SALESFORCE

Salesforce Is A  global Web-based Software And Cloud Computing Company Best Known For Its Customer Relationship Management (CRM) Product.


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 nothing but database tables. It stores data related to your company in Salesforce.com.
Once you have defined custom object you can do following things like

  • 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

3.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

4.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.

5.Mention how many relationship is included in SFDC and what are they?

There are two types of relationships

  • Master detail relationship
  • Lookup relationship

6.Mention what is the difference between isNull and isBlank?

  • isNull: It supports for number field
  • isBlank: It supports for Text field

7.Explain what is object relationship overview?

Object relationship overview in Salesforce is used to link custom object records to standard object records in
a related list. In simple words, it is helpful to track product defects associated with customer cases. You can
define different types of relationship by creating custom relationship fields on an object.

8.How sales force is useful in tracking sales?

Sales force records all the basic details like the number of customers served daily, daily sales volume, sales
manager detailed reports, sales numbers in each month or quarter. Also, it keeps a track on the repeat
customer, which is key to success for any sales organization.

9.Explain what is the trigger?

Trigger is a code that is executed before or after the record is updated or inserted.

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)

1. Only one object at a time can be
searched

1. Many objects can be searched at a
time

2. Query all type of fields

2. Query only e-mail, phone and text

3. It can be used in triggers and

Classes

3. It can be used in classes but not in

triggers

4. DML operation can be performed

on query results

4. DML operation cannot be

performed on search result

24.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.

25.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 “sub?report,” with its own fields, columns, sorting, and filtering. A joined report can even
contain data from different report types.

26.What are different kinds of dashboard component?

1. Chart: Use a chart when you want to show data graphically.

2. Gauge: Use a gauge when you have a single value that you want to show within a range of custom values.

3. 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.

4. Table: Use a table to show a set of report data in column form.

5. Visualforce Page: Use a Visualforce page when you want to create a custom component or show
information not available in another component type

6. 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

27.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

28.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.

Note:

  • 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.

29.Which objects can be imported by Import Wizard?

Following objects can be imported using import wizard.

  • Accounts
  • Contacts
  • Leads
  • Solutions
  • Custom Objects

30.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 within 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
  • JOBSMATE.COM
  • 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)

31.What is PermissionSet?

PermissionSet 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 PermissionSet 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
  • JOBSMATE.COM
  • Field permissions
  • App permissions
  • Accounts
  • Contacts
  • Leads
  • Solutions
  • Custom Objects

32.What are the Standard Profiles available in Salesforce?

Six (6) Standard Profiles (EE/UE and PE)

  • 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

33.What is the Force.com Platform?

– Customize, integrate and create enterprise applications as a service and without software.

– Customize standard applications provided by salesforce.com or build their own on?demand applications

– Group standard and custom tabs into new custom applications

34.Salesforce Editions?

– Personal Edition

– Contact Manager

– Group Edition

– Professional Edition

– Enterprise Edition

– Unlimited Edition

– Developer Edition

35.What about Web?to?Lead and Web?to?Case?

A lead or case record created through Web?to?Lead or Web?to?Case will set the record type to that of the
default lead owner or automated case user (optional)

36.On which tabs can I create multiple record types?

Multiple record types may be created for every tab, with the exception of the Home, Forecasts,
Documents, and Reports tabs.

37.What happens if I need to add a picklist value?

You will be prompted to select which record types should include the new value.

38.What is Field?Level Security?

Defines users’ access to view and edit specific fields in the application.

39.What is a Fiscal Year in Salesforce?

-Used for an organizations financial planning

– Usually a year in length

– Impacts forecasts, quotas and reports

Salesforce allows two types:

–Standard Fiscal Years are periods that follow the Gregorian calendar, but can start on the first day of any

month of the year. (A Gregorian Year is a calendar based on a 12 Month Structure and is used throughout
much of the world.)

–Custom Fiscal Years are for companies that break down their fiscal years, quarters and weeks in to custom
fiscal periods based on their financial planning requirements.

  • Forecasting can NOT be used with Custom Fiscal Years
  • Customizable Forecasting must be enabled for use with Custom Fiscal Years

40.What is a Business Process?

Allows you to track separate sales, support, and lead lifecycles across different divisions, groups, or
markets

Available Business Processes:

– Sales Processes – Create different sales processes that include some or all of the picklist values available
for the Opportunity Stage field

– Support Processes – Create different support processes that include some or all of the picklist values
available for the Case Status field

– Lead Processes – Create different lead processes that include some or all of the picklist values available for
the Lead Status field

– Solution Processes – Create different solution processes that include some or all of the picklist values
available for the Solution Status field

41.What is a User Record?

– Key information about a user

– Each has its own unique username

– User logs in with username and password

– Users can be active or inactive; an active user uses a license

– Users are associated with a Profile

– Users are usually associated with a Role

42.What is a Record Owner?

– The user (or queue for Cases and Leads) who controls or has rights to that particular data record

– An Owner has the following special privileges:

• View and edit capabilities

• Transfer capability – change ownership

• Deletion capabilities

– Important assumption: Object permissions enabled

– The Account Owner, Opportunity Owners and Case Owners may or may not be the same user.

43.What are Organization Wide Defaults?

– Defines the baseline level of access to data records for all users in the Organization (not including records
owned by the user or inherited via role hierarchy)

– Used to restrict access to data

Access levels:

?Private

?Public Read/Write

?Public Read/Write/Transfer

?Controlled by Parent

?Public Read Only

44.Best Practices of Creating Contact Sharing Rules?

– Account Org?Wide Default must be set to at least “Public Read Only” in order to set the Contact Org?Wide
Default to “Public Read/Write”.

– To share ALL contacts in the system with a group of users or a specific role, create a sharing rule that uses
the “All Internal Users” (or “Entire Organization”) public group as the owned by option.

– Use “Roles and Subordinates” over “Roles” where possible to minimize the number of sharing rules.

45.What is Manual Sharing?

– Granting record access, one?off basis

– Owner, anyone above owner in role hierarchy and administrator can manually share records

– Available on Contacts, Leads, Cases, Accounts and Opportunity records and Custom Objects

– Like sharing rules, irrelevant for Public Read/Write organizations