations, such as when a recruiter going on vacation needs to temporarily assign ownership of a job application to someone else.
What are standard profiles?
· Read Only
· Standard User
· Marketing User
· Contract Manager
· System Administrator
If a user does not have access to a specific record type, will they be able to see the records that have that record type?
Yes, Record type controls only visibility of record on UI but not its access to users. If user does not have access to record type then user will not be able to create records for that record type using UI. But user will we able to see records if they have appropriate permission to do so.
What is Conditional Highlighting in Salesforce report?
Conditional Highlighting is a powerful way to show values in report within given
limits. Using Conditional Highlighting, We can specify colours for different ranges of values in reports.
What are the different Dashboard Component?
Scatter Chart, Line Chart, Funnel Chart, Vertical Bar Chart, Donut Chart, Horizontal Bar Chart, Pie Chart, Gauge, Metric, Table, Visual force Pages.
What are Assignment Rules?
Assignment Rules automatically assign incoming Leads & Cases to specific agents so that the right people work on the right leads and cases.
What are Queues?
Queues allow the group of users to manage a shared workload more efficiently It prioritize your support team’s workload by creating lists from which specific agents can jump in to solve certain types of cases.
What are Auto-Response Rules?
Auto Response Rules Automatically send personalized email templates for new cases and new leads from your website.
What is Escalation Rules?
Escalation Rules , Automatically escalate cases to the right people when the cases aren’t solved by a certain time.
For which data type we can enable external id?
text, number, auto number, email.
What is list view?
After clicking on the tab on the top of the page we can see views, by default we can see the value called ‘all’. If we click on ‘Go’ beside that all we can see all the records of that object. If we want we can create new views. While creating the view we can give the filter conditions so that based on the filter condition only we can see the records.
What is Inline editing?
On the detail page without clicking on edit button we can edit particular field if it is not read- only.
How to disable Inline editing?
To enable or disable Inline editing follow the below navigation - Setup--> Customise--> User Interface--> Enable Inline Editing
What is Enhanced list view?
In list views we can modify multiple records at a time using Enhanced list views Note: To modify multiple records, all the records should belong to same record type in the list view otherwise we cannot modify.
What is search layout?
Whenever we click on a tab or we click on a lookup icon or search for a record we see only one standard field by default, to enable remaining fields -
· To show multiple fields for the records which display under a tab, on object detail page > under Search layouts edit tab and add required fields.
· To show multiple fields for the records which display when we click on lookup of a field, on object detail page > under Search layouts edit Lookup Dialogs and add required fields.
· To show multiple fields for the records which display when we search for the records, on object detail page > under Search layouts edit Search Results and add required fields.
What is mini page layout and how to enable?
For lookup fields on record detail page we see a link, whenever we put cursor on that link we see a popup window which displays few fields. To control the fields visibility, on that look up field parent object page layout we see a mini page layout in that we can control.
What is lead process?
To control the picklist values of the status field on the lead object we should create lead process.
· Without selecting the lead process we can't create the record type for lead object
What is sales process?
To control the picklist values of the stage field on the opportunity object we should create sales process.
· Without selecting the sales process we can't create the record type for opportunity object
What is Support process?
To control the picklist values of the status field on the case object we should create support process.
· Without selecting the support process we can't create the record type for case object
What is web-to-lead?
On lead object we can generate the HTML code by selecting lead fields and by mentioning return URL from web-to-lead option. The generated HTML code can be hosted in any of the website. Upon entering the information in those fields and clicking on submit button that information will be saved into lead object of the Salesforce.
public group?
We can add set of random users in the public group. We can't assign public group as an owner of the record. In manual sharing, sharing rules and in list views we can use public group.
Questions on Relationships
To avoid Data Redundancy and To achieve Integrity we should go for Relationships.
1. Is it possible to create the Master – Detail Relationship field for the child object which is having existing records?
No, we cannot create directly. To create first we should create Look up relationship then populate the field value for all the records and then convert the look up relationship to master detail relationship.
2. Is it possible to convert Mater – Detail Relationship to Look Up Relationship?
If the parent object doesn’t have Roll up Summary fields for the child object then we can
convert.
3. Is it possible to delete junction – Object in case of Mater – Detail Relationship?
· If the parent objects don’t have Roll up Summary fields for the child object then we can
delete.
· To delete a child object it should not be referred in Apex Classes and Apex Triggers.
· Later if we undelete the object, Master detail fields on the junction objects will be converted to look up Fields.
Note:
· If we delete only Master – Detail Relationship field from the child object and undelete it from the Recycle Bin then it will be converted to look up relationship.
· Parent Object we cannot delete because it will be referred in the child object.
4. What will happen if we undelete the deleted Junction Object?
Master – Detail Relationship data types will be converted to look up relationship data types.
5. What will happen to child records if we delete a parent record in case of Lookup Relationship?
If we delete parent object record all the child object records relationship's field value will be get
deleted. (Entire record won’t be get deleted)
Example:
Child Object: Employee (Employee object have Department field which is related to Department Object)
Parent Object: Department
· Suppose N number of employee records related to IT department, if we delete IT department all the child(Employee) records Department field value related to IT department will be get deleted.
Note:
· Salesforce store deleted records only for 15 day in Recycle bin later it will remove the records permanently.
· If we undelete the IT department record from the Recycle bin then all the related child records department field value will be restored.
6. What will happen to child records if we delete a parent record in case of Master Detail Relationship?
If we delete the parent object record all the child object records will be get deleted.
Example:
Child Object: Employee (Employee object have Department field which is related to Department Object)
Master Object: Department
· Suppose N number of employee records related to IT department, if we delete IT department all the child records will get deleted.
Note:
· Salesforce store deleted records only for 15 day in Recycle bin later it will remove the records permanently.
· If we undelete the IT department record from the Recycle bin then along with IT department record all the related child (Employee) records will be restored. (We cannot see the child object records in the Recycle bin)
7. What is Junction Object?
A child object which is having master detail relationships with two different parent object is called junction object.
Example:
Object1: Department Object2: Project
Child Object: Employee
· Field1: Department (Master Detail with Department )
· Field2: Project(Master Detail with Project)
Note: From the above example we can say Employee Object as Junction Object.
8. For a junction object if we delete one of the parent record what will happen to child records?
Child records will be get deleted which are related to Department as well as Project.
Note: If we undelete the IT department record from the Recycle bin then along with IT department record all the related child (Employee) records will be restored those will be reflected for Project as well. (We cannot see the child object records in the Recycle bin)
Users, Profiles and Permission Sets
Profiles and Permission Sets provides security for meta-data (Structure) components.
1. Is it possible to delete the user in salesforce?
No, once we create an user in salesforce we cannot delete the user record. We can only deactivate the user record.
2. What is 'Grant Account Login Access'? How to enable 'Grant Account Login Access'
If we enable 'Grant Account Login Access' for a user then we can see 'Log in' button on the detail page of that user. By clicking on that 'Log in' button without giving that user's username and password we can log in.
To enable the 'Grant Account Login Access' follow the below steps -
1. Log in as a user to whom you want to enable Log in access.
2. At top right corner click on name (Which should be left to Setup) > My Settings
3. User should be able to see user's personal set up page.
4. Left side, click on Personal Information > Grant Account Login Access
5. User should be able to see Grant Account Login Access page
6. In Access Duration column select '1 Year' for all the records and click on 'Save' button.
7. Log out and Log in as any other user in the organization then click on Manage Users > Users.
8. User should be able to see list of records and verify the user to whom we enabled the Grant Account Login Access
9. User should be able to see the Login link beside Edit link.
10. Click on Login then user should be able to login as that user mode
11. Observe at top right corner, user should be able to see Logged in as 'Name of the user' which should be highlighte in black color.
12. Click on Logout
13. User should be come back to original user's mode, Observe at top right corner, user should not be able to see Logged in as 'Name of the user'
3. How to provide security for Meta-Data files (Schema)?
Using Profiles and Permission Sets.
4. What is Profile?
· Profile deals with CRED (Create, Read, Edit and Delete) permissions over Apps, Tabs, sObjects, Fields, Record Types, etc...
· We can map only one profile for one user and without mapping the profile we cannot create the user.
5. What is Permission Set?
· To improve the permissions for the users over profiles we should go for Permission Sets.
· Example- To give additional permissions to few users who belongs to different profiles over Apps, Tabs, sObjects and fields.
6. How to give permissions to two fields for different users who belongs to different profiles?
Permission sets.
7. How many users are there in your project salesforce instance?
1000 (It will depends upon the number of licenses taken by the client, it will be like upto 4000 like that based on the client)
8. How to provide security for the Records(Instance)?
1. Roles
2. OWD(Organigation Wide Defaults)
3. Sharing Rules.
4. Manual Sharing
5. Apex Managed sharing
6. View all.
7. Modify all.
8. View all data.
9. Modify all data.
9. What is role?
Role deals with authorization to access data.
10. What is OWD?
OWD is the default access level on records for any object in sales force. For custom objects we can see below access levels -
1. Private
2. Public Read only
3. Public Read/Write
By default after creating custom object OWD access level is Public Read/Write.
Private: only owner and above hierarchy users can have Read/Write access and below hierarchy users don't have any access.
Public Read only: only owner and above hierarchy users can have Read/Write access and below hierarchy users can have only Read Only.
Public Read/Write: Irrespective of role hierarchy every one can have Read/Write permissions on the records.
11. What is Grant Access Using Hierarchies?
Say there are three roles
· Role A
o Role B
§ Role C
Role A is higher in hierarchy, Role B is in middle and Role C is lower in hierarchy
If the Role A user through Manual Sharing or Sharing Rules, shares the record to Role C user who is in lower hierarchy, then the Role B user who is above in hierarchy to Role C user can see the records, if we enable Grant Access Using Hierarchies at sharing settings else Role B user cannot see the record.
Import Wizard and Data Loader
To process bulk records.
1. What is Import wizard?
· Import wizard is a web based tool to process bulk records.
· With import wizard we can process maximum of 50,000 records.
· In import wizard we can't see few objects (ex: if there is masterdetail relationship between two objects then child object we can't see).
2. What is Data Loader?
Data Loader is a stand-alone tool to process bulk records. With Dataloader we can process maximum of 5 million records. Most of the time we use only Dataloader. Default batch size of the Dataloader is 200.
3. Which operations we can perform on dataloader?
1. Insert (Inserting brand new records, no need of ID)
2. Update (Updating the existing records based on the record ID)
3. Upsert (To Upsert we should have one external ID field on the object, based on the external id field if the value already exists it will update, if doesn't exist then it will insert)
4. Delete (Delete the records based on the id provided, to delete we need only id, deleted records can be found in recycle bin)
5. Hard delete (Delete the records based on the id provided, to delete we need only id, deleted records can't be found in recycle bin, Note: If we enable bulk API in data loader settings then only we can perform Hard delete.)
6. Export (From any object we can export records based on the SOQL query, Note: We can't export deleted records which are there in the recycle bin)
7. Export all (From any object we can export records based on the SOQL query, Note: Using Export all we can export deleted records which are there in the recycle bin also)
4. Data loader or Import wizard supports which file format?
.CSV (Comma Separated Values)
5. What is the filed mapping file format of the data loader?
.SDL
6. How to insert null values into dataloader?
In dataloader settings we should enable 'insert null values' checkbox otherwise we can't insert null values.
7. What is external ID?
Suppose we have account table in Salesforce and account table outside of the Salesforce (ex: .csv file, sql database). In Salesforce all the records can be identified with record id and outside of the Salesforce we can't recognize records with Salesforce id that is the reason to compare outside table and salesforce table in Salesforce for one of the field we have to enable external ID (we can enable external id for text, number, auto number and email). If we enable external id we can compare that particular column with the column which is available in external table. While comparing if the both column values are same then it will update otherwise it will insert.
8. Maximum batch size of data loader?
10,000 records and minimum 1 record.
9. What is default batch size if we enable bulk API?
2,000 records.
Workflows and Approvals
To perform the automated actions.
1. What are the different kinds of evaluation criteria’s (events)?
1. Created
2. Created and everytime edited to meet the criteria
3. Created and edited to subsequently meet the criteria
2. What is the difference between Created and everytime edited to meet the criteria and Created and edited to subsequently meet the criteria?
If we select 'Created and everytime edited to meet the criteria' whenever we create a record or edit a record if the criteria of the workflow rule meets then it will trigger every time. If we select 'Created and edited to subsequently meet the criteria' -
1. While creating the record criteria meets so that workflow will fire and while editing the record again criteria meets workflow won't fire (meeting the criteria to meeting the criteria)
2. While creating the record criteria doesn't meet so workflow won't fire and while editing the record workflow criteria meets then workflow will fire (not meeting the criteria to meeting the criteria)
Conclusion: Previous state of record should be not meeting criteria and current state of record should be meeting the criteria then only in current state workflow will fire.
3. What are the types of rule criteria’s?
1. Criteria meet (field - operator - value, if there are multiple criteria’s then in filter criteria we can give conditions like ( 1 or 2) and 3, field to field comparison is not possible, we can't fetch the previous state information of the field )
2. Formula evaluated (we can write formulas with this we can do field to field comparison and we can fetch previous state value of the record)
4. What is immediate workflow action?
The action which will be performed immediately after the record criteria meets.
5. What is time dependent workflow action?
The action which will be performed in future based on the any of the date field. To create time dependent workflow action we should create one time trigger. in time trigger we can give either days or hours with the maximum of 999 value and we can select either before or after.
6. For which event we can't create time dependent workflow action?
Created and every time edited to meet the criteria.
7. What are the different kinds of workflow actions?
1. New field update (we can update a field of the same object or the fields of the parent objects which are at master side in master-detail relationship, only for master-detail parent objects we can update the field and for lookup we can't update)
2. New email alert (we can send emails if the criteria meets)
3. New task (we can create new task)
4. New outbound Message (we can make a callout)
8. What are the types of email templates?
1. Text
2. HTML (with letter head)
3. Custom HTML (without letter head)
4. Visual Force
9. There is a timebased workflow which will update one of the fields if the criteria meet. User submits the record with valid criteria, workflow triggered so that the field update is queued in the 'time based flow' queue which will fire after one day. If the user modifies the record which is submitted before the scheduled date, after modification, a record criterion is not meeting. Whether the field will be updated or not in schedule date?
It won't trigger in the schedule date because if we modify the record to not meeting criteria that queued field update will be removed from the 'time based flow' queue.
10. For the same scenario explained in the above question what happens when we deactivate or modify the criteria of the workflow to different criteria? Whether the field will be updated or not in schedule date?
Yes, It will trigger in scheduled date.
11. Scenario: There are two workflow rules on the same object say namely wf1 and wf2. If wf1 fires then a field will be updated on the same object, if the field updated and due to this wf2 criteria meets then what will happen, wf2 will fire or not?
It won't fire. To fire wf2 we should enable 'Re-evaluate Workflow Rules' checkbox of the field update which is there in wf1.
12. What is recursive workflow rule? How to avoid recursive workflow rules?
Whenever we enable Re-evaluate Workflow Rules after Field Change checkbox in the Field Update of a workflow rule, due to this field update other workflow rules on the same object will be fired if the entery criteria of those workflow rules satisfied.
Incase, in other workflow rules also if we enable Re-evaluate Workflow Rules after Field Change checkbox in the Field Update recursive workflow rules will come in some scenarios.
We can take two steps to avoid recursive workflow rules -
13. What is Approval Process?
If the criteria of the record meets then by clicking on submit for Approval button user can submit the record for approval (Note: Approval history related list should be displayed on the record detail page)
14. How to configure Approval Process?
Before creating the Approval Process we should select the object after that we should follow below steps -
1. Give the Approval Process name
2. Give the criteria of the Approval Process
3. Select the email template (If we don't select any email template salesforce by default send an email notification to the target approver else with our selected email template target approver will be notified)
4. Select the users who can submit for the approval (If we do not select any user by default all the users who can access to that record can submit)
5. Select the user to whom record should be submitted
6. Initial submission actions ( after submitting the record for approval immediately whatever the actions included in the initial submission actions section will be triggered)
7. Approval Steps (we can add multiple steps)
8. For each and every step we can see 'Approval actions' and 'rejection actions' sections where we can add actions to be performed
9. If the Approver approves the record then actions which are under 'approval actions' section will be triggered
10. Final approval actions section (If all the steps approved then actions which are under 'final approval actions' section will be triggered)
11. Final rejection actions section (If any one of the step rejected then actions which are under 'final rejection actions' section will be triggered)
12. Recall approval actions ( After submitting record for approval if you want to revoke we click on recall approval action on the detail page, after clicking on that button actions which are under recall approval actions section will be triggered )
15. Scenario: After activating the approval process, I want to add one more step. Is it possible?
It’s not possible, to add one more step deactivate the approval process and clone the deactivated
approval process and add the new steps.
Reports and Dashboards
To summarize the information.
1. What is Report?
To summarize the information of an object we use reports.
2. What are the types of Reports?
1. Tabular (Displays records just like a table)
2. Summary (we can summarize the information based on certain fields)
3. Matrix (we can summarize the information in two dimensional manner, both rows and columns)
4. Join (we can summarize information in different blocks on the same object and the related objects)
3. How many blocks we can create for join reports?
5 blocks.
4. How many maximum groupings we can do for summary, matrix and join reports?
3 groupings
5. What is bucketing in reports?
Bucket field in Reports is used to group values to the name we specify.
6. How many records we can display on page for a report?
We can display up to 2000 records on a page. If more records are there to display we cannot see those through user interface. If you export the records to a excel sheet then you can export up to to 50000 records.
How to enable floating report header
Enable Floating report headers
1. Click on Setup | Feature Settings | Analytics | Reports & Dashboards | Reports and Dashboards Settings.
2. Select Enable Floating Report Headers (Salesforce Classic only) check-box. Report and Dashboard User Interface Setti
Salesforce defines Analytic Snapshots as “allowing you to load data from a Custom Report to a Custom Object on a regularly scheduled basis.” This in turn allows you to create Reports and Dashboards based on the data in the Custom Object.
Q.Is it possible to create sharing rules for detail object?
No, we can create sharing rules for details objects because they don’t have owner field
14.If a record is "locked" , which permission a user must have to unlock the record?
Ans : Users must have the "Modify All" object-level permission for the given object, or the "Modify All Data" permission, to edit the locked record.
16.Which fields are always read only on detail pages and not available on edit pages.
Ans :Roll-up summary and formula fields.
25.What is the difference between Jump Start Wizard & Standard Wizard in Approval process?
A. 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.
26.Difference between Deactivate User and Freeze User?
Ans : Deactivating User will no longer be able to log in to Salesforce.
Deactivating a user make available the user licenses for use in your Organization.
Freezing a user in Salesforce means that only stops the user from being able to login.
In some cases, you can’t immediately deactivate a user,
To prevent users from logging into your organization while you perform the steps to deactivate them, you can freeze user accounts.
Freezing user accounts doesn’t make their user licenses available for use in your organization.
Ursa Major Solar uses data from the grand total of a
custom report to create their dashboard. Which two
components will populate the grand total properly.
Choose 2 answera. Gauge
b. Metri
What are three Considerations when a user is importing data
via Data Loader ?
Choose 3 answer
a. Field Level Security access determines which fields will be visible.
b. Validation rules do NOT execute when importing data.
c. Restricted Picklists, a new picklist value will be ignored and the default
value applied.
d. Importing data into checkbox fields allows for the use of TRUE/FALSE.
e. Unrestricted picklists, a new picklist value will be applied bit will NOT be
added to the picklist.
5 I want to run a validation rule only during record update and
not during record creation, how can this be achieved?
Ans : Those which contains ISCHANGED( ) says if there is a change in
existing record ,rule will fire
What do you mean by Bucket Fields?
Ans : We use Bucket Field for Categoraization of Data.
There are 3-types of Bucket Fields
Text Bucket.
Number Bucket.
Picklist Bucket
What is ‘Delegated Administration’? Ans : In case of actual admin is unable to attend for the job, in that case we can use delegated group members as temporary administrator for a week or month
PRIORVALUE
The PRIORVALUE function gets the previous value of a field that is the same value if the record is being created, or the real previous value if the record is being updated.
You could use it to prevent users from updating important fields in specific conditions, such as changing the opportunity amount once it is closed or transition a case to a Closed status if the previous status is Cancelled:
What is the ISPICKVAL value? When dealing with picklists, you should use this function to check whether a picklist list field equals a certain value:
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