SFDC Interview Question and Answer Part – 1
(1). 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.
(2).What are different
kinds of reports?
1. 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.
2. 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.
3. 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.
4. 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.
(3). 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
(4). What actions can be performed using Workflows?
Following workflow actions can be performed in
a workflow:
1. 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.
2. 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.
3. 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.
4. 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.
(5). 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
(6). 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.
For more information please refer to the link:
(7). Which objects can be imported by Import Wizard?
Following objects can be imported using import
wizard.
Accounts
Contacts
Leads
Solutions
Custom Objects
Contacts
Leads
Solutions
Custom Objects
(8). 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
– 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
- 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)
(9). 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
- Field
permissions
- App
permissions
- Apex
class access
- Visualforce
page access
- System
permissions
- Service
providers (only if you’ve enabled Salesforce as an identity provider)
(10). 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.
The following table shows the types of
permissions and access settings that are specified in profiles and permission
sets. Some profile settings aren’t included in permission sets.
Permission or
Setting Type
|
In Profiles?
|
In Permission
Sets?
|
Assigned apps
|
TRUE
|
TRUE
|
Tab settings
|
TRUE
|
TRUE
|
Record type assignments
|
TRUE
|
|
Page layout assignments
|
TRUE
|
|
Object permissions
|
TRUE
|
TRUE
|
Field permissions
|
TRUE
|
TRUE
|
User permissions (app and system)
|
TRUE
|
TRUE
|
Apex class access
|
TRUE
|
TRUE
|
Visualforce page access
|
TRUE
|
TRUE
|
Service provider access (if
Salesforce is enabled as an identity provider)
|
TRUE
|
TRUE
|
Desktop client access
|
TRUE
|
|
Login hours
|
TRUE
|
|
Login IP ranges
|
TRUE
|
(11). 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
(12). 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
- Customize standard applications provided by salesforce.com or build their own on-demand applications
- Group standard and custom tabs into new custom applications
(13). Salesforce
Editions and Limits?
-
Personal Edition
- Contact Manager
- Group Edition
- Professional Edition
- Enterprise Edition
- Unlimited Edition
- Developer Edition
- Contact Manager
- Group Edition
- Professional Edition
- Enterprise Edition
- Unlimited Edition
- Developer Edition
(14). What are Standard Business Objects?
• Campaigns:
A Campaign is any marketing project that you want to plan, manage, and track in
Salesforce.
• Leads: A Lead is any person, organization or company that may be interested in your products. Sometimes Leads are referred to as Prospects or Suspects. Leads are not yet customers.
• Accounts: An Account is an organization, individual or company involved with your business such as customers, competitors and partners that you wish to track in Salesforce.
• Contacts: A Contact is any individual or influencer associated with an account that you want to track in Salesforce.
• Opportunities: An Opportunity is any potential revenue-generating event (“sales deal” ) that you want to
track in Salesforce.
• Cases: A case is a detailed description of a customer’s feedback, problem or question.
• Solutions: A solution is a detailed description of a customer issue and the resolution of that issue. The
collection of your organization’s solutions is sometimes referred to as the solution knowledge base.
• Forecasts: A forecast is your best estimate of how much revenue you can generate in a quarter.
• Documents:
• Reports: Reports are summaries and analyses of your data, which you can display or print.
• Dashboards: Dashboards give you a real-time snapshot of corporate metrics and key performance
indicators. A dashboard is a group of different charts (or components) that graphically display your custom
report data.
• Calendar and Task: Activities are both tasks and scheduled calendar events. You can define and track
activities for many different objects, including campaigns, accounts, contacts, and leads.
• Products: Products are the individual items that you sell on your opportunities. (Please note that Products are available in EE/UE and Developer and in PE for an additional fee.)
Please note, not all Standard Objects are depicted in the above slide or discussed in the notes.
Please refer to Help in Salesforce for more information.
• Leads: A Lead is any person, organization or company that may be interested in your products. Sometimes Leads are referred to as Prospects or Suspects. Leads are not yet customers.
• Accounts: An Account is an organization, individual or company involved with your business such as customers, competitors and partners that you wish to track in Salesforce.
• Contacts: A Contact is any individual or influencer associated with an account that you want to track in Salesforce.
• Opportunities: An Opportunity is any potential revenue-generating event (“sales deal” ) that you want to
track in Salesforce.
• Cases: A case is a detailed description of a customer’s feedback, problem or question.
• Solutions: A solution is a detailed description of a customer issue and the resolution of that issue. The
collection of your organization’s solutions is sometimes referred to as the solution knowledge base.
• Forecasts: A forecast is your best estimate of how much revenue you can generate in a quarter.
• Documents:
• Reports: Reports are summaries and analyses of your data, which you can display or print.
• Dashboards: Dashboards give you a real-time snapshot of corporate metrics and key performance
indicators. A dashboard is a group of different charts (or components) that graphically display your custom
report data.
• Calendar and Task: Activities are both tasks and scheduled calendar events. You can define and track
activities for many different objects, including campaigns, accounts, contacts, and leads.
• Products: Products are the individual items that you sell on your opportunities. (Please note that Products are available in EE/UE and Developer and in PE for an additional fee.)
Please note, not all Standard Objects are depicted in the above slide or discussed in the notes.
Please refer to Help in Salesforce for more information.
(15). What is a Company Profile?
Contains
core information for your company
• Language, Locale and Time Zone
• Licenses
• Storage and Used Space
• Fiscal Year
• Primary Contact and Address information
• Manage Currencies
• Language, Locale and Time Zone
• Licenses
• Storage and Used Space
• Fiscal Year
• Primary Contact and Address information
• Manage Currencies
(16). 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.
– 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
(17). What is
Standard and Custom Fields in Salesforce
?
Standard
Fields
What is a Standard Field?
– Standard Fields are pre-defined in Salesforce
– You cannot delete standard fields but you can remove non-required standard fields from a page layout
Standard Field customizations include the ability to change standard field labels and tabs
What is a Standard Field?
– Standard Fields are pre-defined in Salesforce
– You cannot delete standard fields but you can remove non-required standard fields from a page layout
Standard Field customizations include the ability to change standard field labels and tabs
- You can change the display labels
of standard tabs, objects, fields, and other related user interface labels
so they better reflect your organization’s business requirements.
- Renamed labels – for example,
“Accounts” changed to “Companies” – display on all user pages, in Outlook
Edition, and in Offline Edition.
- It’s important to note that all
pages in the Setup area use the default, original labels.
- Reports and views are not renamed
based on the new label value.
Custom Fields
What is a Custom Field?
– Capture information unique to your business process by creating custom fields with custom field help for each of the tabs that your organization uses – Limits:
https://na1.salesforce.com/help/doc/en/limits.htm
–Recycle Bin for Deleted Custom Fields
–Custom fields are deleted permanently after 45 days
What is a Custom Field?
– Capture information unique to your business process by creating custom fields with custom field help for each of the tabs that your organization uses – Limits:
https://na1.salesforce.com/help/doc/en/limits.htm
–Recycle Bin for Deleted Custom Fields
–Custom fields are deleted permanently after 45 days
(18). Is it possible to change the existing data types
of custom fields, if Yes please explanin?
Yes. Its possible but 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 type except Picklist
- 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
(19). What is a dependent picklist?
– Dependent fields can help make your data
more accurate and consistent by applying filters.
– A dependent field works in conjunction with a controlling field to filter its values. The value chosen in the controlling field affects the values available in the dependent field.
– 300 is the maximum number of values allowed in a controlling picklist
- A custom multi-select picklist cannot be the controlling field for a dependent field
– A dependent field works in conjunction with a controlling field to filter its values. The value chosen in the controlling field affects the values available in the dependent field.
– 300 is the maximum number of values allowed in a controlling picklist
- A custom multi-select picklist cannot be the controlling field for a dependent field
Field Type
|
Controlling Field
|
Dependent Field
|
Standard Picklist
|
Yes
|
No
|
Custom Picklist
|
Yes
|
Yes
|
Custom Multi-Select
|
No
|
Yes
|
Standard Checkbox
|
Yes
|
No
|
Custom Checkbox
|
Yes
|
No
|
(20). What is Page Layout
and Record Types?
Page Layout:
– How detail and
edit pages are organized
– Page section customizations
– Which fields, related lists, and Custom Links a users sees
– Field properties – visible, read-only and required
– Page section customizations
– Which fields, related lists, and Custom Links a users sees
– Field properties – visible, read-only and required
Record Types:
–
Allows you to define different sets of picklist values for both standard and
custom picklists
– Record Types help you implement your custom business processes
– Record Types help you implement your custom business processes
(21). What is a Business Process?
•
Allows you to track separate sales, support, and lead lifecycles
across different divisions, groups, or markets
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
– 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
(22). What are the Objects available in the
Salesforce Business Process and Give some Business Process Exampled?
Lead
Opportunity
Case
Solution
Opportunity
Case
Solution
–You
must create the business process before creating record types for each of above
objects.
– You
can then associate each business process with one or more record types and make
it available to users based on their profile.
– In order to implement more than one business process, multiple record types must also be implemented.
– In order to implement more than one business process, multiple record types must also be implemented.
Business
Process Examples
Lead Processes:
– Cold Call
– 3rd Party telesales companies
– Leads generated via campaigns
– Leads generated via a registration form
Lead Processes:
– Cold Call
– 3rd Party telesales companies
– Leads generated via campaigns
– Leads generated via a registration form
Opportunities
Sales Processes:
– Miller Heiman/ Solution Selling Methodology
– Inside Sales vs. Outside Sales
– New business vs. Existing Business (Up selling)
– Miller Heiman/ Solution Selling Methodology
– Inside Sales vs. Outside Sales
– New business vs. Existing Business (Up selling)
Case
Processes:
– Customer Inquiries
– Internal Requests
– Billing inquiries
– Customer Inquiries
– Internal Requests
– Billing inquiries
Solutions
Processes:
– Internal vs. Public Knowledge Base
– Internal vs. Public Knowledge Base
(23). 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)
(24). 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.
(25). What happens if I need to add a picklist
value?
–You
will be prompted to select which record types should include the new value
(26). What is Field-Level Security?
–
Defines users’ access to view and edit specific fields in the application
(27). Why use Field-Level Security?
– Use
Field-Level Security (rather than creating multiple page layouts) to enforce
data security
– Users view data relevant to their job function Troubleshooting Tools
– Field accessibility views
– Setup | Administration Setup | Security Controls | Field Accessibility
– Users view data relevant to their job function Troubleshooting Tools
– Field accessibility views
– Setup | Administration Setup | Security Controls | Field Accessibility
Notes:
• Field Level Security is not available in PE
• Field-level security cannot be used to make a field required. This is done from the Page Layout
• Field access settings can be defined using both field-level security and page layouts. However, the most restrictive field access setting of the two will always apply. For example, if a field is required on the page layout, but read-only in the field-level security settings, the field will be read-only.
• Hiding a field from a user using FLS also hides that field from list views, search results, and reports.
• Field Level Security is not available in PE
• Field-level security cannot be used to make a field required. This is done from the Page Layout
• Field access settings can be defined using both field-level security and page layouts. However, the most restrictive field access setting of the two will always apply. For example, if a field is required on the page layout, but read-only in the field-level security settings, the field will be read-only.
• Hiding a field from a user using FLS also hides that field from list views, search results, and reports.
(28). What are Login Hours and Login IP
Ranges?
–
Sets the hours when users with a particular profile can use the system
– Sets the IP addresses from which users with a particular profile can log in
– Sets the IP addresses from which users with a particular profile can log in
Notes:
• You can customize profiles to restrict users’ ability to log in to Salesforce.
• You can set the hours when users can log in and the IP addresses from which they can log in.
If a user logs in before the restricted hours, the system will end the user’s session when the restricted hours begin.
• You can customize profiles to restrict users’ ability to log in to Salesforce.
• You can set the hours when users can log in and the IP addresses from which they can log in.
If a user logs in before the restricted hours, the system will end the user’s session when the restricted hours begin.
Two Options for Restricting Access via IP Ranges
Option 1: Add Trusted IP Ranges for your entire org
Option 2: Add Trusted IP Ranges on a Profile by Profile
basis(31). 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
– Used to restrict access to data
Access
levels:
-Private
-Public Read/Write
-Public Read/Write/Transfer
-Controlled by Parent
-Public Read Only
-Private
-Public Read/Write
-Public Read/Write/Transfer
-Controlled by Parent
-Public Read Only
Organization Wide Defaults
(32). What is a Role and Role Hierarchy?
Role:
– Controls the level of visibility that users have to an organization’s data
– A user may be associated to one role
– Controls the level of visibility that users have to an organization’s data
– A user may be associated to one role
Role
Hierarchy:
– Controls data visibility
– Controls record roll up – forecasting and reporting
– Users inherit the special privileges of data owned by or shared with users below them in the hierarchy
– Not necessarily the company’s organization chart
– Controls data visibility
– Controls record roll up – forecasting and reporting
– Users inherit the special privileges of data owned by or shared with users below them in the hierarchy
– Not necessarily the company’s organization chart
Notes:
• If using Customizable Forecasting, there is a separate forecast role hierarchy.
• EE can create Account, Contact, Opportunity and Case Sharing Rules. PE can ONLY create Account and Contact Sharing Rules.
• Assuming no sharing rules have been created, users in the same role cannot access one another’s records.
Example: Org Wide Default settings for opportunities are private. Creating a role and adding two users to that role does not allow those users access to one another’s opportunities.
• “Grant Access Using Hierarchies” allows you to disable the default sharing access granted by your role and territory hierarchies. This option can be changed for custom objects that do not have their organization-wide default sharing setting set to Controlled by Parent.
• If using Customizable Forecasting, there is a separate forecast role hierarchy.
• EE can create Account, Contact, Opportunity and Case Sharing Rules. PE can ONLY create Account and Contact Sharing Rules.
• Assuming no sharing rules have been created, users in the same role cannot access one another’s records.
Example: Org Wide Default settings for opportunities are private. Creating a role and adding two users to that role does not allow those users access to one another’s opportunities.
• “Grant Access Using Hierarchies” allows you to disable the default sharing access granted by your role and territory hierarchies. This option can be changed for custom objects that do not have their organization-wide default sharing setting set to Controlled by Parent.
(33). What is Access at the Role Level?
–
Defined when creating a role
– Level of access to Opportunities associated to Accounts owned by the role
– Level of access to Contacts associated to Accounts owned by the Role
– Level of access to Cases associated to Accounts owned by the role
– Level of access options depend on OWD
– Level of access to Opportunities associated to Accounts owned by the role
– Level of access to Contacts associated to Accounts owned by the Role
– Level of access to Cases associated to Accounts owned by the role
– Level of access options depend on OWD
Notes:
• You can create up to 500 roles for your organization
• Every user must be assigned to a role, or their data will not display in opportunity reports, forecast roll-ups, and other displays based on roles
• All users that require visibility to the entire organization should belong to the highest level in the hierarchy
• It is not necessary to create individual roles for each title at your company, rather you want to define a hierarchy of roles to control access of information entered by users in lower level roles
• When you change a user’s role, any relevant sharing rules are evaluated to add or remove access as necessary
• You can create up to 500 roles for your organization
• Every user must be assigned to a role, or their data will not display in opportunity reports, forecast roll-ups, and other displays based on roles
• All users that require visibility to the entire organization should belong to the highest level in the hierarchy
• It is not necessary to create individual roles for each title at your company, rather you want to define a hierarchy of roles to control access of information entered by users in lower level roles
• When you change a user’s role, any relevant sharing rules are evaluated to add or remove access as necessary
(34). What is a Sharing Rule?
–
Automated rules that grant access to groups of users
– Exceptions to Organization Wide Defaults
– Irrelevant for Public Read/Write organizations
– Levels of Access that can be granted
• Read Only
• Read/Write
– Exceptions to Organization Wide Defaults
– Irrelevant for Public Read/Write organizations
– Levels of Access that can be granted
• Read Only
• Read/Write
Notes:
• Sharing rules should be used when a user or group of users needs access to records not granted them by either the role hierarchy setup or the organization wide default settings.
- Sharing rules open up access whereas organization wide defaults restrict access.
- You can use sharing rules to grant wider access to data. You cannot restrict access below your organization-wide default levels.
• Sharing rules apply to all new and existing records owned by the specified role or group members.
• Sharing rules apply to both active and inactive users.
• When you change the access levels for a sharing rule, all existing records are automatically updated to reflect the new access levels.
• When you delete a sharing rule, the sharing access created by that rule is automatically removed.
• When you transfer records from one user to another, the sharing rules are reevaluated to add or remove access to the transferred records as necessary.
• When you modify which users are in a group or role, the sharing rules are reevaluated to add or remove access as necessary.
• For contact, opportunity and case sharing rules, if the role or group members do not have access to the account associated with the shared contact, opportunity or case the rule automatically gives them access to view the account as well.
• Managers in the role hierarchy are automatically granted the same access that users below them in the hierarchy have from a sharing rule.
• You can edit the access levels for any sharing rule. You cannot change the specified groups or roles for the rule.
• Sharing rules should be used when a user or group of users needs access to records not granted them by either the role hierarchy setup or the organization wide default settings.
- Sharing rules open up access whereas organization wide defaults restrict access.
- You can use sharing rules to grant wider access to data. You cannot restrict access below your organization-wide default levels.
• Sharing rules apply to all new and existing records owned by the specified role or group members.
• Sharing rules apply to both active and inactive users.
• When you change the access levels for a sharing rule, all existing records are automatically updated to reflect the new access levels.
• When you delete a sharing rule, the sharing access created by that rule is automatically removed.
• When you transfer records from one user to another, the sharing rules are reevaluated to add or remove access to the transferred records as necessary.
• When you modify which users are in a group or role, the sharing rules are reevaluated to add or remove access as necessary.
• For contact, opportunity and case sharing rules, if the role or group members do not have access to the account associated with the shared contact, opportunity or case the rule automatically gives them access to view the account as well.
• Managers in the role hierarchy are automatically granted the same access that users below them in the hierarchy have from a sharing rule.
• You can edit the access levels for any sharing rule. You cannot change the specified groups or roles for the rule.
(35). Types of Sharing Rules in Salesforce and
Explain it?
Account
Sharing Rules:
– Based on who owns the account
– Set default sharing access for accounts and their associated cases, contacts, contracts, and opportunities
– Based on who owns the account
– Set default sharing access for accounts and their associated cases, contacts, contracts, and opportunities
Contact
Sharing Rules:
– Based on who owns the contact (must be associated with an account)
– Set default sharing access for individual contacts and their associated accounts
– Cannot use with: Territory Management and B2I (Person Account) enabled orgs
– Based on who owns the contact (must be associated with an account)
– Set default sharing access for individual contacts and their associated accounts
– Cannot use with: Territory Management and B2I (Person Account) enabled orgs
Opportunity
Sharing Rules (EE/UE):
– Based on who owns the opportunity
– Set default sharing access for individual opportunities and their associated accounts
– Based on who owns the opportunity
– Set default sharing access for individual opportunities and their associated accounts
Case
Sharing Rules (EE/UE):
– Based on who owns the case
– Set default sharing access for individual cases and associated accounts
– Based on who owns the case
– Set default sharing access for individual cases and associated accounts
Lead
Sharing Rules (EE/UE):
– Based on who owns the lead
– Set default sharing access for individual leads
– Based on who owns the lead
– Set default sharing access for individual leads
Custom
Object Sharing Rules (EE/UE):
– Based on who owns the custom object
– Set default sharing access for individual custom object records
– Based on who owns the custom object
– Set default sharing access for individual custom object records
(36). Uses cases for Sharing Rules in salesforce?
–
Organizations with organization-wide defaults of Public Read Only or Private
can create sharing rules to give specific users access to data owned by other
users.
– Cases Sharing Example: To use cases effectively, customer support users must have read access to accounts and contacts. You can create account sharing rules to give your customer support team access to accounts and contacts when working on cases.
– Account Sharing Example: The Western and Eastern Regional Directors need to see all of the accounts created by each others’ sales reps. You can create two public groups – one that includes the Western and Eastern Regional Director roles and one that includes the Western and Eastern Sales Rep roles. Then create an account sharing rule so that records owned by the Western and Eastern Sales Rep group are shared with the group containing the Western and Eastern Regional Director roles.
– Cases Sharing Example: To use cases effectively, customer support users must have read access to accounts and contacts. You can create account sharing rules to give your customer support team access to accounts and contacts when working on cases.
– Account Sharing Example: The Western and Eastern Regional Directors need to see all of the accounts created by each others’ sales reps. You can create two public groups – one that includes the Western and Eastern Regional Director roles and one that includes the Western and Eastern Sales Rep roles. Then create an account sharing rule so that records owned by the Western and Eastern Sales Rep group are shared with the group containing the Western and Eastern Regional Director roles.
(37). 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.
– 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.
(38). What is a Public Group?
– A
grouping of:
• Users
• Public Groups (nesting)
• Roles
• Roles and Subordinates
– Mixture of any of these elements
– Used in Sharing Rules – for simplification (when more than a few roles need to be shared to)
– Also used when defining access to Folders and List Views
• Users
• Public Groups (nesting)
• Roles
• Roles and Subordinates
– Mixture of any of these elements
– Used in Sharing Rules – for simplification (when more than a few roles need to be shared to)
– Also used when defining access to Folders and List Views
For
example, if a new user is assigned a role that belongs to an existing
public group, that user will be
automatically added to the public group
automatically added to the public group
(39). 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
– 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
(41). Org Wide Defaults Vs Role Hierarchy Vs
Sharing Models?
(29). 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
– 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
(30). 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.
– 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.
(45). What is Workflow?
Salesforce
Workflow gives you the ability to automatically:
– Create and send email alerts
– Create and assign tasks
– Update field values to either specific values, or based on formulas
– Create and send outbound API messages
– Create and execute time-dependent actions
– Create and send email alerts
– Create and assign tasks
– Update field values to either specific values, or based on formulas
– Create and send outbound API messages
– Create and execute time-dependent actions
Workflow
Important Points:
• Your sales organization operates more efficiently with standardized internal procedures and automated business processes – workflow.
• You can set up Salesforce to automatically send email alerts, assign tasks, or update field values based on your organization’s workflow.
• Workflow rules can be used to assign follow-up tasks to a support rep when a case is updated, send sales management an email alert when a sales rep qualifies a large deal, change the owner of a contract when it has been signed by the customer, or trigger an outbound API message to an external HR system to initiate the reimbursement process for an approved expense report.
• Your sales organization operates more efficiently with standardized internal procedures and automated business processes – workflow.
• You can set up Salesforce to automatically send email alerts, assign tasks, or update field values based on your organization’s workflow.
• Workflow rules can be used to assign follow-up tasks to a support rep when a case is updated, send sales management an email alert when a sales rep qualifies a large deal, change the owner of a contract when it has been signed by the customer, or trigger an outbound API message to an external HR system to initiate the reimbursement process for an approved expense report.
(46). What are Workflow Components available?
Workflow
consists of the following components:
– Workflow Rules – trigger criteria for performing various workflow actions
– Workflow Tasks – action that assigns a task to a targeted user
– Workflow Email Alerts – action that sends an email to targeted recipients
– Workflow Field Updates – action that updates the value of a field automatically
– Workflow Outbound Messages – action that sends a secure configurable API message (in XML format) to a designated listener (not covered in this class)
– Workflow Rules – trigger criteria for performing various workflow actions
– Workflow Tasks – action that assigns a task to a targeted user
– Workflow Email Alerts – action that sends an email to targeted recipients
– Workflow Field Updates – action that updates the value of a field automatically
– Workflow Outbound Messages – action that sends a secure configurable API message (in XML format) to a designated listener (not covered in this class)
Notes:
• Workflow Rules use workflow actions when their designated conditions are met. Workflow rules can be triggered any time a record is saved or created, depending on your rule settings. However, rules created after saving records do not trigger those records retroactively.
• Workflow Tasks are like task templates, containing the information a workflow rule uses to assign a task to specified users whenever specific business actions trigger the rule. Workflow tasks provide the Subject, Status, Priority, and Due Date for the tasks a rule assigns.
• Workflow Email Alerts are emails generated by a workflow rule using an email template. The emails are sent to designated recipients, either Salesforce users or others, whenever specific business actions trigger a workflow rule.
• Workflow Field Updates 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.
• Workflow Outbound Messages send 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.
• Workflow Rules use workflow actions when their designated conditions are met. Workflow rules can be triggered any time a record is saved or created, depending on your rule settings. However, rules created after saving records do not trigger those records retroactively.
• Workflow Tasks are like task templates, containing the information a workflow rule uses to assign a task to specified users whenever specific business actions trigger the rule. Workflow tasks provide the Subject, Status, Priority, and Due Date for the tasks a rule assigns.
• Workflow Email Alerts are emails generated by a workflow rule using an email template. The emails are sent to designated recipients, either Salesforce users or others, whenever specific business actions trigger a workflow rule.
• Workflow Field Updates 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.
• Workflow Outbound Messages send 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.
(47). What is a Workflow Rule?
–
Defined trigger criteria based on your business requirements
– Evaluated when record is created, when created/updated, OR when created/updated and did not previously meet trigger criteria
– When trigger criteria is met workflow actions, such as email alerts, tasks, field updates, or outbound messages are generated
– Evaluated when record is created, when created/updated, OR when created/updated and did not previously meet trigger criteria
– When trigger criteria is met workflow actions, such as email alerts, tasks, field updates, or outbound messages are generated
To
get started using workflow rules, click
• Setup | Create| Workflow & Approvals | Workflow Rules
• Setup | Create| Workflow & Approvals | Workflow Rules
(48). What is a Workflow Task?
–
When a Workflow Rule is met, a Task may be assigned to designated users to
follow-up and respond to the Business Conditions in the Workflow Rule
– Workflow Tasks may be assigned to a user, role, record owner, record creator, sales team role, or account team
– Tracked in Activity History and can be reported on
– Can be re-used within the same object
– Tasks can be immediate or time-dependent
– Workflow Tasks may be assigned to a user, role, record owner, record creator, sales team role, or account team
– Tracked in Activity History and can be reported on
– Can be re-used within the same object
– Tasks can be immediate or time-dependent
To
create your workflow tasks:
Click Setup | Customize | Workflow & Approvals | Tasks
Click Setup | Customize | Workflow & Approvals | Tasks
(49). What is a Workflow Alert?
–
Workflow Alerts are emails generated by a workflow rule whenever specific
Business Actions trigger the rule
– Can send alerts to Users, Roles, Customer in a Contact Field, Email Field on Page Layout – please see picklist for options…
– Not tracked in Activity History
– Can be re-used within the same object
– Alerts can be immediate or time-dependent
– Can send alerts to Users, Roles, Customer in a Contact Field, Email Field on Page Layout – please see picklist for options…
– Not tracked in Activity History
– Can be re-used within the same object
– Alerts can be immediate or time-dependent
(50). What is a Workflow Field Update?
–
Field updates allow you to automatically change the value of a field to a value
you specify
– Depending on the type of field you can:
• apply a specific value
• make the value blank
• calculate a value based on a formula you create
– Field updates can be immediate or time-dependent
– Depending on the type of field you can:
• apply a specific value
• make the value blank
• calculate a value based on a formula you create
– Field updates can be immediate or time-dependent
To
get started using workflow Filed Updates, click
Click
Setup | Create | Workflow & Approvals | Field Updates
(51). What is Time-Dependent Workflow?
Time-Dependent Workflow gives you the ability
to
– execute time-sensitive actions before or after any date on the record
– perform a series of actions at various points in time
– use the Workflow Queue to manage all pending actions Use Time-Dependent workflow to
– send an email reminder to an account team if a high-value opportunity is still open ten days before the close date
– notify the VP of sales if a high value opportunity close date is fast approaching and it has not been closed
– pro-actively notify support rep if an open case with Platinum Support SLA has not been worked for a period of time and take action before the case escalates
– execute time-sensitive actions before or after any date on the record
– perform a series of actions at various points in time
– use the Workflow Queue to manage all pending actions Use Time-Dependent workflow to
– send an email reminder to an account team if a high-value opportunity is still open ten days before the close date
– notify the VP of sales if a high value opportunity close date is fast approaching and it has not been closed
– pro-actively notify support rep if an open case with Platinum Support SLA has not been worked for a period of time and take action before the case escalates
(52). Working with Time-Dependent workflow
Time Triggers
– are time values relevant to the record and are used to initiate a time-dependent action
Time-Dependent Actions
– are any of the five workflow actions with an associated time-trigger
– are queued whenever a rule is triggered (see next page)
– can be reused in additional workflow rules as long as the object is the same
– are removed from the workflow queue if the corresponding record no longer meets rule trigger criteria.
– are dynamically updated in the workflow queue if the corresponding record field is updated.
– are time values relevant to the record and are used to initiate a time-dependent action
Time-Dependent Actions
– are any of the five workflow actions with an associated time-trigger
– are queued whenever a rule is triggered (see next page)
– can be reused in additional workflow rules as long as the object is the same
– are removed from the workflow queue if the corresponding record no longer meets rule trigger criteria.
– are dynamically updated in the workflow queue if the corresponding record field is updated.
(53). Time-Dependent Workflow – Considerations
Maximum of 10 time triggers per rule
Maximum of 40 actions (10 x 4 types) per time trigger, and 80 actions per workflow rule
Workflow default user must be set up before creating time-based rules
Precision limited to hours or days
Cannot convert leads with time-dependent actions in the Workflow Queue
Time triggers cannot be added to or removed from activated workflow rules
Not possible to create a time-dependent action associated to a rule with a trigger type of Every time the record is created or updated
Maximum of 40 actions (10 x 4 types) per time trigger, and 80 actions per workflow rule
Workflow default user must be set up before creating time-based rules
Precision limited to hours or days
Cannot convert leads with time-dependent actions in the Workflow Queue
Time triggers cannot be added to or removed from activated workflow rules
Not possible to create a time-dependent action associated to a rule with a trigger type of Every time the record is created or updated
(54). When The Add Time Trigger button is unavailable?
The evaluation criteria is set to Evaluate the
rule when a record is: created, and every time it’s edited.
The rule is activated.
The rule is deactivated but has pending actions in the workflow queue.
The rule is activated.
The rule is deactivated but has pending actions in the workflow queue.
(55). Time-Dependent Workflow Limitations:
Time triggers don’t support minutes or
seconds.
Time triggers can’t reference the following:
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 is set to Evaluate the rule when a record is:
created, and every time it’s edited.
- The workflow
rule is included in a package.
(56). What is Approval Processing?
An approval process is an automated Business
Process that your organization can use to approve records in Salesforce
An approval process specifies the:
– Steps necessary for a record to be approved
– Who must approve it at each step
– The actions to take when a record is approved, rejected, or first submitted for approval
An approval process specifies the:
– Steps necessary for a record to be approved
– Who must approve it at each step
– The actions to take when a record is approved, rejected, or first submitted for approval
(58). Approval Process Checklist
Use
the following checklist to plan your approval process:
– Prepare an Approval Request Email
– Determine the Approval Request Sender
– Determine the Assigned Approver
– Determine the Delegated Approver
– Decide if your approval process needs a filter
– Decide initial submission actions
– Decide if users can approve requests from a wireless device
– Determine if users can edit records that are awaiting approval
– Decide if records should be auto-approved or rejected
– Determine how many levels your process has
– Determine the actions when an approval request is approved or rejected
– Prepare an Approval Request Email
– Determine the Approval Request Sender
– Determine the Assigned Approver
– Determine the Delegated Approver
– Decide if your approval process needs a filter
– Decide initial submission actions
– Decide if users can approve requests from a wireless device
– Determine if users can edit records that are awaiting approval
– Decide if records should be auto-approved or rejected
– Determine how many levels your process has
– Determine the actions when an approval request is approved or rejected
(62). What is the Import Wizard?
– An
easy-to-use multi-step wizard for importing new Accounts, Contacts, Leads,
Custom Objects or Solutions
– Can be used for Account, Contact, Lead, Custom Objects or Solutions updates based on matching ID
– Contact and Leads may be updated based on matching email address
– Custom Objects or Solutions may be updated based on Custom
Object names, Solutions titles, Salesforce ID or external ID
– Can be used for Account, Contact, Lead, Custom Objects or Solutions updates based on matching ID
– Contact and Leads may be updated based on matching email address
– Custom Objects or Solutions may be updated based on Custom
Object names, Solutions titles, Salesforce ID or external ID
What
is a CSV file?
– File type required when using the Import Wizard
– Values are separated by commas and each row indicates a record of data
– File type required when using the Import Wizard
– Values are separated by commas and each row indicates a record of data
What
is a record of data?
– One unique unit of related information
– Row of data in a table or spreadsheet
– One unique unit of related information
– Row of data in a table or spreadsheet
Standard
users can import up to 500 account or contact records per session.
Organization-wide imports
(system administrators) are limited to 50,000 accounts, contacts, leads, custom objects, or solutions per
session
• During a lead import, you can choose to enable active or inactive assignment rules and/or trigger workflow rules as part of the import
(system administrators) are limited to 50,000 accounts, contacts, leads, custom objects, or solutions per
session
• During a lead import, you can choose to enable active or inactive assignment rules and/or trigger workflow rules as part of the import
Import
Wizard
– Only imports data. Object and fields must be created first.
– Only available for System Administrators
– Must load parent objects first if lookup fields are included
– Loading for multiple record types requires file chunking
– Only imports data. Object and fields must be created first.
– Only available for System Administrators
– Must load parent objects first if lookup fields are included
– Loading for multiple record types requires file chunking
Affected
Objects and Functions
– Custom Objects, Accounts, Solutions, Contacts, and Leads
– Custom Objects, Accounts, Solutions, Contacts, and Leads
(63). What is External ID?
–
Flag on any custom field of type Text, Number or Email
– Available on all objects that support custom fields
– Why is it important?
• Increases Report and API SOQL performance
• Allows customers to use the record ID from an external system like the salesforce ID in Import and the API (new “Upsert” call)
– Import supports External ID field that can be used to load and/or synchronize data sourced in external systems
– Customer System of Record master exists in SAP with an SAP customer number. The External ID field may be used to maintain the SAP number
– Migrating large amounts of data, the External ID field may be used to track migration data and run data validation tests before going live
– Available on all objects that support custom fields
– Why is it important?
• Increases Report and API SOQL performance
• Allows customers to use the record ID from an external system like the salesforce ID in Import and the API (new “Upsert” call)
– Import supports External ID field that can be used to load and/or synchronize data sourced in external systems
– Customer System of Record master exists in SAP with an SAP customer number. The External ID field may be used to maintain the SAP number
– Migrating large amounts of data, the External ID field may be used to track migration data and run data validation tests before going live
Example
of an External Id flow where the update or insert is determined based on an
import flow from a
system of record such as Oracle.
• The value proposition here is that we can de-duplicate not only based on our IDs (which are unknown to an external system), but that we can flag an external id (of type text, email, or number) custom field for the purposes of helping to de-duplicate (ie. Update/Insert = Upsert) during the import process; especially when trying to keep multiple systems synchronized
system of record such as Oracle.
• The value proposition here is that we can de-duplicate not only based on our IDs (which are unknown to an external system), but that we can flag an external id (of type text, email, or number) custom field for the purposes of helping to de-duplicate (ie. Update/Insert = Upsert) during the import process; especially when trying to keep multiple systems synchronized
External
ID
– Case INSENSITIVE
– Three ID fields per object
– Custom fields only
– Case INSENSITIVE
– Three ID fields per object
– Custom fields only
(64). Force.com Data Loader – Features
– An
easy-to-use wizard interface
– An alternate command line interface
– A batch mode interface with database connectivity
– Support for large files with up to millions of rows
– Drag-and-drop field mapping
– Support for all objects, including custom objects
– Detailed success and error log files in CSV format
– A built-in CSV file viewer
– Platform independence, by virtue of being written in Java®
– An alternate command line interface
– A batch mode interface with database connectivity
– Support for large files with up to millions of rows
– Drag-and-drop field mapping
– Support for all objects, including custom objects
– Detailed success and error log files in CSV format
– A built-in CSV file viewer
– Platform independence, by virtue of being written in Java®
Force.com
Data Loader is an application for the bulk import or export of data.
– Use it to insert, update, delete, or extract, or upsert Salesforce records.
– Force.com Data Loader can move data into or out of any salesforce.com object.
– Use it to insert, update, delete, or extract, or upsert Salesforce records.
– Force.com Data Loader can move data into or out of any salesforce.com object.
(65). Use the Data Loader when:
– You
need to load 50,000 or more records.
– You need to load into an object that is not yet supported by web-based importing.
– You want to schedule regular data loads, such as nightly imports.
– You want to be able to save multiple mapping files for later use.
– You want to export your data for backup purposes.
– Use web-based importing when:
– You are loading fewer than 50,000 records.
– The object you need to import is supported by the web-based import wizards.
– You want to prevent duplicates by uploading records according to account name and site, contact email address, or lead email address.
– You need to load into an object that is not yet supported by web-based importing.
– You want to schedule regular data loads, such as nightly imports.
– You want to be able to save multiple mapping files for later use.
– You want to export your data for backup purposes.
– Use web-based importing when:
– You are loading fewer than 50,000 records.
– The object you need to import is supported by the web-based import wizards.
– You want to prevent duplicates by uploading records according to account name and site, contact email address, or lead email address.
(67). What is a Standard report and Custom Report?
–
Out-of-the-box reports, e.g., Account and Contact Reports
– May be used as a starting point for Custom Reports
– May not be deleted or removed (folder can be hidden)
– May be used as a starting point for Custom Reports
– May not be deleted or removed (folder can be hidden)
What
is a Custom report?
– Created with your specific criteria
– Saved in the My Personal Folder, Unfiled Public folder or custom folder but not in a Standard Folder
– May be edited or deleted
– Can be searched for in Custom Report search
– Created with your specific criteria
– Saved in the My Personal Folder, Unfiled Public folder or custom folder but not in a Standard Folder
– May be edited or deleted
– Can be searched for in Custom Report search
What
is the Report Wizard?
– An easy-to-use, multi-step wizard used to create a custom report
– Number of wizard steps depends on Report Type selected
– An easy-to-use, multi-step wizard used to create a custom report
– Number of wizard steps depends on Report Type selected
(68). What is a Tabular Report?
–
Provides a simple listing of your data without subtotals
– Examples: Contact mailing list report
– Examples: Contact mailing list report
(69). What is a Summary Report?
–
Provides a listing of data, like a Tabular Report, plus sorting and subtotaling
of data
– Example: Report showing all opportunities for current FQ, grouped by Stage
– Example: Report showing all opportunities for current FQ, grouped by Stage
(70). What is a Matrix Report?
–
Summarizes data in a grid against horizontal and vertical criteria
– Use this report type for comparing related totals
– Similar to a pivot table in Excel
– Example: Report showing all opportunities for your team for current FQ, subtotaled by Stage and Owner
– Use this report type for comparing related totals
– Similar to a pivot table in Excel
– Example: Report showing all opportunities for your team for current FQ, subtotaled by Stage and Owner
(74). What are Custom Report Types?
–
Custom report types allow you to build a framework in the report wizard from
which users can create and customize reports.
– You build custom report types off of the relationships (masterdetail and lookup) between objects so that you can:
• Choose which standard and custom objects to display to users creating and customizing reports
• Define the relationships between objects displayed to users creating and customizing reports
• Select which objects’ fields can be used as columns in reports
– Define custom report types to display results from an object with or without its related objects
• See which cases were closed with solutions, and which were not.
– You build custom report types off of the relationships (masterdetail and lookup) between objects so that you can:
• Choose which standard and custom objects to display to users creating and customizing reports
• Define the relationships between objects displayed to users creating and customizing reports
• Select which objects’ fields can be used as columns in reports
– Define custom report types to display results from an object with or without its related objects
• See which cases were closed with solutions, and which were not.
(76). What are Dashboards?
–
Visual representations of key business information
– Show information from multiple reports
– Made up of Components
– Use Custom Reports as source (Matrix and Summary)
– Running User determines the level of access to the Dashboard Data
– Refresh can be Scheduled
– Email a Dashboard
– Show information from multiple reports
– Made up of Components
– Use Custom Reports as source (Matrix and Summary)
– Running User determines the level of access to the Dashboard Data
– Refresh can be Scheduled
– Email a Dashboard
(77). Dashboard Components
Chart: Graphical representation of report results
Table: A listing of the top or bottom records from a report
Metric: A single data value – drawn from the Grand Total of a report
Gauge: A single data value – displayed as a point on a defined spectrum – drawn from the Grand Total of a report
Table: A listing of the top or bottom records from a report
Metric: A single data value – drawn from the Grand Total of a report
Gauge: A single data value – displayed as a point on a defined spectrum – drawn from the Grand Total of a report
(78). What is a Campaign?
–
Specific marketing program or marketing tactic
– Builds awareness and generates leads
– Builds awareness and generates leads
What
is a Campaign Member?
– Lead or contact, who is associated to the Campaign
– Individual who has responded to Campaign
– Lead or contact, who is associated to the Campaign
– Individual who has responded to Campaign
Who
has access to Campaigns?
• Any user in your organization can view campaigns, view the advanced campaign setup, or run campaign reports.
• However, only designated Marketing Users with the appropriate user permissions can create, edit, and delete campaigns and configure advanced campaign setup.
• An administrator must select the Marketing User checkbox on a user’s personal information to designate that user as a Marketing User.
• In addition, Marketing Users can import leads and use the campaign import wizards if they also have the Marketing User profile (or the “Import Leads” permission and “Edit” on campaigns).
• Campaigns are included with Enterprise, Unlimited, and Developer Editions, and available for an additional cost with Professional Edition
• Any user in your organization can view campaigns, view the advanced campaign setup, or run campaign reports.
• However, only designated Marketing Users with the appropriate user permissions can create, edit, and delete campaigns and configure advanced campaign setup.
• An administrator must select the Marketing User checkbox on a user’s personal information to designate that user as a Marketing User.
• In addition, Marketing Users can import leads and use the campaign import wizards if they also have the Marketing User profile (or the “Import Leads” permission and “Edit” on campaigns).
• Campaigns are included with Enterprise, Unlimited, and Developer Editions, and available for an additional cost with Professional Edition
(79). What is a Lead?
–
Prospect that you want to market to
– Captures business card information
– Individual who has expressed interest in your product or service
– Assigned ownership either manually or via Assignment Rule
– Captures business card information
– Individual who has expressed interest in your product or service
– Assigned ownership either manually or via Assignment Rule
What
is a Contact?
– Individual who is associated to an Account
– Individual who is associated to an Account
Lead
Conversion
– Lead qualification depends on your business process
– Lead information is mapped to the appropriate business object – Account, Contact or Opportunity
– Existing data check
– Lead qualification depends on your business process
– Lead information is mapped to the appropriate business object – Account, Contact or Opportunity
– Existing data check
The
system automatically maps standard lead fields to standard account, contact,
and opportunity fields
• For custom lead fields, your administrator can specify how they map to custom account, contact, and opportunity fields
• The system assigns the default picklist values for the account, contact, and opportunity when mapping any standard lead picklist fields that are blank. If your organization uses record types, blank values are replaced with the default picklist values of the new record owner.
• If the lead has a record type, the default record type of the new owner is assigned to records created during lead conversion.
• For custom lead fields, your administrator can specify how they map to custom account, contact, and opportunity fields
• The system assigns the default picklist values for the account, contact, and opportunity when mapping any standard lead picklist fields that are blank. If your organization uses record types, blank values are replaced with the default picklist values of the new record owner.
• If the lead has a record type, the default record type of the new owner is assigned to records created during lead conversion.
What
is a Web-to-Lead?
– An online form to capture lead information
– Published on your web site
– An online form to capture lead information
– Published on your web site
What
is an Email Template?
– Standardized text or HTML
– Enables standard and consistent email messaging
– Standardized text or HTML
– Enables standard and consistent email messaging
What
is an Auto-Response Rule?
– Determines which Email Template to send to leads generated via Web-to-Lead
– Contains Rule Entries that determine criteria for determining Email Template response content
– Determines which Email Template to send to leads generated via Web-to-Lead
– Contains Rule Entries that determine criteria for determining Email Template response content
(80). What is a Case?
– A
logged issue or problem
• Similar Cases may be grouped using a Hierarchy
– Cases are:
• Manually entered from a phone call or an email
• Automatically create Case from an email (Emailto- Case)
• Automatically captured:
– Web site (Web-to-Case)
– Create a Case functionality in Outlook Edition
– May be assigned either manually or automatically via Assignment Rules
– Associated to Contacts and Accounts
• Similar Cases may be grouped using a Hierarchy
– Cases are:
• Manually entered from a phone call or an email
• Automatically create Case from an email (Emailto- Case)
• Automatically captured:
– Web site (Web-to-Case)
– Create a Case functionality in Outlook Edition
– May be assigned either manually or automatically via Assignment Rules
– Associated to Contacts and Accounts
What
is a Case Queue?
– A virtual storage bin that can be used to group cases based on criteria such as skill requirements, product categories, customer
types, or service levels
– Users have visibility into the Case Queues to which they are members
– Cases remain in the Queue until they are assigned to or taken by individual users
– A virtual storage bin that can be used to group cases based on criteria such as skill requirements, product categories, customer
types, or service levels
– Users have visibility into the Case Queues to which they are members
– Cases remain in the Queue until they are assigned to or taken by individual users
What
is a Case Assignment Rule?
– Determines how Cases are automatically routed to User or Queue
– Contains Rule Entries, pre-defined business rules, that determine Case routing
– Determines how Cases are automatically routed to User or Queue
– Contains Rule Entries, pre-defined business rules, that determine Case routing
What
is Web-to-Case?
– A web form that is published to a web site
– Customers use to submit inquiries online
– A web form that is published to a web site
– Customers use to submit inquiries online
What
is Email-to-Case?
– Automatically create a case when an email is sent to one of your
company’s email addresses, such as support@theblogreaders.com
– Automatically create a case when an email is sent to one of your
company’s email addresses, such as support@theblogreaders.com
What
are Auto-Response Rules?
– Determines which Email Template to send to cases generated via Web-to-Case
– Contains Rule Entries that determine criteria for determining Email Template response content
– Determines which Email Template to send to cases generated via Web-to-Case
– Contains Rule Entries that determine criteria for determining Email Template response content
What
is an Escalation Rule?
– Automatically escalates an unresolved Case within a certain period of time (age over)
– Based on pre-defined business criteria
– Automatically escalates an unresolved Case within a certain period of time (age over)
– Based on pre-defined business criteria
What
are Business Hours?
– Set the organization’s hours of operation
– Escalation Rule uses to determine when to escalate a Case
– Include business hours in multiple time zones.
– Associate cases with specific time zones
– Escalate cases according to specific time zones
– Set the organization’s hours of operation
– Escalation Rule uses to determine when to escalate a Case
– Include business hours in multiple time zones.
– Associate cases with specific time zones
– Escalate cases according to specific time zones
(83). What is the AppExchange?
– A
Website Owned and Operated by salesforce.com
– Enables Partners and Customers to Download & Install
• Custom Apps
• Components
– Dashboards, Reports,
– Documents, Profiles,
– S-Controls…
– Public & Private Sharing
– Free to Post and Download
• Partners May Charge for Services
– Enables Partners and Customers to Download & Install
• Custom Apps
• Components
– Dashboards, Reports,
– Documents, Profiles,
– S-Controls…
– Public & Private Sharing
– Free to Post and Download
• Partners May Charge for Services
(84). Difference between Force.com IDE and
Sandbox?
The
Force.com IDE is a powerful client application for creating, modifying, testing
and deploying Force.com applications. Based on the Eclipse platform, it
provides a comfortable environment for programmers familiar with integrated
development environments, allowing you to code, compile, test, and deploy all
from within the IDE itself.
Sandbox
|
Developer Edition
|
The salesforce.com Sandbox
environment is an exact copy of your salesforce.com instance.
|
Developer Edition was an edition
created for development of integrations and apps, specifically for the AppExchange.
|
You can copy your live instance to a
sandbox environment.
|
You have to perform manually from
sandbox to developer edition.
|
You can either copy your
configuration and data into a sandbox environment or just the configuration.
|
You cannot copy your configuration
or data onto the Developer Edition, but you can customize it to match your
instance’s look and feel.
|
(85). What is Roll up summary field in Salesforce?
Roll
up summary field in salesforce calculates the Count, Sum, Min or Max of
particular field of any child record. Thus, we can say that Roll up summary
field can only be created on Master object.
(86). How many types of the relationship fields
available in Salesforce?
There
are Four types of the Relationship fields available in Salesforce
1. Master Detail
2. Many to Many
3.Lookup
4. Hierarchical (It is only available on User Object, we cannot create this relationship to other SFDC Objects)
1. Master Detail
2. Many to Many
3.Lookup
4. Hierarchical (It is only available on User Object, we cannot create this relationship to other SFDC Objects)
(87). What will happen if the Account is deleted?
If
the Account is deleted then Contact, Opportunity will also be deleted from
Salesforce.
Contact and Opportunity are related to that Account.
Contact and Opportunity are related to that Account.
(88). What are the types of email templates
available in salesforce.com?
1.
Text
2. HTML with Letter Head
3.Custom HTML
4. Visual force
2. HTML with Letter Head
3.Custom HTML
4. Visual force
You
can create four different types of email templates:
2) HTML with letterhead –
Administrators and users with the “Edit HTML Templates” permission can create
HTML email templates based on a letterhead. See Creating HTML Email Templates.
3) Custom HTML – Administrators and users with
the “Edit HTML Templates” permission can create custom HTML email templates
without using a letterhead. You must either know HTML or obtain the HTML code
to insert in your email template. See Creating Custom HTML Email Templates.
4) Visualforce – Administrators and developers
can create templates using Visualforce. Visualforce email templates allow
for advanced merging with a recipient’s data, where the content of a template
can contain information from multiple records, see Creating Visualforce Email Templates.
(89).Sequence of Salesforce Triggers and Order of
Execution
The
following is the order of salesforce execution when the you create or update a
record,
1) Loads the original record from the database or initializes the record for an upsert statement.
2) Loads the new record field values from the request and overwrites the old values.
If the request came from a standard UI edit page, Salesforce runs system validation to check the record for:
Required values at the layout level and field-definition level
Valid field formats (ex: zip code, country code format)
Maximum field length (ex: mobile number must 10 digits)
Salesforce doesn’t perform system validation in this step when the request comes from other sources, such as an Apex application or a SOAP API call.
3) Run all before triggers.
4) Runs most system validation steps again, such as verifying that all required fields have a non-null value, and runs any user-defined validation rules. The only system validation that Salesforce doesn’t run a second time (when the request comes from a standard UI edit page) is the enforcement of layout-specific rules.
5) Saves the record to the database, but doesn’t commit yet.
6) Run all after triggers.
7) Run assignment rules.
8) Run auto-response rules.
9) Run workflow rules.
10) If there are workflow field updates, updates the record again.
11) If the record was updated with workflow field updates, fires before and after triggers one more time (and only one more time), in addition to standard validations. Custom validation rules are not run again.
12) Run escalation rules.
13) If the record contains a roll-up summary field or is part of a cross-object workflow, performs calculations and updates the roll-up summary field in the parent record. Parent record goes through save procedure.
14) If the parent record is updated, and a grand-parent record contains a roll-up summary field or is part of a cross-object workflow, performs calculations and updates the roll-up summary field in the parent record. Grand-parent record goes through save procedure.
15) Run Criteria Based Sharing evaluation.
16) Commits all DML operations to the database.
17) Run post-commit logic, such as sending email.
1) Loads the original record from the database or initializes the record for an upsert statement.
2) Loads the new record field values from the request and overwrites the old values.
If the request came from a standard UI edit page, Salesforce runs system validation to check the record for:
Required values at the layout level and field-definition level
Valid field formats (ex: zip code, country code format)
Maximum field length (ex: mobile number must 10 digits)
Salesforce doesn’t perform system validation in this step when the request comes from other sources, such as an Apex application or a SOAP API call.
3) Run all before triggers.
4) Runs most system validation steps again, such as verifying that all required fields have a non-null value, and runs any user-defined validation rules. The only system validation that Salesforce doesn’t run a second time (when the request comes from a standard UI edit page) is the enforcement of layout-specific rules.
5) Saves the record to the database, but doesn’t commit yet.
6) Run all after triggers.
7) Run assignment rules.
8) Run auto-response rules.
9) Run workflow rules.
10) If there are workflow field updates, updates the record again.
11) If the record was updated with workflow field updates, fires before and after triggers one more time (and only one more time), in addition to standard validations. Custom validation rules are not run again.
12) Run escalation rules.
13) If the record contains a roll-up summary field or is part of a cross-object workflow, performs calculations and updates the roll-up summary field in the parent record. Parent record goes through save procedure.
14) If the parent record is updated, and a grand-parent record contains a roll-up summary field or is part of a cross-object workflow, performs calculations and updates the roll-up summary field in the parent record. Grand-parent record goes through save procedure.
15) Run Criteria Based Sharing evaluation.
16) Commits all DML operations to the database.
17) Run post-commit logic, such as sending email.
(91). How to restrict the user to see any record,
lets say CASES?
set
up cases sharing to be private. If both users are admins or have view all
records on cases, then that overrides private sharing.
(92).What is difference between WhoId and WhatId
in the SFDC Data Model of Task/Events ?
WhoID
– Lead ID or a Contact ID
WhatID – Account ID or an Opportunity ID or Custom Object ID
WhatID – Account ID or an Opportunity ID or Custom Object ID
(93). What is Master Detail relationship and look
up relationship in Salesforce?
Master
Detail relationship is the Parent child relationship. In which Master represents
Parent and detail represents Child. If Parent is deleted then Child also gets
deleted. Rollup summary fields
can only be created on Master records which will calculate the SUM, AVG, MIN of
the Child records.
Look
up relationship is something like “has-a” (Containership) relationship. Where one
record has reference to other records. When one record is deleted then there is
no impact on other records.
(94). Can we convert the lookup relationship to
Master Detail relationship?
Yes,
We can convert the lookup relationship to master detail relationship only if
all the existing record has valid lookup field values.
(95). Can we create Master Detail relationship on
existing records?
No.
first we have to create the lookup relationship then populate the value on all
existing record and then convert it.
(96). In How many way we can invoke the Apex
class?
1.
Visualforce page
2. Trigger
3. Web Services
4. Email Services
2. Trigger
3. Web Services
4. Email Services
(96). What is the custom settings?
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, Apex, and the Web services API.
(97). Types of the custom settings?
List
Custom Settings:
A type of custom setting that provides a reusable set of static data that can be accessed across your organization. If you use a particular set of data frequently within your application, putting that data in a list custom setting streamlines access to it. Data in list settings does not vary with profile or user, but is available organization-wide. Examples of list data include two-letter state abbreviations, international dialing prefixes, and catalog numbers for products. Because the data is cached, access is low-cost and efficient: you don’t have to use SOQL queries that count against your governor limits.
Hierarchy Custom Settings:
A type of custom setting that uses a built-in hierarchical logic that lets you “personalize” settings for specific profiles or users. The hierarchy logic checks the organization, profile, and user settings for the current user and returns the most specific, or “lowest,” value. In the hierarchy, settings for an organization are overridden by profile settings, which, in turn, are overridden by user settings.
A type of custom setting that provides a reusable set of static data that can be accessed across your organization. If you use a particular set of data frequently within your application, putting that data in a list custom setting streamlines access to it. Data in list settings does not vary with profile or user, but is available organization-wide. Examples of list data include two-letter state abbreviations, international dialing prefixes, and catalog numbers for products. Because the data is cached, access is low-cost and efficient: you don’t have to use SOQL queries that count against your governor limits.
Hierarchy Custom Settings:
A type of custom setting that uses a built-in hierarchical logic that lets you “personalize” settings for specific profiles or users. The hierarchy logic checks the organization, profile, and user settings for the current user and returns the most specific, or “lowest,” value. In the hierarchy, settings for an organization are overridden by profile settings, which, in turn, are overridden by user settings.
--------------------------------------------------------------------------------------------------------------
1.which is first loaded in vf page?
get- a get request is an initial for a page when user enters a url or
when a link or button is clicked.
Evaluate constructors on controller and extensions
2.SOQL injection in salesforce?
Injection flaws occur when untrusted data is
sent straight to the interpreter as part of a query or command. In this case,
the attacker is deliberately passing hostile data with the intent of tricking
the interpreter into executing unintended commands or gaining access to
unauthorized data.
Ex:
String sQuery =
"SELECT * FROM customers WHERE accountID = "'" +
request.getParameter("id") + "'";
In this case, the
attacker can modify the "id" parameter in their browser address bar
or through an program they wrote to send: ' or '1'=1. This would change the
meaning of the query - resulting in all of the records from the customer
database to be returned instead of only the intended customer.
http://exampleofsqlinjection.com/customerView?id=' or '1'=1
Ex2:
An example of dynamic SOQL would be building a custom search
based on input from a form that the user has filled out. To create a
dynamic SOQL query at runtime you will use the database query method
provided. Below are two examples of building dynamic SOQL at runtime.
Return
a single sObject when query comes back with one record:
sObject S =
Database.query(string_limit_1);
Return
a list of sObjects when query comes back with more than one record:
List<sObject> L =
Database.query(string);
What you want to make sure of is that when
you construct the actual query you use the escapeSingleQuotesmethod. This method is a major time saver and adds the escape
character \ to al single quote marks in strings that are passed in from the
user. This basically takes an single quote marks and treats them as
enclosing strings rather than database commands. It's pretty slick and
very important!.
Correct way to write dynamic queries:
String queryName = '%' +
name + '%';
queryResult = [SELECT Id
FROM Contact WHERE (IsDeleted = false and Name like :queryName)];
3.What is diff between datatable and pageblocktable?
Only standard style sheets can be used in apex:pageBlockTable tag in Visualforce page.
If we want to add custom style sheets we have to use apex:dataTable tag in Visualforce page.
If we want to add custom style sheets we have to use apex:dataTable tag in Visualforce page.
4.difference between SOQL & SOSL?
SOQL
|
SOSL
|
SOQL is used if we know in which object the data is present.
|
SOSL is used if we don't know in which object the data is
present.
|
In SOQL we can query data from single object and as well as
multiple objects. In case of multiple objects the objects should have some
relationship between them.
|
In SOSL we can search data from multiple objects even if there
is no relationship among the obejects.
|
5.what is custom controllers?
Custom
controllers are written in Apex code and are used when we need to write
functionality
other than the standard functionality. Custom controllers are used to
create
wizards, rich UI with complex data sets, and so on. Custom controllers are
added
to the Visualforce page using the following syntax:
<apex:
page controller="CustomApexClass">
6.What is use of <apex:param>
tag?
It is used to hold javascript values. Param
means parameter. This tag is also used to pass values from javascript( vf page
) to an apex controller. <apex:param> component has to be used as a child
item to the following component. Some of the components are
<apex:actionFunction>, <apex:actionSupport>, <apex:commandLink>, <apex:outputLink>, <apex:outputText>, <flow:interview>
7.Field level security in salesforce?
At object level we can give permission on what user can with
salesforce record like user can read, create, edit, delete, view all &
modify all. Object permissions we can give at object level. Now i want to
restrict few sensitive fields form my users. I don’t want display these
sensitive fields for all users. We can restrict fields by using field level
security.
We can give read &
edit permissions to the field. We can handle these filed level
permissions in three ways.
1. By using “set field level security” button at field level.
2. By using “view field accessibility” button at field level
3. In profiles/permission sets we can handle field level
permissions.
How can we provide
filed level security?
Now in Account object object i don’t want to display revenue
filed for all profiles in salesforce organization. For few profiles i want give
visible permission , For few profiles i don’t want display this filed and for
few profiles i want to give both visible and edit permissions. So how many ways
we can achieve this? We can achieve this two ways first is from filed and
second one is from profile.
1. Field level
security by using set field level security button:
Go to the filed you want to enable field level permissions and
click on Set field level security button. See the below screen for
reference.
After clicking field level security button, there you can enable
that field for profiles you want give access and save settings. See the below
screen for reference.
If you enable only visible check box, then user can read &
edit that field. If you enable both visible & read only, then user can only
see that field, he can edit.
2. By using view
field accessibility button.
Go to the filed you want to enable field level permissions and
click on view field accessibility button. then you will navigate to below
screen.
Here you can field accessibility options. Here we can manage
field viability for profiles and page layouts. You can select fields in field
access for field list view. If you want enable/disable permission click hyper
link editable/hidden, you will get below screen.
here
you can select filed level security at profile level and you can select page
layout options also.
3. Managing Field
level security at profile level
To handle Field permissions go to profile you want choose and go
to Field level security section and search for object you want enable field
permissions, click on view and edit and provide permissions for required fields
and save.
Note: In profiles you can find Field level security section on
profile detail page. You cannot find Field permission on profile edit
page.
8. difference between
database.insert and insert?
Database.Insert
|
Insert
|
Partial Insert is supported.
|
Partial Insert is not supported.
|
In bulk operation, if error occurs, the remaining records will
be inserted i.e. partial DML operation.
|
In bulk operation if error occurs, the execution will stop and
throws an error.
|
9.soql exception in salesforce?
An exception denotes an error that disrupts the
normal flow of code execution.
Customer is getting an error as
: System.LimitException: Too many SOQL queries: 101. It hit governer limit
of 100 soql queries. To prevent this we can use @future annotation which will
run the code asynchronously.
10.what is code reviews in salesforce?
1
11.explain how to deploy code to production in salesfroce?
12. difference between data
loader and import wizard?
Salesforce CRM provides two tools for data
migration—the Import Wizard and the Apex Data Loader.
The Import Wizard
The Import Wizard
is designed for
less-technical users and smaller, simple imports of up to 50,000 records. It
takes you through the process step by step and displays error messages to alert
you to potential record duplications (“dupes”). For more information, go to
Help & Training | Importing Data | Using the Import Wizards.
Use the Apex Data Loader
for complex imports of
any size. It’s for technical users only. You’ll need access to the API to use
this tool, which is included with Enterprise and Unlimited Edition. If you have
another edition, you can purchase the API separately by contacting your account
executive. The Data Loader doesn’t display error messages to alert you to
potential problems. However, this tool includes several features that help make
large data imports easier, such as being able to save your mappings. For more
information, go to Help & Training | Data Loader.
The table below summarizes the
difference between the two tools. The instructions in the remaining steps refer
to the Import Wizard.
13. In dataloader what is
diffence between export all and export?
Export : It is used to export the Salesforce Data(excluding
recycle bin's data) into your local system.
Export All : It is used to export the Salesforce Data(including recycle bin's data) into your local system
Export All : It is used to export the Salesforce Data(including recycle bin's data) into your local system
14. difference between
s.controller and c.controller?
Standard
controllers are available for all standard and custom objects. They provide
standard functions such as save, delete and create records.
Custom
controllers are written in Apex code and are used when we need to write
functionality other than the standard functionality. Custom controllers are
used to create wizards, rich UI with complex data sets, and so on.
15. is custom controller
enforces field level security?
Custom controllers and controller extensions classes execute in
system mode and thereby ignore user permissions and field-level security, you
can choose whether they respect a user’s organization-wide defaults, role
hierarchy, and sharing rules by using the with sharing keyword in class
definition.
Inner classes do not inherit the sharing setting from their
container class. classes inherit this sharing setting from a parent class when
one class extends or implements another.
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