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

Answer:- Both are relatively the same but different in their functionality. • Salesforce.com helps build CRM-functionality-based applications, e.g., an iPhone ‘app’ that stores contact details, makes phone calls, and has all the other standard functions of a phone. • Force.com is used to customize a data model and a user interface, e.g., an iPhone OS environment that can build and run apps.

Answer:- Three types of portals are available on Salesforce.com: • Customer portal: It enables us to utilize the capabilities of the web as the ideal channel to deliver superior self-service. • Partner portal: It allows partner users to log in to Salesforce via a separate website than that is used for our non-partner users. • Self-service portal: Customers will be able to search for details about the organization using this portal.

Answer:- In Salesforce.com, a list of tabs is placed in the Tab menu. Tabs are used to access an object’s data. There are three types of tabs: • Custom tab • Visualforce tab • Web tab

Answer:- A profile is similar to settings and permissions in Salesforce. It is used to perform different functions that are defined by users. It is another way to manage particular records. There are two types of profiles: • Standard profiles: Profiles created by Force.com • Custom profiles: Profiles created by users Salesforce standard profiles are: • Standard User • Solution Manager • Marketing User • Read-only • System Administrator

Answer:- The difference between Salesforce Profiles and Salesforce Roles are – • Profiles: Object and field-level access may be created using profiles, such as general permissions, tab level permissions, read & write permissions, and so on. • Role: We may offer record-level access using roles, such as organization-wide defaults, Role hierarchy, sharing rules, and manual sharing. Simply put, record-level access is influenced by responsibilities.

Answer:- Deleting a user is not possible in Salesforce.com, but we can deactivate the user by using the Freeze option. To freeze a user, go to: Setup > Manage Users > Users Find and click on the user and then click on Freeze

Answer:- We can store files, documents, and images in Salesforce.com as below: • Attachments • Documents • Google Drive • Libraries • Chatter Files