Answer:- A many-to-many relationship can be created by using a junction object. A Junction object is a custom object that has two Master–Detail relationships.

Answer:- Based on the structural differences, Salesforce has four different types of reports: • Tabular Report: A tabular report displays data in the form of an Excel-like table that provides a list of items with the grand total. • Joined Report: A joined report is a combined report having multiple blocks that show data from different reports, either of the same or of different report types. • Matrix Report: A matrix report works for 2-dimensions and allows to group records row-wise and column-wise. • Summary Report: In a summary report, the view is in a table form only, but it has more functionalities like grouping rows (only), viewing subtotals, and creating charts.

Answer:- There are unique procedures followed by every company for tracking their sales. Various companies track the performance of sales by data analysis. The tracking system of Salesforce allows companies to collect basic details for evaluating the performance, such as: • Customers who are served daily • Number of daily sales • Day-to-day report of sales from Sales Managers • Sales figures on a weekly, monthly, or quarterly basis, depending on organizations’ needs • Details of the repeat customers who serve as the key factor for the growth of any organization

Answer:- Junction objects help associate two objects. They are custom objects in Salesforce that allow building a Master-Detail relationship established between two different data objects. It uses a many-to-many relationship to link many junction objects to several records. Example: If a candidate applies for a job, then the job profile can be connected to many applicants, and the candidate can be linked to several other jobs as well. Here, the junction object will be the ‘job profile.’

Answer:- Role: A role helps manage and regulate the Salesforce access that affects reports. Also, it allows controlling user visibility over data within an organization. Users who can access the data and perform operations on it are given a specific role. Candidates with a specific role can share the reports with other team members. Profile: A profile is an essential component of any organization. Moreover, it is compulsory for all users to verify their identity for legal authorization. It helps secure an organization’s data from illegal visitors. It is not permissible to operate Salesforce without having a profile. It also controls the types of records that a user can see.

Answer:- A wrapper class is a type of container class in Salesforce that contains a group of objects as its segments. Also, the wrapper class is of an abstract data type. In Salesforce, we use a wrapper class to envelop collected data. A programmer defines the wrapper class that acts as custom objects, along with its properties. Moreover, the instances of a wrapper class help represent distinct objects in the corresponding table on a Visualforce page.

Answer:- There are various reasons due to which Salesforce data can be lost, and they are as follows: • Altering the date and time • Converting parameters such as number and currency from other data types • Importing data that, at times, goes wrong • Moving the text, URL, or email from the text area • Altering the auto-number and the checkbox • Modifying the multi-select picklist to other types

Answer:- Salesforce provides various APIs so that developers can easily integrate across Salesforce: • REST – With the help of REST API you can easily incorporate Salesforce applications using HTTP methods in either XML or JSON formats. It is the most suitable choice for developing mobile applications or external clients. • Bulk – The Bulk API provides us programmatic access especially for quickly loading and querying large amounts of data into your Salesforce organization. • Streaming – The Streaming API is used to trigger and receive notifications whenever changes are made into Salesforce data, according to the defined criteria.

Answer:- No, we cannot modify apex classes and triggers directly in the production environment. It should be done first in Developer edition or testing org or in Sandbox org. Then, a user with Author Apex permission can deploy it in production, which overwrites the last version. Visualforce pages can easily be generated and modified in Sandbox and in production too if it does not consist of a Custom Controller.

Answer:- Below is the list of email templates that can be created in Salesforce: 1. Text: Text templates can be created or changed by all the users in the organization. 2. HTML with Letterhead: Admins and users who have ‘Edit HTML Templates’ can create this type of template based on a letterhead. 3. Custom HTML: It is an extension of the previous one. Admins and users having ‘Edit HTML Templates’ can create custom HTML templates even without the need for a letterhead. 4. Visualforce: Admins and developers can create this template using Visualforce. It provides advanced functionalities like merging recipient’s data from multiple records.

Answer:- With the help of the following methods we can share records in Salesforce: • Role Hierarchy: Whenever a user is added to a role, the user above the current user in the role hierarchy will have access to records and inherit permissions. Setup → manages users → roles → setup roles → click on ‘add role’ → provide name and save. • OWD: Organization-Wide Default (OWD) lets you set up public read-only or public write-only for users across the organization. Setup → Security Controls → sharing settings → Click on ‘Edit’ • Manual Sharing: The owner or person higher in the role hierarchy can give manual access to users or a group of users to recordsfiles.

Answer:- Salesforce has become a leader in CRM development. It is a customer relationship management (CRM) platform that connects businesses with their customers. It is a single, integrated CRM platform that provides a standard shared picture of every customer to all of your departments, including marketing, sales, commerce, and service, and also allows you to store the data on a secure Cloud. Not only does the platform include a number of services and tools for relationship management, but it also assists in app development. As a result, Salesforce allows you to operate your business from anywhere.

Answer:- • Characteristics • What do we learn? • Who can learn? • What is the average annual salary? • Salesforce Admin 201 • Workflow, field creation, and management • System Admin, Architect, and Security Analyst • US$82,000

Answer:- The expansion of CRM is ‘Customer Relationship Management.’ CRM is an application that helps automate systems or digitize marketing functions. With this software, companies can plan to increase their profits and revenues. This strategy of incrementing revenue and profit is made by attracting customers, clients, and sales. The important concept of CRM is customer value. There are four CRM initiatives as below: • Customer acquisition • Customer retention • Customer churn • Customer win-back