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
Question:- What is the Formula field?
Answer:- A Formula field is a read-only field that is coupled with a formula or expression from which its value is calculated. With the corresponding modification in the formula or expression, the value of this type of field is immediately changed. This field can be created using both standard and custom objects.
Question:- What is Data Loader?
Answer:- Salesforce Data Loader is a client application that allows you to import or export data in bulk. One can insert, update, remove, or export Salesforce records with this tool. Data Loader reads, extracts, and loads data from comma-separated values (CSV) files or a database connection for importing data. It creates CSV files for exporting data.
Question:- When do we use Data Loader?
Answer:- We use Data Loader when: • We need to load more than 50,000 to less than 5,000,000 records • We need to load into an object that is not yet supported by web-based importing • We want to be able to save multiple mapping files for future use • We want to export our data for backup purposes • We want to prevent duplicates by uploading the records
Question:- What are the Data management tools in Salesforce?
Answer:- There are two data management tools available in Salesforce which are: 1. Data Import Wizard 2. Data Loader
