Salesforce Interview Questions - Latest - PART 2
Salesforce Interview Questions - Latest - PART 2
What is App in
Sales force?
An app is
a group of tabs that work as a unit to provide functionality. Users can switch
between apps using the Force.com app drop-down menu at the top-right corner of
every page.
You can customize existing apps to match
the way you work, or build new apps by grouping standard and custom tabs.
Navigation to create app in Sales force: Setup ->Build ->Create->App-> Click on new and
create your application according to your requirements.
What is object in Sales force?
Custom objects are database tables that
allow you to store data specific to your organization in salesforce.com. You
can use custom objects to extend salesforce.com functionality or to build new
application functionality.
Once you have created a custom object, you
can create a custom tab, custom related lists, reports, and dashboards for
users to interact with the custom object data. You can also access custom
object data through the Force.com API.
Navigation to create object in sales
force: Setup->Build->Create->Object->
Click on new object and create object according to your requirement.
How
many relationships included in SFDC & What are they?
We are having two types of relationships,
they are
Lookup Relationship
Master-Detail Relationship
What
is a “Lookup Relationship”?
This type of relationship links two objects
together,
Up to
allowed for object
Parent is not a required field.
No impact on a security and access.
No impact on deletion.
Can be multiple layers deep.
Lookup field is not required.
What
is “Master-Detail Relationship”?
Master Detail
relationship is the Parent child relationship. In
which Master represents Parent and detail represents Child. If Parent is
deleted then Child also gets deleted. Rollup
summary fields can only be created on Master records which will
calculate the SUM, AVG, MIN of the Child records.
Up to
allowed to object.
Parent field on child is required.
Access to parent determines access to
children.
Deleting parent automatically deletes
child.
A child of one master detail relationship
cannot be the parent of another.
Lookup field on page layout is required.
How can I create Many – to – Many
relationship?
Lookup and Master detail relationships are
one to many relationships. We can create many – to – Many relationship by using
junction object. Junction object is a custom object with two master detail
relationships.
A custom
object contains some records, now my requirement is to create field in this
object with master detail relationship. Can we create master detail relationship
in this case?
No, directly we cannot create
master details relationship if custom object contains existing records.
Following are the steps to
create to create master-detail relationship when records are available in
custom object.
•
First create field
with lookup relationship.
•
And then associate
look field with parent record for every record
•
Next change the
data type of the field from look up to Master detail.
What is a dependent
picklist?
– Dependent fields can help make your data
more accurate and consistent by applying filters.
– A dependent field works in conjunction
with a controlling field to filter its values. The value chosen in the
controlling field affects the values available in the dependent field.
– 300 is the maximum number of values
allowed in a controlling picklist
- A custom multi-select picklist cannot be
the controlling field for a dependent field
Field Type
|
Controlling Field
|
Dependent Field
|
Standard Picklist
|
Yes
|
No
|
Custom Picklist
|
Yes
|
Yes
|
Custom Multi-Select
|
No
|
Yes
|
Standard Checkbox
|
Yes
|
No
|
Custom Checkbox
|
Yes
|
No
|
What are groups in
SFDC and what is their use?
Groups are sets of users. They can contain individual users,
other groups, the users in a particular role or territory, or the users in a
particular role or territory plus all of the users below that role or territory
in the hierarchy.
There are two types
of groups:
Public groups: Only
administrators can create public groups. They can be used by everyone in the
organization.
Personal groups: Each user can
create groups for their personal use.
You can use groups
in the following ways:
•
To set up default sharing access via a
sharing rule
•
To share your records with other users
•
To specify that you want to synchronize
contacts owned by others users
•
To add multiple users to a Salesforce CRM
Content library
•
To assign users to specific actions in
Salesforce Knowledge
What is Visualforce
View State?
Visualforce pages that contain a form component also contain
an encrypted, hidden form field that encapsulates the view state of the page.
This view state is automatically created, and as its name suggests, it holds
the state of the page – state that includes the components, field values and
controller state.
Note:
•
Minimize number of form on a page.
Use apex:actionRegion instead of using 2 or more forms.
•
Refine your SOQL to only retrieve the data
needed by the page.
•
All public and private data members present
in Standard, Custom and Controller extensions are saved.
•
The transient variables are not passed to view
state and therefore not stored in View State.
On which tabs can I
create multiple record types?
–Multiple record types may be created for every tab, with the
exception of the Home, Forecasts, Documents, and Reports tabs.
What is a Role and
Role Hierarchy?
Role:
– Controls the level of visibility that users have to an organization’s data
– A user may be associated to one role
– Controls the level of visibility that users have to an organization’s data
– A user may be associated to one role
Role Hierarchy:
– Controls data visibility
– Controls record roll up – forecasting and reporting
– Users inherit the special privileges of data owned by or shared with users below them in the hierarchy
– Not necessarily the company’s organization chart
– Controls data visibility
– Controls record roll up – forecasting and reporting
– Users inherit the special privileges of data owned by or shared with users below them in the hierarchy
– Not necessarily the company’s organization chart
Notes:
• If using Customizable Forecasting, there is a separate forecast role hierarchy.
• EE can create Account, Contact, Opportunity and Case Sharing Rules. PE can ONLY create Account and Contact Sharing Rules.
• Assuming no sharing rules have been created, users in the same role cannot access one another’s records.
Example: Org Wide Default settings for opportunities are private. Creating a role and adding two users to that role does not allow those users access to one another’s opportunities.
• “Grant Access Using Hierarchies” allows you to disable the default sharing access granted by your role and territory hierarchies. This option can be changed for custom objects that do not have their organization-wide default sharing setting set to Controlled by Parent.
• If using Customizable Forecasting, there is a separate forecast role hierarchy.
• EE can create Account, Contact, Opportunity and Case Sharing Rules. PE can ONLY create Account and Contact Sharing Rules.
• Assuming no sharing rules have been created, users in the same role cannot access one another’s records.
Example: Org Wide Default settings for opportunities are private. Creating a role and adding two users to that role does not allow those users access to one another’s opportunities.
• “Grant Access Using Hierarchies” allows you to disable the default sharing access granted by your role and territory hierarchies. This option can be changed for custom objects that do not have their organization-wide default sharing setting set to Controlled by Parent.
What is Access at the Role Level?
– Defined when creating a role
– Level of access to Opportunities associated to Accounts owned by the role
– Level of access to Contacts associated to Accounts owned by the Role
– Level of access to Cases associated to Accounts owned by the role
– Level of access options depend on OWD
– Level of access to Opportunities associated to Accounts owned by the role
– Level of access to Contacts associated to Accounts owned by the Role
– Level of access to Cases associated to Accounts owned by the role
– Level of access options depend on OWD
Notes:
• You can create up to 500 roles for your organization
• Every user must be assigned to a role, or their data will not display in opportunity reports, forecast roll-ups, and other displays based on roles
• All users that require visibility to the entire organization should belong to the highest level in the hierarchy
• It is not necessary to create individual roles for each title at your company, rather you want to define a hierarchy of roles to control access of information entered by users in lower level roles
• When you change a user’s role, any relevant sharing rules are evaluated to add or remove access as necessary
• You can create up to 500 roles for your organization
• Every user must be assigned to a role, or their data will not display in opportunity reports, forecast roll-ups, and other displays based on roles
• All users that require visibility to the entire organization should belong to the highest level in the hierarchy
• It is not necessary to create individual roles for each title at your company, rather you want to define a hierarchy of roles to control access of information entered by users in lower level roles
• When you change a user’s role, any relevant sharing rules are evaluated to add or remove access as necessary
What is a Sharing Rule?
– Automated rules that grant access to groups of users
– Exceptions to Organization Wide Defaults
– Irrelevant for Public Read/Write organizations
– Levels of Access that can be granted
• Read Only
• Read/Write
– Exceptions to Organization Wide Defaults
– Irrelevant for Public Read/Write organizations
– Levels of Access that can be granted
• Read Only
• Read/Write
Notes:
• Sharing rules should be used when a user or group of users needs access to records not granted them by either the role hierarchy setup or the organization wide default settings.
- Sharing rules open up access whereas organization wide defaults restrict access.
- You can use sharing rules to grant wider access to data. You cannot restrict access below your organization-wide default levels.
• Sharing rules apply to all new and existing records owned by the specified role or group members.
• Sharing rules apply to both active and inactive users.
• When you change the access levels for a sharing rule, all existing records are automatically updated to reflect the new access levels.
• When you delete a sharing rule, the sharing access created by that rule is automatically removed.
• When you transfer records from one user to another, the sharing rules are reevaluated to add or remove access to the transferred records as necessary.
• When you modify which users are in a group or role, the sharing rules are reevaluated to add or remove access as necessary.
• For contact, opportunity and case sharing rules, if the role or group members do not have access to the account associated with the shared contact, opportunity or case the rule automatically gives them access to view the account as well.
• Managers in the role hierarchy are automatically granted the same access that users below them in the hierarchy have from a sharing rule.
• You can edit the access levels for any sharing rule. You cannot change the specified groups or roles for the rule.
• Sharing rules should be used when a user or group of users needs access to records not granted them by either the role hierarchy setup or the organization wide default settings.
- Sharing rules open up access whereas organization wide defaults restrict access.
- You can use sharing rules to grant wider access to data. You cannot restrict access below your organization-wide default levels.
• Sharing rules apply to all new and existing records owned by the specified role or group members.
• Sharing rules apply to both active and inactive users.
• When you change the access levels for a sharing rule, all existing records are automatically updated to reflect the new access levels.
• When you delete a sharing rule, the sharing access created by that rule is automatically removed.
• When you transfer records from one user to another, the sharing rules are reevaluated to add or remove access to the transferred records as necessary.
• When you modify which users are in a group or role, the sharing rules are reevaluated to add or remove access as necessary.
• For contact, opportunity and case sharing rules, if the role or group members do not have access to the account associated with the shared contact, opportunity or case the rule automatically gives them access to view the account as well.
• Managers in the role hierarchy are automatically granted the same access that users below them in the hierarchy have from a sharing rule.
• You can edit the access levels for any sharing rule. You cannot change the specified groups or roles for the rule.
(35). Types of Sharing Rules in Salesforce
and Explain it?
Account Sharing
Rules:
– Based on who owns the account
– Set default sharing access for accounts and their associated cases, contacts, contracts, and opportunities
– Based on who owns the account
– Set default sharing access for accounts and their associated cases, contacts, contracts, and opportunities
Contact Sharing
Rules:
– Based on who owns the contact (must be associated with an account)
– Set default sharing access for individual contacts and their associated accounts
– Cannot use with: Territory Management and B2I (Person Account) enabled orgs
– Based on who owns the contact (must be associated with an account)
– Set default sharing access for individual contacts and their associated accounts
– Cannot use with: Territory Management and B2I (Person Account) enabled orgs
Opportunity Sharing
Rules (EE/UE):
– Based on who owns the opportunity
– Set default sharing access for individual opportunities and their associated accounts
– Based on who owns the opportunity
– Set default sharing access for individual opportunities and their associated accounts
Case Sharing Rules
(EE/UE):
– Based on who owns the case
– Set default sharing access for individual cases and associated accounts
– Based on who owns the case
– Set default sharing access for individual cases and associated accounts
Lead Sharing Rules
(EE/UE):
– Based on who owns the lead
– Set default sharing access for individual leads
– Based on who owns the lead
– Set default sharing access for individual leads
Custom Object
Sharing Rules (EE/UE):
– Based on who owns the custom object
– Set default sharing access for individual custom object records
– Based on who owns the custom object
– Set default sharing access for individual custom object records
Uses cases for Sharing Rules in salesforce?
– Organizations with organization-wide defaults of Public
Read Only or Private can create sharing rules to give specific users access to
data owned by other users.
– Cases Sharing Example: To use cases effectively, customer support users must have read access to accounts and contacts. You can create account sharing rules to give your customer support team access to accounts and contacts when working on cases.
– Account Sharing Example: The Western and Eastern Regional Directors need to see all of the accounts created by each others’ sales reps. You can create two public groups – one that includes the Western and Eastern Regional Director roles and one that includes the Western and Eastern Sales Rep roles. Then create an account sharing rule so that records owned by the Western and Eastern Sales Rep group are shared with the group containing the Western and Eastern Regional Director roles.
– Cases Sharing Example: To use cases effectively, customer support users must have read access to accounts and contacts. You can create account sharing rules to give your customer support team access to accounts and contacts when working on cases.
– Account Sharing Example: The Western and Eastern Regional Directors need to see all of the accounts created by each others’ sales reps. You can create two public groups – one that includes the Western and Eastern Regional Director roles and one that includes the Western and Eastern Sales Rep roles. Then create an account sharing rule so that records owned by the Western and Eastern Sales Rep group are shared with the group containing the Western and Eastern Regional Director roles.
What is a Case
Queue?
– A virtual storage bin that can be used to group cases based on criteria such as skill requirements, product categories, customer
types, or service levels
– Users have visibility into the Case Queues to which they are members
– Cases remain in the Queue until they are assigned to or taken by individual users
– A virtual storage bin that can be used to group cases based on criteria such as skill requirements, product categories, customer
types, or service levels
– Users have visibility into the Case Queues to which they are members
– Cases remain in the Queue until they are assigned to or taken by individual users
What is a Case
Assignment Rule?
– Determines how Cases are automatically routed to User or Queue
– Contains Rule Entries, pre-defined business rules, that determine Case routing
– Determines how Cases are automatically routed to User or Queue
– Contains Rule Entries, pre-defined business rules, that determine Case routing
What is
Web-to-Case?
– A web form that is published to a web site
– Customers use to submit inquiries online
– A web form that is published to a web site
– Customers use to submit inquiries online
What is
Email-to-Case?
– Automatically create a case when an email is sent to one of your
company’s email addresses, such as support@theblogreaders.com
– Automatically create a case when an email is sent to one of your
company’s email addresses, such as support@theblogreaders.com
What are
Auto-Response Rules?
– Determines which Email Template to send to cases generated via Web-to-Case
– Contains Rule Entries that determine criteria for determining Email Template response content
– Determines which Email Template to send to cases generated via Web-to-Case
– Contains Rule Entries that determine criteria for determining Email Template response content
What is an
Escalation Rule?
– Automatically escalates an unresolved Case within a certain period of time (age over)
– Based on pre-defined business criteria
– Automatically escalates an unresolved Case within a certain period of time (age over)
– Based on pre-defined business criteria
What are Business
Hours?
– Set the organization’s hours of operation
– Escalation Rule uses to determine when to escalate a Case
– Include business hours in multiple time zones.
– Associate cases with specific time zones
– Escalate cases according to specific time zones
– Set the organization’s hours of operation
– Escalation Rule uses to determine when to escalate a Case
– Include business hours in multiple time zones.
– Associate cases with specific time zones
– Escalate cases according to specific time zones
What is a Solution?
– An answer to a common question or problem
– Enables Customer Support users get up to speed quickly
– Enables Support teams to answer questions quickly and consistently
– Customers search for and browse published Solutions to selfassist
– Content-Rich Solutions are an enhancement to the Solution Object which allows solution writers to integrate rich text and
images into their solutions to completely solve a problem
– Enables Customer Support users get up to speed quickly
– Enables Support teams to answer questions quickly and consistently
– Customers search for and browse published Solutions to selfassist
– Content-Rich Solutions are an enhancement to the Solution Object which allows solution writers to integrate rich text and
images into their solutions to completely solve a problem
What is a Category?
– Mechanism to organize Solutions
– Solutions may be associated to one or more Categories
– Categories make up a Solution Category tree structure
– Mechanism to organize Solutions
– Solutions may be associated to one or more Categories
– Categories make up a Solution Category tree structure
What are Suggested
Solutions?
– The suggested solutions feature displays up to ten relevant solutions that may help users and customers solve a particular case from the case detail page and the Self-Service portal.
• Suggested Solutions can be enabled for the following:
Cases tab
Self Service Portal
Case auto-response rules and emails
– The suggested solutions feature displays up to ten relevant solutions that may help users and customers solve a particular case from the case detail page and the Self-Service portal.
• Suggested Solutions can be enabled for the following:
Cases tab
Self Service Portal
Case auto-response rules and emails
What is the
Self-Service Portal?
– Authenticated portal
– Provides 24/7 online support
– Contains Public Knowledge Base, Suggested Solutions and Web-to-Case functionality
– Provides 24/7 online support
– Contains Public Knowledge Base, Suggested Solutions and Web-to-Case functionality
What is the
AppExchange?
– A Website Owned and Operated by salesforce.com
– Enables Partners and Customers to Download & Install
• Custom Apps
• Components
– Dashboards, Reports,
– Documents, Profiles,
– S-Controls…
– Public & Private Sharing
– Free to Post and Download
• Partners May Charge for Services
– Enables Partners and Customers to Download & Install
• Custom Apps
• Components
– Dashboards, Reports,
– Documents, Profiles,
– S-Controls…
– Public & Private Sharing
– Free to Post and Download
• Partners May Charge for Services
Can we create Master Detail relationship on existing records?
No. first we have
to create the lookup relationship then populate the value on all existing
record and then convert it.
What are Relative Dates?
– Used in Views and Reports for filtering
– Dynamic date range, based on current date
– Examples: This Week, Next Month, Last 90 Days
– Dynamic date range, based on current date
– Examples: This Week, Next Month, Last 90 Days
Available Relative Date Filters (not case sensitive):
• Today • Yesterday • Tomorrow
• Today • Yesterday • Tomorrow
• This Week • Last Week • Next Week
• This Month • Last Month • Next Month
• Last x Days • Next x Days
• Quarter • Fiscal Quarter
• Year • Fiscal Year
• Last x Days • Next x Days
• Quarter • Fiscal Quarter
• Year • Fiscal Year
What is the custom settings?
Custom settings are
similar to custom objects and enable application developers to create custom
sets of data, as well as create and associate custom data for an organization,
profile, or specific user. All custom settings data is exposed in the
application cache, which enables efficient access without the cost of repeated
queries to the database. This data can then be used by formula fields, validation
rules, Apex, and the Web services API.
Types of the custom
settings?
List Custom Settings:
A type of custom setting that provides a
reusable set of static data that can be accessed across your organization. If
you use a particular set of data frequently within your application, putting
that data in a list custom setting streamlines access to it. Data in list
settings does not vary with profile or user, but is available
organization-wide. Examples of list data include two-letter state
abbreviations, international dialing prefixes, and catalog numbers for
products. Because the data is cached, access is low-cost and efficient: you
don’t have to use SOQL queries that count against your governor limits
Hierarchy Custom Settings:
A type of custom setting that uses a
built-in hierarchical logic that lets you “personalize” settings for specific
profiles or users. The hierarchy logic checks the organization, profile, and
user settings for the current user and returns the most specific, or “lowest,”
value. In the hierarchy, settings for an organization are overridden by profile
settings, which, in turn, are overridden by user settings.
List examples of custom field types?
Text, Pick list, Pick list (multi select),
Date, Email, Date/Time, Date, Currency, Checkbox, Number, Percent, Phone, URL,
Text Area, Geolocation, lookup relationship, master detail relationship etc…..
What is TAB in Salesforce?
Tab is a user interface
component to user creates to display custom object data.
There are three type of tabs.
Custom Tabs
Visual force
Tabs
Web Tabs
Does user can create insert their own custom
logo, while creating their own custom applications?
Yes user can upload their custom logo in
documents and then they choose that logo for organization.
List things that can be customized on page
layouts?
We can customize different things on page layout like,
Fields, Buttons, Custom Links and Related Lists. We can also create sections.
What is a “Self Relationship”?
Self Relationship is a lookup relationship
to the same object. Suppose let’s take an object “Merchandise”. Here we can
create relationship in between the Account to Account (same object) object.
That is called “Self Relationship”.
What are the main things need to consider in
the “Master-Detail Relationship”?
Record level access is determined by the
parent, Mandatory on child for reference of parent, cascade delete (if you
delete the parent, it can cascade delete the child).
What is the Import Wizard?
– An easy-to-use multi-step wizard for importing new
Accounts, Contacts, Leads, Custom Objects or Solutions
– Can be used for Account, Contact, Lead, Custom Objects or Solutions updates based on matching ID
– Contact and Leads may be updated based on matching email address
– Custom Objects or Solutions may be updated based on Custom
Object names, Solutions titles, Salesforce ID or external ID
– Can be used for Account, Contact, Lead, Custom Objects or Solutions updates based on matching ID
– Contact and Leads may be updated based on matching email address
– Custom Objects or Solutions may be updated based on Custom
Object names, Solutions titles, Salesforce ID or external ID
What is a CSV file?
– File type required when using the Import Wizard
– Values are separated by commas and each row indicates a record of data
– File type required when using the Import Wizard
– Values are separated by commas and each row indicates a record of data
What is a record of data?
– One unique unit of related information
– Row of data in a table or spreadsheet
Standard users can import up to 500 account or contact records per session. Organization-wide imports (system administrators) are limited to 50,000 accounts, contacts, leads, custom objects, or solutions persession
• During a lead import, you can choose to enable active or inactive assignment rules and/or trigger workflow rules as part of the import
Import Wizard
– Only imports data. Object and fields must be created first.
– Only available for System Administrators
– Must load parent objects first if lookup fields are included
– Loading for multiple record types requires file chunking
– One unique unit of related information
– Row of data in a table or spreadsheet
Standard users can import up to 500 account or contact records per session. Organization-wide imports (system administrators) are limited to 50,000 accounts, contacts, leads, custom objects, or solutions persession
• During a lead import, you can choose to enable active or inactive assignment rules and/or trigger workflow rules as part of the import
Import Wizard
– Only imports data. Object and fields must be created first.
– Only available for System Administrators
– Must load parent objects first if lookup fields are included
– Loading for multiple record types requires file chunking
Affected Objects and Functions
– Custom Objects, Accounts, Solutions, Contacts, and Leads
What is External ID?
– Custom Objects, Accounts, Solutions, Contacts, and Leads
What is External ID?
– Flag on any custom field of type Text,
Number or Email
– Available on all objects that support custom fields
– Why External ID is important?
• Increases Report and API SOQL performance
• Allows customers to use the record ID from an external system like the salesforce ID in Import and the API (new “Upsert” call)
– Import supports External ID field that can be used to load and/or synchronize data sourced in external systems
– Customer System of Record master exists in SAP with an SAP customer number. The External ID field may be used to maintain the SAP number
– Migrating large amounts of data, the External ID field may be used to track migration data and run data validation tests before going live
Example of an External Id flow where the update or insert is determined based on an import flow from a
system of record such as Oracle.
• The value proposition here is that we can de-duplicate not only based on our IDs (which are unknown to an external system), but that we can flag an external id (of type text, email, or number) custom field for the purposes of helping to de-duplicate (ie. Update/Insert = Upsert) during the import process; especially when trying to keep multiple systems synchronized
– Available on all objects that support custom fields
– Why External ID is important?
• Increases Report and API SOQL performance
• Allows customers to use the record ID from an external system like the salesforce ID in Import and the API (new “Upsert” call)
– Import supports External ID field that can be used to load and/or synchronize data sourced in external systems
– Customer System of Record master exists in SAP with an SAP customer number. The External ID field may be used to maintain the SAP number
– Migrating large amounts of data, the External ID field may be used to track migration data and run data validation tests before going live
Example of an External Id flow where the update or insert is determined based on an import flow from a
system of record such as Oracle.
• The value proposition here is that we can de-duplicate not only based on our IDs (which are unknown to an external system), but that we can flag an external id (of type text, email, or number) custom field for the purposes of helping to de-duplicate (ie. Update/Insert = Upsert) during the import process; especially when trying to keep multiple systems synchronized
External ID
– Case INSENSITIVE
– Three ID fields per object
– Custom fields only
– Case INSENSITIVE
– Three ID fields per object
– Custom fields only
What is
Wrapper class?
A Wrapper class is a class whose instances
are collection of other objects.
It is used to display different objects on
a Visual Force page in same table.
What is Static Resources?
Using Static Resources we can upload
images, zip files, jar files, java script and CSS files that can be referred in
a visual force page.
The maximum size of Static Resources for an
organization is 0mB.
How to call
java script using Static Resource in Visual Force page?
Add java script file in Static Resource
setup -> develop -> Static Resources -> click on ‘New’ -> Name:
filename and add file from local desktop and save.
We can use that file as follows in Visual
Force page
<apex: includescript values=” {!
$Resource.fileName}”/>
How many ways
we can share a record?
Role Hierarchy:
If we add a user to a role, the user is
above in the role hierarchy will have read access.
Setup -> manage users -> roles ->
setup roles -> click on ‘add role’ -> provide name and save.
OWD:
Defines the base line setting for the
organization.
Defines the level of access to the user can
see the other user’s record
OWD can be Private, Public Read Only,
Public Read and Write.
Setup -> Security Controls -> sharing
settings -> Click on ‘Edit’
Manual Sharing:
Manual Sharing is sharing a single record
to single user or group of users.
We can see this button detail page of the
record and this is visible only when OWD setting is private.
Criteria Based
Sharing rules:
If we want to share records based on
condition like share records to group of users
Whose criteria are country is India.
Setup -> security controls ->
sharing settings -> select the object and provide name and
Conditions and save
Apex sharing:
Share object is available for every
object(For Account object share object is AccountShare ). If we want to share
the records using apex we have to create a record to the share object.
What are the
actions in workflow?
Email
Alert
Task
Field
Update
Outbound
Message
How many ways we can made field is
required?
While creation of field
Validation rules
Page Layout level
What is the
maximum size of the PDF generated on visualforce attribute renderAs?
•
The maximum response size when creating a
PDF must be below 15 MB, before being
rendered as a PDF. This is the standard limit for
all Visualforce requests.
•
The maximum file size for a generated PDF
is 60 MB.
•
The total size of all images included in a
generated PDF is 30 MB.
•
How many controllers can be used in a
visual force page?
Salesforce come under SAAS so, we can use one controller and as many
extension controllers.
What is difference between Action
support and Action function?
Action function: Invoke the
controller method from java script using AJAX and we can use action function
from different places on visual force page.
Action support: Invoke the controller
method using AJAX when even occurs on page like onMouseOver, onClick, ect… and
we can use action support for particular single apex component.
How to create Master Details relationship
between existing records?
Directly we can’t create Master Detail
relationship between existing records, first we have to create Lookup
relationship and provide valid lookup fields and it shouldn’t null.
What is
permission set?
Permission sets extend user’s functional access without changing user’s profile.
Ex: A user has only
read access through profile on custom object, administrator want to give access
Edit and create operations to him without changing the profile. Administrator
creates the permission set having edit and creates operation on custom object
and assign to that user.
What is
manual sharing?
Manual sharing is to share a record to a particular user manually.
Go to detail page of record and click on
manual sharing button and assign that record to other user with Read or
Read/Write access.
Manual Sharing button enables only when OWD
is private to that object.
How we can
change the Grant access using role hierarchy for standard objects?
Not possible.
What is the
use of “Transfer Record” in profile?
If user have only Read access on particular record but he wants to change the
owner name of that record, then in profile level Transfer Record enables he can
able to change the owner.
What is Field
dependency?
According to the field selection on
one field filter the pick list values on other field.
Is check box
performs like controlling field?
Yes possible. Controlling field should be Check box or pick list.
How many
field dependencies we can use in Visual Force page?
Maximum we can use 10 field dependencies in VF page.
What is
Roll-up summary?
Roll-up displays the count of child records and calculate the sum, min and max
of fields of the child records.
How to create
Roll-up summary field on lookup relation?
Not possible. Roll-up summary is enabled for only Master –Detail relationship.
What are the
Record Types?
Record Types are restrict the pick list values and assign to the
different page layouts for different Record Types.
What is Audit
Trail?
Audit Trail provides the information or track all the recent setup changes that
an administrator done to the organization.
This can store the last
months data.
What is Dashboard?
Dashboard is a pictorial representation of report. We can add up to 0 reports
in single dashboard.
How can I move Data from SandBox to
Production?
*
We can't move your data from sandbox to production.
*
We can only move components,applications and profile settings using changesets.
*
FYI (For Your Information): We can move data from production to sandbox.
*
Use export and import option for moving data into production.
Note:
Indirectly, We can use Data Loader to move data from Sandbox to a csv file, and
the import the data from csv file into Production.
how to create field?
Before going this we need to now,what are the types of objects and fields
Before going this we need to now,what are the types of objects and fields
in salesforce.com basically we have two types of objects and
fields
stranded objects ,stranded fields and custom fields,
custom objects.
A) For crating field in stranded
object we need to click on particular object in "customize"
setup> customize > account / contact > field > new
B) For creating field in custom object we need to click on object at "create"
setup > create > object > select the object > custom fields and relations > new
setup> customize > account / contact > field > new
B) For creating field in custom object we need to click on object at "create"
setup > create > object > select the object > custom fields and relations > new
Where can you make a field required?
In field creation we need to check on "field is mandatory".
I'm setting up different page layouts for different user profiles. As a system administrator, is there another way to see what the user sees instead of them granting log in access to you?
As a admin you can see what are the things in his layout and edit the layout.but you can not see the exact view which is like an user view.
What type of Workflow Alerts are there?
Basically work flow alerts are four types, those are
Task:it is for making task to other user
Email alert :it is the process to create email alert (example: wishing mail for birthday)
Field updates: field updates are field value dependent activity
out bound messages: out bound messages are for sending data to the end point
Validation Rules, What are they use for in Salesforce?
Validation rules are very impotent one. its useful to create boundary for particular field.
Example: I am having salary field in my employ object.if I enter -000Rs it will take, but this is false activity.
if I created "salary__c < 0 "as a validation rule it wont allow to take negative values.
What is Dataloader?
dataloader is for integration.Mainly it is having function buttons
Insert: it is for inserting data from external machine(file should be an CSV)
Update:it is for updating existing record
Upsert:it is having the function of insert and update
Delete: its for deleting data(deleted files available in
recycle bin)
Hard delete: its for deleting but its not
recoverable
Export:its for taking out the data from our salesforce.com
Export all: for all data extraction
Note: its allow the files of
comma separated value (.csv)
what is cross object formula creation?
It means creating relation between two field from two different object.For creating this object have to have lookup or mater relation.
a.What is the difference between
Lookup Relationship and Master-Detail Relationship?
b. True or False? If you were
to delete a record that had a lookup to a child object, all child object
records would get deleted as well.
answer for above two questions.
Lookup and master relations are use full for making relation between two objects(important point "not for fields")
manly three conditions are making difference in these relations
lookup realation
1)In look up relation the field is not an mandatory, that means if we created lookup relation for any two objects that particular field should not contain red mark beside that.
2) you can change look value that means it is editable
3) If we delete parent its won’t create any effect on child
for example "department object" is an parent "employ" is an child.in this case deleting of "department" cannot create any effect on child.
master relation
this is completely opposite to the lookup relation.
1) its mandatory (you must fill it)
2)not editable (your value fixed )
Lookup and master relations are use full for making relation between two objects(important point "not for fields")
manly three conditions are making difference in these relations
lookup realation
1)In look up relation the field is not an mandatory, that means if we created lookup relation for any two objects that particular field should not contain red mark beside that.
2) you can change look value that means it is editable
3) If we delete parent its won’t create any effect on child
for example "department object" is an parent "employ" is an child.in this case deleting of "department" cannot create any effect on child.
master relation
this is completely opposite to the lookup relation.
1) its mandatory (you must fill it)
2)not editable (your value fixed )
3)
if you delete parent child details also move to trash
a.Where
is the view Account hierarchy link?
b.What
does the Account Hierarchy tell or do?
answer for above two questions
"Account hierarchy link will appear in accounts"
More information about this
Before going to this we need to now what is account and what is contact?
EXAMPLE: accer is providing laptops and tabs and I am having the company of ABC bank.My marketing manager called accer for 0 laptops and my HR manager called accer for TABs.
according to above condition
ABC bank is the account and marketing manager and HR manager will come under contact.
Account hierarchy show these two contacts under ABC bank link
answer for above two questions
"Account hierarchy link will appear in accounts"
More information about this
Before going to this we need to now what is account and what is contact?
EXAMPLE: accer is providing laptops and tabs and I am having the company of ABC bank.My marketing manager called accer for 0 laptops and my HR manager called accer for TABs.
according to above condition
ABC bank is the account and marketing manager and HR manager will come under contact.
Account hierarchy show these two contacts under ABC bank link
Explain about remote action?
Defines
Apex controller methods that JavaScript code can call from a visualforce page
via JavaScript remoting.The method must be static and either public or global.
How can we create
Dashboard using Standard Reports?
No, we cannot create Dashboard using Standard Reports
While converting
Lead--account,contact, opportunity is created ,at that time what is the
default closeDate in Opportunity?
Created Date +2months
What is the Default
time of ActionTimes?
60 sec
How many types of
Buckets?
3 types---Numeric Buckets, Text Buckets,
Picklist Bucket
Schedule a job to
run second monday of every month at 10pm ,how can we do that
using System.schedule method?
SampleSchedule ss = new sampleschedule();
String sc = '0 0 22 ? * 2#2';
System.schedule('sample',sc,ss);
can we use
testmethod to test webservice callouts?
Test methods can’t be used to test Web
service callouts. Web service callouts are asynchronous, while unit tests are
synchronous.
How many custom
fields we create?
Upto 800
What is Test Class?
To facilitate the development of
robust, error-free code, Apex supports the creation and execution
of unit tests.
Unit tests are class methods that verify
whether a particular piece of code is working properly.
Unit test methods take no arguments, commit
no data to the database, send no emails, and are flagged with the test
Method keyword in the method definition.
Test methods cannot be used to test Web
service callouts. Web service callouts are asynchronous, while unit tests are
synchronous.
What is Batch
Class?
A developer can now employ
batch Apex to build complex, long-running processes
on the Force.com platform. For example, a developer could build
an archiving solution that runs on a nightly basis, looking for records past a
certain date and adding them to an archive. Or a developer could build a data
cleansing operation that goes through all As ccounts and
Opportunities on a nightly basis and reassigns them if necessary, based on
custom criteria.
Batch Apex is exposed as an interface
that must be implemented by the developer. Batch jobs can be programmatically
invoked at runtime using Apex.
1. Start method-
global (Database.QueryLocator |
Iterable<sObject>) start(Database.BatchableContext bc)
{}
2. Execute method:
global void execute(Database.BatchableContext BC,
list<P>){}
3. Finish method
global void finish(Database.BatchableContext BC){}
Important points that may ask in Salesforce interview
•
If a Controller
Extension extends Standard Controller,the logic from the standard controller
does not execute in system mode,instead its execute in user mode.In which the
permissions, sharing rules,field level security of the current
user apply.
•
The view State Size of visualforce page must be under 135kb.By reducing view
state,page can be load quickly.
•
Use Transient
Keyword in apex controllers to define variables,that aren't essential for
state maintaining,aren't necessary during page refreshes.
•
In BatchApex,by
using DATABASE.QUERYLOCATOR object returns 50 millions of records,if more than 50 millions records are
returned,batch job is immediately terminated and marked a fail.
•
The
Default Interval value for Apex:ActionPoller is 60 sec,its must be 5 sec
or greater .
•
Use
CustomController When you want to run visualforce page entirely on
system mode.
•
All Asynchronous
calls made after the starttest method is collected by the system.when stoptest
method is executed,all asynchronous processes are run synchronous.
•
Any code that
executes after the starttest method and before the stoptest method is
assigned to new governor limits.
•
SOSL query that is
added to an apex test method returns a empty set of search results when testmethod executes.so use
TEST.SETFIXEDSEARCHRESULTS system method to define a list of record id's that
are returned by search.
•
To start an
asynchronous execution of unit tests and check their results,by using ApexTestQueueItem and
ApexTestResult.The maximum number of test queue items and classes ,that
you can insert into Apex job queue is greater of 500 or 10 multiplied by
the number of test classes in the organization.
Salesforce Interview Questions - Latest - PART 2
Reviewed by dasfrogpractice
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