What is Cloud Computing?
Cloud computing is nothing but Internet computing. Storing and accessing the data over the Internet.
Different types of Salesforce URL's?
Creating
Developer account
Production
Sandbox
What is Salesforce1?
Salesforce1 is one of the product provides by Salesforce.com. This Salesforce1 is a mobile application for Android and IOS devices.
What is Force.com?
In force.com developers can develop applications using apex and visual force languages
What is Work.com?
It is Social performance platform management platform which is mainly used by managers and employees to improve their work performance.
What is App Exchange?
It is an online application marketplace like app store and Google play. In App exchange nearly 3000 applications available.
How to provide security for Meta data
files (Schema)?
Using profiles and Permission sets
How Many ways to login Salesforce?
Through web Browser
External
API (Application programming Interface) like data loader.
Single
sign on SSO
OAuth
What are Governor Limits?
As we know all Salesforce Apex is runs at multitenant environment, so it runtime strictly enforce some limits.
What is the difference between
unmanaged and managed packages ?
Apps on App Exchange are distributed in managed and
unmanaged packages.
Both packages are containers holds the code and
metadata associated with apps
In the managed packages we can't able to see the
code
In unmanaged packages are as like open source, we can open and do the changes in code also
What is the important standard object
available in the org for sales business?
Campaign
-> Lead -> Account -> Contact -> Opportunity -> Product
What are the important standard objects
exist for support business?
Account
-> Contact -> Case -> Solution
What is recycle bin in salesforce?
Note: There is a limit of recycle bin, if we
delete bulk records it's exceeded that storage limit, then the records are
permanently deleted
What is User in Salesforce?
user is able to login Salesforce and we
can give access based on their requirements
Explain about security model in Salesforce?
It has been briefly classified into two types
1.
Org Level - Access on objects, tabs, fields, apps etc
2.
Record level security - access that records are saved into Salesforce.
visibility of data Salesforce
What is object?
Salesforce objects are database tables that permit
you to store data that is specific to an organization.
Salesforce objects are of two types:
Standard
Objects: Standard objects are the kind of objects that are provided by
Salesforce.com such as users, contracts, reports, dashboards, etc.
Custom
Objects: Custom Objects are created to store information unique to an
organization. Custom objects extend the functionality that standard
objects provide. Based on Requirements will create custom Objects
What are optional features?
Create, customize, edit, delete, or truncate custom
objects to extend the functionality that standard objects, like accounts and contacts,
provide.
What are one time object creation
options in Salesforce?
There is nothing like one time Object
creation in Salesforce as you can always allowed to make changes to Meta data (Object)
to add or remove based on your requirement.
How many objects we can create in the
salesforce?
There is a hard limit of 3,000 total custom objects
per Organization, regardless of whether they're created within the Org or
installed from the AppExchange. For example, with Unlimited Edition, you could
create 2,000 custom objects and install an additional 1,000 objects.
Can we delete the standard objects?
No, It's not possible
Can we delete the Custom Objects?
Yes, we can able to delete
What are the possibilities to customize
the standard Objects?
Rename the "Label and Tab name".
Object falls under which part of MVC?
Fields, Objects, and Relationships come under
the Model section of MVC Salesforce architecture.
The
presentation of information to the user is nothing but the View. This is one
user interface given to the user for interaction with the system.
A
view consists of visual Salesforce pages and components.
Can we deploy the object from Sandbox
to production using change set?
Yes We can able to deploy the object
CRED permissions on object are
controller by?
Profile and Permission set
Can we assign CRED permissions on
object by using Permission set?
Yes It is Possible
What is the meaning of 'Starts with
vowel sound' while creating object?
If name start with vowel then plural label
will be provided accordingly like we need to take care about s or es as per
English rule.
Which options can we customize in
standard object?
Yes, we can create custom fields, validation rules,
triggers etc on standard object.
How Many ways can we create Custom
Object?
1.
By Using Schema Builder we can able to create, There is no option available to
create tab launch wizard option.
2.
By Using SpreadSheets
3.
By Using Standard Navigation In HomePage, Object Manager
In the Object Manager Standard
Process and while clicking on drop down option we can able to create
How to recover deleted object?
To view a list of deleted custom objects:
Go
to the object management settings for custom objects.
Click
Deleted Objects at the bottom of the list.
The
Deleted Objects link appears only when you have at least one deleted custom
object in your organization. The number in parentheses indicates the total
number of deleted custom objects.
In the Deleted Objects list, you can do any of the
following:
Click
the object’s label to view details about it
Click
Erase to permanently remove the object and its data
Click
Undelete to restore the object and its data
1.GoTo
setup -> Build -> Create -> Objects-> Then you can able to see the
link " Deleted Objects" this will
be work in Classic View Only
2.Restore
Deleted Objects Using Salesforce Data Loader
3.Restore
Deleted Objects With the Salesforce Data Export Wizard
4.Restore
Deleted Objects With Salesforce Reports
5.Restore
Deleted Objects With Third-party Backup
How can we change the Grant
Access using Role hierarchy for Standard Object?
Not Possible
What is Out of Box functionality?
Standard features provided by Salesforce (no need
to go for development)
What are setup objects?
Setup objects are those which interacts with meta
data(Profiles, permission sets, users, roles, Page layout, Email Templates)
What are Non-setup Objects?
All other object (Standard and Custom) are non
setup object.
What Is External Objects in Salesforce?
External objects are similar to custom
objects, but external object record data is stored outside your Salesforce
organization.
What is the Limitation External Objects
in Salesforce?
100
What are the different data types a
standard record name field can have?
standard record name field we have either data type
text or auto number with a limit of 80 characters
What is Apps in Salesforce?
Apps in Salesforce is little more than a container
for all of the objects, tabs and other functionality. It is a group of
tabs that works as a unit to provide application's functionality. It
consists simply of a name, a logo and an ordered set of tabs.
The simplest app contains only one tab i.e., the
Home Tab and a default logo.
Types of Apps in Salesforce?
1.Custom Apps : The apps which are built
to meet the specific business needs & requirements of an organization.
Custom apps can be made by grouping standard as well as custom
tabs. Logo in custom apps can be added and they can be changed after that
also.
2.Console Apps : Can open multiple records in
separate tabs simultaneously
3.Standard Apps : Can open one record related
to an object at a time. If we open another record then the current record page
will disappear.
What features we can not able to changes
in Standard Apps?
The label, description and logo of a standard
app can’t be changed
Can we create a console navigation app
for custom object?
Yes, we can.
Setup and Personalization while
creating the app?
We have two type of setup:
One
is full setup and another is service setup.
So
for new app which setup you want to create by default that we can decide from
this option.
Custom Apps Limitations?
Professional
Edition - 255 To exceed this limit, Contact Salesforce
Enterprise
Edition - 260 To exceed this limit, Contact Salesforce
Unlimited
and Performance Edition - Unlimited
Developer
Edition - 10
Can we change standard navigation to
console or vice versa?
No, navigation which is selected as the time of app
creation will be final. You cannot edit it later.
What is Tab in Salesforce?
A tab is like a user interface that is used to
build records for objects and to view the records in the objects.
There are Four types of tabs in Salesforce:
Standard Object Tabs:
Standard object tabs display data
related to standard objects
Custom Object Tabs:
Custom object tabs display data
related to custom objects. These tabs look and function just like standard
tabs.
Web Tabs:
Web Tabs display any external Web-based
application or Web page in a Salesforce tab
Visual force Tabs:
Visual
force Tabs display data from a Visual force Page.
What are the Tabs Visibility?
Default
on: Tab will be available in navigation bar
Default
off: Tab will be available in App Launcher
Tab
Hidden: Tab will not be accessible
What is lightning component tab in
salesforce?
A lightning-tab component keeps related
content in a single container.
The
tab content displays when a user clicks the tab. Use lightning-tab as a child
of the lightning-tabset component.
This
component inherits styling from tabs in the Lightning Design System
Visibility of the tabs is controlled by?
Profiles and Permission set
Can we deploy the tab from sandbox to
production?
Yes we Can deploy
Which permissions are by default
enabled when we add tab to an application?
When a new tab is added to an application in Salesforce,
by default, the "View" permission for that tab is enabled for all
profiles, unless customized otherwise. This means that users with that
profile will be able to view the data contained within the tab. However, the
"Edit" or "Delete" permissions may need to be enabled separately depending
on the requirements of the organization.
Same tab can be used in how many
application?
A single tab in Salesforce can be included in
multiple applications.
What is default landing tab?
In Salesforce, the default landing tab is the tab
that a user is taken to upon logging into the application.
By
default, this is typically set to the Home tab, which provides an overview of
the user's recent activity, important updates, and other information relevant
to their work.
How to see the tabs which are not in
the Tab Panel?
Go to the Setup menu by clicking on the gear icon
in the top right corner of the screen.
Under the "Build" section,
click on "Tabs."
In the "Tabs" page, you can see all
the tabs that have been enabled for your organization, regardless of whether
they are currently included in a Tab Panel.
To see only the tabs that are not currently
included in a Tab Panel, click on the "Show" drop down and select
"Not Included in a Tab Set."
The list of tabs displayed will now show only
the tabs that are not currently included in a Tab Panel.
You can then add these tabs to a Tab Panel by
selecting them and clicking the "Add to Custom App" or "Add to
Existing App" buttons, depending on your needs.
Can we create a new tab style?
Yes
List out the field types of custom
Object?
Numeric Field data Types
:
Number
Currency
Percent
Calender data
types :
Date
Date/Time
Limited Option Data types
:
Checkbox
PickList
Multi-PickList
Text Data
types :
Text
Text
Area - 255
Text Area(Long) - 131,072
Text
Area(Rich) - 131,072
Encrypted
Formatted Text Data types:
Email
Phone
URL
Limit of custom fields per object?
UNLIMITED
AND PERFORMANCE EDITION - 800
DEVELOPER
EDITION - 500
What is API name?
API name is unique name for Object, field etc.
Difference between description and help
text fields?
Description is used to provide extra information
about the field. It won’t be visible on App or UI.
Help
text is used to show a tooltip about a field on UI or Detail Page.
What is auto number type?
It is a read only field.
It generated automatically in sequence in the
defined format.
What is record name field?
It is a standard
field of Text or Auto Number
It
is a required if it is text type
It
is a read only if it is in auto Number
When user clicks on this field, it redirects
to detail page of the record.
How to restrict a custom text field to
accept duplicate value ?
Enable the attribute 'Unique' in field edit page.
How many ways to make a field to be
required declaratively?
1.Enable
required option in field edit page
2.Enable
required option in page layout
3.Validation
rules
How to rename the standard fields of
standard object?
Cannot be possible.
What are system fields?
In Salesforce, system fields are predefined
fields that are automatically created for each record in an object
Created
Date
Last
Modified Date
Created
By
Last
Modified By
Owner
System
Modstamp
Id
(Record Id)
What is the Use of "System
Fields"?
These fields can be used to track the history of a
record and to provide important metadata about it.
They
cannot be deleted or modified, but they can be hidden or made read-only.
->Record
tracking
->Record
ownership
->Record
identification
->Data
auditing
->Data
validation
->Reporting
and analysis
Overall, system fields provide valuable information
about records in Salesforce and play an important role in maintaining the
integrity and accuracy of data.
What type of operations we can perform
on the system fields?
Viewing: You can view the values of system fields
in record detail pages, list views, reports, and dashboards.
Searching: You can search for records based on their
system field values.
Filtering: You can use system fields to
filter records in list views, reports, and dashboards.
Sorting: You can sort records based on their system
field values in list views, reports, and dashboards.
Grouping: You can group records based on
their system field values in reports and dashboards.
Calculation: You can use system fields in formula
fields, custom fields, and calculated fields to perform calculations based on
their values.
What is the use of Search bar available
on top?
On
the setup page it searches for anything available under setup.
On
the App page search records for particular object.
What is Record Id?
It
is unique for each record. When we view a record then its record id can be visible
in the url.
What is the difference between 15
characters ID and 18 Character ID?
15-character
IDs: These are the original IDs used by Salesforce to identify records. They
are short and consist of a combination of letters and numbers.
18-character
IDs: These IDs are longer than 15-character IDs and include additional
information such as the object type code and the Salesforce instance where the
record was created.
Difference between 15 and 18 digit ID's
in Salesforce?
15
digit - This ID from URL this is case sensitive this is your are using
with in Salesforce will use this ID
18
digit - this ID from Data Loader Export this will be case in sensitive it
won't check
Whenever we are working with another platforms,
then some of them are Case in sensitive. So Salesforce has given two ID'sales
Whenever coding CASESAFEID() is used to get 18
digit id from 15 digit id.
What does the first three characters in
the ID indicate?
The first three characters in a Salesforce
18-character record ID indicate the object type code of the record
ex:If the first three characters of an ID are
"001", it indicates that the record is an Account.
If the first three characters are
"003", it indicates that the record is a Contact.
What does the last four characters in
the ID indicate?
The last four characters in a Salesforce ID
indicate the record type
What is the difference between
Systemmodstamp and Last Modified Date?
Systemmodstamp : It does reflect changes made to
the record through work flows, ownership changes, or updates made by the
system.
Last Modified Date : only captures changes made to
the data in a record.
It does not reflect changes made to the record
through work flows, ownership changes, or updates made by the system
Can we create phone field with Phone as
well as text data type?
Yes
Do we have to define length for text
field as it already has length as 255?
Yes.
Can
we add radio button for gender (male , female)?
No, Use picklist field for this.
Can
we restrict picklist values based on user? or can we show picklist particular
values to particular user?
No. We can restrict them based on Record Type
Limits
for Custom Picklists?
Custom
single-select picklists limits:
Up
to 1,000 values.
Up
to 255 characters per value.
Custom
multi-select picklists limits:
Up
to 500 values.
Up
to 255 characters per value.
Users
can select up to 100 values at a time on a record.
What
is Global pick list in Salesforce?
A
Global Picklist in Salesforce is a picklist field that can be used in multiple
objects and multiple record types
Advantages:
Consistent
data
Centralized
management
Easier
to update
Reduced
administration
Can
we attach document as well in rich text?
No.
Use Notes & Attachment related list for this purpose.
What
is the use of restricted value?
We
cannot have picklist values other than specified while performing data load
operations
Can
you change any picklist value on standard object?
Yes
we can add new values.
Can
we recover any deleted field?
Yes, Under each object there is deleted field
button available from their you can recover or permanently delete.
What
is the difference between created by and owner?
Created
By - Who created first record. But can't able to change this field
Owner
- captures the current owner of a record. can be changed to reassign the record
to a different user.
How
many ways provide Field access?
By
using profile,
By
using permission set
By
using Page page layout
By
using Field set
How
many ways can we able to create field?
By
using schema builder
By
Using in Standard process
How
Many Ways we can make Field required?
While
creating field in object
Through
page layouts
Through
Validation Rules
Can
we change the data type from Text to Auto Number for the Name when we already
have?
Yes, it is possible
What
are Text Encrypted fields?
Text
Encrypted fields in Salesforce are a type of custom field that can store
sensitive information, such as passwords, Social Security numbers, or credit
card numbers.
Can
we use text encrypted fields in the filter conditions and formulas?
No
Can
we write Validation rules on text encrypted fields?
No
Can
we search data based on the text encrypted fields?
No
Do
we need the permission to modify the encrypted fields?
yes we can do
Can
we insert pick list values through dataloader in Salesforce?
Yes it is Possible
Can
we deploy the text encrypted fields from sandbox to production?
Yes we can able to deploy
What
is Field Set in salesforce?
It
is Collection of fields. It control the layout of record detail pages and
define the data that is available to display in Visual force pages, Lightning
pages, and other components.
Field
sets provide a way to group and reuse fields across multiple pages and use
cases, making it easier to manage changes to the fields that are displayed.
What
are the Read only fields in salesforce?
Auto
Number
Roll
up Summary field
Formula
field
What
is Indexed fields in salesforce?
Indexing
a field means creating a database index on that field to speed up queries and
search performance.
By
default, Salesforce automatically indexes certain fields, but administrators
can also manually index custom fields to improve query performance.
Indexed
fields can improve the performance of reports, list views, and other database
operations that involve searching and filtering data
What
are Indexed fields in salesforce?
ID
fields (e.g. Account ID, Contact ID, Opportunity ID, etc.)
Foreign
key fields (e.g. Account ID on the Contact object)
Name
and Owner fields
Lookup
relationship fields
Custom
fields marked as unique
Date
and Date/Time fields used in filter criteria or sort order
What
are external ID fields?
Number,
Auto Number, email and text Fields. It will be used to reference an Id from
another, external system.
External
Id's are search able in Salesforce and you can also use the Upsert API call
with the external id refers to records when making changes via Data Loader
For
Which data types we can enable External ID?
Text
Number
Auto
Number
Email
In
the related List how many fields we can able to add?
We can add 10 fields
What
are the standard fields that created automatically when you create custom
object?
Record
Name
Owner
CreatedBY
ModifiedBY
What
is the importance of OWNER field?
Only
owner can delete the record.
Only
owner can share the record to other user.
Is
it possible to change the owner field?
Yes
What
is Controlling field?
The value of this field controls the value of the
dependent field.
Standard or custom picklist less than 300 values
and any check box fields
Which
field types can be controlling field?
Picklist & Checkbox of both standard and custom
Which
field types can be dependent field?
Picklist & MultiPicklist of Custom type
What
are the possibilities to customize the standard Fields?
i.Rename
the labels
ii.Add
help text
iii.Add
picklist values
What
is Dependent Field?
The value of this field depends on the value of the
controlling field.
picklist
multi-picklist
What
are the indexed fields in Salesforce?
When a field is indexed, it's store values more
efficient data structure. This is taking more space but improves performance
when at least two filters with indexed fields are used in a query.
Primary keys: ID, Name, Owner, Email
Standard Indexed fields: RecordTypeId
Division
CreatedDate
Systemmodstamp (LastModifiedDate)
Name
Email (for contacts and leads)
Foreign key relationships (lookups and
master-detail)
The unique Salesforce record ID, which is the
primary key for each object
Custom Indexed fields:
Auto Number
Email
Number
Text
How
Many fields (columns) can be displayed on a customizable Related List?
10 fields
How
many other fields may a Custom lead field be mapped to when converting a lead?
3
Custom Fields Account, Contact, opportunity
Searches
and Filters that takes a long time may be canceled?
True
You
can map a custom lead field to only ones of the following Objects at a single
instance(check all that apply)?
Account,
Contact, Opportunity
How
Many fields We want to set up tracking per Object?
You
can select a combination of up to 20 standard and custom fields per object
In
field History Tracking Which fields can not able to track?
Formula
roll-up
summary
auto-number
fields, Created By and Last Modified By
Fields
that have the AI Prediction check box selected
Expected
Revenue field on opportunities
Note: Field history tracking data and Field Audit
Trail data don’t count against your data storage limits
In
Each section how many columns we can set up fields?
Two
Only By using admin page layouts
What
is the maximum number of characters limit of formula field?
3600
characters
Which
type of fields can't support to be used in formula field?
Long
text area, encrypted or description fields can't used in formula fields
What
is the difference between ISPICKVALUE and INCLUDES?
ISPICKVALUE
- SINGLE PICK LIST VALUES
INCLUDES
- MULTI PICK LIST VALUES
What
is the difference between ISBLANK() and ISNULL()?
ISNULL
- It work's only for number data type fields. If we don't populate with the
value for number fields it will return true.
it
won't be supported Text fields, because it will never become null.
ISBLANK
- IT supports both Null and Text data types
What
are the return types for formula fields?
check
box
currency
date
date/time
number
percent
text
What
will be the return type of formula field when we have to find the difference
between two dates?Ex: date of joining minus today?
Number
can
we run validation rules only for new records and not while updating the records?
Yes
we can use ISNEW()
Which
pick lists are not available for record types?
opportunity
stage
case
status
solution
status
lead
status
What
is Lookup Relationship in Salesforce?
Look
Up Relationship or One to Many Relationships: A look up is a loosely
coupled relationship, allowing you to connect one object to another in a one to
many fashion. child sharing is not dependent of the parent. it can have it's
own sharing
What is Master Detail Relationship?
Master Detail Relationship: It is strongly coupled
relationship. In this One object acts like a Master(Parent) and another object
acts like Detail(Child). When the Parent record is deleted it's child record
also gets deleted.
we can define relationship between two custom
objects and standard and custom objects. We can also have a roll up summary
field in this relationship
which help us calculate the values from child
record by using aggregate functions like count, sum, min, max. Parent record is
required in child record's page layout. we can create 2 relationships per object.The
owner field is not available in child object and it is automatically set it's
related parent record owner only if we are having custom object is child then
can't have sharing rules, manual sharing, queues as the require the Owner
field. Also we can't create this relationship in which the user or lead objects
are the masters
What
is Many to Many Relationship?
Many
TO Many Relationship: In this Relationship records of particular objects are
linked to multiple records of different objects and vice versa.
There
is no such field as a many-to-many relationship in Salesforce, we can create a
many-to-many relationship by creating two master-detail relationships with a
common object.
This
common object can also be specified as the "junction object".
What
is Self-Relationship?
Self-relationship
simply means creating a relationship with itself.
In
this, we can relate an object with itself by look-up.
Example:
Account object has a field called Parent Account which shows the
self-relationship in Account
What
is External look up relationship?
This
is a new field type that has been introduced with Salesforce Connect. To link
an external object to another external object, we use the external relationship
field.
It
supports standard look-up relationships that use 18 characters Salesforce Id
for the association. It is new type of relationship with Salesforce
connect This relationship can link to external object
What
is Hierarchical Relationship?
Hierarchical
Relationship: it is available only user object
Note:
One to One: one to one relationship we can do two ways configuration and by
using apex trigger.
How
do we create relationship fields? Or which object we can create relationship
fields?
First
we have to identify which one is parent and child object. Then we should always
create relationships from child object
can
we create look up relationship on an object which already having existing data?
Yes
we can
A
roll up summary option is disabled in one of the objects. What is the reason?
Either
objects is having look-up relationship with other objects or it doesn't have
any relationship with other objects
can
we create a roll-up summary or mimic roll-up summary functionality on a lookup?
No
and Yes we can't do with customization but we can do by using triggers
Difference
between Look Up and master detail relationships?
Look Up Master Detail
One to Many relationship
One to Many relationship
up to 40 relationships will create per object up to
two only will create per object
it is not required field it is require
field parent will delete child record not deleted parent delete child
record also gets deleted this create both Objects this will create only
custom object
What
is Account and Contact Relationship
The Account-Contact relationship is a standard
relationship:
it is a little like lookup, a little like
Master-Detail, but fundamentally behaves the way it does because we decided it
should.
Can
we create a lookup and master detail field on a standard object?
Lookup - Yes Standard objects can't be on the
detail side of a custom object in a master-detail relationship.
How
to identify which is primary and child objects?
The
object which has lookup or master-detail field will be child and another will
be parent.
Can
lookup be converted to master detail?
Yes,
but please insure that every record has its parent assign then you can convert
look up into master details
Can
we convert master detail into lookup?
Yes
Can
you delete empty records and add Master-detail relationship after?
Yes
Is
there a way to change filter logic as OR in roll up summary field?
No
What
we can do if there are N no of records are there for converting lookup to MD?
Through
some automation you need to populate parent record on each record where lookup
field is blank then only you can convert lookup field into master-detail.
What
is difference between, if we create Lookup Relationship with required and MDR?
If
you create a lookup with required then you won’t be able to delete parent
record,
But
in MDR it is by default required but still you will be able to delete parent
and child will be deleted as well.
Master
(custom object)--->child(standard object ) is it possible?
No
can
you make roll up with picklist or checkbox?
No
How
many roll up summary can be created in an object?
There is a soft
limit of 25 rollup summary fields per object but that can be increased to
40, as per this
Salesforce article. It is not recommended to go beyond 25, as the more rollup
summary fields you create, the more complex the org can become.
Where
can we reach the bin?
It is available under each object as “deleted
fields”
Can
we create junction object with 3 master detail object?
No
What
does it mean field to aggregate in roll up summary field in simple words?
To
select which field value will be added or calculated as max/min on parent
record
if
suppose we have 2 objects of one child. if one object is deleted what will
happen?
Deleted
object records will be deleted from child object
While
conversion of lookup to master if u have 15k records in particular object, how
to fill the lookup field? One by one or we have any other way?
Through
Automation Flow or Trigger
Is
there any standard junction object in Salesforce?
Yes
Can
we use more than one junction object in single project?
Yes
If
a junction object has two parents, which parents properties or security will
the junction object take?
The
one which is created first
Can
a child record be a master to some other object?
No
Can
we create a Master-Detail relation on the standard object?
Yes
What
is the Security sharing on the master-detail relation?
If
we are creating this relationship. Child will depend parent only. In OWD
controlled by parent will be visible
What
is Primary Key?
It
resides on the table which is one in a many to one relationship.
What
is Foreign Key?
It
resides on the table which is many in a many to one relationship.
What
is Primary Master?
It
is the relation created first with any of the two master objects.
The
object with which the relationship is created first is called the "primary
master object"
What
is Secondary Master?
The
second master-detail relationship created with another master object.
The
object with which the relationship is created first is called the
"secondary master object"
We
need to delete the child records automatically when I deleted the parent record.
How is this possible?
The
objects must be in master-detail relationship.
What
is Junction Object?
A
junction object in Salesforce is a custom object that is used to establish a
many-to-many relationship between two objects
Suppose
you have a standard object called "Contact" and a custom object
called "Event."
You
want to track which contacts are attending which events.
To
do this, you create a custom junction object called "Event Attendee."
The
Event Attendee object has two master-detail relationships: one to the Contact
object and one to the Event object.
You
create a record in the Event Attendee object for each attendee, with the
Contact record as the parent in one master-detail relationship and the Event
record as the parent in the other.
If
the junction object contains 200 records related to a parent can we delete a
corresponding parent?
No
we can't able to delete
Can
we provide users only edit access to detail object?
It
is not possible. User must have at least read access to master object to have
an access on child
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.
What
is a Record Owner?
The User or Queue who controls and have the right
to access a record.
Generally
there are two types of Owners. They are
Users.
Queues.
What
do Master-Detail relationships will involve?
Cascading
deletes and sharing rules which are controlled by the parent
What
will happen if we undelete the deleted Junction Object?
Master
– Detail Relationship data types will be converted to look up relationship data
types.
What
happens when we retrieved relationship records from recycle bin will it
retrieve relationship Id as well in both lookup and master detail?
Yes
What
is Cross Object Formula Field in Salesforce?
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
What
is Lead Process?
To
control the pick list 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 pick list 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 Page layout in Salesforce?
Page
layout in Salesforce is the visual representation of an object's detail page in
Salesforce. It is used to define the fields, buttons, related lists, and other
components that appear on a record's detail page
How
many page layouts can be assigned to a profile on a object?
A
profile can be assigned up to two page layouts on an object in Salesforce.
However,
it is important to note that a profile can only have one active page layout at
a time.
In
the page layout section which features available?
fields
buttons
Quick
actions
Mobile
& Lightning actions
Expanded
lookups
Related
Lists
Report
Charts
What
is Compact layout?
Compact
layouts is group of fields, control which fields appear in the header.
Salesforce
that allows you to view and manage records in a more streamlined and simplified
way.
Compact
layouts support all field types except text area, long text area, rich text
area, and multi-select picklist
How
many fields can we add in Compact layout?
10
Fields
What
is List Views?
List
view allows us to filter the list of records on an object’s tab
How
may List views can we create per object?
100
List views
In
List View how many fields we can able to add maximum?
15
fields
Which
options is available while creating list view?
Only
I can see this list view
All
users can see this list view
Share
list view with groups of users
You
will not delete any record if you delete your list views?
Yes,
on deletion of list view records won’t be deleted.
In
the list view can we show a field which is not available in the page layout?
Yes
What
is lightning pages?
A
Lightning page is a custom layout that lets you design pages for use in the Salesforce
mobile app or Lightning Experience.
Lightning
pages occupy a middle ground between page layouts and Visual force pages.
Like
a page layout, Lightning pages allow you to add custom items to a page.
App
Page
Home
Page
Record
Page
Email
application pane
It's
Support these components
Standard
Components
Custom
Components
Third-Party
Components on AppExchange
What
is dynamic pages or Dynamic forms?
The
premise of Dynamic Forms is to create user centric, intuitive page layouts that
display the right information at the right time.
Over
time, the page layout, or “Details” section in Lightning pages, can become congested
with fields.
Improve
page load times.
What
does lightning page mean?
Page
like home, record and app are known as lightning page because we are creating
them in lightning experience.
What
is the goal to have a home page? is it summary or what?
To
have generic component related to app.
What
is difference between Page layout and lightning page?
Page
layout is more on fields and related lists.
But
on Lightning Page we can place many standard and custom components.
How
many components place on home page? Is there any limitation?
No.
But you should place limited so that user needs to scroll less.
After
we save can we change who can see the home page?
Yes,
you can control it through profiles
Can
we change the page template after save? Or we need to make new lightning page?
You
need to create a new one
Can
we create mobile app and website using Salesforce?
Mobile
app is already there that you can download on your phone. Website you can
create using Experience Site
Standard
components are available according to the record page you are setting up?
Yes
Under
recently viewed unable to add fields to display how can we do that?
It
can be done through Search Layout Option. Which is available under object
manager.
How
to delete a custom object if it is used in apex classes and vf pages?
You cannot delete an object if it is referenced
somewhere like apex or vf.
What
happen if you delete the home page? You will delete any data?
No
What is the relationship between page layout and
lighting page?
Page layout is placed on the lighting page. On the
lightning page we can place more standard and custom components.
How
can you identify Standard and Custom home Page, if we give label home to custom
home page?
You
can find custom home pages under lightning app builder. Search lightning app
builder in setup
You
can share the home page only with any profile?
App
and Profile
So
if we have multiple apps then will it accept Label as "Home" for all
apps?
Yes
but API name should be different for multiple home pages.
Also
can we have multiple home pages for multiple profiles?
Yes,
in one app you can have two home pages assigned to different profiles.
Record pages exist by default on standard objects
or you should create like in custom object´s records?
For both standard and custom object, record pages
are available by default.
What
is use of Lighting App builder? What type of app we can create from this?
Lightning
App Builder is there to create lightning pages like home, record and app page.
We
cannot create from app builder. App you create through App Manager.
What
is managed package? How we can use it?
Managed
package you can download through App Exchange. You won’t be able to do any
changes in the components provided by managed package.
What
are the Flexi Pages in Salesforce?
Lightning
pages are known as Flexi Pages in the API, but are referred to as Lightning
pages in the rest of the Salesforce documentation and UI.
Can
we edit standard object record page?
Yes,
after editing you need to activate them
App
page and home page are same?
No
How
many types of record pages are available in app builder?
Record
Page does not have any type. They are available for each object.
Different
between app manager and app builder?
App
Manager is used to create apps whereas app builder is used to create lightning
pages like home, record and app page.
Can
we use visual force in lightning too?
Yes
What
are the uses of Dynamic Forms?
->An
instant upgrade from page layouts
->Dynamic
layouts - Use visibility rules to show and hide fields and sections
->Simpler
layout management
How
Many ways can we create Dynamic forms?
Create
a custom object record page
Open
an existing record page
What
is Global Actions?
Global
actions let users create records, but the new record has no relationship with
other records. And they're called global actions because they can be put
anywhere actions are supported—on record detail pages, but also places like the
feed or Chatter groups.
These
can be added to any page that supports action. For example, home page, chatter
tab, and object pages
What
are the Object Specific actions in Salesforce?
Create
Records
Update
Actions
Log
a Call
Custom
Actions
Send
Email actions
What
is Mini Page layout in Salesforce?
Mini
Page Layout is a layout defined from the existing “Page layout”.
It
is a subset of units existing in page layout. It is defined to show over
details when you mouse over a field on an object's detail page or in the Recent
Item section of the sidebar
What
is search layouts?
An
ordered group of fields that are displayed when a record is presented in a
particular context such as in search results, a lookup dialog, or in a related
list
What
is in line editing?
On
the detail page without clicking on Edit Button we can edit the fields, if it
is not read only.
What
is the purpose of using record types in Salesforce?
The
purpose of using record types in Salesforce is to provide different business
processes, page layouts, and picklist values for the same object based on the
specific needs and requirements of an organization.
How
many record types can be created for an object in Salesforce?
200
Can
record types be used to control the picklist values available on a page layout?
Yes
Can
record types be assigned to specific profiles in Salesforce?
Yes
How
can you set a default record type for a user in Salesforce?
Go
to Setup in the top right corner of the page.
Type
"Record Types" in the Quick Find box and select Record Types.
Click
on the object for which you want to set the default record type.
Click
on the record type you want to set as default.
In
the "Record Type Assignment" section, click on the "Set as
Default" button for the desired profile.Save your changes.
Can
a custom object have multiple record types in Salesforce?
Yes
How
does record type impact the page layout assignment in Salesforce?
Every
record type having their own page layouts, based on record type we can
customize which fields want to display.
Can
you assign multiple page layouts to a single record type in Salesforce?
No,
a record type can only be associated with a single page layout
Can
a record type be deleted in Salesforce once it is created?
Yes
we can, but deactivate ones we can able to delete, and also there is no
dependency available in that record type
What
is Lookup filter?
Lookup
filters in Salesforce are used to restrict the values that are displayed in a
lookup field, based on specific criteria
Improve
user productivity and data quality with lookup filters.
Where
we can create and Use Look Up filters?
->
For Custom Help
->
Error Messages
->
Working with Master-Detail Relationship Fields
->
Profile-Based Lookup Filters
->
Record IDs vs. Record Names
->
Testing
->
Dependent Lookups on Page Layouts and Mini Page Layouts in the Console
->
Lookup Filters and the Lookup Filter Fields Search Layout
Lookup
filter criteria can’t reference which types of fields?
Relationship fields on activities System fields
that are always read only, such as Created By and Modified By Relationship
fields that support queues, such as Case Owner and Lead Owner
Notes: Each Object can have up to 5 active look up
filters in classic you can use unlimited Lookup filter criteria can’t
reference which types of fields in Source Object?
Auto
number
Email
Encrypted
GeoLocation
Long
text area
Multi-select
pick list
Roll-up
summary
Text
Text
(Encrypted)
Text
area (Rich)
Text
area (Long)
Time
URL
Formula
Your organization wants to link tasks to accounts,
but you only want tasks to be associated with accounts that are active. How can
you accomplish this using lookup filters?
To
link tasks to active accounts using lookup filters,
you
can set a filter on the "Account" lookup field on the Task object to
only show records where the "Active" field on the Account object is
equal to "True".
This
ensures that only active accounts can be associated with tasks. You can set
this filter in the lookup field's properties in the setup area of your
organization's Salesforce instance.
What
is Data Migration?
By
using Data Management, we can perform the operations on the Salesforce object
records.
Migrating
the records from one instance to another instance.
By
using Page Layouts, we can insert / update / delete only one record at a time
inside the object.
To
perform the operations on the Bulk records at a time, Salesforce provides the
"Data Management" features.
What
are the Salesforce data migration tools?
Salesforce
Data Import Wizard
Salesforce
Data Loader
Dataloader.io
Salesforce
Inspector
Workbench
What
is Salesforce Data import Wizard?
It
is provided by Salesforce within the organization only.
We
can perform only "Insert, update, upset" operations only.
Which
Objects are supported by data import wizard?
Accounts,
Contacts, Leads, Solutions, Campaign Members
How
many records can we insert by using data import wizard?
50,000
records at a time
While
we are inserting a file in data import wizard what is the maximum size file?
100
MB If it is Zip file limit to 32 MB
How
many fields we can import by using data import wizard?
90
fields at a time
By
using data import wizard can we export or delete operations?
No
we can't able to do
Which
format file supported by using data import wizard?
.CSV
file only
You
want to import 10,000 new leads into Salesforce. How would you use the Data
Import Wizard to accomplish this task?
Prepare
the data->Start the Data Import Wizard->Select the Lead object->Map
the fields->Upload the data->Preview the data->Start the
import->Monitor the import
A
company has duplicate records in its Salesforce instance and wants to merge
them. How can the Data Import Wizard be used to merge duplicate records in Salesforce?
No,
we can't able to do by using data import wizard, but we can do by using data loader
What
is data loader?
Data
Loader is an On-Premise Tool provided by Salesforce, Which requires the
Installation in our Local Device.
By
using Data Loader, we can perform all the Import and Export Operations on All
Standard and All Custom Objects.
Data
Loader allows us to process max. of 5 Million Records at a time. (i.e. 50
Lacks)
Data
Loader will support both "Input and Output" in the form of .CSV
Files. Once the operation has been done, it will generate 2 Output files
Which
DML operations supported in data loader?
1.
Export
2.
Export All
3.
Insert
4.
Update
5.
Delete
6.
Upset (Update + Insert)
7.
Hard Delete
How
many types of authentication provides in data loader?
1.
OAuth Authentication:
Open
Authentication, requires the credentials.
2.
Password Authentication:
In
this approach, we have to use our Salesforce
Account Credentials along with the Security Token.
What
is the field Mapping file format of the data Loader?
.SDL(Salesforce
data loader)
How
to insert null values into Data Loader?
No
Data Loader settings we should enable "insert null values" check box
otherwise we can't insert null values
What
is the maximum batch size of data loader?
Max
- 10000
Min
- 1
Default
batch size apex data loader - 2000
How
to enable Hard Delete button of data loader?
Go
to setting of data loader and enable Bulk API check box. if you are still
unable to do you can check in profile level also enable the permission
"Bulk API"
Is
it possible to do update the records by using "upset" by using data loader?
Yes
we can able to do
By
using update operation which field is required?
"Record
id or External Id"
What
is dataloader.io?
Dataloader.io
is a on demand feature powered by mule-soft which is acquired by Salesforce.
Dataloader.io
is designed for all Salesforce users and all Salesforce editions
Which
operations supports dataloader.io?
1.
Export
2.
Insert
3.
Update
4.
Delete
5.
Upset (Update + Insert)
Is
it possible to delete reports using Data loader?
No,
it is not possible to delete reports using data loaders.
When
should you make use of bulk API?
When
you are loading a large number of records
How
to import multi select pick list column using data loader?
On
the CSV file where it is multi select field is available make sure to separate
values using semicolon (;)
Can
we share a single report with other users?
No,
we can't however we can save the reports in the folder and we can share to
user.
Can
we bypass validation rules, triggers, work flows etc. while loading the data
using a data loader?
No
What
types of data can be loaded into Salesforce using the Data Loader?
Accounts
Contacts
Leads
Opportunities
Cases
Solutions
Custom
objects
Campaigns
Products
Price
books
Assets
User
records
Chatter
Groups
Chatter
Feeds
It
can also import and export data in various file formats such as CSV, Excel, and
XML.
Can
the Data Loader be used to update existing records in Salesforce?
Yes
How
can data errors be identified and corrected during the data loading process in Salesforce?
Validation
rules->Error logs->Data preview->Data correction
How
does the Data Loader handle duplicates and prevent duplicate records in Salesforce?
Unique
identifier
Duplicate
rule
Upsert
operation
Error
log
By using above things we can able to handle and
prevent duplicate records
Can
the Data Loader be used to load large amounts of data into Salesforce
efficiently?
Yes,
we can do and enable bulk API
How
does the Data Loader interact with the Salesforce security model during data
loading?
The
Data Loader interacts with the Salesforce security model during data loading by
using below settings
User
security profile
Object-level
security
Field-level
security
What
are some best practices for using the Data Loader in Salesforce?
or
How
can we ensure data accuracy when using a dataloader in Salesforce?
Prepare
your data
Use
a unique identifier
Test
the data load
Monitor
the data load
Validate
the data
Schedule
data imports
Back
up your data
Use
error logs
Can
the Data Loader be used to transfer data between Salesforce organizations?
Yes
we can able to do
How
does the Data Loader support data privacy and data security in Salesforce?
Authentication
Encryption
Access
Controls
Audit
Trails
Regular
Security Updates
Can
a dataloader be used to update records in Salesforce?
Yes
we can update the records, But we need map at least one field or Id field must
we need
How
can we schedule automated data loads in Salesforce using a dataloader?
Schedule
the data load to run at a specific time or interval by setting up a task in the
operating system's task scheduler, or by using a scheduling feature provided by
the data loader tool.
Can
we use the dataloader import and export data in different file formats such as
CSV, Excel, or XML in Salesforce?
Yes
we can use above mentioned file formats
How does the dataloader scenario handle errors and
exceptions during the data import process in Salesforce?
Error
Log
Error
Handling
Data
Validation
Debugging
What
is " V Lookup"? Where we can use in Salesforce?
When
you need to find information in a large spreadsheet, or you are always looking
for the same kind of information, use the VLOOKUP function.
In
Salesforce, there is no direct equivalent to the VLookup function. However, you
can achieve similar functionality in Salesforce using various features such as:
Cross-Object
Formulas
Lookup
Relationships
Formula
Fields
SOQL
What
is the difference between "Delete" and "Hard Delete"?
Delete:
it will go for trash or Recycle bin
Hard
Delete: it will not go trash directly deleted and it will not restore the record.
What
is Export and Export all?
Export
: how many records we have in any object that will be exported and can't export
deleted records
Export
All: We can Export All in Salesforce records and deleted records also we can
exported.
What
is Approval Process?
An
approval process is an automated process that approves records in Salesforce.
When
you build an approval process, you specify the steps necessary for approval
What
are the Steps for Approval Process?
Setup
-> Create -> Workflow and Approval -> Approval Process
Select
object for approval process to be written
Click
on Create New Approval Process
Select
Standard Setup Wizard from drop down
Enter
the Process name, Unique Name and description for your process
Specify
Entry criteria
What
are the Approval Actions?
Task
Email
Alert
Field
updates
Outbound
Messages
Difference
between workflow rule and approval process?
Workflow
triggers automatically on any DML action like Insert, Update.
It
consists of a single step or a single action to continue the process and
workflow triggers are not visible to user.
The
approval process consists of multiple steps and should be approved by different
users at a specific level. It may include rejection also
What
are the criteria we can follow the approval process?
As
a condition where criteria are met
As
a formula that evaluates to true
Note: Standard Name field and Owner field cannot be
removed from Approval Page layouts
What
happens when a record is first submitted for approval?
When
users submit a record for approval, Salesforce automatically locks the record
so that other users cannot change it while it is awaiting approval
Who
can edit records that are awaiting approval?
Records
submitted for approval are locked. Users with the “Modify All” object-level
permission for the given object or the “Modify All Data” permission can always
unlock a record and edit it.
You
can also specify that the currently assigned approver can edit the record.
You
can still add campaign members to campaigns locked for approval.
Can records be automatically approved, rejected, or
skipped based on certain criteria?
Yes
it is worked when the meet criteria for all steps
How
many people have to approve these requests?
An
approval process can have several layers of approvals. Determine how many users
have to approve requests and in what order.
What
happens when a request is approved or rejected?
When
a request is recalled, approved, or rejected, Salesforce can perform up to 10
instances of each of the following types of actions—up to 40 actions total.
You
can also configure up to 40 actions to occur when a record has received all
necessary approvals or is rejected.
Choose
Approval Request Notification Templates?
These
fields are available from both the jump-start and standard wizards.
->Approval
Assignment Email Template
->Approval
Post Template
Specify
Who Can Submit Records to an Approval Process?
Initial
Submitters - Submitter Type Allowed Submitters Page Layout Settings - Add the
Submit for Approval button and Approval History related list to all Object page
layouts Submission Settings - Allow submitters to recall approval requests
Which
Group of Automated actions in an approval process?
Initial
Submission
Approval
Step Approval
Approval
Step Rejection
Final
Approval
Final
Rejection
How
Can we Override the Sender for Email Approval Notifications?
From
Setup, enter Process Automation Settings in the Quick Find box, then select
Process Automation Settings.
For
Email Approval Sender, select the organization-wide address.
Save
your changes
How
can we Enable Email Approval Response?
From
Setup, enter Process Automation Settings in the Quick Find box, then select Process
Automation Settings.
Select
Enable email approval response.
Save
your changes.
How
can we Enable Approvals in Chatter?
From
Setup, enter Chatter Settings in the Quick Find box, then select Chatter
Settings.
Click
Edit.
Select
Allow Approvals.
Save
your changes.
Approval
Limits?
Active
approval processes 1,000 Total approval processes 2,000 Active approval
processes per object 300 Total approval processes per object 500
Steps per approval process 30 Approvers per
step 25
Initial
submission actions per approval process 240
Final
approval actions per approval process 240
Final
rejection actions per approval process 240
Recall
actions per approval process240
Maximum
characters in approval request comments 4,000
Note: Once an approval process is activated no more
steps can be added into it.
Can
the user recall the submitted approval record?
Yes
we can configure this is an approval process. If "Allow submitter to
recall approval request" is selected, then user can recall
Who are the participants in the approval process
and what are their roles and responsibilities?
Users
only participants, based on their roles it will require for approval process
What
are the Criteria for Work Flow Rules?
->created
->created,
and every time it’s edited
->created,
and any time it’s edited to subsequently meet criteria
In
which order individual actions and types of actions are executed in work flow?
We
can't able to say which actions are executed first. however field update
actions are executed first followed by other actions
What
are Outbound messages? or How can we send a message or data by using outbound
messages?
It
is used to Endpoint URL. which will provide by other systems like SAP, Oracle
etc
It
will allow us to send the data from Salesforce to other systems
It
this process we can select which fields we want
In
the work flow field update, can we update the related object or can we update
cross object fields?
Yes
we can update related object fields, but it is possible to child to parent
update is possible not to other ways
What
if we want to do field update from parent to child?
We
can use process builder, both ways we can update fields
What
are the different options we have in work flow rule criteria?
Criteria
are met
Formula
evaluates true
What
if we neither have any criteria to meet nor formula to evaluate, then how can
we skip the rule criteria as it is mandatory field?
We
can select formula evaluates to true option and in the formula enter 'True'
How
can we see or monitor pending time-based work flow action?
Goto
setup->Monitoring->Time- based work flows
we
can delete pending time-based actions
What
happens when the object is deleted work flow rule?
When
we delete custom object work flow rule also deleted
Can
we create work flow rules on user object and what are the limitations?
Yes
we can create, limitation is we can't create task action
What
are the work flow actions?
Field
Update
Email
Alert
Task
Outbound
Message
Record
Creation
Apex
Code
Time-Dependent
Workflow
Chatter
Post
Send
a Custom Notification
The
immediate actions and each time trigger can have Which Limits?
10
email alerts
10
tasks
10
field updates
10
outbound messages
10
flow triggers
Work
Flow Limits?
PER-ORG LIMIT
VALUE
Total rules across objects
(Applies to any combination of work flow,
assignment, auto-response, and escalation rules, active and inactive.) - 2,000
Total rules per object
(Applies to any combination of work flow,
assignment, auto-response, and escalation rules, active and inactive.) 500
Active rules per object
(Applies to any combination of active work flow,
assignment, auto-response, and escalation rules, as well as record change
processes.)- 50
Time triggers per work flow rule1 10
Immediate actions per work flow rule1 40
Time-dependent actions per time trigger 40
Work flow time triggers per hour 1,000
Flow trigger work flow actions: flow variable
assignments225 (N/A in Professional Edition)
Combined total of these automations that start or
resume based on a record’s field value. 20,000
What
are the evaluation criteria in work flow rules?
Created - It runs the rule criteria is met, only
when the record is created and this rule only runs single time
Created
& Every time it's edited - Runs the rule every time record is created,
edited. rule runs repeatedly up to meet the criteria
Created
& every time it's edited to subsequently meet the criteria - runs the rule
always when a record is created and meets the criteria only when the record not
meeting the criteria is updated now and now it is updating the criteria
What
are the Email Templates?
Text
HTML
with letter header
Custom
HTML
Visual
force
Where
the email templates stored?
Unified
public email templates
My
email templates folder
What
is Process Builder?
Process
Builder is a point-and-click tool that lets you easily automate if/then
business processes and see a graphical representation of your process as you
build.
Which
components need to do process build?
At least process consists of a trigger criteria
node at least one action.
You can configure immediate actions or schedule
actions to be executed at a specific time.
When
the process builder should run?
Only
when a record is created
Anytime
a record is created or edited
What
are the actions we can perform by using process builder?
Call
Apex
Create
a Record
Email
Alerts
Flows
Post
to Chatter
Processes
Quick
Actions
Quip
Send
Custom Notifications
Submit
for Approval
Update
the Records
While
we are calling apex in process builder which method we should mention in apex
class or trigger?
@invocable
Annotation Method
What
is the difference between Whold and WhatID?
WhoId
- Human objects like contacts, leads
WhatId
- multiple objects other like accounts, opportunity,case etc
What
are the troubleshoot processes for Process Builder?
Common
Reasons Why Processes Fail
Errors
in the Process Builder
What
Happens When a Process Fails?
Troubleshoot Processes with Apex Debug Logs Send
Alerts When a Screen Flow Fails
What
is Flow Builder?
Lightning
flows (or simply flows) help you automate complex business processes and manual
data entry. Flows let you work smarter, not harder, by saving your users time
and making sure the required tasks are accomplished correctly.
Types
of Flows?
Screen
Flows
Schedule
- triggered Flows
Auto
launched Flows - Auto-Launched Flows with No Flow Trigger and Auto-Launched
Flows with a Schedule Trigger
Record
- triggered Flows
platform
- event triggered flows
What
are the three main building blocks in flow?
Elements
- Interaction, Logic, Data Elements
Connectors
-
Resources
- Variables, Collections, Constants, Formula, or Choices
Interaction
- Screen, Action, or Subflow
Logic
- Decisions, Assignments, and Loops
Data
Elements - Create, Update, Get, or Delete records
What
are the Common Mistakes When Designing Flows?
Using
the wrong field or variable
Not
checking for null values
Too
many SOQL queries
Object
& field-level security for running user
No
access to running flows
Process
builder cannot automate the outbound message like in workflow. True or False.
True
Is
it possible to create parallel approval process (ability for multiple users to
Approve or reject a record)?
yes
it is possible
How
to debug the errors if any issue comes in process builder?
1.
Error will send email
2.
Using Debug log
In
which object work flows are stored?
Workflow
objects are not accessible but the metadata are available as below
·
WorkflowAlert
·
WorkflowFieldUpdate
·
WorkflowOutboundMessage
·
WorkflowRule
·
WorkflowTask
How
to create work flow rule whenever record is updated time only?
We
will do this by using formula only.
AND(!ISNEW(),ISBLANK(FIELDNAME))
Data Security - OWD settings, Sharing Rules, FLS, Profiles
and Permission sets:
What
are the levels for security Salesforce data?
Organization
Level
Object
Level
Field
Level
Record
Level
How
to Control Access at organization Level?
Allowing
only authorized users to access Salesforce
Setting
Password Policies
Restricting
IP ranges for Users.
Restricting
Login Hours for Users.
What
are the required fields While creating User Record in Salesforce?
User
name
User
License
Profile
Roles
Alias
last
name
Email
Nick
name
Email
Encoding
Locale
settings
TimeZone
Locale
Language
Currency
Receive
Approval Request Emails
While
we are managing password policies Which settings we have to require?
Password
policies
User
password expiration
User
password resets
Login
attempts and lockout periods
What
is profile?
A
profile is a group/collection of settings and permissions that define what a
user can do in Salesforce.
A
profile controls “Object permissions, Field permissions, User permissions, Tab
settings, App settings, Apex class access, Visual force page access, Page
layouts, Record Types, Login hours & Login IP ranges
What
profile controlled?
Object
Permission
Field
Permission
User
Permission
Tab
Settings
App
Settings
Apex
class access
Visual
force page access
Page
Layouts
Record
Types
Login
Hours
Login
IP Ranges
Profiles - Access Level for set of users
Create
(C)
Read
(R)
Edit/Write
(E)
Delete
(D)
View
All
Modify
All
Under
the Custom Profile we can change the access Standard Objects and Standard
fields. In standard Profile we can't change Any
access.
What
is Queue?
It
denotes group of users. This feature helps to share the work load.
Where
to access the Queue?
In
the list view of the objects under the tab.
How
to share the workload in Salesforce Org?
Using
Queue
Can
we assign more than one permission set to user ?
Yes
How
many profiles we can assign to a single user?
A
profile can be assigned to many users but the user can be assigned to only one
profile at a time.
How
many types of profiles are there in Salesforce?
There
are two major types of user profiles in Salesforce – standard profiles and
custom profiles
System
Administrator
Standard
Platform User
Standard
Platform One App User
Standard
User
Customer
Community User
Customer
Community Plus User
Partner
Community User
Solution
Manager
Partner
User
Marketing
User
Read
Only
What
is permission set?
Permission
set is a collection of settings and permissions that give users access to
various tools and functions.
Permission
sets extend users' functional access without changing their profiles.
Permission
sets are created based on?
You
can create a permission set based on the tasks that these users must perform
and include the permission set within permission set groups based on job
functions.
If
a permission isn't enabled in a profile but is enabled in a permission set,
users with that profile and permission set have the permission.
What
is the difference between freeze and deactivate in Salesforce?
"Freezing"
only stops the user from being able to login. When you "deactivate,"
it frees up that Salesforce license to be given to another user.
How
many types of profiles are there?
There
are two major types of user profiles in Salesforce – standard profiles and
custom profiles
How
to create a custom profile in Salesforce?
From
Setup enter Profiles in the Quick Find box, and select Profiles.
From
the list of profiles, find Standard User.
Click
Clone.
For
Profile Name, enter HR Recruiter.
Click
Save.
While
still on the HR Recruiter profile page, then click Edit
Can
we deploy profiles from sandbox to production?
You
can absolutely deploy profiles and permission sets safely, provided you keep a
few things in your mind:
Profiles
work like junction objects when retrieving them from Salesforce
Which
permissions we can assign using permission set?
After
you've created a custom permission and associated it with a process or app, you
can enable the permission in permission sets.
You
can assign permission sets to a single user from the user detail page or assign
multiple users to a permission set from any permission set page.
How
many standard user licenses are assigned to the user?
Every
user must have exactly one user license. You assign user permissions for data
access through a profile and optionally one or more permission sets.
How
to lock the user from logging into his account?
From
Setup, enter Users in the Quick Find box, then select Users. Select the locked
user.
What
are IP Address restrictions and in how many ways we do it?
You
can set IP Restriction under each profile. This will restrict access, and Users
will only be able to log in from the IP addresses listed.
Users
will not be able to access Salesforce from any IP that is not listed in the
range. They will receive a Restricted IP error when logging in.
Can
we delete Standard profiles?
No
we can't delete Standard profiles but we can delete custom profiles it is not
assigned to any user.
Can
we modify Standard profiles?
We
can edit a limited number of setting in standard profiles but in custom
profiles we can edit anything
What
are different types of OWD's we have?
Public
Read/Write/Transfer (only available of Leads and Cases)
Public
Read/Write.
Public
Read/Only.
Private
What
is the difference between Private, Public Read, and Public Read Write?
Private:
- Only the owner can access and users above that role in the hierarchy can
view, edit, and report on those records
Public
Read: - Every user can read and edit the data.
Public
Read Only :- All users can view and reports on records but they can not edit
them. Only the record owner and all users above that role in the role hierarchy
can edit those records
Public
Read/Write :- Every user's can read and edit and reports on all records or the
data.
What
is Public Read Write Transfer?
All
users can view, edit, transfer, and report on all records. Only available for
cases or leads.
What
is public Full Access?
All
users can view, edit, transfer, delete, and report on all records. Only
available for campaigns.
For
example, if Ben is the owner of a campaign, all other users can view, edit,
transfer, or delete that campaign.
Note:
OWD define the base line access levels for an object records in Salesforce
org
What
is "controlled by parent" in OWD settings?
it
is displayed in OWD setting to the object, which is child objects in a master
detail relationship.
Ex:
Account and Contact are in md relationship, and OWD setting for Account is
Private then OWD setting for Contact will be "Controlled by parent"
What
is grant access using Hierarchies?
It
is checked the check box always, there is no option to un check the option for
standard objects for custom objects admin user can check or un check it is
based on the requirements if can check the option owner and his managers up to
top level of users can access / see the records
What
is View All and Modify All in Salesforce?
These
permissions are ignore all security setting and allow a user to view all data
and modify all data in Salesforce org irrespective of his role and access
we
can't given any regular users in Salesforce orgs
How
to hide the visibility of a field from user?
There
are two ways to hide the visibility of the field for a user
by removing the particular field from the Page
Layout It's not available in record page only, but it can be visible from
reports, search results, list views,
Related lists, email and email merge templates,
custom links or API names in the code by removing the field access FLS it is
not visible from any where
How
to give permissions to two fields for different users who belongs to different
profiles?
By
Using Permission set
What
is Grant access using Hierarchies?
In
OWD we have private but your higher persons should see that time we go for
Grant access using Hierarchies.
How
can we change the Grant Access using Role hierarchy for Standard Object?
Not
Possible
Can
we create a new profile without cloning an existing profile?
No,
we have to clone any one of existing profile to create a new profile.
How
to provide security for Meta-Data files (Schema)?
Using
Profiles and Permission Sets.
What
are limitations of OWD model?
OWD
narrows down the access. Cannot open access
There
are five users under one profile and only one user see all the data.
Account is private. Why?
Create
permission set with view all access to accounts and assign permission set to
specific user
What
is Access at the Role Level?
Access
at the role level depends upon the organization wide defaults.
Is
it possible to bypass Grant Login access using Hierarchies in case of standard
objects?
Yes
Is
it possible to create sharing rules for detail object?
No,
we can not create sharing rules for details objects because they don’t have
owner field.
Who
can manually share records in Salesforce?
Record
Owners, Admin, Users above record owner in the Role hierarchy
Through
sharing rules, which type of record access can be granted by the administrator?
Read/Write
and Read-only
What
groups or individuals comprise public groups?
Roles
Roles
and subordinates
Users
What
is Role?
A
role is a record-level access in Salesforce that defines the visibility access
of a user
How
to create a role?
Log
in to Salesforce Org → Setup → Administer→Manage Users →Roles → Set Up
Roles→COO → Assign
How
many ways we can share a record?
Manual
Sharing
Sharing
Rules
Account
Team Sharing
Opportunity
Team Sharing
Case
Team Sharing
Apex
Sharing Rules
What
is Sharing Rule?
Sharing
rules are used to permit the user to have additional access to the records and
they are not severe than the OWD settings
What
are the types of while creating sharing rules?
Based
on record owner
Based
on criteria
What
is Manual Sharing?
Manually
share the records by using this option every record
What
is a Public group?
When
we want to share a record with a group of users so that they can read/write the
record.
The
owner of the records remains the same after sharing also.
It
is not required to mention Object names.
How
to set the OWD access as 'Public Read Only' for the detail object (child
object) in master-detail relationships?
We
cannot set OWD for detail object in master-detail relationship. It is always
controller by parent. We cannot edit this
Can
you use sharing rules to restrict data access?
No.
Sharing rules are used to grant back access based on criteria or owners
Field
access is removed from FLS in profile for a field. Is it possible to display
the same field in page layout by enable required option?
It
is not possible
If
the field is marked as required in edit page of a field, is it possible to
remove the field from the page layout?
No,
it can not be removed
How
the admin can login as another user for any troubleshooting?
Approach
1:
Setup
|
- Security Controls
|
-- Login Access Policies
by
enabling the option 'Administrators Can Log in as Any User', the system admin
can login as another user.
Approach
2:
User
can provide permission for admin to login.
CapitalInfo
Admin Interview Questions RANJITH KRISHNAN
Below
your name at the top of the page
|
- My Settings
|
-- Personal
|
-- Grant Account Login Access
Choose
the option for the field 'Your Company's Administrator' for the defined period.
What
is user license?
It
determines the features to be available to user
What
are the assignment rules?
On
lead and case objects we can create the Assignment rules. Whenever any record
is submitted for lead/case if specified condition in the Assignment rule
satisfied based on that we can decide the owner of the case/lead.
Note:
While submitting case/lead we should check for 'Assign using active assignment
rule' check box which will display under Optional section.
What
are Auto response rules?
On
lead and case objects we can create the Auto-Response Rules.
Whenever
any record is submitted for lead/case if specified condition in the
Auto-Response Rules satisfied based on that we can decide the email format
which should send as auto response.
What
are the Escalation Rules?
On
case object we can create Escalation rule. Based on the priority we can send
escalation mails.
What
is Duplicate rules?
A
duplicate rule defines what happens when a user views a record with duplicates
or starts creating a duplicate record.
Salesforce
provides standard duplicate rules for business and person accounts, contacts,
and leads. You can also create duplicate rules.
Or Your duplicate rules work together with your
matching rules to prevent users from creating duplicate records.
A
matching rule determines whether the record a user is creating or updating is
similar enough to other records to be considered a duplicate, whereas a
duplicate rule tells Salesforce what action to take when duplicates are
identified.
What
are the Component Visibility Rules?
A
component can have up to 10 filters.
Visibility
filters aren’t supported for individual tabs inside the Tabs component.
Some
person account fields, including Email and Mobile, can’t be used in filters
What
is Restriction Rules?
Restriction
rules let you enhance your security by allowing certain users to access only
specified records.
->Restriction
rules are available for custom objects, external objects, contracts, tasks, and
events
->You
can create up to two active restriction rules per object in Enterprise and
Developer editions
->five
active restriction rules per object in Performance and Unlimited edition
Restriction
rules are applied to the following Salesforce features
List
Views
Lookups
Related
Lists
Reports
Search
SOQL
SOSL
What
is Scoping Rules?
Scoping
rules let you control the default records that your users see based on criteria
that you select
Scoping
rules are applied to the following Salesforce features
List
Views
Lookups
Related
Lists
Reports
Search
SOQL
SOSL
What
is sandbox?
Sandboxes
are isolated from your production org, so operations that you perform in your
sandboxes don’t affect your production org.
What
are different types of sandboxes?
1.Dev
2.Dev
pro
3.Partial
Copy
4.Full
Sand box
Types
of sandbox?
Storage Refresh Interval Purpose
1.
Developer 200 MB once in a day UNit Testing
2.
Developer Pro 1 GB once in a day UNit Testing, System Int Test
3.
Partial Copy 5 GB once in 5 days UAT
4.
Full Copy Prod Storage once in 29 days Performance / Load Testing
For
which edition we will have sandboxes?
Sandboxes
are only available on Professional Edition and higher for the included price of
licenses.
All
other editions, including Contact Manager, Group, and Developer, cannot have or
purchase Sandboxes.
What
is deployment?
Salesforce
Deployment is nothing but copying/transferring Salesforce meta data from one Salesforce
organization to another. There are various methods to achieve Salesforce meta
data deployment.
Different
Deployment Methods. Change Sets. Eclipse with Force.com IDE ( Deprecated)
What
is Inbound Change set?
An
inbound change set is a change set that has been sent from another Salesforce
org to the org you are logged in to. A change set must be deployed for the
changes to take effect. You can deploy the contents of an inbound change set as
a whole but not on a component-by-component basis.
What
is outbound Change set?
An
outbound change set is a change set created in the Salesforce org in which you
are logged in and that you want to send to another org. You typically use an
outbound change set for customizations created and tested in a sandbox and that
are then sent to a production org.
What
is the advantage of deploying the code using change set?
It
provides a comfortable environment for programmers familiar with integrated
development environments, allowing you to the code, compile, test, and package
and deploy all from within the IDE itself.
What
is the disadvantage of deploying code using change set?
Lookup
filter, labels, new pick list values, custom setting & labels are not
available for deployments. 2. Time based work flow trigger actions cannot be
migrated
How
to deploy the code using eclipse into production?
I
imported sandbox code in Eclipse IDE.
Created
some apex class and tested it on sandbox Salesforce. ( ...
To
deploy changes to production (write click on file -> deploy to server)
I
entered user name, password and security token.
Can
we deploy users from sandbox to production?
Users
are data records not meta data. You can export them using data loader and
insert them to production.
What
is Report?
1.Report
is a list of records related to objects that meet the criteria defined.
2.One
can filter,group and do maths on reports.
3.One
can display reports graphically through charts.
What
is Report Folder?
1.Report
folders determines how one can access reports to View,Edit,or Manage.
2.Report
folders can be public,hidden,or shared.
3.Every
Report is stored is folder.
Types
of Report Folder?
Salesforce
provides 2 types of Report Folders.
1.Standard
Report Folders: These are the Ready made Folders provided by Salesforce by
default
Ex:
Unfiled Public Report Folder,Sales Reports....
2.Custom
Report Folders: The Salesforce Admin/Developer can Create their own custom
report folders based on the application requirement.
Ex:
Banking Report Folder,Weekly Report Folder....
Permissions on Report Folder Once the Report
Folder has been created, then we can grant the permissions on the Report Folder
to either “Users/Public Group/Roles/Roles & SubOrdinates” Salesforce
provides 3 Types of Permissions can be granted on Report Folders
1.View
2.Edit
3.Manage
What
is Report Type?
1.A
report type defines the set of records and fields available to a report based
on the relationships between a primary object and its related objects.
2.The
report type you choose determines which records and fields appear in your
report.
There
are two types of report types:
1.Standard
Report Types
2.Custom
Report Types
Types
of Reports?
1.Tabular
Report
2.Summary
Report
3.Matrix
Report
4.Joined
Report
What
is Tabular Report?
It
is used to represent the data in the Tabular Format along with Grand Total.
Tabular
Reports data can’t be represented in the form of Chart Component.
What
is Summary Report?
By
Using this Report Type we can represent the records by Grouping based on one or
more fields inside the Object.
While
Configuring the Summary Report, we can apply maximum of 3 Levels of Grouping.
What
is Matrix Report?
Matrix
reports allows to group the report data based on both Row and Column level.
What
is Joined Report?
Joined
Reports allows to combine the multiple reports data inside a single report.
We
can add max of 5 Blocks inside a Joined Report.
What
are the Types of Filters in Reports?
Salesforce
Provides 3 Types of filters
1.Field
Filter - In this approach we can add one or more user defined conditions based
on the fields exist inside the object.
2.Cross-Object
Filter - In this approach we can apply the conditions on the Related object
records.
3.Row
Limit Filter - By Using this Filter we can restrict the Number of
records inside the report by using Limit Clause.
This Filter will be only applicable for the Salesforce
Classic
What
is Schedule Reports?
Scheduling
reports are designed for scheduling reports for future run to get latest report
data without running a report manually.
We
can Schedule a report to run daily, weekly, or monthly.
We
can set up to 200 scheduled reports.
What
is Dashboards?
Dashboards
in Salesforce are a graphical representation of Reports.
Dashboards
present multiple reports side-by-side using dashboard components on a single
dashboard page layout.
Each
dashboard can have up to 20 components.
What
is Dynamic Dashboard ?
Dynamic
dashboards are used to display information tailored to a specific user.
Use
dynamic dashboards when you want to show each user user-specific data, such as
their personal quotas and sales, or number of case closures, or leads
converted, etc.
Dynamic
dashboards cannot be saved to private folders.
Who
can run the reports?
Users
who is having "Run Reports" access able to run and report folder only
can run the reports.
What
is the use of bucket field in reports in Salesforce?
Group
the values to the name we specify. it can group only below data type fields
Pick
list
Number
Text
How
Many Maximum groupings we can do for summary, matrix and join reports?
Up to 3 fields we can group any of above reports
types. It's not working Tabular Report
How
Many blocks we can create for join reports?
5
blocks
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 need to display will go for through user interface. if you
export the records we can
see up to 50000 records.
What
are the things are not supported in Joined Reports?
Bucket
Fields
cross
filters
the
rows to display filter
Can
we create formula types in Reports?
Yes.
formula fields are not available in tabular reports, but it's available for
other report types. Formula can be only in the number, currency, and percent
format.
What
is the Analytical Snapshot or Reporting Snapshot?
it
allows reports run at a scheduled time to be stored as object. Analytical
Snapshots are used to perform trend analysis this will be available in
Data Management menu option source report in analytical snapshot can be of the
type of Tabular or Summary
it's require four steps we need Analytical Snapshot
select
source report
select
custom object
map
both object fields
schedule
the time for taking Snapshot
What
is the difference between "Printable view" and "export
Details" button on report?
Printable View: formatting, grouping, subtotals are
displayed
Export Details: it's not displayed above ones and
lost
Which
permission is required to set the running user other than you in dashboard?
"View
All Data" in profile level
Who
can access "Drag and Dashboard"?
User
with permission having "Manage Dashboard"
Can
We Create A Formula Type In Reports?
Yes.
Formula
are not available in tabular reports but available for other report types.
Formula
can be only in number, currency and percent format.
What
do you mean by Custom Reports in Salesforce?
These
are the reports created by users with specific criteria within Salesforce.
Unlike
standard reports, we can delete, edit and store custom reports in a personal
folder.
What
do you mean by scheduling a report?
Salesforce
provides functionality to schedule a report for an upcoming date or time stamp
whatever you need.
What
do you mean by Trend Reports in Salesforce?
These
reports are used to display the historical data in Salesforce. It can be used
to analyse which field contains data and we want to leave out.
Can
we schedule dynamic dashboards?
No,
we cannot schedule dynamic dashboards for refresh. It must be done manually.
What
is the use of “floating report header”?
Floating
report headers enables us to display the column header visible on each page
when we scroll the report page.
How
to enable “floating report header”?
To
enable floating report header in Salesforce go to
Setup=>Customize=>Reports and Dashboards=>User Interface
settings=>Click on enable floating report header.
What
is the problem if I cannot see object while creating a new report?
Allow
report check box is not selected for the object. Go to the object, edit and
enable Allow Report check box.
What
is the summary formula and why is it used?
Summary
formulas are a great way to calculate additional totals based on the numerical
values in your report.
Custom
summary formula is a powerful reporting technique used to create summaries of
your numerical?
Fields.
This only available for summary, matrix, and joined reports.
What
do API calls in Salesforce represent?
Specific
operations invoked by your client applications at runtime to perform tasks
What
must be done before a user can access the API?
They
must be granted “API Enabled” permissions
Salesforce
API calls are?
Service
requests and responses, synchronous, committed automatically v/s rollback on
error
What
can chatter-free user access?
Groups
and files
What
restrictions do double values in Salesforce have?
Scale
and precision
Which
Data Types Supported by Data Loader?
Base
64
Boolean
Date
Formats
Double
ID
Integer
String
Difference
between the Lightning and Classic Report Builders?
Report
Formats - In the Salesforce Classic report builder, you must choose a report
format before grouping data.
In
the Lightning report builder, the report format automatically updates as you
group report data. It isn’t necessary to select a report format.
Which
Features Not Available in the Lightning Report Builder Beta?
Row
Limit Filters
Dashboard
Settings Menu
Changing
the Report format?
->Tabular
to Summary or Matrix
->Summary,
Matrix, or Joined to Tabular
->Summary
to Matrix
->Matrix
to Summary
->Tabular,
Summary, or Matrix to Joined
Grouping
Data in Different Report Formats?
->Summary
and joined reports can have up to three grouping levels
->Matrix
reports can have two row and two column groupings
->For
matrix reports, you can't use the same field for both row and column groupings
->For
joined reports, you can use the fields from the Common Fields category in the
Fields pane to group across all report blocks
What
are the Chart Data settings?
->Chart
Type
->X-axis
and Y- Axis
->Combination
Chart
->Groupings
->Values
->Wedges
->Segments
What
are Chart Types?
->Bar
Charts
->column
Charts
->Line
Charts
->Pie
Charts
->Donut
Charts
->Funnel
Charts
->Scatter
Charts
For
One Report how many bucket fields will create?
Up
to Five bucket fields
For
Each Bucket field can contain how many buckets?
Up
to 20 Buckets
and
each bucket can contain 20 values
In
Historical Trend report how many fields can contain?
Up
to 100 fields it's supported only matrix reports
What
is Auditing?
Auditing
provides information about use of the system, which can be critical in
diagnosing potential or real security issues.
The
Salesforce auditing features don't secure your organization by themselves; someone
in your organization should do regular audits to detect potential abuse
Usage
Trends for Auditing
->Record
Modification Fields
->Login
History
->Field
History Tracking
->Setup
Audit Trail
What
are the Group Member Types we have in Salesforce?
Customer
Portal Users
Partner
Users
Personal
Groups
Portal
Roles
What
is the maximum size of the PDF generated on visual force attribute renderAs?
15MB
What
is the maximum number of blocks allowed in a joined report?
5
Use
Custom Formulas to create facilitated summaries on numerical fields in _______
and ________ reports?
Summary
and Matrix
The
Chatter free license gives users the ability to access People, Profiles, Groups
and Files as well as(code all that apply)?
Make
posts
View
Comments
Upload
Files
Join
Groups
In
the report builder Which components we have?
Fields
Pane
Filters
Pane
Preview
Pane
Note: Preview pane only shows a limited number of
records. Run the report to see all the results.
Order of Execution in Salesforce:
==================================
When
we click on Save Button what will happen in back end like insert and update the
records.
1.Loads
the record from data base / Initialize for up sert
2.Order
Values are overwritten
3.System
Validation rules like (layout specific rules, field formats, maximum length)
4.Apex(before
trigger will fire)
5.Custom
Validation rules(Whatever you have written)
6.Records
are saved (data base) not committed
7.Record
reloaded from data base
8.Apex
after trigger
9.Assignment
rules(Lead or case)
10.Auto
response rules
11.Work
flow rules
12.Escalation
Rules
13.Roll
Up Summary formulas updated
14.
Executes the criteria based sharing.
15.Data
base committed.
16.
Post commit the logic(Sending the emails etc)
Note: Custom Settings are easily accessible data
from custom objects based on user frequently seeing the data.
Two
Types of custom settings we have
1.
List = Same data for every user in organization
2.
Hierarchy = Data Can be fetched based on Profile and user.
In this
Custom settings lot of difference compare to custom objects while creating any
fields many of the fields not available like while creating in custom
object(relationship fields, pick list values fields etc)
How
to fetch custom setting, is it like querying of custom object?
Get
custom Object data => List<SampleObject>sobjs=[select id from
SampleObject];
Get custom settings data => List<My_Custom_seetings__c>sobjs=My_Custom_seetings__c.getall().values();
for(My_Custom_seetings__c phoneCode :
PhoneCodes) system.debug(PhoneCode);
Get Instance method => My_Custom_seetings__c
PhoneCode=My_Custom_seetings__c.getInstance('India');
system.debug(PhoneCode); get Hierarchy custom
setting data My_Custom_seetings__c
sobjName=My_Custom_seetings__c.getValues(userinfo.getUserId());
Advantages of custom settings:
1. No query is required value
2. Fast access of data increasing the performance
3. Hierarchical custom settings are allows data for
different profiles and users
Disadvantages of custom settings:
1. It is cannot be deployed
2. Only 300 fields allowed custom settings
3. custom settings count against total number of
custom object in organization
4. tabs can not be created in custom settings
Custom
Meta data: Custom Meta data is similar to custom setting
except this is deploy able to across environments. while sending the custom
settings one org to another org it's not available with records only available
in custom setting main component-by-component while sending the custom meta
data with records it will be available all information.
SOQL
with no governor limit of custom Meta data. if we query any meta data it will
not count governor limit.
We have available validation rules Page Layouts We
can create look up to another custom meta data like custom objects.
Deployment:
By Using Change set
A change set which one organization can send the
customization to another organization. a change set is a set of components Change
sets can only contain modifications through the set up menu Change sets may
contain customizations to existing components or new components, but can't be
used to delete or rename components
We can't use a change set to upload the data.
Two types of Change sets we have
1. Outbound change set - change set which can be
created by us to upload or to move components to another organization.
2. Inbound change set - Is a change set that has
been sent from another organization to organization you are logged into and
ready for validate or deployment.
How to establish connection between orgs:
->in
quick find box search Environments and under select Deployment settings
->Open
any Sandbox name which one you want to connect->click on edit
->
check the box Allow inbound Changes-> click on save
How
to Create an Outbound Change set: quick
find box -> search Change sets -> outbound change sets -> click on new
-> enter any name and then click on save
Here we can add two types of components
Change set components
Profile settings for included components
->
Once opened outbound change Select any one of those two components based on
requirement or based on which we need to send the data
->
Click on add and then select which one do you need to send and is there any dependencies
you can select view/add dependencies
->
click on Upload -> select target Organization and again click on upload.
Go to Target organization -> click on in bound
change set -> check waiting queue for deploy -> open the
component-by-component
->
click on validate -> then click on deploy
Here we have a four types of validate change sets
Default
Run
Local Test
Run
All tests
Run
specified Tests
Note:
we can't deploy any apex classes, triggers,LWC components. We need code
coverage minimum 25% otherwise we can't able to deploy.
Limitations in Configuration:(Salesforce CRM -
SAAS)
1.While
customizing the page layouts, we can arrange the fields in max of 2 columns
inside a section
2.while
managing the records inside the objects , we don't have de-duplication process
3.we
can't design the customized user interface based on the application
requirement.
4.we
can't change the background color, text color, font, size, style for standard
user interfaces.
5.we
can't share the records to the required people dynamically, by selecting user's
at run time and by the selecting the level of access at run time
6.By
using configuration, we can't implement the assignment rules on the custom
objects.
Limitations in Configuration:(force.CRM - PAAS)
Platform
- It is Development environment which provides collection of resources to
develop the our own custom applications.
Salesforce
provides a cloud platform called as "Force.com", which is used to
build the custom applications based on the business needs.
Ex:
Banking, Finance, Insurance, Health care, Consulting,
1.By
Using force.com platform, we can customize the Salesforce crm application
features
2.We
can leverage the existing Salesforce CRM application features by adding the
additional enhancements
3.We
can build the complex application based on the requirements
4.We
can integrate the Salesforce applications with any third party System.
It
Will provides two programming languages
1.
Apex - we can implement the custom business logic to perform
operations in the application.
2.
Visual force - Visual force is a web development frame work, which is used to
design attractive and dynamic user interface.
What
is repository?
Repository
tab is mainly used for understanding the related entities of any concerned apex
code. In an organization, there could be thousands of apex classes through
which the control navigates.
What
is Time Trigger?
Time
based work flow is like acts future action in the work flow we have some
actions like email alerts and send any notifications we need in future date
this "TIme Trigger" will fire.
Relationship Queries with Standard Objects:
We
have Two Types of relationships : Child object-> and include
fields from a related parent object, use a child-to-parent query.
Parent
object-> and include fields from a related child object, use a parent-to-child
query.
How
to call Java script using static resource in Visual Force Page?
Add
Java script file in Static Resource.
set
up -> Develop -> Static resources -> New
Name:
fileName and add file from local desktop and save
<apex:
includescript values="{!$Resource.fileName}"/>
Apex
Sharing?
Share
object is available for every object(For Account Object share object is Account
Share)
If
we want to share records using apex, we have to create a record to the share
object.
What
are Salesforce Reports?
a
reports is set of records displayed in the form of rows and columns
What
is "LEAD MAPPING"?
When
you convert lead records, standard lead fields map to Account, Contact,
Opportunity fields.
for
lead converting will use "Lead Mapping".
We
can map custom lead fields into custom fields on the records they are converted
into relating ACO.
you
can't delete lead, account, contact or opportunity fields included in Lead
custom field mapping. to delete a field, first remove it's mapping.
you
can't change the field type of field that included in lead custom field
mapping.
When
mapping lead custom number, currency, or percent fields, the target fields must
have Same length and number of decimal places.
Difference
between "Invocable method" and "Invocable variable"?
While
we are doing the process builder it is very flexible, some of the business use
cases not supported by using process builder.
1.
not support out bound messages
2.
not support creation of multiple records
3.
it does not allow us to dele te records.
When
no other process action can get the job done, add customized functionality to
your Salesforce process by calling an Apex method using Invocable method and
variable
Invocable
Method: These are used Apex methods that can be called
from flows, process builder, REST API too. These methods are annotated with
@Invocable Method.
this is have dynamic input and out put values.
Need to be remember some points:
Only one method in a class can have InvocableMethod
Annotation
Triggers can't reference Invocable Method
it won't accept more than one argument as a
method parameter
One class can have only one Invocable Method.
What
are the different kinds of evaluation criteria (events)?
Created
Created
and every time edited to meet the criteria
Created
and edited to subsequently meet the criteria
Governor
Limits?
Total heap size 6 MB/12 MB
Total number of DML statements issued 150
Total number of records retrieved by a single SOSL
query 2000
Total number of SOSL queries issued 20
Total number of records retrieved by
Database.getQueryLocator 10000
Total number of records retrieved by SOQL
queries 50000
Maximum CPU time on the Salesforce
servers 10,000ms
Total number of sendEmail methods
allowed 10
Total number of call outs in a transaction 100
Can
we call trigger from Apex?
You can call an Apex class from Trigger as well.
Triggers are called when a specified event occurs and triggers can call the
Apex class when executing.
What
is the difference between "Self and Hierarchical Relationships?
Self
Relationship - A self relationship creates a tree diagram of the objects. For
example, the account has a lookup on himself, called Parent Account.
Hierarchical
Relationship - On the user object a special self-relationship called the
hierarchical relationship helps create superior roles such as supervisor,
manager on user object.
Considerations
and Limitations for Flows in Lightning Pages?
Running Flows from a Lightning Page Input Variable
Limitations - These variables aren’t supported. Collection variables Record
variables
Record collection variables Deployment
Considerations
What
is the Flow Element?
Each element represents an action that the flow can
execute.
Examples include reading or writing Salesforce
data, displaying information and collecting data from flow users, executing
business logic, or manipulating data
Process
Builder supports which types of processes for your automation needs?
A
record change process starts when a record is created or updated.
An
event process starts when a platform event message is received.
An
invocable process starts when something else, like another process, invokes it.
In
the Login History Page While Creating a List View Which Specific Filter
criteria is available?
Application
Authentication
Method Reference
Login
Time
Login
Type
Login
URL
TLS
Protocol
TLS
Cipher Suit
Where
are active Currencies Located?
User
Record(Personal setup)
Company
Profile
Standard
Fiscal Years are periods that follow Gregorian calendar, but can start on the
first day of any month of the year?
True
Folders
are used to manage?
Either
Reports, Dashboards, Documents or Email Templates
Which Objects can be customized for history
tracking?
Cases,
leads, Solutions, Contracts and Custom Objects
All
fields on the Approval page layout are available to view on the Approval
History related list?
True
Forecasting
can be used with Custom Fiscal Years
False
What
information may be updated on the Company Profile?
Language,
Locale and Time Zone
Fiscal
Year
Primary
Contact and Address Information
Custom
formula field are recalculated?
Each
time a user views the record
Fields
hidden using Field Level Security are subject to Data Validation Rules?
False
Default
values are available for standard text fields?
False
If
a lead is converted without a value in the company field, what happens?
A
Person Account is created
Deleted
records will be stored in the Recycle Bin for up to 15 Days
True
Who
can invite Chatter customers into a Chatter Group?
Group
Owner
What feature would a System Admin implement to
allow AW Computing prospects/customers to complete a form on the corporate
website and have that data automatically become a lead in Salesforce?
Web-to-Lead.
Data storage includes the following: (check all
that apply)
Cases
E-mail
Messages
Ideas
Validation Rules may evaluate an opportunity line
item against the opportunity it's associated with.
True
What
is the different types of communities we have in Salesforce?
Customer
Partner
Employee
What
is portal?
Portals
are no longer available in Salesforce. now a days communities are upgraded
portals, re-branded as communities
How
can you change the setting “Grant Access Using Hierarchies” for Standard
Objects?
It
is not possible, by default Grant Access Using Hierarchies options are enabled
for standard objects and they can not be changed.
For
custom objects, we can change the “Grant Access Using Hierarchies “settings.
What
are the Mandatory points that you think while creating User and Role?
It’s
Profile.
What
is visual force controller in Salesforce? What are they?
Visual
force controller is a set of instructions that specify what happens when the
user interacts with components on visual force pages, such as buttons &
links. There are three types of controllers. They are.
Standard
Controller.
Custom
controller.
Controller
extensions.
What
is Standard Controller?
The standard controller provides the Salesforce
in-built functionality to interact with Visual force pages. You can use
standard actions like Save, Edit, Cancel & delete by using standard
controllers.
Syntax
: <apex:page standardController=”Account”>
What
is Standard List Controller?
Standard
List Controller allows to display list of records in visual force page.
Standard list controller provides additional pagination actions (First, Lat,
Next & Previous) compared to standard controller.
Syntax:
<apex:page standardController=”Account” recordSetVar=”accounts”>
Defining
this controller is similar to standard controller. But need to add one more
attribute recordSetVar
What
is Custom Controller?
Custom
controller is an apex class that implements customized logic to VisualForce
pages.
We
can override or create new functionality by using custom controllers.
Syntax:
<apex:page controller=”Account” >
How
can you create VisualForce page in Salesforce?
We
can create VisualForce pages in two ways.
1.
From the setup menu go to Setup-> develop -> Build->Pages-> click
on new button to create a page & enter name & code for VisualForce
page.
2.
From the VisualForce editor. Enter /apex/pagename at the URL & create new
page in VisualForce editor.
Note: Records
1.
Owned Records - Created by us
2.
Shared Records - created by some one but shared with us
Ways to provide security
OWD
- Organization Wide Defaults - Read/Write - Default all - Most Restrictive user
access which is default for all users
Role
Hierarchy - Read/Write - For Manager roles and sub roles
Sharing
rules - Read/Write -
helps us share or open the data
visibility to the other groups/roles/roles and sub ordinates on a condition sharing
rules can never be stricter than your OWD settings
Manual Sharing - Read/Write - for any user
queue/manually sharing the records with some other person If any unique
situation comes up then also we can use Manual Sharing Manual Sharing button is
enabled when OWD setting for that object is either Private or Public Read only
Who
can be the record owners in Salesforce?
Queues
and Salesforce users can be the record owners. Where as public groups can't be
the owners of Salesforce records
Process Builder: It is a tool provided by Salesforce.
To automate a business process without writing a single line of code.
It
Invoke only two
ways=> 1. A
record is created or Edited
2.
Another Process call
Process Builder will be performed these
actions: ->Create a new record
->Submit for Approval ->Update
related records ->Call apex class ->Post to
chatter ->Email Alert ->Quick
Action ->Call flow/ Process
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