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?
Answer:- Login Hours: If Login Hours is set in an organization, then it restricts the login before or after login hours. Setup | Administration | Manage users | Profiles Login IP: It helps restrict the login attempt from unauthorized IP addresses. Setup | Administration setup | Manage users | Profiles
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.
Question:- List the characteristics and functions of a Roll-up Summary field.
Answer:- Characteristics of a roll-up summary field: • It can be created for a Master-Detail relationship but not for a Lookup relationship. • Auto numbers are not available here. • We cannot change the field type in a roll-up summary field. • It derives data from the Child object. Functions of the roll-up summary field: • Count • Sum • Min • Max
Question:- List the characteristics and functions of a Roll-up Summary field.
Answer:- Characteristics of a roll-up summary field: • It can be created for a Master-Detail relationship but not for a Lookup relationship. • Auto numbers are not available here. • We cannot change the field type in a roll-up summary field. • It derives data from the Child object. Functions of the roll-up summary field: • Count • Sum • Min • Max
Question:- What are the different kinds of Reports in Salesforce?
Answer:- Different kinds of reports in Salesforce are: • Tabular Report: It is similar to a spreadsheet and is the simplest and fastest way to see data. Tabular reports are the best to create lists of records. • Summary Report: It is similar to a tabular report but allows users to group rows of data, view subtotals, and create charts. • Matrix Report: It is similar to a summary report, but it allows users to group and summarize data by both rows and columns. • Joined Report: Joined reports let us create multiple report blocks that provide different views of our data and each block acts as a subreport.
Question:- Mention the ways to share a record?
Answer:- In Salesforce, there are 5 ways we can share records • Role Hierarchy. • Organization Wide Defaults. • Manual Sharing. • Criteria Based Sharing Rules. • Apex Sharing
Question:- Do you know about Bucket fields in Salesforce reports?
Answer:- Without the need for any sophisticated algorithms or custom fields, a bucket field allows you to combine related data together by ranges and segments. Bucketing is a method of grouping, filtering, and arranging report data. You must define numerous categories (buckets) that are used to group report values when creating a bucket field.
Question:- Define Dynamic Dashboards. Can we schedule Dynamic Dashboards?
Answer:- Dynamic dashboards help us display the set of metrics in an organization. They are created to provide security settings for dashboards at Salesforce.com. Two setting options are there in dynamic dashboards: • Run as a specified user • Run as the logged-in user
Question:- What is Workflow in Salesforce?
Answer:- Workflow in Salesforce is business logic that helps you to automate your organization’s normal processes and procedures, saving you a significant amount of time. Workflow allows records to carry out tasks like changing data or notifying individuals or external systems. We can automate tasks like assigning tasks, sending emails, updating fields, and sending outbound messages.
