1. What is Cloud Computing?
Cloud computing is a general term for the delivery of hosted services over the internet.
i.e.: You are probably using cloud computing right now, even if you don’t realize it. If you use an online service to send email, edit documents, watch movies or TV, listen to music, play games or store pictures and other files, it is likely that cloud computing is making it all possible behind the scenes.
2. What are Saas, Paas, and Iaas?
SaaS (Software as a Service) model you are provided with access to application software often referred to as "on-demand software". You don't have to worry about the installation, setup, and running of the application. The service provider will do that for you. You just have to pay and use it for some client. Examples: Salesforce.com, Google Apps, Microsoft Office 365.
PaaS (Platform as a Service), as the name suggests, provides you computing platforms which typically includes an operating system, programming language execution environment, database, web server etc. Examples: AWS Elastic Beanstalk, Windows Azure, Heroku, Force.com, Google App Engine, Apache Stratos.
IaaS (Infrastructure as a Service), as the name suggests, provides you the computing infrastructure, physical or (quite often) virtual machines and other resources like virtual-machine disk image library, block and file-based storage, firewalls, load balancers, IP addresses, virtual local area networks etc. Examples: Amazon EC2, Windows Azure, Rackspace, Google Compute Engine.
3. What are the Advantages of Cloud Computing?
Cost Savings: Perhaps, the most significant cloud computing benefit is in terms of IT cost savings. Businesses, no matter what their type or size, exist to earn money while keeping capital and operational expenses to a minimum. With cloud computing, you can save substantial capital costs with zero in-house server storage and application requirements. The lack of on-premises infrastructure also removes their associated operational costs in the form of power, air conditioning, and administration costs. You pay for what is used and disengage whenever you like - there is no invested IT capital to worry about. It’s a common misconception that only large businesses can afford to use the cloud, when in fact, cloud services are extremely affordable for smaller businesses.
Reliability: With a managed service platform, cloud computing is much more reliable and consistent than in-house IT infrastructure. Most providers offer a Service Level Agreement which guarantees 24/7/365 and 99.99% availability. Your organization can benefit from a massive pool of redundant IT resources, as well as quick failover mechanism - if a server fails, hosted applications and services can easily be transited to any of the available servers.
Manageability: Cloud computing provides enhanced and simplified IT management and maintenance capabilities through central administration of resources, vendor managed infrastructure and SLA backed agreements. IT infrastructure updates and maintenance are eliminated, as all resources are maintained by the service provider. You enjoy a simple web-based user interface for accessing software, applications, and services – without the need for installation - and an SLA ensures the timely and guaranteed delivery, management and maintenance of your IT services.
Strategic Edge: Ever-increasing computing resources give you a competitive edge over competitors, as the time you require for IT procurement is virtually nil. Your company can deploy mission-critical applications that deliver significant business benefits, without any upfront costs and minimal provisioning time. Cloud computing allows you to forget about technology and focus on your key business activities and objectives. It can also help you to reduce the time needed to market newer applications and services.
4. What is CRM?
CRM = Customer Relationship Management A CRM system is a business tool that allows you to manage all your customers, partners and prospects information all in one place. The Sales Cloud (Salesforce.com’s CRM system) is a secure cloud based CRM system that can help every part of your business get a 360 degree view of your customer.
For example, it helps: sales teams close deals faster marketing manage campaigns and track lead generation service call centres reduce the time to resolve customer complaints
5. What is Salesforce?
Salesforce is the world’s #1 Customer Relationship Management (CRM) platform. Our cloud-based applications for sales, service, marketing,analytics,App,IOT and more don’t require System expert or advanced infrastructure to handle it's based on Saas-simply log in and start connecting to customers in a whole new way.
6. What is the diffrence between Salesforce.com and force.com?
Salesforce.com = Company and the pre-built applications offered by the company, most notably the CRM software it is basically software-as-a-service (SaaS).
Force.com = Platform-as-a-Service (PaaS) offering from the same company that allows you to build your own applications and/or customize the standard applications.
7. What is out of box functionality in Salesforce?
Out of the box, functionality means the standard capabilities that are available in a Salesforce.com. i.e. Salesforce provides a lot of features that are available for the users to use directly without making any changes. This, of course, varies by the edition of Salesforce. i.e. there are features like Standard Reports, Standard dashboards, page layouts, standard objects and standard fields, administrative features etc. which can be directly used without any modification.
8. Explain what is custom objects in salesforce?
Custom objects are objects that you create to store information that’s specific to your company or industry. For DreamHouse, D’Angelo wants to build a custom Property object that stores information about the homes his company is selling.
9. How can you define Field Dependency?
Field dependency means controlling a fields value based on the other field value. For Example: thier are two fields called country and state. I want to display only state related to specific selected country when i select country.
10. How many custom fields can I created in an object?
It's based on the salesforce edition
Professional Edition: 100
Enterprise Edition: 500
Developer Edition: 500
Unlimited and Performance Edition: 800
11. What is sales cloud in salesforce?
"Sales Cloud" refers to the "sales" module in salesforce.com. It includes Leads, Accounts, Contacts, Contracts, Opportunities, Products, Price books, Quotes, and Campaigns (limits apply). It includes features such as Web-to-lead to support online lead capture, with auto-response rules.
12. What is service cloud in salesforce?
Salesforce Service Cloud is a customer relationship management (CRM) platform for customer service and support, based on the company's CRM software for sales professionals.
13. What is analytics cloud in salesforce?
Salesforce Wave Analytics, also called Analytics Cloud, is a business intelligence (BI) platform from Salesforce.com that is optimized for mobile access and data visualization.
14. What is marketing cloud in salesforce?
Salesforce Marketing Cloud is a customer relationship management (CRM) platform for marketers that allows them to create and manage marketing relationships and campaigns with customers.
15. Describe Sales process in Salesforce?
The Sales Process. Every company is unique, but all companies want to find, sell to, and keep customers. Salesforce has the tools you need to grow your pipeline and make more sales. Salesforce features designed to support your sales process include leads, campaigns, products, pricebooks, opportunities, and quotes.
For more information
16. What is Multitenant environment?
Multitenancy is the fundamental technology that clouds use to share IT resources cost-efficiently and securely. Just like a bank—in which many tenants cost-efficiently share a hidden, common infrastructure, yet utilize a defined set of highly secure services, with complete privacy from other tenants—a cloud uses multitenancy technology to share IT resources securely among multiple applications and tenants (businesses, organizations, etc.) that use the cloud. Some clouds use virtualization-based architectures to isolate tenants; others use custom software architectures to get the job done.
17. What is Validation rule?
Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False”. Validation rules also include an error message to display to the user when the rule returns a value of “True” due to an invalid value.
18. What are Governor limits?
Since salesforce runs in multitenant environment and order to have some performance to the database, it has imposed some run time limits called governor limits.
There are many types of governor limits like pre transaction limits, force.com platform apex limits, static apex limits and many other limits.
For more information
19. What is a queue?
Queues help your teams to manage service contracts, cases, leads and custom objects. Once records are placed in a queue manually or through an automatic case or lead assignment rule, records remain there until they're assigned to a user or taken by one of the queue members.
Example for: you have a team of Sales Users who will work on Leads. You might get a lot of leads from an integration, and not have time to manually assign each one to a specific Sales User. In this very common case, you'd simply assign the leads to a Queue, then add your Sales Reps as Queue Members so they can pick and choose the leads they want from this Queue.
20. What is a group?
A group consists of a set of users. A group can contain individual users, other groups, or the users in a particular role or territory. It can also contain the users in a particular role or territory plus all the users below that role or territory in the hierarchy.
Available in: both Salesforce Classic and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions
There are two types of groups.
Public groups
Administrators and delegated administrators can create public groups. Everyone in the organization can use public groups. For example, an administrator can create a group for an employee carpool program. All employees can then use this group to share records about the program.
Personal groups
Each user can create groups for their personal use. For example, users might need to ensure that certain records are always shared within a specified workgroup.
21. What is auto-response rule?
Auto response rule is a set of conditions for sending automatic email responses to lead or case submissions based on the attributes of the submitted record. Applicable leads include those captured through a Web-to-Lead form.
22. What is assignment rules?
Create assignment rules to automate your organization's lead generation and support processes. Lead Assignment Rules—Specify how leads are assigned to users or queues as they are created manually, captured from the web, or imported via the Data Import Wizard.
23. At the same time can we activate two assignment rule?
At a time only one assignment rule can be active for an Org.
24. What is escalation rule?
Case escalation rules are used to reassign and optionally notify individuals when a case is not closed within a specified time period.
25. What is service console?
Service Cloud Console is a Salesforce application that is designed for users in a fast-paced environment that need to find, update, and create records quickly. SCC introduces a tabbed environment in which users are able to look at different groupings of records in one screen via a Secondary and Primary tab.
26. What are web-to-lead and web-to-case?
A web-to-lead form is an essential component of marketing and sales automation. Its purpose is to capture data submitted by website visitors, such as contact information and product interest, and store it as a “Lead” record in a CRM product, in this case Salesforce.com.
This can help your organization respond to customers faster, improving your support team's productivity. ▪ Web To Case is a means by which you can post a simple, unauthenticated web page that allows your customers. to submit cases directly to your Salesforce.com instance.
27. What is a relationship in Salesforce?
Object Relationships in Salesforce. A relationship is a bi-directional association between two objects. Relationships allows us to create links between one object and another.
28. How many types of relationship in salesforce?
Master-detail relationship
Lookup relationship
Self-relationship
External lookup relationship
Indirect lookup relationship
Many-to-many relationship (junction object)
Hierarchical relationship
29. What is the difference between Lookup and Master-detail relationship?
Master – Detail Relationship :
(1) If we delete master records then detail (Child) records are deleted. (2) It creates the parent(master) child(Detail) relationship between objects. (3) Child records do not have Owner fields it takes parents records owner as child records owner. (4) We can have maximum 2 master details on an object
Look up relationship :
(1) Look up relationship creates relations between two objects. (2) If we delete any object then other object is not deleted. (3) We can have maximum 25 lookup on an object.
30. List out the characteristics and functions of Roll-up summary field?
A roll-up summary field calculates values from related records, such as those in a related list. You can create a roll-up summary field to display a value in a master record based on the values of fields in a detail record. The detail record must be related to the master through a master-detail relationship. For example, you want to display the sum of invoice amounts for all related invoice custom object records in an account’s Invoices related list. You can display this total in a custom account field called Total Invoice Amount.
31. Can we have Roll up Summary fields in case of Parent-Child Relationships?
Roll-Up summary fields are a great way to perform calculations on a set of detail records in a master-detail relationship. For instance, if you have a sales order you can create a roll-up summary field to display the sum total of all sales order items (related detail records) for the sales order. The one drawback regarding roll-up summary fields is that they only work for master-details relationships. If you have a lookup relationship to your detail records from your sales order, then roll-up summary fields are not available.
32. Can we convert the look up relationship to Master Detail relationship? If so How can we convert?
Yes we can. Create the look up relationship and populate that field in all the records. After that you can convert the look up to master detail. This is because the master detail field is basically mandatory on the child record. So unless you specify values in all the records , you wont be allowed to convert the look up to masterdetail.
33. Can we create Master Detail relationship on existing records?
We can't create a master-detail relationship if the custom object already contains data. You can, however, create the relationship as a lookup and then convert it to master-detail if the lookup field in all records contains a value.
34. In case of Master-Detail relationship, on Update of master record can we update the field of child record using workflow rule?
Currently workflows dont support this. You can only update child to parent in case of master-detail relationship.
35. 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.
36. What happens to detail record when master record is deleted?
When master Record is deleted, it’s detail records are also deleted.
37. What is Junction object in Salesforce?
In salesforce, Junction Object are the part of the objects which joins one object to another. These are specially used to join many objects in Many to Many relationships.
38. Tell me the name of two standard junction object in Salesforce?
1. OpportunityLineItem
2. PriceBookEntry
39. What is Profile?Name some Standard profile available in Salesforce?
A profile is a group/collection of settings and permissions that define what a user can do in salesforce. A profile controls “Object permissions, Field permissions, User permissions, Tab settings, App settings, Apex class access, Visualforce page access, Page layouts, Record Types, Login hours & Login IP ranges.
(1) System Administrator
(2) Standard User
(3) Marketing User
(4) Read Only
(5) Chatter Free User
40. Two users can have the same profile in Salesforce?
Yes
41. One users can have the two role in Salesforce?
No
42. What is Permission set?
A permission set is a collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles.
Always remember permision set only extend the permision it's not restrict any user.
43. What is Owd?
OWD is the default access level on records for any object in the sales force, This is baseline security.
For custom objects, we can see below access levels -
Private
Public Read-only
Public Read/Write
By default after creating custom object OWD access level is Public Read/Write.
Private: only owner and above hierarchy users can have Read/Write access and below hierarchy users don't have any access.
Public Read-only: only owner and above hierarchy users can have Read/Write access and below hierarchy users can have only Read-Only access.
Public Read/Write: Irrespective of role hierarchy every one can have Read/Write permissions on the records.
44. What is role?
Role control record level access can be controlled by Role. Depending on your sharing settings, roles can control the level of visibility that users have into your organization’s data. Users at any given role level can view, edit, and report on all data owned by or shared with users below them in the hierarchy, unless your organization’s sharing model for an object specifies otherwise.
45. What is sharing rule?
Sharing rules give you additional record access beyong the original OWD.
You can assign sharing rules to groups, Roles, Manager Roles, etc.
You can expand the access to Read Only or Read/Write.
46. Can we use sharing rules to restrict data access?
Sharing rules are for opening access to the records not for restricting.
47. What are the different types of Sharing Rules in Salesforce and explain them?
Force.com Managed Sharing:-
Force.com managed sharing involves sharing access granted by Force.com based on record ownership, the role hierarchy, and sharing rules:
Record Ownership:-
Each record is owned by a user or optionally a queue for custom objects, cases, and leads. The record owner is automatically granted Full Access, allowing them to view, edit, transfer, share, and delete the record.
Role Hierarchy:-
The role hierarchy enables users above another user in the hierarchy to have the same level of access to records owned by or shared with users below. Consequently, users above a record owner in the role hierarchy are also implicitly granted Full Access to the record, though this behavior can be disabled for specific custom objects. The role hierarchy is not maintained with sharing records. Instead, role hierarchy access is derived at runtime. For more information, see “Controlling Access Using Hierarchies” in the Salesforce online help.
Sharing Rules:-
Sharing rules are used by administrators to automatically grant users within a given group or role access to records owned by a specific group of users. Sharing rules cannot be added to a package and cannot be used to support sharing logic for apps installed from Force.com AppExchange.
Sharing rules can be based on record ownership or other criteria. You can’t use Apex to create criteria-based sharing rules. Also, criteria-based sharing cannot be tested using Apex.
All implicit sharing added by Force.com managed sharing cannot be altered directly using the Salesforce user interface, SOAP API, or Apex.
User-Managed Sharing, also known as Manual Sharing
User managed sharing allows the record owner or any user with Full Access to a record to share the record with a user or group of users. This is generally done by an end-user, for a single record. Only the record owner and users above the owner in the role hierarchy are granted Full Access to the record. It is not possible to grant other users Full Access. Users with the “Modify All” object-level permission for the given object or the “Modify All Data” permission can also manually share a record. User managed sharing is removed when the record owner changes or when the access granted in the sharing does not grant additional access beyond the object's organization-wide sharing default access level.
Apex Managed Sharing:-
Apex managed sharing provides developers with the ability to support an application’s particular sharing requirements programmatically through Apex or the SOAP API. This type of sharing is similar to Force.com managed sharing. Only users with “Modify All Data” permission can add or change Apex managed sharing on a record. Apex managed sharing is maintained across record owner changes.
48. What are the Mandatory points that you think while creating User, Role or Profile?
Profile is mandatory and role is optional.
49. How can i provide record level access to user’s in an organisation?
You control record-level access in four ways. They’re listed in order of increasing access. You use org-wide defaults to lock down your data to the most restrictive level, and then use the other record-level security tools to grant access to selected users, as required.
Org-wide defaults specify the default level of access users have to each other’s records.
Role hierarchies ensure managers have access to the same records as their subordinates. Each role in the hierarchy represents a level of data access that a user or group of users needs.
Sharing rules are automatic exceptions to org-wide defaults for particular groups of users, to give them access to records they don’t own or can’t normally see.
Manual sharing lets record owners give read and edit permissions to users who might not have access to the record any other way.
50. If i want Object level accesses then what should i use from Salesforce security model?
For Object-Level Security you can use Permission Sets or Profiles.
51. What is grant access using hierarchies in OWD?
When Grant Access using Hierarchy is checked for a custom object(For standard objects this is always checked) even if the record is private, users higher in the role than the owner of the record still gets access to the records.
A simple example can be assumed opportunity is private OWD and you are Sales Rep owning an opportunity record, you have your manager who is higher in the role hierarchy than you, even though the opportunity is private he will still get access to your records.
52. Is it possible to changed Grant Login access using Hierarchies in case of standard objects?
By default, the Grant Access Using Hierarchies option is enabled for all objects, and it can only be changed for custom objects.
53. While setting OWD (Organization wide sharing), can we change/modify the setting of child record in case of Master-Detail relationship?
No, Child record is controlled by the Parents setting.
54. What is Workflow rule? How many types of workflow action salesforce has?
Workflow rules can help automate the following types of actions based on your organization's processes:
Tasks: Assign a new task to a user, role, or record owner.
Email Alerts: Send an email to one or more recipients you specify.
Field Updates: Update the value of a field on a record.
Outbound Messages: Send a secure, configurable API message (in XML format) to a designated listener.
55. what is the different type of evaluation criteria workflow has?
Workflow has three types of evaluation criteria-
1. Created
2. Created, and every time it’s edited.
3. Created, and any time it’s edited to subsequently meet criteria.
56. How many types of workflow rule in salesforce?
Salesforce.com has a two types of workflow rules-
1. Immediate Workflow rule:-
Workflow rule fires immediately when the workflow criteria is met, and the associated actions (email alert/field update etc.,) will take place immediatlely.
2. Time Dependent Workflow rule:-
When the workflow entry criteria is met, associated actions (email alert/field update etc.,) will take place after a certain period of time. This time is based on the value that you set.
57. What are the limitations of Time-dependent workflow?
Time triggers don’t support minutes or seconds.
Time triggers can’t reference the following:
DATE or DATETIME fields containing automatically derived functions, such as TODAY or NOW.
Formula fields that include related-object merge fields.
You can’t add or remove time triggers if:
The workflow rule is active.
The workflow rule is deactivated but has pending actions in the queue.
The workflow rule evaluation criteria are set to Evaluate the rule when a record is: created, and every time it’s edited.
The workflow rule is included in a package.
58. In case of Master-Detail relationship, on Update of master record can we update the field of child record using workflow rule?
No,You need trigger or process builder to update child object from master.
59. In which criteria of a workflow – “time dependent workflow action” cannot be created ?
Created, and every time it's edited.
60. 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?
Yes, Scheduled actions will be removed from queue.
61. What is approval process?
An approval process is an automated process your organization can use to approve records in Salesforce. An approval process specifies the steps necessary for a record to be approved and who must approve it at each step. A step can apply to all records included in the process, or just records that have certain attributes. An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval.
62. What is the difference between workflow rule and process builder?
You can use the Process Builder to perform more actions as comparision to workflow rule:-
Create a record
Update any related record
Use a quick action to create a record, update a record, or log a call
Launch a flow
Send an email
Post to Chatter
Submit for approval
Call apex methods
But the process builder doesn’t support outbound messages.
Workflow rule has only 4 actions:-
Create Task
Update Field
Email Alert
Outbound Message
63. Mention changing what may cause data loss?
Only convert custom fields for which no data exists or you risk losing your data. Changing the data type of an existing custom field can cause data loss in the following situations:
Changing to or from type Date or Date/Time
Changing to Number from any other type
Changing to Percent from any other type
Changing to Currency from any other type
Changing from Checkbox to any other type
Changing from Picklist (Multi-Select) to any other type
Changing to Picklist (Multi-Select) from any other type
Currently defined picklist values are retained when you change a picklist to a multi-select picklist. If records contain values that are not in the picklist definition, those values will be deleted from those records when the data type changes.
Changing from Auto Number to any other type
Changing to Auto Number from any type except Text
Changing from Text Area (Long) to any type except Email, Phone, Text, Text Area, or URL
64. How many ways we can perform data migration into the salesforce?
1) Salesforce Import Wizards
2) Dataloader
3) Workbench
4) Apex CLI
5) Apex Data Loader
6) Force.com Excel Connector
7) DemandTools
8) Jitterbit Data Loader for Salesforce
9) Informatica Cloud Data Loader for Salesforce
65. How to insert null values into data loader?
To check Insert null values checkbox in dataloader.
66. What is the minimum and maximum batch size of data loader?
The max batch size of dataloader is 10K when using Bulk and minimum 1, otherwise it's bydefault 200.
67. Difference between Import Wizard and Dataloader?
Import Wizard :
Is designed for less-technical users and smaller, simple imports of up to 50,000 records.
Can only import data from Account, Contact, Leads, Solution, and Custom Object.
For more information, go to Help & Training | Importing Data | Using the Import Wizards.
Data Loader :
For complex imports of any size.
Can upload more than 50000 records.
Can import and export data.
Can import data of any object except User.
68. How many types of reports in Salesforce?
There are four type of reports
1. Tabular report: This is the most basic report. It displays just the row of records in a table like a format with the grand total. Tabular reports cannot be used for generating dashboards.
2. Summary report: This is the most common type of report. It allows grouping of rows of data. It supports sorting and displaying subtotals. For example in a recruiting app, a summary report could be used to display open positions classified by department name.
3. Matrix report: This is the most complex report format. Matrix report summarizes information in a grid format. Matrix reports allow records to be grouped by both columns and rows.
4. Joined reports: A joined report can contain data from multiple standard or custom report types. You can add report types to a joined report if they have relationships with the same object or objects. For example, if you have a joined report that contains the Opportunities report type, you can add the Cases report type as well because both have a relationship with the Accounts object.
69. What is bucketing in reports?
Bucketing lets you quickly categorize report records without creating a formula or a custom field within Salesforce.When you create a bucket field, you define multiple categories (buckets) that are used to group report values.
70. How many records we can display on the page for a report?
Rows displayed in a report Up to 2,000. To view all the rows, export the report to Excel or use the printable view for tabular and summary reports. For joined reports, export is not available, and the printable view displays a maximum of 20,000 rows.
71. Is it possible to schedule a dynamic dashboard in Salesforce?
No
72. Mention what is the use of static resource in Salesforce?
Static resources allow you to upload content that you can reference in a Visualforce page, including archives (such as .zip and .jar files), images, style sheets, JavaScript, and other files.
73. What is custom label?
Custom labels are custom text values that can be accessed from Apex classes or Visualforce pages. The values can be translated into any language Salesforce supports.
You can create up to 5,000 custom labels for your organization, and they can be up to 1,000 characters in length.
74. What is custom setting?
Custom settings are similar to custom objects and enable application developers 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. This data can then be used by formula fields, validation rules, flows, Apex, and the SOAP API.
There are two types of custom setting:
List Custom Settings
Hieriarchal Custom Settings.
75. Why we used the Tab in Salesforce and mention the types of Tab?
Custom tabs display custom object data or other web content embedded in the application.
Custom Object Tabs: For your custom object data. Custom Object Tabs display the data of your custom object in a user interface tab. Custom object tabs look and function just like standard tabs.
Web Tabs: For other web content Custom Web Tabs display any external Web-based application or Web page in a Salesforce tab. You can design Web tabs to include the sidebar or span across the entire page without the sidebar.
Visualforce Tabs: For Visualforce pages Visualforce Tabs display data from a Visualforce page. Visualforce tabs look and function just like standard tabs.
Flexible Page Tabs: For Flexible Pages, to include them in the Salesforce1 navigation menu. Flexible Page Tabs let you add Flexible Pages to the Salesforce1 navigation menu.
76. Available portals in Salesforce?
Three types of portals are available in salesforce.com
1. Customer Portal: This gives us to utilize the capabilities of the Web as the ideal channel to deliver superior self-service.
2. Partner Portal: This allows partner users to login to Salesforce via a separate website than our non-partner users.
3. Self Service Portal: Customers will able to search organization knowledge using this portal.
77. How many ways we can deploy our work one org to another org in Salesforce?
Different Deployment Methods
1. Change Sets
2. Eclipse with Force.com IDE
3. Force.com Migration Tool – ANT/Java based
4. Salesforce Package
78. What are the differences between 15 and 18 digit record IDs?
A 15 digit Salesforce ID is case sensitive. Ex: 00570000001ZwTi and 00570000001ZWTI are different.
A 18 digit Salesforce ID is case in-sensitive. Ex: 00570000001ZwTiXYZ and 00570000001ZWTIXYZ are same.
79. Why is it necessary for most sales teams to use both Leads and Contacts?
Once you convert the lead, the lead record is no longer accessible via the UI. So to access any of the personal contact information that was captured on lead records, sales team use the contact record.
80. What is the difference between Task and Event?
An event is a calendar event scheduled for a specific day and time.
Examples of events are:
- Meetings
- Scheduled Conference Calls
A task is an activity not scheduled for an exact day and time. You can specify a due date for a task or there may not be a particular time or date that the tasks or activities need to be completed by.
Examples of tasks are:
- A list of phone calls you need to make.
- An email that needs to be sent.
81. What is WhoId and WhatId in activities?
WhoID refers to people. Typically: contacts or leads. Example: LeadID, ContactID
WhatID refers to objects. Example: AccountID, OpportunityID, CustomObjectID
82. What is an external ID in Salesforce? Which all field data types can be used as external IDs?
An external ID is a custom field which can be used as a unique identifier in a record. External IDs are mainly used while importing records/ data. When importing records, one among the many fields in those records needs to be marked as an external ID (unique identifier).
An important point to note is that only custom fields can be used as External IDs. The fields that can be marked as external IDs are Text, Number, E-Mail, and Auto-Number.
83. What is Audit Trail?
Audit Trail is a function that helps track all the changes performed by different administrators to the Organization in the past 6 months. It covers details such as
Date of changes made
Username that made the changes
Details of the changes made
84. Is it possible to edit formula field values in a record?
No you can't edit formula field on a record. Formula fields are read only fields in Salesforce.
85. How many ways we can made field is required?
While creation of field
Validation rules
Page Layout level
86. What are outbound messages?what it will contain?
Outbound messaging allows you to specify that changes to fields within Salesforce can cause messages with field values to be sent to designated external servers. Outbound messaging is part of the workflow rule functionality in Salesforce. Workflow rules watch for specific kinds of field changes and trigger automatic Salesforce actions, such as sending email alerts, creating task records, or sending an outbound message.
outbound message contains end point URL.
For more information
87. Salesforce sites?
Used to show data from our organization for public view.
88. Auto-response rules and Escalation rules(for which objects are mandatory)?
Case and Lead.
89. Why we create debug log for users?
For tracking code.
90. When a case is generated by an user through web to case,how or where a developer will provide solution case arised?
Email notification through trigger or through email alert Workflow rule.
