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Admin

The document provides an overview of Salesforce administration, covering topics such as cloud computing, CRM, and various Salesforce functionalities. It explains the advantages and disadvantages of cloud computing, different types of sandboxes, and the roles of profiles and permission sets in Salesforce. Additionally, it discusses the architecture of Salesforce, validation rules, governor limits, and various object types and their configurations.

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kavya konda
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0% found this document useful (0 votes)
5 views

Admin

The document provides an overview of Salesforce administration, covering topics such as cloud computing, CRM, and various Salesforce functionalities. It explains the advantages and disadvantages of cloud computing, different types of sandboxes, and the roles of profiles and permission sets in Salesforce. Additionally, it discusses the architecture of Salesforce, validation rules, governor limits, and various object types and their configurations.

Uploaded by

kavya konda
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 72

SALESFORCE ADMIN

1. What is Cloud Computing ?


-Pictorial representation of internet is Cloud.
• Cloud Computing is nothing
but internet computing.
• With this approach everything can be
done in internet (Using Application,
Developing Application and distributing the
hardware), no need of any minimum
hardware requirements and no need to
install any software in local system.
• Cloud Computing is an approach to
provide the following services -
• SAAS (Software As A Service)
• PAAS (Platform As A Service)
• IAAS
(Infrastructure As A Service)
2.What is CRM & Explain briefly?
-- CRM (Customer Relation Management) is a
strategy which is used to learn about customers’
requirements and behaviour in order to increase
revenue and Profits by maintaining stronger
relationship with them. -
-- Customer Relationship Management Refers
to the practice of collecting, storing and
analysing customer-level-information, and
incorporating the results in to the decision
making process of a firm. CRM also involves in
core business process like production,
operations, sales, marketing, and finance.
3. What are the Advantages & Dis-Advantages of
Cloud Computing?
ADVANTAGES:-
1) Back-up and restore data. ...
• 2) Improved collaboration. ...
• 3) Excellent accessibility. ...
• 4) Low maintenance cost. ...
• 5) Mobility. ...
• 6) IServices in the pay-per-use model.
...
• 7) Unlimited storage capacity. ...
• 8) Data security.
Dis-Advantages:-
1) Performance may vary.
2) security risks.
3) Low band width.
4) Technical issues.
5) Lack of support.
4.What are deployment modes of cloud
computing?
• Public Cloud.
• Private Cloud.
• Hybrid Cloud and
• Community Cloud.
5.What is Salesforce?

• Salesforce is a company which


provides a web based tool called Salesforce
• Salesforce by following the Cloud
Computing approach,
providing SAAS and PAAS
• SAAS: Providing Sales, Marketing a
nd Call Center applications as a service
• PAAS: Providing Force.com
platform in which we can develop Apex
(Programming language similar to Core
Java) and Visualforce (Mark up language
similar to HTML) logic.
6.What is Production Environments?

It is the Org where active paying users


accessing business critical data are known
as production environments.
7.What is production url?

login.salesforce.com
8.What is sandbox?

To make any changes for the exiting application


we should copy all contents of the production
into sandbox and make all changes after that
test thoroughly and move those changes into
production.
9.What is sandbox url?

test.salesforce.com
10.What are the types of Sandboxes?

• Developer Sandbox
• Developer pro sandbox
• Partial data sandbox
• Full copy sandbox
11.What is Developer sandbox?

• It copy only configuration changes


from the production
• It won’t copy real time data
• Sample data limit is 200mb
• Refresh time interval is one day
12.What is developer pro sandbox?
• Copy configuration changes
• No real time data
• Sample data limit is 1GB
• Refresh time interval one day
13.What is partial data sandbox?

• Copy configuration changes


• Copy certain amount of real time
data
• Real time data limit is 5GB
• Refresh interval 5 days
14.What is Full copy sandbox?

• It is exact replica of the production


• Copy both configuration and entire
real time data from the production
• Refresh time interval 29 days
15.Different Salesforce Editions?
• Group
• Professional.
• Enterprise.
• Unlimited.

16.What is App in Sales force?


App means an Application. In Salesforce an
Application consists a group of tabs which are
designed to work as a single function.
17.What is an object in Salesforce? Different types
of object in Salesforce.com? And why they called
so?
Objects are database tables that allow us to store
data specific to the organization in salesforce.
• Standard objects.
• Custom Objects.
Standard Objects :- Standard objects are called so
because they are created and provided by
Salesforce.com.
Custom Objects :- Custom objects are those
which are created by an User in salesforce.com.
18.What is TAB in Salesforce?
• Custom Tabs.
• Visualforce Tabs.
• Web Tabs.
19.List examples of custom field types?
Some of the custom field types are date field,
Date/Time field, Currency field, Checkbox field,
Number field, Text field, Pick list field, Email
field, percent fields, phone field, Url field and
many more.
20.How many custom fields can I created in an
object?
In Unlimited edition we can create up to 500
fields per object. In professional edition we can
create up to 100 custom fields per object.

21.What is the profile?


A profile in Salesforce is a group/collection of
settings and permissions that define what a user
can do in Salesforce. Profile deals with CRED
(Create, Read, Edit and Delete) permissions
over Apps, Tabs, sObjects, Fields, Record
Types, etc..A profile controls “Object
permissions, Field permissions, User permissions,
Tab settings, App settings, Apex class access,
Visualforce page access, Page layouts, Record
Types, Login hours & Login IP ranges. profile can
be assigned to many users, but a user can be
assigned a single profile at a time.
Types of profiles in Salesforce:-
Standard profiles: By default, salesforce provides
below standard profiles. We cannot delete
standard ones.
• Read Only
• Standard User
• Marketing User
• Contract Manager
• Solution Manager
• System Administrator.
Custom Profiles: Custom ones defined by us.
They can be deleted if there are no users assigned
to that particular one.
• Navigation: setup ->
Administer -> Manage users -> Profiles
22.What is permission Set?
A 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 Set Control:
• Object Permission
• Field Permission
• User Permission
• Tab Settings
• App Settings
• Apex class access
• Visualforce Page access
23.Difference b/w Profile and Permission set?
When you should choose Profiles ???
When you have set of permissions which needs to
be shared with multiple users, then you can give
all the users the same profile.
When to choose Permission set??
If there is a specific permission, or access that you
don’t want to share with everyone but only with
few users, then you can go for Permission Set. Just
like profiles, through permission set also you can
control object and field level security.
24.What is a role and role hierarchy in Salesforce?
--- Role deals with authorization to access data.
Roles are designed to increase data visibility, to
open up access to Salesforce records. You will
have a baseline visibility set for each object in
your org, known as the ‘org wide default’
(organizational wide default, OWD).
---Role hierarchy is a mechanism to control the
data access to the records on a salesforce object
based on the job role of a user. The role hierarchy
automatically grants record access to users above
the record owner in the hierarchy. This option is
enabled for all objects by default.
25.Difference between Role and Profile?
Roles :- Using Roles we can provide record level
access like organization wide defaults, Role
hierarchy, sharing rules and Manual sharing.
Simply roles influences record level access.
Profiles :- Using Profiles we can provide profile
object level and field level access can be made
like general permissions, tab level permissions,
read & write permissions etc.
26.What is Database.com?
Database.com is a type of service provided by
Salesforce.com to enhance the power of
Salesforce.com CRM applications.
Database.com provides “Data as a Serivce” to
subscribers.
27. Number of standard profiles available in
Salesforce.com?
In salesforce we have 6 standard profile they
are.
• Standard user.
• Solution manager.
• Marketing User.
• Read only.
• System administrator.
28.How can you use the term “Transfer Record” in
profile?
Transfer record is a type of permission in
salesforce. If a user is given access to transfer a
record, then the user will have the ability to
transfer the records which have Read access.
29.Tell me about Company Profile?
In salesforce.com company profile consists of
information about language, locale, time zone,
number of licenses, storage and available space,
about fiscal year, address and currencies.
30.How to get security token in Salesforce.com?
---Your Salesforce security token is a case-
sensitive alphanumeric key that is used in
combination with a password to access Salesforce
via API.
To get security token in salesforce.com go
to your name=>Personal=>Reset my Security
token.
31.What is a Fiscal Year in Salesforce?
• Fiscal years in Salesforce are used to
define starting and ending date of an
organization financial year.Fiscal years in
salesforce are two types they are.
• --> Standard fiscal year :- To change
starting month of the fiscal year this type is
used.
• --> Custom fiscal year :- We can set
custom fiscal year dates like quarters,
weeks.
32.What is field dependency?
Field dependency means, controlling a fields value
based on the other field. For example, there are
two fields called Country & State. I want to
display only states related specific selected country
when I select country.
Below table may helps you to understand about
which fields can be used as controlling &
dependent fields.
Data Type
Can we define as Controlling field
Can we define as Dependent field
Standard Picklist
Yes
No
Custom Picklist
Yes
Yes
Multi-Select pick list
No
Yes
Checkbox
Yes
No
33.What is Page Layout and Record Types?
---> Page layouts control the layout and
organization of buttons, fields, s-controls,
Visualforce, custom links, and related lists on
object record pages. They also help
determine which fields are visible, read only, and
required. Use page layouts to customize the
content of record pages for users.
--> Record Types allow us to specify a category of
records that display different picklist values and
page layouts.
Administrators can associate record types with
profiles so that different types of users should
see different picklist values and page layouts in
the record’s detail page.
34.How to delete user from Salesforce?
In salesforce.com, deleting a user is not possible.
But the user can be deactivated by freezing that
user in salesforce. To deactivate user go
to Setup=>Administer=>Manage
users=>Users=>Click on Freeze.
35.In how many ways can we store files, images
and documents in salesforce.com? what are they?
In Salesforce.com we can store files, images and
documents in 5 types they are.
• Attachments.
• Documents.
• Google drive.
• Libraries.
• Chatter Files.
36.What are Static Resources?
Static resources helps to store, uploaded images,
files, zip files, documents, JavaScript files, Css
Files which can be used in visual force pages.
Maximum data storage limit for static resource
is 250mb.
37.List some standard indexed fields in
salesforce.com?
Id, name, owner fields, lookup fields, master-
detail relationship fields, audit dates like Last
Modified dates etc are the standard indexed
fields in Salesforce.com.
38.List some standard indexed fields in
salesforce.com?
Id, name, owner fields, lookup fields, master-
detail relationship fields, audit dates like Last
Modified dates etc are the standard indexed
fields in Salesforce.com.
40.Which fields cannot be added as a custom
Index?
Formula fields.
41.what is track field history in salesforce?
Salesforce field history tracking is a method
that can be used to track changes associated
with each specific field. Salesforce allows you to
track up to 20 fields per object (both standard
or custom objects). By enabling Field History
Tracking, you will see who made the change, the
date it was updated, and the previous value of
the field.
42.What is Field Audit Trail?
Field Audit Trail lets you define a policy to
retain archived field history data up to 10 years
from the time the data was archived. This
feature helps you comply with industry
regulations related to audit capability and data
retention.

43.Difference between track field history and


field audit trail?
With Field Audit Trail, you can track up to 60
fields per object. Without it, you can track only
20 fields per object. With Field Audit Trail, you
retain archived field history data up to 10 years
from the time the data was archived. Without it,
you retain archived data for only 18 months.
44.What are the Activities in Salesforce?
To create the Activities, while creating the object,
we should check for 'Allow Activities' check box
then user can add open Activities and Activity
History related lists on the Object layout.
There are two types of activities -
• Task: Task is nothing but work
assigned to a particular person, it doesn't
have certain time limit.
• Event: It has certain time limit in
that time only all persons should assemble
after the time limit over, event will get
complete.
- Once event or task status changed to
'Completed' then we can see those records
under Activity History Related List.
45.What is the difference between ISBLANK()
AND ISNULL()?
• ISNULL() works only for number
data type fieds, if we don't populate with
value for number fields it will return true.
• ISNULL() won't support TEXT data
type fields because text fields never become
null.
• ISBLANK() supports both number as
well as text data types.
46.What is the architecture of the salesforce?
• MVC Architecutre - Model, View ,
Controller
• View - It is the user interface (Apps,
Tabs, Page Layouts, Fields and Record
Types)
• Controller - Business Logic (Save,
Edit, New, Cancel and Delete - upon click on
these button salesforce execute some logic
from controller)
• Model - It is the Database, which
stores Schema (Meta-Data(Data about Data)
--> Apps, Tabs, sObjects, fields, Apex
Classes, Visualforce pages, etc...) and
Instance (Records)
47.What is the difference between 15 digit and 18
digit id in Salesforce?
• 15 digit case-sensitive version
• 15 digit ID is what will be received
from within the user interface
• 18 digit case-insensitive and best used
for manipulating data outside Salesforce
• 18 digit id is referenced through in
the API and other 3rd party tools.
• To convert 15 digit ID to 18 digit ID -
CASESAFEID(Id)
48.What is the difference between detail page and
edit page?
• Whenever user try to create a new
record or edit an existing record user can
input the values for the fields, this page is
nothing but edit page.
• After creating a new record or
editing an existing record, user can see the
information of the record, this page is
nothing but detail page.
49.What is out of box functionality?
An out-of-the-box is a feature or functionality of a
product that works immediately after or even
without any special installation without any
configuration or modification.
50.What is validation rule?
Validation Rules in Salesforce verify that the data
entered by a user meets certain criteria before the
user can save the record.
51.What are Governor Limits?
Since we are working in multitenant
environment Salesforce is enforcing the limits
for all the functionalities.
• How many no of fields for an object:
500
• No of master detail relationships for
an object: 2
• No of lookup relationship for an
object: 40
• No of rollup summery fields: 25
• How many external ids we can enable
for an object: 7 (increased from 3 to 7 in
Winter-15)
• Total number of records retrieved by
a SOQL query – 50,000
• Total number of SOQL queries issued
– 100 (Synchronous) 200 (Asynchronous)
• Total number of DML statements
issued – 150
• Total number of callouts (HTTP
requests or Web services calls) in a
transaction – 100
• Maximum CPU time on the
Salesforce servers – 10,000ms
(Synchronous) 60,000ms

(Asynchronous)
• No of SOSL queries in one
transaction 2 0
52.how many objects can be created in
salesforce in one project?
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.
53.What is an External ID in Salesforce ?
An external ID is a custom field that has the
External ID attribute, meaning that it contains
unique record identifiers from a system outside
of Salesforce.
54.What is the maximum number of external IDs
an object may have in Salesforce?
We can designate up to 25 External ID fields per
object.
55.For which data type we can enable external id?
text, number, auto number, email.
--->> Use of External ID in Salesforce:
• It becomes searchable in the sidebar
search.
• Salesforce record Id’s are not
required to load data.
• It can be used with UPSERT DML
operation to integrate with other systems.
• The Data Import Wizard detects
existing records in Salesforce with external
IDs that match those values in the import
file.
Example:When we update or upsert any record
in Salesforce we do it by using Record Id. But if
we want to update or upsert the record from
some External System, we won’t be having
Record Id in the External system. So we choose
one field as ‘External ID’ in the Salesforce and
based on that we can upsert the records from
External System.
56.What is the difference between unique ID
and external ID in Salesforce?
The 'Unique ID' field is a setting which prevents
the same value from being used in multiple
records for any specific field. External IDs are
often created with the 'Unique ID' setting so
that the External IDs will be unique to each
record.
57.What is list view?
List View allows you to see a filtered list of
records, such as contacts, accounts, or custom
objects.
58.What is Inline editing?
On the detail page without clicking on edit button
we can edit particular field if it is not read-only.59.
How to disable Inline editing?
To enable or disable Inline editing follow the
below navigation - Setup--> Customise--> User
Interface--> Enable Inline Editing.
60. What is Enhanced list view?
Enhanced lists give you the ability to quickly view,
customize, and edit list data to speed up your daily
productivity.
61.What is mini page layout and how to enable?
For lookup fields on record detail page we see a
link, whenever we put cursor on that link we see a
popup window which displays few fields. To
control the fields visibility, on that look up field
parent object page layout we see a mini page
layout in that we can control.
62. What is lead process?
To control the picklist values of the status field on
the lead object we should create lead process.
Without selecting the lead process we can't create
the record type for lead object

63. What is sales process?


• To control the picklist values of the
stage field on the opportunity object we
should create sales process.
• Without selecting the sales process we
can't create the record type for opportunity
object
64. What is Support process?
• To control the pick-list values of the
status field on the case object we should
create support process.
• Without selecting the support process
we can't create the record type for case
object.
65.What is web-to-lead?
The process of using a website form to
capture visitor information and store that
information as a new lead in Salesforce.
---->> On lead object we can generate the
HTML code by selecting lead fields and by
mentioning return URL from web-to-lead
option. The generated HTML code can be
hosted in any of the website. Upon entering the
information in those fields and clicking on
submit button that information will be saved
into lead object of the Salesforce.
--->>What is a Lead?
Leads are people who are interested in your
product and service. Converting leads to loyal
customers will provide success within a business.
66.How many web to lead requests can you have
in Salesforce?
The daily limit for Web-to-Lead requests is 500
per day. If your organization exceeds its daily
Web-to-Lead limit, the Default Lead Creator
receives an email containing the additional lead
information.

67.What is a case in salesforce?


Cases are the foundation of the Service Cloud
and are used to track customer issues and
inquiries. Cases are typically used to track and
manage customer feedback, issues or questions.
Cases can be created by support
representatives, from web forms on your
website (web-to-case), by customers themselves
from the Customer Portal or directly from
emails (email-to-case). New cases can be
assigned directly to support agents, case teams
or case queues using assignment rules. Cases
allow you to interact with customer easily by
sending and receiving email in one centralised
location, replying with knowledge articles or
solutions and managing entitlements more
efficiently.
68.What is a Web to Case Form?
Web to case forms are used to gather customers
requests directly from company or organization
website. Web to Case forms are similar to Web
to lead Forms. By using web to case forms we
can generate 50, 000 cases per day
automatically.
When Web to Case form is submitted
salesforce.com runs field validation rules before
creating any record.
Rich text Area fields are not used in Web to
Case forms because Rich Text Area fields are
not supported by salesforce.com for web to case
forms.
69.What are queues in Salesforce?
• Queues in salesforce are used to
prioritize, distribute, assign and share the
workload among the team members who are
sharing the workload.
• Queues are like a placeholder/area in
Salesforce CRM which is used to store the
records and users who are part of Queue
can pick the record and work.
• Queues can be created for cases,
leads, tasks, contact requests, orders, service
contracts, knowledge articles, and custom
objects.
70.What is public group?
1.Public group consists of set of Users. These
are created to group users who have different
profiles.
--------->>> When they can be used: -
a. Public groups can be used in sharing rules to
share the records.
b. They can be used salesforce knowledge.
c. They can be used in reports and dashboards
folder to give access to reports and dashboards
present in them.
71.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.
72.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.
73.What are the Escalation rules?
On case object we can create Escalation rule.
Based on the priority we can send escalation mails.
74.Tell me about Field-Level Security?
In field level security, we control the user what
to see, edit, delete of a particular field in the
object.
75.What are Login Hours and Login IP Ranges?
---->> Login hours are set in an organization to
restrict the user’s who tries to login before or after
login hours.
---->> IP ranges are used to restrict any login
attempt is done from unknown IP addresses.
76.What is a User Record?
User records consist key information about the
user. Name, Email, licence, Profile,
Username ,etc.
77.What is a Record Owner?
Record Ownership : 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.
78. What is Grant Access Using Hierarchies?
Say there are three roles
• Role A
• Role B
• Role C
Role A is higher in hierarchy, Role B is in
middle and Role C is lower in hierarchy
If the Role A user through Manual Sharing or
Sharing Rules, shares the record to Role C user
who is in lower hierarchy, then the Role B user
who is above in hierarchy to Role C user can see
the records, if we enable Grant Access Using
Hierarchies at sharing settings then Role B user
cannot see the record.
79.What is 'Grant Account Login Access'?
If we enable 'Grant Account Login Access' for a
user then we can see 'Log in' button on the detail
page of that user. By clicking on that 'Log in'
button without giving that user's username and
password we can log in.
80. How to provide security for Meta-Data files
(Schema)?
Using Profiles and Permission Sets.
81.How to provide security for the
Records(Instance)?
• Roles
• OWD(Organigation Wide Defaults)
• Sharing Rules.
• Manual Sharing
• Apex Managed sharing
• View all.
• Modify all.
• View all data.
• Modify all data.
82. In how many ways can we share a record?
Records can be shared in 5 types they are
• Org Wide Defaults.
• Role Hierarchy.
• Sharing Rules.
- Manual Sharing.
- Criteria Based sharing.
- Apex managed sharing.
Role hierarchy:-
Whenever a user is added to a role, the user
above the current user in the hierarchy of roles
will have access to reading the records and
inheriting the permissions.Follow the steps for
role hierarchy: Go to Setup → find manage
users' → roles → set up roles → click on ‘add
role’ → provide name and click on save.
OWD:-
OWD(Organization-Wide Defaults) allows you
to give permissions to the
organization-wide and to define baseline
setting for the organization. It is also helpful in
defining the user’s accessibility level to the user
where a user can see other user’s records.
OWD settings /can be Public Read Only,
Private, Public Read, and Write.
Follow the steps for OWD: Go to Setup → find
the Security Controls → click on ‘sharing
settings’ → click on ‘Edit.
Sharing Rules.
Sharing Rules makes automatic exceptions
to organization wide defaults settings for
particular users in an organization. Sharing
rules can be done by manual sharing, criteria
based sharing and Apex managed sharing.
Manual sharing:
Manual sharing is sharing a single record/file to
a single user or group of users through manual
access.
We can see a button for manual sharing on the
detail page of the record and it can be seen only
when the OWD setting is private.
Criteria based sharing rules:
If we want to share records based on conditions
such as share records with a group of users with
the criteria of the country is India.
Follow the steps for criteria-based sharing
rules: Go to Setup → security controls →
sharing settings → select the object and provide
name and conditions then click on save.
Apex sharing:
Sharing object is available for each and every
object in Salesforce. For example, the Account
object’s share object is AccountShare.
By using Apex, if we want to share the records
then we have to create a record to the shared
object.
83.What are the different types of Sharing Rules in
Salesforce and explain them?
• Account sharing Rule.
• Contact Sharing Rule.
• Case Sharing Rule.
• Opportunity sharing Rule.
• Lead Sharing Rule.
• Custom Object sharing Rule.
84.Can we use sharing rules to restrict data
access?
No, sharing rules cannot restrict data access.
85. Is it possible to create sharing rules for detail
object?
No, we can create sharing rules for details
objects because they don’t have owner field.
86.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 cannot be changed. For custom
objects we can change “Grant Access Using
Hierarchies“ settings .
87.how many Number of accesses available in
Organization Wide Defaults and what are they?
We have 13 types of access in Organization
default settings. They are
• Private
• Controlled by parent
• Public Read Only.
• Public Read/Write.
• Public Read/Write/Transfer.
• Public Full Access.
• Use.
• No Access.
• View Only.
• Hide Details.
• Hide Details and Events.
• Show Details.
• Show Details and events.
88.What are the different types of Relationships in
SFDC? What are they?
They are four types of Relationships in
Salesforce.com. They are
• Master-Detail relationship.
• Look-up Relationship.
• Many-to-Many Relationship.
• External Relationshi
89.To convert master-detail to look-up and vice
versa?
- You can convert a master-detail relationship to
a lookup relationship as long as no roll-up
summary fields exist on the master object.
- You can convert a lookup relationship to a
master-detail relationship, but only if the
lookup field in all records contains a value.
90.What is LookUp Relationship?
A Lookup relationship involves finding value of
a field based on the value in another field in
another object. It is mostly used in the case of
commonly shared data between two objects.
Lookup is a type of Salesforce relationship
that connects two objects together without
affecting security and deletion properties.
Creating an intermediary relationship between
objects is possible by adding lookup
relationships to standard, custom and external
objects.
91.What is a lookup relationship field?
It is the field in child object that has the relation
with parent object. It generally holds id of the
parent object
92.What is master-detail relation?
The Master Detail relationship is used when a
user wants to manage the display of detail
records based on the value reflected in the
master record. As an example, in a courier
company, it is always that the delivery schedule
is based on the delivery location.
93.Difference b/w LookUp and Master-Detail
Relationship?
Lookup relationship
Master-detail relationship
Loosely coupled.
Strongly coupled.
Roll-up summary field not available.
Roll-up summary field is available..
Parent record is not required when creating a
child record.
Parent record is required in order to save a
child record.
Lookup fields are not required on the page
layout of the detail record but if you make them
a required field, it is advised!
Master-detail field is always required on the
page layout of the detail record (because of the
point above).
Standard object record can be on the detail side
of a custom object in a lookup relationship.
Standard object record cannot be a child.
By default record ownership of child records is
not controlled by the parent.
The parent controls the record ownership of
child records. The owner field is not available
on the detail record in master-detail
relationship queues, sharing rules and manual
sharing is not possible for detail records as it
requires the owner field.
You can have a child record without a parent.
You cannot have a child record without a
parent.
You can have a maximum of 40 lookups on an
object.
You can have a maximum of two master details
on an object.
No cascade delete.
Cascade delete.
94.. What is a “Self Relationship”?
Self Relationship is nothing but creating
relationship between two same objects. This Self
Relationship is a Look-up Relationship to the same
object.
95. What is Roll-up summary?
Roll-Up Summary field in salesforce calculates
values from a set of related records.
96.List out the functions of Roll-up Summary
field ?
• Count : It calculates the total number
of related records.
• Sum : It totals the values of selected
fields.
• Min : Displays lowest value.
• Max : Displays the highest value.
97.What is Many-Many Relationship in Salesforce
?
• Many-Many Relationships between
two objects can be created.
• Junction Object is used to create
Many-Many Relationship.
• Junction object can also be called as
Join Object.
• Junction Object links each objects in
Many-Many Relationship.
98.What is Junction Object?
A child object which is having master detail
relationships with two different parent object is
called junction object.By using Junction Object
we can achieve Many to Many relationship.
Example:
Object1: Department
Object2: Project
Child Object: Employee
• Field1: Department (Master Detail
with Department )
• Field2: Project(Master Detail with
Project)
Note: From the above example we can say
Employee Object as Junction Object.
99. Can we create Master Detail relationship on
existing records?
Yes, It is possible to create Master-Detail
Relationship on existing record. First we have
to create Look-Up relationship to a record then
convert it to master-Detail Relationship.
100.Salesforce Administrator Limits for
Developer Edition
01. Max number of Custom Fields - 500
02. Max number of Custom Relationship Fields
- 40
03. Max number of Active Workflow Rules - 50
04. Max number of Total Workflow Rules - 500
05. Max number of Approval Processes - 500
06. Max number of Active Lookup Filters - 5
07. Max number of Active Validation Rules -
100
08. Max number of VLOOKUP Functions - 10
09. Max number of Sharing Rules (Both Owner
and Criteria-based) - 300
10. Max number of Sharing Rules (Criteria-
based Only) - 50
11. Max number of Custom Objects - 400
12. Max number of User Licenses - 2
13. Max number of Rollup Summary Fields - 25
14. Max number of Custom App - 10
15. Max number of Tabs - 100
16. Max number of Master Details Relationship
-2
17. Max number of Custom Report - 400
18. Max number of File attachment - 2GB
19. Max number of people you can add to chat -
10
20. Max number of HTML - 5MB, PDF - 25MB,
Word - 25MB, XLS - 5MB
21. Max number of a custom logo - 20KB
22. Max number of mass email to 5,000 external
email addresses per day
23. Max number of Active Flows - 500
24. Max number of Code coverage - 30,00,000
characters
25. Max number of Data storage - 20MB
26. Max number of Record Limit - 5MB
27. Max number of rows you can insert into a
custom object is 2,000
28. Max number of source report columns you
can map to target fields is 100.
29. Dynamic dashboards per org - 3
30. Report builder preview shows a maximum
of 20 rows for summary and matrix reports
and 50 rows for tabular.
31. Reports display a maximum of 2,000
records.
32. Summary and matrix reports display the
first 2,000 groupings when Show Details is
disabled.
33. Matrix reports display a maximum of
4,00,000 summarized values.
34. Matrix reports display a maximum of 2,000
groupings in the vertical axis when Show
Details is disabled.
35. Up to 5 metrics display in the Lightning
Experience report header.
36. In a joined report, each block can have up to
100 columns. A joined report can have up to 5
blocks.
37. You can add up to 10 custom summary
formulas to each block in a joined report.
38. A joined report can have a total of 50
custom summary formulas.
39. Each joined report can have up to 10 cross-
block custom summary formulas.
40. When you filter on standard long text area
fields, such as Description or Solution Details,
only the first 1000 characters of the field are
searched for matches in reports.
41. Summary fields on tabular, summary, and
matrix reports can display up to 21-digits.
42. Joined reports require that the new user
interface theme is enabled. Users without the
new theme are unable to create, edit, or run
joined reports.
43. Forecast reports include only opportunities
that are set to close within the forecast period,
except those assigned to the Omitted forecast
category.
44. A dashboard filter can have up to 50
options. By default, 10 options are enabled.
Contact Salesforce to extend your limit
45. Each dashboard can have up to 20
components.
46. A dashboard table or chart can display up
to 20 photos.
47. You must wait at least one minute between
dashboard refreshes.
48. You can add up to 1000 fields to each
custom report type.
49. The maximum number of rows you can
insert into a custom object is 2,000.
50. The maximum number of runs you can store
is 200.
51. The maximum number of source report
columns you can map to target fields is 100
52. You can only add report charts from the
enhanced page layout editor. The mini console
and the original page layout editor are not
supported.
53. On detail pages, users can refresh up to 100
report charts every 60 minutes.
54. Your org can refresh up to 3,000 report
charts every 60 minutes.
55. Each report can include up to five bucket
fields
56. Each bucket field can contain up to 20
buckets.
57. Each bucket can contain up to 20 values.
58. Bucket fields are available for use only in
the report where they’re generated. To use a
bucket in multiple reports, create the field for
each report, or create a separate formula field
for the object that’s dependent on the bucket.
101.In case of Master-Detail relationship, on
Update of master record can we update the field of
child record using workflow rule?
No
102. In case of Master-Detail relationship, on
Update of child record can we update the field of
Parent record using workflow rule?
Yes, we can update the field of Parent record
using workflow rule.
103.A custom object contains some records, now
my requirement is to create field in this object with
master detail relationship.
No. we can no create master detail relationship
first create look up relationship and associate
look fields for every parent record and then
convert this to Master detail relationship.
104.Can we create both master detail relationship
and Look-Up Relationship at a time?
Yes, we can create.
105. What will happen if we undelete the
deleted Junction Object?
Master – Detail Relationship data types will be
converted to look up relationship data types.
106.Is it possible to delete junction – Object in
case of Mater – Detail Relationship?
• If the parent objects don’t have Roll
up Summary fields for the child object then
we can delete.
• To delete a child object it should not
be referred in Apex Classes and Apex
Triggers.
• Later if we undelete the object,
Master detail fields on the junction objects
will be converted to look up Fields.Note:
• If we delete only Master – Detail
Relationship field from the child object and
undelete it from the Recycle Bin then it will
be converted to look up relationship.
• Parent Object we cannot delete
because it will be referred in the child
object.
107.For a junction object if we delete one of the
parent record what will happen to child
records?
Child records will be get deleted which are
related to Department as well as Project.
108.CAN CHILD RECORD BE A MASTER
TO SOME OTHER OBJECT?
A child of one master detail relationship cannot
be the parent of another.
109.CAN WE CREATE A MASTER DETAIL
ON STANDARD OBJECT?
No We Can’t Create Master detail relation to
Standard Objects, by default they are given
Relations to each other.
110.WHAT IS SECURITY SHARING ON THE
MASTER DETAIL RELATION?
The security settings for the master record
control the detail and sub detail records.
111.THE CHILD RECORDS WHICH ARE
DELETED WILL THEY GO TO
RECYCLEBIN?
A: Deleting a detail record moves it to the
Recycle Bin and leaves the master record intact;
deleting a master record also deletes related
detail and sub detail records. Undeleting a
detail record restores it, and Undeleting a
master record also undeletes related detail and
sub detail records. However, if you delete a
detail record and later, separately, delete its
master record, you cannot undelete the detail
record, as it no longer has a master record to
relate to.
112.CAN WE CREATE THE LOOKUP
RELATION ON STANDARD OBJECT?
A: Yes
113.WHAT IS PRIMARY MASTER?
The first master-detail relationship you create
on your junction object becomes the primary
relationship.
114.WHAT IS SECONDARY MASTER?
The second master-detail relationship you
create on your junction object becomes the
secondary relationship.
115.WHAT IS IMPORTANCE OF PRIMARY
MASTER?
Look and feel: The junction object's detail and
edit pages use the color and any associated icon
of the primary master object.
Record ownership: The junction object records
inherit the value of the Owner field from their
associated primary master record. Because
objects on the detail side of a relationship do
not have a visible Owner field, this is only
relevant if you later delete both master-detail
relationships on your junction object.
Division: If your organization uses divisions to
segment data, the junction object records
inherit their division from their associated
primary master record. Similar to the record
ownership, this is only relevant if you later
delete both master-detail relationships.

116.WHO IS THE OWNER FOR THE


JUNCTION OBJECT RECORD?
A: The junction object records inherit the value
of the Owner field from their associated
primary master record. Because objects on the
detail side of a relationship do not have a visible
Owner field, this is only relevant if you later
delete both master-detail relationships on your
junction object.
117.IF JUNCTION OBJECT CONTAIN 200
RECORDS RELATED TO A PARENT CAN
WE DELETE A CORRESPONDING
PARENT?
A: In a many-to-many relationship, a user can't
delete a parent record if there are more than
200 junction object records associated with it
and if the junction object has a roll-up
summary field that rolls up to the other parent.
To delete this object, manually delete junction
object records until the count is fewer than 200.
118.CAN JUNCTION OBJECT BE A PARENT
TO SOME OTHER OBJECT?
A: No, Because Detail Object can’t be a parent
to other Objects.
119.DOES AN OBJECT CAN HAVE BOTH
RELATIONSHIPS (LOOKUP
RELATIONSHIP &MASTER DETAIL
RELATIONSHIP) AT A TIME?
A: Yes, single object can have both relationships
at a time.
120.What is the difference between role
hierarchy and sharing rules? will both do the
same permissions?
Role Hierarchy states that higher hierarchy
person can see lower hierarchy person records.
Sharing Rule is used to extend Role Hierarchy.
121.Can you override profile permissions with
permission sets(i have defined some permissions
in profile,i am trying to use permission sets for
the same object,can i override permissions for a
particular object in the permission sets over to
the profile?
No. Permission Sets are used only to extend the
Profile permissions. It never overrides.
123.What is Report?
To summarize the information of an object we
use reports.
124.What are the types of Reports?
• Tabular (Displays records just like a
table)
• Summary (we can summarize the
information based on certain fields)
• Matrix (we can summarize the
information in two dimensional manner,
both rows and columns)
• Joined (we can summarize
information in different blocks on the same
object and the related objects)
125.What are Standard Reports?
Standard reports in salesforce are those
provided by salesforce.com. These type of
reports can not be deleted and used primarily
for creating custom reports.
126.What is Trend Report?
Trend reports in salesforce are those which
displays historical data. Trend reports are used
to analyse which fields contains data that we
want to leave out.
127.Who can run Reports?
In Salesforce.com, most reports run
automatically when we click on the report
name. If we want to run a report click on “Run
Report” to run automatically.
128.What is a bucket field in reports?
In salesforce reports, bucket fields are used to
categorize reports records. When we use bucket
field in reports there is no need of creating
formula or a custom field. The Bucket Field in
Salesforce is a valuable feature that allows you
to rapidly categorize values for a field in a
report without having to create a custom
formula field at the object level.

129.Is it possible to delete reports using Data


loader?
No, it is not possible to delete reports using data
loaders.
130.What are Dashboards?
Salesforce Dashboards are the graphical
representation and visual presentation of
reports data in salesforce.
131.What are the different Dashboard
Components?
Salesforce dashboard components are used to
represent data. Salesforce dashboards have
some visual representation components like
graphs, charts, gauges, tables, metrics and
visualforce pages. We can use up to 20
components in single dashboard.
132.What are dynamic Dashboards?
Dynamic Dashboards in salesforce are Created
to provide security settings for the dashboards
in salesforce.com. We may have a requirement
in an organization to “view all data” by every
user in an organization according to their
access we have to select Run as Logged-in User.
There are two setting option in Dashboards.
They are
• Run as specified User.
• Run as Logged-in User.
Run as specified User :- When we select this
option in dashboard , then the dashboard will b
visible to according to the settings of that
specified user.
Run as Logged-in User :- When the dashboard
settings are made to Run as Logged-in User,
then the Dynamics Dashboard runs according
to the settings of that user viewing the
dashboard.
133.Can we schedule dynamic dashboards?
No, we can not schedule dynamic dashboards
for refresh. It must be done manually.
134.Which type of report can be used for
dashboard components?
Summary reports and Matrix reports are used
for dashboard components.
135.Which permission is required to set the
running user other than you in dashboard?
The user must have “View All Data” permission
is required to set the running users.
136.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.
137.What is Analytical Snapshot in Salesforce.com
?
Analytical Snapshot in Salesforce are used to
create reports on historical data.
138.How many blocks we can create for join
reports?
5 blocks.
139.How many maximum groupings we can do for
summary, matrix and join reports?
3 groupings
140. How many records we can display on page
for a report?
We can display up to 2000 records on a page. If
more records are there to display we cannot see
those through user interface. If you export the
records to a excel sheet then you can export up
to to 50000 records.
141.What is Workflow?
Salesforce Workflow is a business logic that
evaluates the records as they are created,
updated in an object to apply automated
process like Assigning Tasks, Emails, Field
Update and outbound message sending.
142.Different Workflow Components available in
salesforce?
In salesforce.com. workflows consists of 5
components they are.
• Workflow rules.
• Workflow tasks.
• Workflow Email alerts.
• Workflow field updates.
• Workflow Outbound messages
143.What are the different workflow actions
available in Salesforce?
• Field update (we can update a field of
the same object or the fields of the parent
objects which are at master side in master-
detail relationship, only for master-detail
parent objects we can update the field and
for lookup we can't update)
• New email alert (we can send emails
if the criteria meets)
• New task (we can create new task)
• New outbound Message (we can
make a callout)
144.What is a Workflow Task?
Workflow tasks in salesforce are used to assigns
a task to users. Using tasks we can specify the
Subject, Status, Priority, and Due Date of the
task. Tasks are workflow & approval actions
that are triggered by workflow rules or
approval processes.
145.What is a Workflow Alert?
Email alert is one of the action used in
workflow and approval. They are used to
generate email template by a workflow rule or
approval process and sent to destination
recipients. We can send workflow email alerts
to users, contacts having an valid email address.
146.What is a Workflow Field Update?
Field updates in workflow and approval
processes specifies the field that we want
updated and inserting the new value for it.
Depending on the field type, we can choose the
following options. They are apply a specific
value, make the value blank, or calculate a
value based on a formula you create.
147.What is Time-Dependent Workflow?
Time dependent workflows are not executed
independently. Time dependent workflows
remain constant in the workflow queue as long
as the workflow rule criteria is valid.

148.Time-Dependent Workflow – Considerations?


When defining time dependent workflows in
salesforce we have to use standard and custom
date and date/time fields defined for the object.
• We have to specify time using days
and hours.
• Also add actions to existing time
triggers.
149.Limitations of Time-dependent workflow?
When defining time dependent workflows in
salesforce we have to use standard and custom
date and date/time fields defined for the object.
• We have to specify time using days
and hours.
• Also add actions to existing time
triggers.
150.In which criteria of a workflow – “time
dependent workflow action” cannot be created ?
Created, and every time it’s edited.
151.When you can’t add Time dependent action in
Workflow rule?
Time dependent actions in workflow rules can
not be added when the following actions takes
place.
• When workflow rule is active.
• When workflow rule is deactivated
and has pending actions in the queue.
• When the workflow rule criteria of
a record is set to: created, and every time
it’s edited.
• When the workflow rule is included
in a package.
152.We have a “Time Based Workflow” and there
is Action scheduled to be executed. If we
Deactivate the workflow, Scheduled actions will
be removed from queue or not?
Even after deactivating the the workflow, its
action will not be removed. It’s still active in
queue.
153.We have “Time Based Workflow” and there is
action scheduled to be executed. Can we delete
that workflow?
It is not possible to delete the workflow when
the workflow is having any pending time
dependent actions.
154.How to clear the Time based workflow action
queue?
We can clear time based workflow action queue
in two ways they are
• Make the criteria false.
• Removing scheduled actions from the
queue.
155.While creating workflow on Task, what
difference observed on available actions?
While creating workflow on task we can not
find “Send Email”action.
156.Difference between Trigger and Workflow?
157.What are the different kinds of evaluation
criteria’s in WFR(events)?
• Created
• Created and everytime edited to meet
the criteria
• Created and edited to subsequently
meet the criteria
158.What is the difference between Created and
everytime edited to meet the criteria and
Created and edited to subsequently meet the
criteria?
If we select 'Created and everytime edited to
meet the criteria' whenever we create a record
or edit a record if the criteria of the workflow
rule meets then it will trigger every time. If we
select 'Created and edited to subsequently meet
the criteria' -
• While creating the record criteria
meets so that workflow will fire and while
editing the record again criteria meets
workflow won't fire (meeting the criteria to
meeting the criteria)
• While creating the record criteria
doesn't meet so workflow won't fire and
while editing the record workflow criteria
meets then workflow will fire (not meeting
the criteria to meeting the criteria)
Conclusion: Previous state of record should be
not meeting criteria and current state of record
should be meeting the criteria then only in
current state workflow will fire.
159.What is immediate workflow action?
The action which will be performed
immediately after the record criteria meets.
160.What are the types of email templates?
• Text
• HTML (with letter head)
• Custom HTML (without letter head)
• Visual Force
161.What is recursive workflow rule? How to
avoid recursive workflow rules?
Whenever we enable Re-evaluate Workflow
Rules after Field Change checkbox in the Field
Update of a workflow rule, due to this field
update other workflow rules on the same object
will be fired if the entery criteria of those
workflow rules satisfied.
Incase, in other workflow rules also if we
enable Re-evaluate Workflow Rules after Field
Change checkbox in the Field Update recursive
workflow rules will come in some scenarios.
We can take two steps to avoid recursive workflow
rules -
• For the workflow Evaluation
Criteria if you choose created, and any time
it’s edited to subsequently meet
criteria option, we can avoid recursive
workflow rules.
• If you don't enable Re-evaluate
Workflow Rules after Field
Change checkbox in the Field Update of a
workflow rule we can avoid.
162. What is Approval Process?
If the criteria of the record meets then by
clicking on submit for Approval button user can
submit the record for approval (Note: Approval
history related list should be displayed on the
record detail page).
163.Scenario: After activating the approval
process, I want to add one more step. Is it
possible?
It’s not possible, to add one more step
deactivate the approval process and clone the
deactivated approval process and add the new
steps.
164.Whenever case is created send email to case
owner. How to do that?
We can do it using workflow.
165.What is Cross-Object Field Updates?
For all custom objects and some standard
objects, you can create actions where a change
to a detail record updates a field on the related
master record.
For example, in a custom recruiting application,
create a workflow rule that sets the status of an
application (the master object) to “Closed”
when a candidate (the detail object) accepts the
job. Or, for standard objects, create a rule to
change the status of a case from “Awaiting
Customer Response“ to “In Progress” when a
customer adds a case comment.
166.what is cross-object-formula-field?
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.
167.What happens if workflow rule has time
trigger set to past?
If a workflow rule has a time trigger set for a
time in the past, Salesforce queues the
associated time-dependent actions to start
executing within one hour. For example, if a
workflow rule on opportunities is configured to
update a field 7 days before the close date, and
you create an opportunity record with the close
date set to today, Salesforce starts to process the
field update within an hour after you create the
opportunity.
168.What happens if we change the rule criteria of
time based workflow and updated rule don’t match
the criteria?
Time-dependent actions remain in the workflow
queue only as long as the workflow rule criteria
are still valid. If a record no longer matches the
rule criteria, Salesforce removes the time-
dependent actions queued for that record.
169.We have a Time Based Workflow and there is
Action scheduled to be executed. If we Deactivate
the workflow, Scheduled actions will be removed
from queue or not?:
Even after deactivation of workflow, its action
will be active in queue.
170. We have Time Based Workflow and there is
action scheduled to be executed. Can we delete
that workflow?
If a workflow has any pending time dependent
action, then we cannot delete the workflow.

171. How to clear the Time based workflow action


queue?
1. Make criteria false for all those records.
2. Navigate to Set up -> Monitoring -> Time
Based Workflow, search for scheduled actions
and remove from queue.
172.What are the things which we can not do with
process builder in Salesforce?(Limitations)
• Deleting Records (Alternative:
Flows/Apex Trigger )
• Outbound Message (Alternative:
Workflow/Apex Trigger)
• Cloning a record (Alternative: Apex
Trigger)
• Updating unrelated records
(Alternative: Flows/Apex Trigger)
173.What Is a Process Builder?
Process Builder Salesforce is basically an
automated tool which allows you to control the
order of action or evaluate the criteria for a
record. It has eight actions associated with it:
• Creating records: This will allow you
to create a new record and create different
field values for a record.
• Updating records: You can update
one or more records which are somehow
related to the record that started the
process. This can be done either by
manually entering records or by using the
records from a related record.
• Posting on Chatter: Process Builder
allows you to post on Chatter for sharing
any information to any user.
• Quick action: If you already have
global actions or objects, within Salesforce,
you can use Quick action to use them in any
other record.
• Launch/trigger the flow: It is possible
for you to launch the flow from your process
to automate different processes.
• Submitting the record automatically for
approval: The record which started your
process can be submitted. Any other record
can’t be automatically submitted.
• Call/trigger Apex code: You can
invoke an Apex code which you have
already written within Salesforce.
• Invoking another process: This
action will actually invoke a process to
another process.
Process Builder in Salesforce supports three
types of processes for automation. These types
determine what will trigger the process:
• A record Change – Process starts
when a record is created or updated.
• A Platform event occurs – process
starts when platform event message is
received.
• It’s invoked by another process –
Process starts when something else, like
another process, invokes it.
Each of the above processes consists of:
• Associated criteria which will
determine when the action group will be
executed
• Action groups which comprise
• immediatwhate or sc
174.Topic on CUSTOM SETTING:-
What is Custom Setting?
Custom Settings are like custom objects. They
are generally used to create custom sets of data
and can be associated with an organization,
profile or a specific user. The visibility of the
custom setting can be controlled by marking it
as public or protected. Custom Settings data set
can be used in Formula fields, Validation rules,
flows, Apex and SOAP API.
Types of Custom Settings
In Salesforce we have two type of custom
settings
1) List Custom Settings
2) Hierarchy Custom Settings
List Custom Settings
Hierarchy Custom Settings
It provides a reusable set of static data which
can be accessed across your organization.
It uses a built-in hierarchical logic which lets
you personalize settings for a specific user or a
profile.
The data in List Custom Settings is directly
visible to any user in the org.
The data in Hierarchy Custom Settings checks
the organization, profile and user settings for
the current user and makes the data visible for
them accordingly.
-->> The main advantage of using Custom
Settings is that the data is cached, which enables
efficient access without the cost of repeated
queries to the database. One doesn’t have to use
SOQL queries which count against the governor
limits.
Accessing List Custom Setting data
We can access the data using the custom
settings methods. They are all instance methods,
that is, they are called by and operate on a
specific instance of a custom setting.
• To fetch the custom fields associated
with a list setting, use getAll() method. It
returns a map of data set names and custom
setting records
Map<String_data_set_name,
CustomSettingApiName> var =
CustomSettingApiName.getAll();
Eg: Map<String, Student__c> students =
Student__c.getAll();
• To fetch all the field values associated
with the specified dataset,
use getValues() method. This method can be
used for both list and hierarchy settings.
CustomSettingApiName var =
CustomSettingApiName.getValues(dataset_nam
e);
Eg: Student__c stud =
Student__c.getValues('John');
Accessing Hierarchy Custom Setting data
You can similarly try accessing the Hierarchy
Custom Setting data with the following methods.
• To return a custom setting data set
record for the current logged in user. Use
the getInstance() method.
CustomSettingApiName var =
CustomSettingApiName.getInstance();
• To return a custom setting data set
record for a specific userId/ProfileId, Use
the getInstance(userId/ProfileId) method.
CustomSettingApiName var =
CustomSettingApiName.getInstance(userId/Pro
fileId);
• To return the custom setting record
data set for the organization, Use
the getOrgDefaults() method
CustomSettingApiName var =
CustomSettingApiName.getOrgDefaults();
Note: To make the Custom Setting data visible
in your apex test class, use “seeAllData=true”.
Limits on Custom Settings
Here are a few limits that needs to be
considered before using Custom Settings
• We can have up-to 300 fields per
custom setting.
• Sharing a Custom Setting object or
record is not possible.
• Since the Custom Settings are a type
of custom object, each custom setting counts
against the total number of custom objects
available in your org.
• The total amount of cached data
allowed for your org is the lesser of these
two values:
• 10 MB
• 1 MB multiplied by the number of
full featured user licenses in your org.
For example, if your org has three full licenses,
you have 3 MB of custom setting storage. If
your org has 20 org licenses, you have 10 MB of
storage.
175.Topic on custom metedata:-
What are Custom Metadata Types?
Custom metadata type in salesforce is
customizable, deployable, packageable, and
upgradeable application metadata. Custom
metadata types are mainly used for app
configuration. Custom Metadata Types are
similar to Custom Settings in Salesforce, except
that they are deployable and packagable.
For example, you can use custom metadata
types for the following.
• Mappings—Create associations
between different objects, such as a custom
metadata type that assigns cities, states, or
provinces to particular regions in a country.
• Business rules—Combine
configuration records with custom
functionality. Use custom metadata types
along with some Apex code to route
payments to the correct endpoint.
• Master data—Let’s say that your org
uses a standard accounting app. Create a
custom metadata type that defines custom
charges, like duties and VAT rates. If you
include this type as part of an extension
package, subscriber orgs can reference the
master data.
• Whitelists—Manage lists, such as
approved donors and pre-approved vendors.
• Secrets—Store information, like API
keys, in your protected custom metadata
types within a package.
Here is list of Difference Between Custom Settings
and Custom Metadata Types
• Custom settings enable you to create
custom sets of data, as well as create and
associate custom data for an organization,
profile, or specific user. All custom settings
data is exposed in the application cache,
which enables efficient access without the
cost of repeated queries to the
database. Custom metadata are like custom
setting but records in custom metadata type
considered as metadata rather than data.
These are typically used to define
application configurations that need to be
migrated from one environment to another,
or packaged and installed.
• There are 2 types of custom setting
List and Hierarchy Custom setting. There
are no such types in custom metadata.
Custom metadata does not support
Hierarchy type of data based on user profile
or specific user.
• You can control the visibility of
custom setting by specifying it as public or
protected. If custom setting is marked as
protected, the subscriber organization will
not be able to access the custom setting. If it
is marked as public, then subscriber org can
also access it. You can control the visibility
of Custom Metadata Types by specifying it
as public or protected. If it is marked as
public type, then anyone can see it. If it is
marked as protected type, in the installed
managed package subscriber organization,
only Apex code in that managed package
can use it.
• Custom settings do not support
relationship fields. You can create lookups
between Custom Metadata objects.
• You can access custom setting data
using instance methods and can avoid
SOQL queries to database. With custom
metadata types, you can issue unlimited
Salesforce Object Query Language (SOQL)
queries for each Apex transaction.
• Custom metadata type are visible in
test class without “SeeAllData” annotation
but custom setting data is not visible.
• Custom metadata records are
deployable but custom setting data is not.
176. Difference between Error and Exceptions
The error indicates trouble that primarily
occurs due to the scarcity of system resources.
The exceptions are the issues that can appear at
runtime and compile time. It is not possible to
recover from an error. It is possible to recover
from an exception.
177. What is the difference between matching
rule and duplicate rule in Salesforce?
Matching Rules will identify 'what field' and
'how' to match. For example, 'Email Field,
Exact Match' or 'Account Name, Fuzzy Match'
They don't do anything on their own. Duplicate
Rules will use those Matching Rules to control
'when' and 'where' to find duplicates.
178. What is declarative and programmatic in
Salesforce?
– Declarative customizations can be made point
and click in a browser. – Programmatic
customizations are made with code. Declarative
customizations require an understanding of
Force.com concepts, but no coding knowledge.
179. Audit trail:- The Salesforce audit
trail tracks recent configuration changes that
you and other administrators have made in
the Salesforce organization

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