What do you know about Salesforce?

Question:- Explain Salesforce Admin characteristics.

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

Question:- Expand CRM and explain.

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

Question:- Distinguish between Salesforce.com and Force.com.

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.

Question:- What are the available portals in Salesforce?

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.

Question:- Why do we use Tabs in Salesforce? Mention the types of Tabs.

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

Question:- What is Profile? Mention the types of Profiles available in Salesforce.

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

Question:- What is the difference between Profile and Role?

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.

Question:- How to delete or freeze users in Salesforce.com?

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

Question:- Mention the ways to store files, documents, and images in Salesforce.com.

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

Question:- What are the default index fields?

Answer:- Salesforce’s default indexed fields are: • Primary Keys: Name, ID, and owner fields) • Foreign Keys: lookup and master-detail relationship fields • Audit Dates: LastModifiesDate • Custom Fields (only marked as External ID or unique)

Question:- Give one-word answers to the following questions: a. On the Visualforce page, how many field dependencies are used? b. Can two users have the same profile in Salesforce? c. Which field cannot be added as a custom index? d. Can we edit a formula field value in a record? e. Can we use sharing rules to restrict data access?

Answer:- a.10 field dependencies b.Yes c.Formula field d. No e. No

Question:- What is Field Dependency?

Answer:- In Salesforce, Field Dependencies are filters that will let the users modify their content and control the value of one field dependent on the value of another. There are two other fields in Field dependency which are. • Controlling Field. • Dependent field.

Question:- How to set the Login Hours and Login IP ranges for the users in Salesforce?

Question:- Mention various types of sharing rules in Salesforce?

Answer:- There are a few sharing rules in Salesforce available which are as follows: Account sharing Rule. Case Sharing Rule. Contact Sharing Rule. Custom Object sharing Rule. Lead Sharing Rule. Opportunity sharing Rule.