Questions
Questions
ADVANTAGES:-
• 5) Mobility. ...
• 8) Data security.
Dis-Advantages:-
2) security risks.
5) Lack of support.
1. Public Cloud.
2. Private Cloud.
4. Community Cloud.
5.What is Salesforce?
Salesforce
service
4. PAAS: Providing Force.com platform in which we can develop Apex
It is the Org where active paying users accessing business critical data
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.salesforce.com
1. Developer Sandbox
1. Group
2. Professional.
3. Enterprise.
4. Unlimited.
organization in salesforce.
1. Standard objects.
2. Custom Objects.
Standard Objects :- Standard objects are called so because they are created
Custom Objects :- Custom objects are those which are created by an User in
salesforce.com.
1. Custom Tabs.
2. Visualforce Tabs.
3. Web Tabs.
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
define what a user can do in Salesforce. Profile deals with CRED (Create,
Read, Edit and Delete) permissions over Apps, Tabs, sObjects, Fields, Record
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.
2. Standard User
3. Marketing User
4. Contract Manager
5. Solution Manager
6. System Administrator.
Custom Profiles: Custom ones defined by us. They can be deleted if there are no users assigned to that
particular one.
• Object Permission
• Field Permission
• User Permission
• Tab Settings
• App Settings
When you have set of permissions which needs to be shared with multiple users, then you can give all the users the
same profile.
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.
--- Role deals with authorization to access data. Roles are designed to
have a baseline visibility set for each object in your org, known as the ‘org
automatically grants record access to users above the record owner in the
Roles :- Using Roles we can provide record level access like organization
wide defaults, Role hierarchy, sharing rules and Manual sharing. Simply roles
Profiles :- Using Profiles we can proivde profile object level and field level
access can be made like general permissions, tab level permissions, read &
26.What is Database.com?
2. Solution manager.
3. Marketing User.
4. Read only.
5. System administrator.
access to transfer a record, then the user will have the ability to
API.
6. Fiscal years in Salesforce are used to define starting and ending date of
they are.
7. --> Standard fiscal year :- To change starting month of the fiscal year
8. --> Custom fiscal year :- We can set custom fiscal year dates like
quarters, weeks.
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
Data Type Can we define as Controlling field Can we define as Dependent field
Checkbox Yes No
---> Page layouts control the layout and organization of buttons, fields,
determine which fields are visible, read only, and required. Use page
types of users should see different picklist values and page layouts in
35.In how many ways can we store files, images and documents in
are.
1. Attachments.
2. Documents.
3. Google drive.
4. Libraries.
5. Chatter Files.
36.What are Static Resources?
force pages. Maximum data storage limit for static resource is 250mb.
audit dates like Last Modified dates etc are the standard indexed fields
in Salesforce.com.
audit dates like Last Modified dates etc are the standard indexed fields
in Salesforce.com.
Formula fields.
enabling Field History Tracking, you will see who made the change,
the date it was updated, and the previous value of the field.
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
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.
2. Event: It has certain time limit in that time only all persons should
assemble after the time limit over, event will get complete.
• ISNULL() works only for number data type fieds, if we don't populate
• ISNULL() won't support TEXT data type fields because text fields never
become null.
Record Types)
• Controller - Business Logic (Save, Edit, New, Cancel and Delete - upon
Data) --> Apps, Tabs, sObjects, fields, Apex Classes, Visualforce pages,
Salesforce
• 18 digit id is referenced through in the API and other 3rd party tools.
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.
An out-of-the-box is a feature or functionality of a product that works immediately after or even without any special
Validation Rules in Salesforce verify that the data entered by a user meets certain criteria before the user can save
the record.
to 7 in Winter-15)
(Asynchronous)
transaction – 100
(Synchronous) 60,000ms
(Asynchronous)
regardless of whether they're created within the Org or installed from the
of Salesforce.
Salesforce?
systems.
using Record Id. But if we want to update or upsert the record from
system. Sowe choose one field as ‘External ID’ in the Salesforce and
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
On the detail page without clicking on edit button we can edit particular field if
Enhanced lists give you the ability to quickly view, customize, and edit list data
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
create lead process. Without selecting the lead process we can't create the
• Without selecting the sales process we can't create the record type for
opportunity object
• To control the picklist values of the status field on the case object we
• Without selecting the support process we can't create the record type
65.What is web-to-lead?
The process of using a website form to capture visitor information
---->> On lead object we can generate the HTML code by selecting lead
--->>What is a Lead?
Leads are people who are interested in your product and service. Converting leads to loyal customers will
The daily limit for Web-to-Lead requests is 500 per day. If your
customer issues and inquiries. Cases are typically used to track and
Web to case forms are used to gather customers requests directly from
to lead Forms. By using web to case forms we can generate 50, 000
Text Area fields are not supported by salesforce.com for web to case
forms.
the workload among the team members who are sharing the workload.
store the records and users who are part of Queue can pick the record
and work.
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.
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
On case object we can create Escalation rule. Based on the priority we can send escalation mails.
In field level security, we control the user what to see, edit, delete of a
---->> Login hours are set in an organization to restrict the user’s who
unknown IP addresses.
Record Ownership : The User or Queue who controls and have the right
to access a record.
1. Users.
2. Queues.
• 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
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.
1. Roles
3. Sharing Rules.
4. Manual Sharing
5. Apex Managed sharing
6. View all.
7. Modify all.
2. Role Hierarchy.
3. Sharing Rules.
- Manual 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.Followthe steps for role hierarchy: Go to
Setup → find manage users' → roles → set up roles → click on ‘add role’
OWD:-
is also helpful in defining the user’s accessibility level to the user where
OWD settings /can be Public Read Only, Private, Public Read, and Write.
Follow the steps for OWD: Go to Setup → find the Security Controls →
Sharing Rules.
managed sharing.
Manual sharing:
We can see a button for manual sharing on the detail page of the record
controls → sharing settings → select the object and provide name and
Apex sharing:
Sharing object is available for each and every object in Salesforce. For
explain them?
No, we can create sharing rules for details objects because they don’t
enabled for standard objects and they cannot be changed. For custom
1. Private
2. Controlled by parent
4. Public Read/Write.
5. Public Read/Write/Transfer.
7. Use.
8. No Access.
9. View Only.
10. Hide Details.
1. Master-Detail relationship.
2. Look-up Relationship.
3. Many-to-Many Relationship.
4. External Relationship
It is the field in child object that has the relation with parent object. It
The Master Detail relationship is used when a user wants to manage the
Parent record is not required when creating a child Parent record is required in order to save a child
record. record.
Lookup fields are not required on the page layout of Master-detail field is always required on the page
the detail record but if you make them a required field, layout of the detail record (because of the point
it is advised! above).
You can have a child record without a parent. You cannot have a child record without a parent.
related records.
Example:
Object1: Department
Object2: Project
Note: From the above example we can say Employee Object as Junction
Object.
09. Max number of Sharing Rules (Both Owner and Criteria-based) - 300
20. Max number of HTML - 5MB, PDF - 25MB, Word - 25MB, XLS - 5MB
22. Max number of mass email to 5,000 external email addresses per day
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.
32. Summary and matrix reports display the first 2,000 groupings when
Show Details is disabled.
36. In a joined report, each block can have up to 100 columns. A joined
joined report.
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
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
forecast category.
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.
51. The maximum number of source report columns you can map to
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.
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.
No
102. In case of Master-Detail relationship, on Update of child record can
Yes, we can update the field of Parent record using workflow rule.
relationship and associate look fields for every parent record and then
Relationship at a time?
• If the parent objects don’t have Roll up Summary fields for the child
Apex Triggers.
• 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.
object.
107.For a junction object if we delete one of the parent record what will
Child records will be get deleted which are related to Department as well
as Project.
The security settings for the master record control the detail and sub
detail records.
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
delete its master record, you cannot undelete the detail record, as it no
OBJECT?
A: Yes
113.WHAT IS PRIMARY MASTER?
Look and feel: The junction object's detail and edit pages use the color
Record ownership: The junction object records inherit the value of the