1) Explain what is sales force?
Salesforce is a CRM delivered as a software-as-a-service (SaaS).
2) Explain what is a custom object in sales force?
Custom objects are just like the database tables. It stores data related to your company in Salesforce.com. Once you have defined custom object you can do following things like
3)Create custom fields
Associate the custom object with other records
In custom related lists, it display the custom object data
For custom object, records track events and tasks
Build page layouts
For the custom object create a custom tab
To analyze custom object data create dashboards and reports
Share your custom tabs, custom apps, custom objects and any other related components.
4) Mention changing what may cause data loss?
Data loss may cause due to following reasons
Changing data and date-time
Altering to percent,number and currency from other data types
Changing from multi-select picklist, checkbox, auto number to other types
Altering to multi-select picklist from any type except picklist
Changing to auto-number except from text
Changing from text-area to e-mail, phone, URL and text
5) How SaaS can be helpful to Sales force?
As SaaS is a subscription based, customers can always choose not to renew if they are dissatisfied. Customers can avoid a large initial investment in an IT infrastructure and day to day hustle of maintaining infrastructure. SaaS customer provides same provider infrastructure and also easy integration. SaaS applications use a simple internet interface that makes easier for customer to use.
SaaS always provide a latest platform to the customer with innovation.
7) Mention how many relationship is included in SFDC and what are they?
There are two types of relationships
Master detail relationship
Lookup relationship
8) Mention what is the difference between isNull and isBlank?
isNull: It supports for number field
isBlank: It supports for Text field
9) Explain what is the trigger?
Trigger is a code that is executed before or after the record is updated or inserted or deleted or undeleted.
10) Mention what is the use of the static resource in Salesforce?
With the help of static resources, you can upload zip files, images, jar files, JavaScript and CSS files that can be referred in a visual force page. The optimum size of static resources for an organization is 250 mB.
11) Mention what is the difference between force.com and Salesforce.com?
Force.com is PaaS (Platform as a Service) while Salesforce.com is SaaS ( Software as a Service).
12) Mention what are the actions available in workflow?
Actions available in workflow are
Email Alert
Task
Field Update
Outbound Message
13) Explain what is the limit of data.com records that can be added to Salesforce?
User can see their limit form setup, by clicking data.com administration/Users. From the data.com users section, user can see their monthly limit and how many records are exported during the month.
14) Mention what are the different types of custom settings in Salesforce?
Different types of custom settings in Salesforce includes
Hierarchy type
List type
15) Mention what are the three types of object relations in Salesforce?
Different types of object relations in Salesforce includes
One to many
Many to many
Master detail
16) Mention what are the different types of reports available in Salesforce?
Different types of reports available in Salesforce are
Tabular report: It displays the grand total in the table form
Matrix report: It is a detailed report in which the grouping is done based on both rows and columns
Summary report: It is a detailed form of the report in which the grouping is done based on columns
Joined report: With this two or more reports can be joined in the single reports
17) Is it possible to schedule a dynamic dashboard in Salesforce?
No, it is not possible to schedule a dynamic dashboard in Salesforce.
18) What does it indicate if an error state this “list has no rows for assignment”?
The error that tells “list has no rows for assignment” indicates that the list you are trying to access has no values in it.
19) Explain what the junction object is and what is the use?
Junction objects are used to build many-to-many relationships between objects. You can take a recruiting application example, where a position for a job can be linked to many candidates and in the same manner a candidate can be linked to the different positions. So, to connect this data model, you need a third party object, this object is referred as junction object. Here “job application” is the junction object.
20) Explain what is Audit trail?
Audit trail function is helpful in knowing the information or track all the recent setup changes that the administration does to the organization. It can store last 6 months data.
21) Explain what is dashboard?
Dashboard is the pictorial representation of the report, and we can add up to 20 reports in a single dashboard.
22) Explain how many controllers can be used in a visual force page?
As Salesforce comes under SaaS, one can use only one controller and as many extension controller.
23) Mention what is the difference between SOQL and SOSL?
SOQL ( Salesforce Object Query Language) SOSL (Salesforce Object Search Language)
SOQL:
Only one object at a time can be searched
Query all type of fields
It can be used in triggers and classes
DML operation can be performed on query results
SOSL:
Many objects can be searched at a time
Query only e-mail, phone and text
It can be used in classes but not in triggers
DML operation cannot be performed on search.
Salesforce is a CRM delivered as a software-as-a-service (SaaS).
2) Explain what is a custom object in sales force?
Custom objects are just like the database tables. It stores data related to your company in Salesforce.com. Once you have defined custom object you can do following things like
3)Create custom fields
Associate the custom object with other records
In custom related lists, it display the custom object data
For custom object, records track events and tasks
Build page layouts
For the custom object create a custom tab
To analyze custom object data create dashboards and reports
Share your custom tabs, custom apps, custom objects and any other related components.
4) Mention changing what may cause data loss?
Data loss may cause due to following reasons
Changing data and date-time
Altering to percent,number and currency from other data types
Changing from multi-select picklist, checkbox, auto number to other types
Altering to multi-select picklist from any type except picklist
Changing to auto-number except from text
Changing from text-area to e-mail, phone, URL and text
5) How SaaS can be helpful to Sales force?
As SaaS is a subscription based, customers can always choose not to renew if they are dissatisfied. Customers can avoid a large initial investment in an IT infrastructure and day to day hustle of maintaining infrastructure. SaaS customer provides same provider infrastructure and also easy integration. SaaS applications use a simple internet interface that makes easier for customer to use.
SaaS always provide a latest platform to the customer with innovation.
7) Mention how many relationship is included in SFDC and what are they?
There are two types of relationships
Master detail relationship
Lookup relationship
8) Mention what is the difference between isNull and isBlank?
isNull: It supports for number field
isBlank: It supports for Text field
9) Explain what is the trigger?
Trigger is a code that is executed before or after the record is updated or inserted or deleted or undeleted.
10) Mention what is the use of the static resource in Salesforce?
With the help of static resources, you can upload zip files, images, jar files, JavaScript and CSS files that can be referred in a visual force page. The optimum size of static resources for an organization is 250 mB.
11) Mention what is the difference between force.com and Salesforce.com?
Force.com is PaaS (Platform as a Service) while Salesforce.com is SaaS ( Software as a Service).
12) Mention what are the actions available in workflow?
Actions available in workflow are
Email Alert
Task
Field Update
Outbound Message
13) Explain what is the limit of data.com records that can be added to Salesforce?
User can see their limit form setup, by clicking data.com administration/Users. From the data.com users section, user can see their monthly limit and how many records are exported during the month.
14) Mention what are the different types of custom settings in Salesforce?
Different types of custom settings in Salesforce includes
Hierarchy type
List type
15) Mention what are the three types of object relations in Salesforce?
Different types of object relations in Salesforce includes
One to many
Many to many
Master detail
16) Mention what are the different types of reports available in Salesforce?
Different types of reports available in Salesforce are
Tabular report: It displays the grand total in the table form
Matrix report: It is a detailed report in which the grouping is done based on both rows and columns
Summary report: It is a detailed form of the report in which the grouping is done based on columns
Joined report: With this two or more reports can be joined in the single reports
17) Is it possible to schedule a dynamic dashboard in Salesforce?
No, it is not possible to schedule a dynamic dashboard in Salesforce.
18) What does it indicate if an error state this “list has no rows for assignment”?
The error that tells “list has no rows for assignment” indicates that the list you are trying to access has no values in it.
19) Explain what the junction object is and what is the use?
Junction objects are used to build many-to-many relationships between objects. You can take a recruiting application example, where a position for a job can be linked to many candidates and in the same manner a candidate can be linked to the different positions. So, to connect this data model, you need a third party object, this object is referred as junction object. Here “job application” is the junction object.
20) Explain what is Audit trail?
Audit trail function is helpful in knowing the information or track all the recent setup changes that the administration does to the organization. It can store last 6 months data.
21) Explain what is dashboard?
Dashboard is the pictorial representation of the report, and we can add up to 20 reports in a single dashboard.
22) Explain how many controllers can be used in a visual force page?
As Salesforce comes under SaaS, one can use only one controller and as many extension controller.
23) Mention what is the difference between SOQL and SOSL?
SOQL ( Salesforce Object Query Language) SOSL (Salesforce Object Search Language)
SOQL:
Only one object at a time can be searched
Query all type of fields
It can be used in triggers and classes
DML operation can be performed on query results
SOSL:
Many objects can be searched at a time
Query only e-mail, phone and text
It can be used in classes but not in triggers
DML operation cannot be performed on search.
24).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)
25).What is the difference between public cloud and private cloud? Is salesforce.com is a public cloud or private cloud?
Public Cloud: Could services are provided “as a service” over the Internet with little or no control over the underlying technology infrastructure. More than one tenant can use the same resources.
Private Cloud: This also offers activities and functions “as a service” but is deployed over a company intranet or hosted datacenter. This is private product for a company or organization offering advance security.
Salesforce.com: Is a public cloud as it is hosted on salesforce.com data centers and data of more than one tenant resides on same servers.
26).What is Salesforce?
Salesforce is a web based tool .Salesforce by following the Cloud Computing approach, providing SAAS and PAAS
SAAS: Providing Sales, Marketing and 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
27). What is Production?
We should not make coding changes in production since end-users are using the application from production environment.
production url :- login.salesforce.com
28).What is Sandbox ?
To make any changes for the exiting application we should copy all contents of the production into sandbox and make all changes after that test thoroughly and move those changes into production.
To create the sandbox, in production we can find one link called sandboxes. by clicking on that link we can create the sandbox by choosing type of the sandbox.
sandbox url :- test.salesforce.com
29). What are the types of Sandboxes?
- > Developer Sandbox :
* It copy only configuration changes from the production
* It won’t copy real time data
* We can test the configuration changes with sample data
* Sample data limit is 200mb
* Refresh time interval is one day
* If we refresh all the sandbox contents will be replaced with production contents
-> Developer pro sandbox:
* Copy configuration changes
* No real time data
* Sample data limit is 1GB
* Refresh time interval one day
-> Partial data sandbox
* Copy configuration changes
* Copy certain amount of real time data
* Real time data limit is 5GB
* For each table it can copy maximum of 10k records
* Refresh interval 5 days
-> 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
30) What are different kinds of reports?
-> Tabular: Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total. They can’t be used to create groups of data or charts, and can’t be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.
-> Summary: Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner. Summary reports with no groupings show as tabular reports on the report run page.
-> Matrix: Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.
-> Joined: Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “subreport,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.
31) What are different kinds of dashboard component?
-> Chart: Use a chart when you want to show data graphically.
-> Gauge: Use a gauge when you have a single value that you want to show within a range of custom values.
-> Metric: Use a metric when you have one key value to display.
* Enter metric labels directly on components by clicking the empty text field next to the grand total.
* Metric components placed directly above and below each other in a dashboard column are displayed together as a single component.
-> Table: Use a table to show a set of report data in column form.
-> Visualforce Page: Use a Visualforce page when you want to create a custom component or show information not available in another component type.
-> Custom S-Control: Custom S-Controls can contain any type of content that you can display or run in a browser, for example, a Java applet, an ActiveX control, an Excel file, or a custom HTML Web form
32) What actions can be performed using Workflows?
Following workflow actions can be performed in a workflow:
-> Email Alert:
Email alerts are workflow and approval actions that are generated using an email template by a workflow rule or approval process and sent to designated recipients, either Salesforce users or others. Workflow alerts can be sent to any user or contact, as long as they have a valid email address.
-> Field Update:
Field updates are workflow and approval actions that specify the field you want updated and the new value for it. Depending on the type of field, you can choose to apply a specific value, make the value blank, or calculate a value based on a formula you create.
-> Task:
Assigns a task to a user you specify. You can specify the Subject, Status, Priority, and Due Dateof the task. Tasks are workflow and approval actions that are triggered by workflow rules or approval processes
-> Outbound Message:
An outbound message is a workflow, approval, or milestone action that sends the information you specify to an endpoint you designate, such as an external service. An outbound message sends the data in the specified fields in the form of a SOAP message to the endpoint.
33)What are groups in SFDC and what is their use?
Groups are sets of users. They can contain individual users, other groups, the users in a particular role or territory, or the users in a particular role or territory plus all of the users below that role or territory in the hierarchy.
There are two types of groups:
Public groups: Only administrators can create public groups. They can be used by everyone in the organization.
Personal groups: Each user can create groups for their personal use.
You can use groups in the following ways:
-> To set up default sharing access via a sharing rule.
-> To share your records with other users.
-> To specify that you want to synchronize contacts owned by others users.
-> To add multiple users to a Salesforce CRM Content library.
-> To assign users to specific actions in Salesforce Knowledge.
34)What is Visualforce View State?
Visualforce pages that contain a form component also contain an encrypted, hidden form field that encapsulates the view state of the page. This view state is automatically created, and as its name suggests, it holds the state of the page – state that includes the components, field values and controller state.
- > Minimize number of form on a page. Use apex:actionRegion instead of using 2 or more forms.
-> Refine your SOQL to only retrieve the data needed by the page.
-> All public and private data members present in Standard,Custom and Controller extensions are saved.
-> The transient variables are not passed to view state and therefore not stored in View State.
35) Which objects can be imported by Import Wizard?
Following objects can be imported using import wizard.
Accounts
Contacts
Leads
Solutions
Custom Objects
36)What is Profile and Components?
Profile contains user permissions and access settings that control what users can do within their organization.
A collection of settings and permissions that define how a user accesses records
– Determines how users see data and what they can do with in the application.
– A profile can have many users, but a user can have only one profile.
Profiles Components:
-> Which standard and custom apps users can view
-> Which tabs users can view
-> Which record types are available to users
-> Which page layouts users see
-> Object permissions that allow users to create, read, edit and delete records
-> Which fields within objects users can view and edit
-> Permissions that allow users to manage the system and apps within it.
-> Which Apex classes and Visualforce pages users can access
-> Which desktop clients users can access
-> The hours during which and IP addresses from which users can log in.
-> Which service providers users can access (if Salesforce is enabled as an identity provider)
37). What is Permission Set?
Permission Set represents a set of permissions that’s used to grant additional access to one or more users without changing their profile or reassigning profiles. You can use permission sets to grant access, but not to deny access.
Every Permission Set is associated with a user license. You can only assign permission sets to users who have the same user license that’s associated with the permission set. If you want to assign similar permissions to users with different licenses, create multiple permission sets with the same Permissions, but with different licenses.
Permission sets include settings for:
-> Assigned apps
-> Object settings, which include:
* Tab settings
* Object permissions
* Field permissions
-> App permissions
-> Apex class access
-> Visualforce page access
-> System permissions
-> Service providers (only if you’ve enabled Salesforce as an identity provider)
38).Profile Vs Permission Sets Permissions and Access Settings?
1. User permissions and access settings specify what users can do within an organization.
2. Permissions and access settings are specified in user profiles and permission sets. Every user is assigned only one profile, but can also have multiple permission sets.
3. When determining access for your users, it’s a good idea to use profiles to assign the minimum permissions and access settings for specific groups of users, then use permission sets to grant additional permissions.
39).What are the Standard Profiles available in Salesforce?
-> Standard User – Can view, edit, and delete their own records
-> Solution Manager – Standard User permissions + Can manage published solutions + Can manage categories
-> Marketing User – Standard User permissions + Can import leads for the organization
-> Contract Manager – Standard User permissions + Can edit, approve, activate and delete contracts
-> Read-Only – Can only view records
-> System Administrator – “Super User,” can customize and administer the application
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