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.
Question:- Name the different Workflow components in Salesforce.com.
Answer:- There are five workflow components in Salesforce.com: • Workflow Rules • Workflow Tasks • Workflow Email Alerts • Workflow Field Updates • Workflow Outbound Messages
Question:- What are the various types of relationships available in Salesforce?
Answer:- These are the various relationship types in Salesforce that users can create. Which are: • Self-relationship • Lookup • Indirect lookup • External lookup • Many-to-many (junction object) • Hierarchical • Master-detail relationship
Question:- What are the limitations of a Time-dependent Workflow?
Answer:- Limitations of a time-dependent workflow are as follows: • Time triggers do not support minutes or seconds. • Time triggers cannot reference when formula fields that include related-object merge fields. • We cannot add or remove a time trigger if: o The workflow rule is active o The workflow rule is included in the package
Question:- Mention some CRM providers
Answer:- The popular CRM providers are: • Oracle CRM • Microsoft Dynamics CRM • Salesforce CRM • SAP CRM • NetSuite CRM • Sage CRM • SugarCRM
Question:- Who can access the drag and drop dashboard?
Answer:- The one who has in managed dashboards can access the drag and drop dashboard
Question:- How many ways are there to call an Apex class?
Answer:- There are four ways to call an Apex class: • Visual page • Web service • Triggers • Email services
