Latest Salesforce Interview Questions and Answers- Part 2 [100-200]
101. What is Web-to-Case?
Web to Case is a method of capturing a problem/query from the customers. A web form that is published to a web site and Customers use to submit inquiries online
102. What is Email-to-Case?
Email to Case is a process of automatically creating a case when an email is sent to one of your
company’s email addresses.
103. What is an Escalation Rule?
Escalation rules are rules, automatically escalates an unresolved Case within a certain period of time (age over)
based on pre-defined business criteria
104. What are Business Hours?
Business hours are organization’s hours of operation
105. What is a Solution?
– An answer to a common question or problem
– Enables Customer Support users get up to speed quickly
– Enables Support teams to answer questions quickly and consistently
– Customers search for and browse published Solutions to selfassist
– Content-Rich Solutions are an enhancement to the Solution Object which allows solution writers to integrate rich text and
images into their solutions to completely solve a problem
What is a Category?
– Mechanism to organize Solutions
– Solutions may be associated to one or more Categories
– Categories make up a Solution Category tree structure
What are Suggested Solutions?
– The suggested solutions feature displays up to ten relevant solutions that may help users and customers solve a particular case from the case detail page and the Self-Service portal.
• Suggested Solutions can be enabled for the following:
Cases tab
Self Service Portal
Case auto-response rules and emails
106. What is the Self-Service Portal?
Self service portal is an authenticated portal which provides 24/7 online support and contains Public Knowledge Base, Suggested Solutions and Web-to-Case functionality
107. What is the AppExchange?
AppExchange is a Website Owned and Operated by salesforce.com which enables Partners and Customers to Download & Install Custom Apps and Components as per the need.
108. Jump Start Wizard vs. Standard Wizard ?
The Jump Start wizard creates a one-step approval process for you in just a few minutes
The Standard Wizard is useful for complex approval processes.
Jump Start Wizard
• The jump start wizard is useful for simple approval processes with a single step.
• Use the jump start wizard if you want to create an approval process quickly by allowing Salesforce to automatically choose some default options for you.
Standard Wizard
• The standard wizard is useful for complex approval processes.
• Use it when you want to fine tune the steps in your approval process.
• The standard wizard consists of a setup wizard that allows you to define your process and another setup wizard that allows you to define each step in the process.
109. Parallel Approval Routing ?
Parallel Approval Routing is sending approval requests to multiple approvers in a single step Wait for approval from all the approvers or wait for approval from any one
Configure an approval step to request approval from any combination of multiple users and related users
Configure 25 parallel approvers at each step
110. What is the Import Wizard?
Import Wizard is an easy-to-use multi-step wizard for importing new Accounts, Contacts, Leads, Custom Objects or Solutions. This is available only for System Administrators.
Import Wizard can be used or 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
111. What is the input for Import Wizard?
We need to provide CSV file as a input to Import Wizard.
112. Explain Force.com Data Loader?
Force.com Data Loader is an application for the bulk import or export of data.
Data Loader is an easy-to-use wizard interface supports large files with up to millions of rows
Data Loader support for all objects, including custom objects
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.
113. When to use Data Loader?
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.
114. When to use web-based importing?
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.
115. What is the Recycle Bin?
Recycle bin is a special folder provided by Salesforce,com, houses deleted data for approximately 30 days
Data can be recovered during this time period. Data stored in recycle bin is not counted against storage limit
If your organization reaches its Recycle Bin limit, Salesforce automatically removes the oldest records if
they have been in the Recycle Bin for at least two hours.
116. What are Trend Reports?
Trend reports are reports built on the data specified over a period.
117. What are Charts?
Charts are graphical representation of data of a single Summary or Matrix Report
Charts Types: Horizontal Bar, Vertical Bar, Line and Pie
118. 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 (master-detail 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.
119. What is Conditional Highlighting?
Conditional highlighting is used to highlight the summary and matrix reports summary rows
We can use up to 3 conditions maximum per report to highlight.
120. What are Dashboards?
Dashboards are Visual representations of key business information and show information from multiple reports.
Dashboard can have up to 20 components
Matrix and Summary reports can be used as source reports for dashboards
Running User determines the level of access to the Dashboard Data
Dashboard refresh can be Scheduled
We can email a Dashboard
121. Explain different 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
122. What is a Campaign?
Campaign is Specific marketing program or marketing tactic, Builds awareness and generates leads
123. What is a Campaign Member?
Campaign members are Lead or contact, who is associated to the Campaign
Also, Individual who has responded to Campaign
124. 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.
125. What is Workflow?
Workflow is a Force.com business logic engine that allows us to automatically send emails, update fields and assign tasks based on the rule that we define
126. What all the functions can be performed using Workflows?
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
127. What is a Workflow Rule?
Workflow rules are set of instructions specify the criteria for when the workflow should be activated
128. What are different workflow evaluation criteria’s and explain them?
Below are the workflow evaluation criteria’s
• When the record is created
• When the record is created and every time it’s edited
• When the record is created and any time it’s edited to subsequently meet the criteria
129. What is a Workflow Task?
Workflow Tasks assign a task to a User (Only Users) according to a particular template
130. What is a Workflow Email Alert?
Workflow Email Alerts are actions that send an Email according to a specified Email template. Workflow alerts can be sent to any User or Contact, as long as they have valid Email Address
131. What is a Workflow Field Update?
Workflow field updates are actions that update a particular field on the record that initially triggered the workflow rule
132. What are workflow actions?
Workflow actions are actions performed when a workflow rule is triggered. For example, Field updates, Alerts, Tasks and Outbound Messages
133. Can we define a single workflow rule on multiple objects?
No, Every workflow must be based on a single Object
134. What is Time-Dependent Workflow?
Time dependent workflow actions are actions that occur before or after a certain amount of time elapsed.
Time dependent workflow actions can be used to fire tasks, field updates and Email alerts.
We must specify time trigger for Time dependent workflows, this trigger define when Time dependent workflow should fire.
135. What are different workflow evaluation criteria’s and explain them?
Below are the workflow evaluation criteria’s
• When the record is created
• When the record is created and every time it’s edited
• When the record is created and any time it’s edited to subsequently meet the criteria
136. What are workflow outbound messages?
Workflow Outbound Messages is an action that sends data to an external web service
137. What are Queues?
Queues are collection of records that don’t have an Owner.
138. How can we define Queues?
Queues can be created by going to Queues in Manage Users, Enter Queue Email and by selecting Send Email to Members and select an Object under Supported Object section
139. 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
140. When the Add Time Trigger button is unavailable?
The evaluation criteria are 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.
141. Time-Dependent Workflow Limitations:
Time triggers don’t support minutes or seconds.
Time triggers can’t reference the following:
DATE or DATETIME fields containing automatically derived functions, such as TODAY or NOW.
Formula fields that include related-object merge fields.
You can’t add or remove time triggers if:
-The workflow rule is active.
-The workflow rule is deactivated but has pending actions in the queue.
-The workflow rule evaluation criteria are set to Evaluate the rule when a record is: created, and every time it’s edited.
-The workflow rule is included in a package
142. What is Approval Processing?
Approval process is a force.com business logic engine that allows you to specify a sequence of steps that are required to approve a new record. Each step allows one or more designated approvers to accept or reject the record.
143. Approval Terminology
• Approval Request: An approval request is an email notifying the recipient that a record was submitted for approval and his or her approval is requested.
• Approval Steps: Approval steps assign approval requests to various users and define the chain of approval for a particular approval process.
– Each approval step specifies the attributes a record must have to advance to that approval step, the user who can approve requests for those records, and whether to allow the delegate of the approver to approve the requests.
– The first approval step in a process also specifies the action to take if a record does not advance to that step.
– Subsequent steps in the process also allow you to specify what happens if an approver rejects the request.
• Assigned Approver: The assigned approver is the user responsible for approving an approval request.
• Initial Submission Actions: are the actions that occur when a user first submits a record for approval.
– For example, an initial submission action can lock the record so that no users can edit it during the approval process.
– Initial submission actions can also include any approval actions such as assigning a task, sending an email, or updating a field.
• Final Approval Actions: are the actions that occur when all approval requests for a record are approved.
– Final approval actions can include any approval actions such as email alerts, field updates, tasks, or outbound messages.
– For example, a final approval action can change the status to “Approved” and send a notification email.
• Final Rejection Actions: are the actions that occur when all approval requests for a record are rejected.
– Final rejection actions can include any approval actions such as email alerts, field updates, tasks, or outbound messages.
– For example, a final rejection action can change the status to “Rejected”, send a notification email, and unlock the record so that users can edit it before resubmitting.
• Record Locking: is the process of preventing users from editing a record regardless of field-level security or sharing settings.
– Records that are pending approval are automatically locked by Salesforce.
– Users must have the “Modify All Data” permission to edit locked records.
– The Initial Submission Actions, Final Approval Actions, and Final Rejection Actions related lists contain a record lock action that you can edit if necessary
• Outbound Messages: send the information you specify to an endpoint you designate.
– You can set up workflow rules and approval processes to send outbound messages to an endpoint as a means of getting information to an external service.
144. 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.
145. What is Standard and Custom Fields in Salesforce?
Standard Fields
Standard Fields are pre-defined in Salesforce and 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
Capture information unique to your business process by creating custom fields with custom field help for each of the tabs that your organization uses
Recycle Bin for Deleted Custom Fields
Custom fields are deleted permanently after 45 days
146. Is it possible to change the existing data types of custom fields, if Yes please explain?
Yes. It’s 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
147. 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
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
148. What is a Business Process?
Business process allows you to track separate sales, support, and lead lifecycles across different divisions, groups, or markets.
Available Business Processes:
Sales Processes – Create different sales processes that include some or all of the picklist values available for the Opportunity Stage field
Support Processes – Create different support processes that include some or all of the picklist values available for the Case Status field
Lead Processes – Create different lead processes that include some or all of the picklist values available for the Lead Status field
Solution Processes – Create different solution processes that include some or all of the picklist values available for the Solution Status field
149. What is Web-to-Lead and Web-to-Case? (More explanation needed)
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)
150. 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.
151. What happens if I try to add new picklist value?
You will be prompted to select which record types should include the new value
152. 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
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.
153. What are Login Hours and Login IP Ranges?
Login hour sets the hours when users with a particular profile can use the system
Login IP Ranges 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.
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
154. What is a User Record?
User record possesses key information about a user and each has its own unique username.
Other properties of User records are below
• 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
155. What is a Record Owner?
Record owner is he user (or queue for Cases and Leads) who controls or has rights to that particular data record.
An Owner has the following special privileges with the below assumptions:
• 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.
156. What are Organization Wide Defaults?
OWD Defines the baseline level of access to data records for all users in the Organization (not including records owned by the user or inherited via role hierarchy) Used to restrict access to data Access levels to
Private
Public Read/Write
Public Read/Write/Transfer
Public Full Access
Public Read Only
157. What is a Role and Role Hierarchy?
Role:
Controls the level of visibility that users have to an organization’s data
An 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
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.
158. What is Access at the Role Level?
Access is 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
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
159. What is a Sharing Rule?
Sharing rules are automated rules that grant access to groups of users
These are exceptions to Organization Wide Defaults
Irrelevant for Public Read/Write organizations
Levels of Access that can be granted are
• 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.
160. What are the types of Sharing Rules in Salesforce and explain them?
Sharing rules present in salesforce are as below.
Account Sharing Rules:
• 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
Opportunity Sharing Rules (EE/UE):
• 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
Lead Sharing Rules (EE/UE):
• 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
161. 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.
162. What is a Public Group?
Public group is 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
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
163. What is Manual Sharing?
Manual sharing is 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
164. What are Folders in salesforce?
Folders are used for organizing email templates, documents, reports and dashboards
Access is defined – Read or Read/Write
Access is explicit – does NOT roll up through role hierarchy
Notes:
You can modify the contents of a folder if the folder access level is set to Read/Write.
Only users with the “Manage Public Documents” or “Manage Public Templates” can delete or change a Read Only folder.
The Documents tab does NOT contain version control capabilities
To search documents, users must use Documents search. The sidebar search does NOT search Documents, Solutions, Products, and Reports but does search Assets and Custom Objects
The Create New Folder link will only be visible to users with the “Manage Public Documents” permission
The size limit for documents uploaded is 5MB. The size limit for document filenames is 255 characters including the file extension
165. What are the difference between Sandbox and Developer Editions?
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.
166. How to restrict the user to see any record let’s 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.
167. What is External ID?
External ID is a field or flag on any custom field of type Text, Number or Email
External ID is Case INSENSITIVE
External ID are restricted to Three ID fields per object
External ID can be Custom fields only.
168. What are Relative Dates?
Related dates are dates used in Views and Reports for filtering.
These are dynamic date range, based on current date
Examples: This Week, Next Month, Last 90 Days
Available Relative Date Filters (not case sensitive)
• Today
• Yesterday
• Tomorrow
• This Week
• Last Week
• Next Week
• This Month
• Last Month
• Next Month
• Last x Days
• Next x Days
• Quarter
• Year
• Fiscal Quarter
• Fiscal Year
169. How is Role Different from the Profile?
Roles and Profiles are two different concepts in Salesforce.com, Some of the basic differences are:
• Profile helps to put restrictions on the Object where as the Role helps in opening the records to the users above the Role hierarchy
• Profile manages the Salesforce.com License, Tabs Settings, Record types, Page layouts, General Settings, Administrator Settings etc; Role hierarchy does not do any of these things
• Profile is Mandatory, Role is not
170. What are the different ways of making a field mandatory?
In salesforce we can make fields mandatory by 3 ways
1. Page Layout: – Field can be made mandatory from the page layout when it needs to be made mandatory for a set of users
2. Field Level Security: – Field can be made mandatory from the FLS when it needs to be made mandatory for all the users in the Organization and even from the API’s
3. Validation Rule: – Field can be made mandatory from the Validation Rule when it needs to be made mandatory for user who is using the same Page layout used by other users
Salesforce.com recommends using the Page Layout option for making the field mandatory.
171. What are the Different Ways in which leads can be created in salesforce.com?
Some of the ways in which leads can be generated and created in salesforce.com are
• Walk In to a company: User comes to the company office and then Salesforce.com rep manually creates the Lead
• Data Base bought by the company and then leads loaded via Data Loader/Import Wizard in salesforce.com
• Leads created because of the Campaigns, Seminars, and Tradeshows
• Web to Lead: Users registering on the website of the company.
• Email to Lead & SMS to Lead can be custom build for the Organization
172. Can a Contact be part of Partner Portal as well as Customer Portal in salesforce.com?
Yes, a contact can be part of a Partner Portal as well as Customer portal in salesforce.com.
Customer Portal and Partner portal depend on the user object and are not related to the contact object.
So to enable both portals for a Contact we need to create two users which will utilize two different salesforce.com licenses, one license for Customer portal and other for Partner portal.
Both users created for a same contact will have two different profiles, One for Customer portal and other for Partner Portal.
173. When are the Record types used?
Record Types are used in the following two cases
• To assign the different Page layouts to different users based on their profiles
• To enable different sets of Standard/Custom Picklist values for two different users using the same page layout
174. What are Profile Components?
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)
175. Explain Profile Vs Permission Sets Permissions and Access Settings?
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
176. What are the Standard Profiles available in Salesforce?
There are Six (6) Standard Profiles available in salesforce (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
177. What are Standard Business Objects?
Standard Business objects are mentioned below.
Object Description
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.)
178. What is a Company Profile?
Company profile contains core information for your company.
Below are the key information includes in company profile
• Language, Locale and Time Zone
• Licenses
• Storage and Used Space
• Fiscal Year
• Primary Contact and Address information
• Manage Currencies
179. What is a Fiscal Year in Salesforce?
Financial year in salesforce is used for an organizations financial planning.
This is usually a year in length and 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.
180. Can we use Custom financial year in forecasting?
We can NOT use Custom financial year in forecasting. But Customizable Forecasting must be enabled for use with Custom Fiscal Years.
181. How can you determine that email is actually sent or not from the salesforce?
There is an Email log that you could use. It’s available in the setup menu under Monitoring.
It’s only for the past 30 days and you would have to manually check it.
From the email log page: “Email logs describe all emails sent through salesforce.com and can be used to help identify the status of an email delivery. Email logs are CSV files that provide information such as the email address of each email sender and its recipient, the date and time each email was sent, and any error code associated with each email. Logs are only available for the past 30 days.”
182. In salesforce which fields are indexed automatically?
The following fields are indexed by default:
• primary keys (Id, Name and Owner fields),
• foreign keys (lookup or master-detail relationship fields),
• audit dates (such as LastModifiedDate),
• Custom fields marked as External ID or Unique
183. Give any scenario when you cannot change the currency field type to numeric type.
When the field is used either in Apex class or trigger
184. Consider a scenario where you have created a Visualforce page and Controller. You want to restrict the controller action for users which are logged in using “Grant Login Access”. How to achieve this?
When System admin logged in on the behalf of any other user, On upper right corner message is displayed that user is logged-in on behalf of some other user. In Visualforce page we can search for the element with class name present or not? If the element with that Class name exist means logged-in user is not an actual user.
185. How to get the debug log of Connection user in salesforce to salesforce Integration?
When configuring Debug Logs, you cannot choose a Salesforce to Salesforce Connection User from the User Lookup, but there is a workaround to achieve this.
To begin capturing Debug Logs for a Connection User open the following URL in your browser:
https://XXX.salesforce.com/p/setup/layout/AddApexDebugLogUser?retURL=%2Fsetup%2Fui%2FlistApexTraces.apexp&UserLookupInput_lkid=YYYYYYYYYYYYYY
&UserLookupInput=Connection%20User
Replace XXX with your salesforce instance, UserLookupInput_lkid is the ID of the Connection User and UserLookupInput is the User name. You can find the user ID of the connection user, by inspecting the CreatedById for a record created by this user. (eg. via eclipse or Force.com explorer)
186. We have a “Time Based Workflow” and there is Action scheduled to be executed. If we Deactivate the workflow, Scheduled actions will be removed from queue or not?
Even after deactivation of workflow, its action will be active in queue.
187. We have “Time Based Workflow” and there is action scheduled to be executed. Can we delete that workflow?
If a workflow has any pending time dependent action, then we cannot delete the workflow.
188. How to clear the Time based workflow action queue?
Two ways to achieve this:
1. Make criteria false for all those records.
2. Navigate to “Set up | Monitoring | Time Based Workflow”, search for scheduled actions and remove from queue.
189. While creating workflow on Task, what difference observed on available actions?
“Send Email” action is not available while creating workflow on task.
190. When loading data into date fields such as Opportunity Close Date using the Data Loader, the date displayed in the application is sometimes one day earlier than the date in the file. What may be the reason and solution?
The reason for this is that fields such as Close Date are actually date/time fields. When a date is loaded without specifying the time, the time is defaulted to 00:00 – midnight. When another user is in a time zone which is behind the current user’s time zone, the date will show on the previous day.
For example:
20 August 2008 00:00 in Paris is 19 August 2008 23:00 in London
Similar issues can arise when daylight savings time begins or ends.
Two simple solutions to this are:
1) Specify a time as well as a date when loading dates using the Data Loader. Or
2) Switch your PC’s time zone to Hawaiian time before starting up the Data Loader.
191. Explain dynamic Dashboard.
Dashboard which is running under current logged in user permission is known as “dynamic Dashboard”. At the most 3 dynamic dashboards can be built. This is available in Unlimited, Enterprise and Developer edition. This type of dashboard cannot be scheduled for refresh. IT must be scheduled manually.
192. What is analytic Snapshot in salesforce?
Analytic snapshot capture and store the data at pre decided intervals. It captures data from report and saves in custom object as per schedule. It only supports tabular and summary report as asource report. It does not support matrix report. The field type in target object must be same as source report object field.
193. What are the features of “Manage Members” in campaign records?
Campaign members are created from lead, contact, or person account records. Salesforce provides a variety of ways in which you can manage your campaign members. You can add and update up to 50,000 campaign members at a time through lead, contact, and person account reports; you can search for and add or edit multiple leads and contacts from the Manage Members page; you can add an unlimited number of leads and contacts using a CSV import file; or you can add members to a campaign one at a time from contact or lead detail pages.
194. If I want Object level accesses then what should i use from Salesforce security model?
Profile
195. In OWD (Organization wide sharing), can I change the setting “Grant Access Using Hierarchies” for Standard Objects?
You cannot change it for Standard Objects However for Custom Objects it’s possible.
196. What is Mandatory while creating User, Role or Profile?
It’s Profile.
197.In case of Master-Detail relationship, on Update of master record can we update the field of child record using workflow rule?
No
198. In case of Master-Detail relationship, on Update of child record can we update the field of Parent record using workflow rule?
Yes, Master Fields are also available for “Criteria evaluation”.
199. While setting OWD (Organization wide sharing), can we change/modify the setting of child record in case of Master-Detail relationship?
No, Child record is controlled by the Parents setting.
200. How to hide the “App Setup” Menu from user’s setup page?
In Profile, remove access “View Setup and Configuration”.
Next: Latest Salesforce Interview Questions and Answers- Part 3 [200-300]
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