Top Salesforce Interview Questions And Answers
Top Salesforce Interview Questions And Answers
Top Answers to Salesforce Interview Questions
Private Cloud: Cloud services are provide “as a service” but is deployed over a hosted data center or company intranet. This is private product for an organization offering advance security.
Salesforce.com: Is a public cloud as data of more than one tenant resides on same servers
and is hosted on salesforce.com data centers.
2. Summary: These are similar to tabular reports, but they also allow users to view subtotals, create charts and group rows of data. They can be used as the source report for dashboard components. These are used for a report to show subtotals of the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner. On the report run page, summary reports with no groupings are shown as tabular reports.
3. Matrix: Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns.For dashboard components, they can be used as the source report. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by geography, product, or person.Matrix reports without at least one row and one column grouping show as summary reports on the report run page.
4. Joined: Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own columns, sorting, fields, and filtering. A joined report can even contain data from different report types.
2. Gauge: If you have a single value which you want to show within a range of custom values.
3. Metric: It is used t when you have one key value to display.
Enter metric labels directly on components by clicking the empty text field next to the grand total.
Metric components placed directly above and below each other in a dashboard column are displayed together as a single component.
4. Table: It is used to show a set of report data in column form.
5. Visualforce Page: It is used t when you want to create a custom component or show information not available in another component type
6. Custom S-Control: It can contain any type of content that can be displayed or run in a browser, for example an ActiveX control, an Excel file, a Java applet,, or a custom HTML Web form.
1. Email Alert:
Using an email template by a workflow rule or approval process, approval actions are generated and sent to Salesforce users or others, are called email alerts.
2. Field Update:Field updates are workflow and approval actions that specify the field you want updated and the new value for it. Depending on the type of field, you can choose to make the value blank , apply a specific value,, or calculate a value based on a formula you create.
Assigns a task to a user you specify. You can specify the Status, Priority, Subject,, and Due Date of the task. Tasks are workflow and approval actions that are triggered by workflow rules or approval processes.
4. Outbound Message:
An outbound message is a workflow, approval, or milestone action that sends the information you specify to an endpoint you designate, such as an external service.It the data in the specified fields in the form of a SOAP message to the endpoint.
There are two types of groups:
Personal groups: Each user can create groups for their personal use.
Public groups: Only administrators can create public groups. They can be used by everyone in the organization.
You can use groups in the following ways:
To set up default sharing access via a sharing rule
To add multiple users to a Salesforce CRM Content library
To share your records with other users
To specify that you want to synchronize contacts owned by others users
To assign users to specific actions in Salesforce Knowledge
A collection of settings and permissions that define how a user accesses records
– Determines how users see data and what they can do within the application
– A profile can have many users, but a user can have only one profile
Which standard and custom apps users can view
Which tabs users can view
Which record types are available to users
Which page layouts users see
Object permissions that allow users to create, read, edit, and delete records
Which fields within objects users can view and edit
Permissions that allow users to manage the system and apps within it
Which Apex classes and Visualforce pages users can access
Which desktop clients users can access
The hours during which and IP addresses from which users can log in
Which service providers users can access (if Salesforce is enabled as an identity provider)
Every PermissionSet is associated with a user license. You can only assign permission sets to users who have the same user license that’s associated with the permission set. If you want to assign similar permissions to users with different licenses, create multiple permission sets with the same permissions, but with different licenses.
Permission sets include settings for:
Object settings, which include:
Apex class access
Visualforce page access
Service providers (only if you’ve enabled Salesforce as an identity provider)
2. Permissions and access settings are specified in user profiles and permission sets. Every user is assigned only one profile, but can also have multiple permission sets.
3. When determining access for your users, it’s a good idea to use profiles to assign the minimum permissions and access settings for specific groups of users, then use permission sets to grant additional permissions.
The following table shows the types of permissions and access settings that are specified in profiles and permission sets. Some profile settings aren’t included in permission sets.
Standard User – Can view, edit, and delete their own records
Contract Manager – Standard User permissions + Can edit, approve, activate, and delete contracts
Read-Only – Can only view records
System Administrator – “Super User,” can customize and administer the application
Solution Manager – Standard User permissions + Can manage published solutions + Can manage categories
Marketing User – Standard User permissions + Can import leads for the organization
– Standard applications provided by salesforce.com, you can customize or build your own on-demand applications
– Group standard and custom tabs into new custom applications
– Contact Manager
– Group Edition
– Professional Edition
– Enterprise Edition
– Unlimited Edition
– Developer Edition
• Leads: A Lead is any person, organization or company that may be interested in your products. Sometimes Leads are referred to as Prospects or Suspects. Leads are not yet customers.
• Accounts: An Account is an organization, individual or company involved with your business such as customers, competitors and partners that you wish to track in Salesforce.
• Contacts: A Contact is any individual or influencer associated with an account that you want to track in Salesforce.
• Opportunities: An Opportunity is any potential revenue-generating event (“sales deal” ) that you want to
track in Salesforce.
• Cases: A case is a detailed description of a customer’s feedback, problem or question.
• Solutions: A solution is a detailed description of a customer issue and the resolution of that issue. The
collection of your organization’s solutions is sometimes referred to as the solution knowledge base.
• Forecasts: A forecast is your best estimate of how much revenue you can generate in a quarter.
• Reports: Reports are summaries and analyses of your data, which you can display or print.
• Dashboards: Dashboards give you a real-time snapshot of corporate metrics and key performance
indicators. A dashboard is a group of different charts (or components) that graphically display your custom
• Calendar and Task: Activities are both tasks and scheduled calendar events. You can define and track
activities for many different objects, including campaigns, accounts, contacts, and leads.
• Products: Products are the individual items that you sell on your opportunities. (Please note that Products are available in EE/UE and Developer and in PE for an additional fee.)
Please note, not all Standard Objects are depicted in the above slide or discussed in the notes.
Please refer to Help in Salesforce for more information.
• Language, Locale and Time Zone
• Storage and Used Space
• Fiscal Year
• Primary Contact and Address information
• Manage Currencies
– Usually a year in length
– Impacts forecasts, quotas and reports
Salesforce allows two types:
–Standard Fiscal Years are periods that follow the Gregorian calendar, but can start on the first day of any
month of the year. (A Gregorian Year is a calendar based on a 12 Month Structure and is used throughout
much of the world.)
–Custom Fiscal Years are for companies that break down their fiscal years, quarters and weeks in to custom fiscal periods based on their financial planning requirements.
Forecasting can NOT be used with Custom Fiscal Years
Customizable Forecasting must be enabled for use with Custom Fiscal Years
What is a Standard Field?
– Standard Fields are pre-defined in Salesforce
– You cannot delete standard fields but you can remove non-required standard fields from a page layout
Standard Field customizations include the ability to change standard field labels and tabs
You can change the display labels of standard tabs, objects, fields, and other related user interface labels so they better reflect your organization’s business requirements.
Renamed labels – for example, “Accounts” changed to “Companies” – display on all user pages, in Outlook Edition, and in Offline Edition.
It’s important to note that all pages in the Setup area use the default, original labels.
Reports and views are not renamed based on the new label value.
What is a Custom Field?
– Capture information unique to your business process by creating custom fields with custom field help for each of the tabs that your organization uses – Limits:
–Recycle Bin for Deleted Custom Fields
–Custom fields are deleted permanently after 45 days
Changing to or from type Date or Date/Time
Changing to Number from any other type
Changing to Percent from any other type
Changing to Currency from any other type
Changing from Checkbox to any other type
Changing from Picklist (Multi-Select) to any other type
Changing to Picklist (Multi-Select) from any type except Picklist
Changing from Auto Number to any other type
Changing to Auto Number from any type except Text
Changing from Text Area (Long) to any type except Email, Phone, Text, Text Area, or URL
– 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
– How detail and edit pages are organized
– Page section customizations
– Which fields, related lists, and Custom Links a user sees
– Field properties – visible, read-only and required
– Allows you to define different sets of picklist values for both standard and custom picklists
– Record Types help you implement your custom business processes
– Sales Processes – Create different sales processes that include some or all of the picklist values available for the Opportunity Stage field
– Support Processes – Create different support processes that include some or all of the picklist values available for the Case Status field
– Lead Processes – Create different lead processes that include some or all of the picklist values available for the Lead Status field
– Solution Processes – Create different solution processes that include some or all of the picklist values available for the Solution Status field
SolutionBusiness Process Examples
Opportunities Sales Processes:
Users view data relevant to their job function Troubleshooting Tools
Used to set the IP addresses from which user with a particular profile can log in
• Status of user : active or inactive
– Used to restrict access to data
-Controlled by Parent
-Public Read Only
– A user may be associated to one role
– 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
• 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.
– 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
– 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
Opportunity Sharing Rules (EE/UE):
– 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
Lead Sharing Rules (EE/UE):
– 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
– Cases Sharing
– Account Sharing
– To share ALL contacts in the system with a group of users or a specific role, create a sharing rule that uses the “All Internal Users” (or “Entire Organization”) public group as the owned by option.
– Use “Roles and Subordinates” over “Roles” where possible to minimize the number of sharing rules.
• Public Groups (nesting)
• Roles and Subordinates
– Mixture of any of these elements
– Used in Sharing Rules – for simplification (when more than a few roles need to be shared to)
– Also used when defining access to Folders and List Views
For example, if a new user is assigned a role that belongs to an existing public group, that user will be
automatically added to the public group
– Owner, anyone above owner in role hierarchy and administrator can manually share records
– Available on Contacts, Leads, Cases, Accounts and Opportunity records and Custom Objects
– Like sharing rules, irrelevant for Public Read/Write organizations
– Used for sharing as well as reporting purposes
– Ad hoc or may use Default Sales Team (defined for user)
– Default Sales Teams may be automatically added to a user’s opportunities
– Who can add a Sales Team?
• Anyone above owner in role hierarchy
– Used for sharing as well as reporting purposes
– Manually added to Account records
– Default Account Teams may be automatically added to a user’s accounts
– Who can add an account team?
• Anyone above owner in role hierarchy
Please note that Account Teams are not available for Professional Edition.
– Add teams of users to cases
– Create a workflow for case teams
– Predefine case teams for users
– Determine the level of access
– Administrators can predefine case teams for users and determine the level of access each team member has to a case, such as Read/Write or Read/Only.
– Access is defined – Read or Read/Write
– Access is explicit – does NOT roll up through role hierarchy
Create and send email alerts
Create and assign tasks
Update field values to either specific values, or based on formulas
Create and send outbound API messages
Create and execute time-dependent actions
Workflow Tasks – action that assigns a task to a targeted user
Workflow Email Alerts – action that sends an email to targeted recipients
Workflow Field Updates – action that updates the value of a field automatically
Workflow Outbound Messages – action that sends a secure configurable API message (in XML format) to a designated listener
– Evaluated when record is created, when created/updated, OR when created/updated and did not previously meet trigger criteria
– When trigger criteria is met workflow actions, such as email alerts, tasks, field updates, or outbound messages are generated
– Workflow Tasks may be assigned to a user, role, record owner, record creator, sales team role, or account team
Depending on the type of field you can:
• Change it to a specific value
• Make it blank
• Calculate a value based on a formula you create
Navigation to create app in Sales force: Setup ->Build ->Create->App-> Click on new and create your application according to your requirements.
Navigation to create object in sales force: Setup->Build->Create->Object-> Click on new object and create object according to your requirement.
Salesforce.com: Is a public cloud as it is hosted on salesforce.com data centers and data of more than one tenant resides on same servers.
- Tabular: Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total. They can’t be used to create groups of data or charts, and can’t be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.
- Summary: Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner. Summary reports with no groupings show as tabular reports on the report run page.
- Matrix: Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.
- Joined: Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.
– Maximization of opportunities.
– Long term profitability and sustainability.
– Helps sales staff closedealy faster.
– Reduce cost.
– Increase Customer satisfaction
– Ensuring customer focus.
|It’s a Salesforce Object Query Language.||It’s a Salesforce Object Search Language.|
|Search in Single Object.||Search in Entire Organization or Data base.|
|Returns Records.||Returns Fields.|
|It can use in Triggers.||It can use in Triggers.|
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