Salesforce
Interview Questions and Answers
Interview
questions on CRM Basics
1. What is Cloud computing?
“Cloud Computing is a
new trend in IT development, deployment, Delivery module of business Products,
Services that are provided over the internet that are been used by the real
time User“.
2. Expand CRM and briefly
explain about CRM ?
Full form for CRM or Acronym for CRM is
“Customer Relationship Management “. We can understand from the
full form where CRM is an application used to automate Sales
and marketing functions by a using a Software called CRM Software
. BY using CRM Software every Company / Organization plans to
increase their revenues and profits. This strategy of increasing revenue
is done mainly by attracting Customers, clients, Sales etc.
3. List some CRM Software’s?
We have number of CRM softwares which are provided by top CRM
companies some of them are listed below depending upon their present market.
1. Salesforce CRM.
2. Microsoft Dynamics CRM.
3. Oracle CRM.
4. SAP CRM.
5. Sage CRM.
6. NetSuite CRM.
7. Oracle CRM on Demand.
8. Oracle Sales Cloud(Fusion CRM).
9. SugarCRM.
10. Nimble
4. What are the Advantages of Cloud
Computing?
· Cloud computing has made tremendous
growth in processing power, reliability of the Internet and the
great increase in broadband speeds.
· It makes tremendous sense to make use of the centralized server
of the provider of cloud computing services as not only does
it reduce the costs by a great extent by making redundant the need to buy
several software licenses, it also eliminates the huge costs required by an
organization to maintain and upgrade existing software.
5. What is the definition of CRM?
“Cloud Computing definition given by NIST (US National Institute of
Standards and Technology) :Cloud Computing is a model for
enabling ubiquitous, convenient, on-demand network access to a shared pool of
configurable computing resources that can be rapidly provisioned and released
with minimal management effort or service provider interaction“.
6. What are deployment modes
of cloud computing?
Cloud computing services can be provided in four different
deployment modes depending on size and structure of an organization. Four
deployment modes of cloud computing are
1. Public Cloud.
2. Private Cloud.
3. Hybrid Cloud and
4. Community Cloud.
7. What is PaaS?
PaaS means” Platform as a Service”. Here in “PaaS
“ the cloud service providers provides hardware, OS(operating
System), Storage, Network services over the cloud. It is the way like a rent.
If there is no service like Platform and there will be no Applications. Which
applications are build on a Platform.
8. What is SaaS?
SaaS means Software as a Service. Through this Services all
the software’s are distributes over the cloud. By using SaaS no need to install
any software all software’s are readily available over the internet .
9. What is IaaS?
Full form IaaS is “Infrastructure as a Service”. Here in
IaaS the cloud service providers will provides infrastructure like
servers, hosting services and storage. Servers and storage’s are the basic
services provide by Cloud Service Providers.
10. What is Public Cloud?
Public cloud can be available to people across the
world. In this Public Cloud the user has no control over the resources.
11. What is Private Cloud?
Private Cloud Can be accessed
only with in the limited premises. In Private cloud Cloud
Services Providers Cloud infrastructure to particular Organization or Business
specially. This Cloud infrastructure is not provided to others.
13. What is Hybrid Cloud?
Hybrid Cloud is the combination of number of clouds
of any type but the cloud has the ability to allow data and / or applications
to be moved from on cloud to another cloud. Hybrid Cloud is a combination of (Public
Cloud ,Private Cloud, Community Cloud). Here API is used as an interface
between public and Private Cloud.
14. What are the different types of Cloud Service providers?
Cloud Service Providers are those who provide cloud services to
the business and customers or consumers. Cloud Service providers will have huge
data base, Data centers, infrastructure, software’s, platform and hardware
systems.
15. Difference between Public and Private Cloud?
Public cloud can be available to people across the
world. In this Public Cloud the user has no control over the resources.
Where Private Cloud Can be accessed only within the limited
premises. In Private cloud Cloud Services Providers Cloud
infrastructure to particular Organization or Business specially. This
Cloud infrastructure is not provided to others.
16. Salesforce.com is based on which cloud
computing Service ?
Salesforce.com is based on Software as a Service ( SaaS).
17. What are common factors on SaaS, PaaS, and IaaS?
SaaS, Paas and IaaS are the three types of services provided
using “cloud”. Their common factor for providing services to
organization and customer is the “CLOUD”depending upon the types of
the service they need. Saas provides Software service on cloud where PaaS
provides Platform for application development and finally IaaS provides
Infrastructure.
Questions on Salesforce Basics
1.What is Salesforce?
Salesforce is one of the best customer
relationship management (CRM)
tool. Salesforce is among one of the best web based flexible and
powerful database provider available in the market.
2.Different Salesforce Editions?
Salesforce.com provides different types of editions and features
depending upon the cloud. For Sales cloud it provides four different types of
editions. They are
1. Group.
2. Professional.
3. Enterprise.
4. Unlimited.
3.Number of Salesforce Editions released per year?`
Salesforce Releases e updates for every year. They are
1. Spring.
2. Summer.
3. Winter.
4.Difference between Salesforce.com and Force.com?
Salesforce.com and fore.com are relatively same but they are
different in their functionality. Salesforce.com is used to develop CRM
functionality based application where force.com is used to customize our data
model, business logic and User interface
5.What is Database.com?
Database.com is a type of service provided by Salesforce.com to
enhance the power of Salesforce.com CRM applications. Database.com provides
“Data as a Serivce” to subscribers.
6.How many types of portals are available in Salesforce?
In Salesforce.com we have three types of portals. They are
1. Customer Portal.
2. Partner portal.
3. Self Service portal.
7. What is App in Sales force?
App means an Application. In Salesforce an Application consists
a group of tabs which are designed to work as a single function. We have number
of applications in Salesforce.com some of them are sales, marketing, chatter,
site.com, work.com etc.
We can create new application and also customization for the
existing apps in Salesforce.com. To create new app in sfdc go to Setup=>Build=>Create=>App.
8.Different types of object in Salesforce.com? And why they
called so?
In Salesforce.com we have two types of objects. They are
1. Standard objects.
2. Custom Objects.
· Standard Objects :- Standard objects are called so because they
are created and provided by Salesforce.com.
· Custom Objects :- Custom objects are those which are created by
an User in salesforce.com.
9.What is an object in Salesforce?
An Objects is represented as a database table which stores
organization data . Objects consists of set offields and
we store data against that field. To view data Salesforce provided TABS.
To create custom fields go to Setup=>Build=>Create=>Object.
10.What is TAB in Salesforce?
Salesforce.com provides lsit of tabs and are placed in Tab menu.
To access data of an objects Tabs are used. Tabs in Salesforce are three types
they are.
1. Custom Tabs.
2. Visualforce Tabs.
3. Web Tabs.
11. List examples of custom field types?
Some of the custom field types are date field, Date/Time field,
CUrrency field, Checkbox field, Number field, Text field, Pick list field,
Email field, percent fields, phone field, Url field and many more.
12.What are the Standard and Custom Fields in Salesforce?
· Standard fields for custom objects stores the information about
created by, modified by, currency, Name, owner and Division. These are
the standard fields in Salesforce.com.
· Custom field for custom objects store unique data or information
of an organization.
13. How many custom fields can I created in an object?
In Unlimited edition we can create up to 500 fields per object.
In professional edition we can create up to 100 custom fields per object.
14. What is a profile?
Profiles are those which defines user’s to perform
different functions like settings and permissions in salesforce. It is another
way to restrict or control access to a particular record.
Profile are of two types.
1. Standard Profile.
2. Custom Profile.
· Standard Profile : Profiles created
by force.com are called Standard Profiles.
· Custom Profiles :Profiles created
by user are called Custom Profiles.
15. What is Role ?
Role Hierarchy settings make the managers
and subordinates to edit, and view the records. The users
in the Hierarchy can be able to view, edit and report all the
data shared.
To create roles in salesforce go to setup=>Administer=>Manage
Users=> Roles.
16.Difference between
Role and Profile?
Roles :-
Using we can provide record level access like organization wide defaults, Role
hierarchy, sharing rules and Manual sharing. Simply roles influences record
level access.
Profiles :-
Using profile object level and field level access can be made like
general permissions, tab level permissions, read & write permissions etc.
17.
Number of standard profiles available in Salesforce.com?
In
salesforce we have 6 standard profile they are.
1. Standard
user.
2. Solution
manager.
3. Marketing
User.
4. Read
only.
5. System
administrator.
18. How
can you use the term “Transfer Record” in profile?
Transfer
record is a type of permission in salesforce. If a user is is given
access to transfer a record then the user will have the ability to transfer the
records which have Read access.
19.Tell
me about Company Profile?
In
salesforce.com company profile consists of information about language, locale,
time zone, number of licenses, storage and availblespace, about fiscal year,
address and currencies.
20.How
to get security token in Salesforce.com?
To get
security token in salesforce.com go to yourname=>Personal=>Reset
my Security token.
21.What
is a Fiscal Year in Salesforce?
Fiscal
years in Salesforce are used to define starting and ending date of an
organization financial year.Fiscal years in salesforce are two types they are.
1. Standard
fiscal year :- To change starting month of the fiscal year this type is used.
2. Custom
fiscal year :- We can set custom fiscal year dates like quarters, weeks.
22.What
is a dependent picklist?
Dependent
Picklist allows to contain multiple values and pick value one among them or
Multiple values among them. Dependent fields depends upon controlling field.
23.What
is Page Layout and Record Types?
· Page Layout :- In page layout customization can be
done like fields, related lists, custom links can be arranged.
· Record Types :- Record types in salesforce helps to
implement business processes like defining picklist values for standard and
custom pick lists.
24.How
to delete user from Salesforce?
In
salesforce.com, deleting a user is not possible. But the user can be
deactivated by freezing that user in salesforce. To deactivate user go to Setup=>Administer=>Manage
users=>Users=>Click on Freeze.
25.How
to freeze users in salesforce.com?
In
salesforce.com, deleting a user is not possible. But the user can be
deactivated by freezing that user in salesforce. To deactivate user go to Setup=>Administer=>Manage
users=>Users=>Click on Freeze.
26.In
how many ways can we store files, images and documents in salesforce.com? what
are they?
In
Salesforce.com we can store files, images and documents in 5 types they are.
1. Attachments.
2. Documents.
3. Google
drive.
4. Libraries.
5. Chatter
Files.
27.What
are Static Resources?
Static
resources helps to store upload images, files, zip files, documents, javascript
files, Css Files which can be used in visualforce pages. Maximum data storage
limit for static resource is 250mb.
28.List
some standard indexed fields in salesforce.com?
Id,
name, owner fields, lookup fields, master-detail relationship fields, audit
dates like Last Modified dates etc are the standard indexed fields in
Salesforce.com.
29.Which
fields are Indexed by default in Salesforce?
Salesforce
indexed some fields by default they are Id, name, owner fields, lookup fields,
master-detail relationship fields, audit dates like Last Modified dates.
30.Which
fields cannot be added as a custom Index?
Formula
fields.
31.In
salesforce, Can two users’ can have same profile?
Yes.
32.Is
it possible to edit formula field values in a record?
No.
Interview
questions on Security
1. What is a Sharing Rule?
Sharing rules
in Salesforce represent the permissions and exceptions to your organization. By
using shairng rules we can grant access to edit, read, read/write
permissions to user. Sharing Rules are of two types. They are
Manual Sharing.
Automatic Sharing.
2. What
is Manual Sharing?
Mnaual
sharing is the process of sharing records manually.
3. What
is permission set?
Permission
sets in salesforce.com are the combination of different settings and permission
sets given to user to access records and files.
Note :-
Manual sharing is available for only Organization wide default settings are
private to the object.
4.
Difference between profiles and permission sets?
Permission
Sets : In this Permission sets we define the access level of
the user. Generally we determine what a user can do in the applications. These
are used to grant additional permission to a user.
Profiles : In Object level Security, Profiles are assigned to the
user by system administrator. A profile can be assigned to many users where as
a user can have only one Profile.
5. How
can you define Field Dependency?
In
Field dependency, we have to fields controlling filed and dependent field. When
a selection is made the controlling field controls dependent picklist values.
Ex:-
When a country is selected in dependent piclist then the states are available
to that country. Here country is controoling field and State is dependent
field.
6. How
many field dependencies we can use in Visual Force page?
We can
use up to 10 field dependencies in visualforce pages.
7. Tell
me about Field-Level Security?
In
field level security, we control the user what to see, edit, delete of a
particular field in the object.
8.
Briefly describe about Field-Level Security?
In
field level security, we control the user what to see, edit, delete of a
particular field in the object. In some situation like if we want to grant
access control over Object to a user but the user should not be able to access some
particular fields in that objects then we go for Field Level Security.
Field
Level Security can be controlled by Profiles and Permission sets.
= >
Profiles.
· Page Layouts.
· IP Ranges.
· Login Hours.
· Desktop.
· Client Access.
= >
Permission sets.
· App Permissions.
· Record Types.
· Tab Settings.
· Assigned Apps.
· Object Permissions.
· Field Level Security.
· Apex Classes
· Visual Force Pages
9. What
are Login Hours and Login IP Ranges?
· Login hours are set in an organization to restrict the user’s
who tries to login before or after login hours.
To set
login hours in an organization go to Setup=>Administration=>Manage
users=>Profiles.
· IP ranges are used to restrict any login attempt is done from
unknown IP addresses. Usually organizations maintain login IP ranges.
To set
Login IP ranges in salesforce go to Setup=>Administration
Setup=>Manage Users=> Profiles.
10.
What is a User Record?
User
records consist key information about the user.
11.
What is a Record Owner?
Record
Ownership : The User or Queue who controls and have the right to
access a record.
Generally
there are two types of Owners. They are
1. Users.
2. Queues.
12.
What are Organization Wide Defaults?
· Organization wide Defaults define the baseline
level of access to data records for all users in an Organization.
· Organization wide Defaults are used to
restrict access to data(Records).
· Organization wide Defaults(OWD) can be defined for
Standard Objects and Custom Objects.
13.
What is a Role and Role Hierarchy?
Salesforce
uses role hierarchy to automatically to grant access to users by default. We
can not edit Grant Access using Hierarchies for standard objects and can edit
Grant Access using Hierarchies check box for Standard objects.
14.
What is Access at the Role Level?
Access
at the role level dependends upon the organization wide defaults.
15.
What are the different types of Sharing Rules in Salesforce and explain them?
1. Account
sharing Rule.
2. Contact
Sharing Rule.
3. Case
Sharing Rule.
4. Opportunity
sharing Rule.
5. Lead
Sharing Rule.
6. Custom
Object sharing Rule.
16. In
how many ways can we share a record?
Records
can be shared in 5 types they are
1. Role
Hierarchy.
2. Organization
Wide Defaults.
3. Manual
Sharing.
4. Criteria
Based Sharing Rules.
5. Apex
Sharing.
17.
Best Practices of Creating Contact Sharing Rules?
Organization
wide default seetings are used to set red, write, read/write permissions
18. How
can i provide record level access to user’s in an organisation? then what
should i use from Salesforce security model?
In Salesforce Security control is done by
system level and Application Level Security. In this article we should
able to get knowledge on security control in Salesforce.
Salesforce Security is of two types they are
·
System Level Security.
·
Application Level
Security.
System Level Security.
Authentication.
·
Single Sign-On.
·
Federated
Authentication.
·
Delegate
Authentication.
Authorization.
·
OAuth.
Social Sign –On.
·
Twitter.
·
Facebook.
·
Sales force.
·
Google.
·
Janrain: provides 25+
different authentication users.
Application Level
Security.
1. Object Level Security.
2. Field Level Security.
3. Record Level Security.
Salesforce Security : Object Level
This object level Salesforce Security is also called as “Object Level
Permission”. In this section we
can control the data. Object Level security is one of the level of the
security in salesforce in which we provide or access controlled permission to
the prescribed user. Object level security can have the following features.
1. We can prevent the user from editing, seeing,
creating, deleting and managing a particular type of object.
2. We can hide the entire TAB from a user.
Object Level security can be done in the following Sections.
·
Permission Sets.
·
Profiles
Permission Sets : In this Permission sets we define the access level of
the user. Generally we determine what a user can do in the applications. These
are used to grant additional permission to a user.
Profiles : In Object level Security, Profiles are
assigned to the user by system administrator. A profile can be assigned to many
users where as a user can have only one Profile.
Salesforce Security :- Field Level
Here we control
the user to see, edit, delete of a particular field in the object. In some
situation like if we want to grant access control over Object to a user but the
user should not be able to access some particular fields in that objects then
we go for Field Level Security.
Field Level Security can be controlled by Profiles and
Permission sets.
= > Profiles.
·
Page Layouts.
·
IP Ranges.
·
Login Hours.
·
Desktop.
·
Client Access.
= > Permission sets.
·
App Permissions.
·
Record Types.
·
Tab Settings.
·
Assigned Apps.
·
Object Permissions.
·
Field Level Security.
·
Apex Classes
·
Visual Force Pages
Salesforce Security :- Record Level .
After setting Object and Field Level Security the situation may arise like if a user
is eligible to access a particular Record in a Object there we use this sharing
method . This can be done by the following settings.
·
Org Wide Defaults.
·
Role Hierarchy.
·
Sharing Rules.
·
Manual Sharing.
·
Criteria Based
sharing.
Organization-wide-Level
Security
Determining Organization wide
Defaults is the first
step in record level security. This is the most restrictive level of locking the data to a
user. Here if we give Read-Only accessibility
to a user then the user is only made to Read to a particular Record.
Role Hierarchy.
After setting Organization wide
default setting next
step is to make settings in Role Hierarchy. Here we can give wider access to a record s
with role Hierarchy. In Role Hierarchy we create Role Hierarchies for a
organization.
Sharing Rules.
Sharing Rules
makes automatic exceptions to organization wide defaults settings for particular users in an
organization. Sharing rules can be done by manual sharing, criteria based
sharing and Apex managed sharing.
Declarative Features of Record level security.
·
What objects can I
access?
·
What page layouts can
I See?
·
What fields can I
Access?
·
Which tabs can I view?
·
Which records types
can I see?
·
Which Apex classes are
accessible for me?
·
Which Visualforce
pages can I access?
19.
If i want Object level accesses then what should i use from Salesforce security
model?
This object level Salesforce Security is also called as “Object Level
Permission”. In this section we
can control the data. Object Level security is one of the level of the
security in salesforce in which we provide or access controlled permission to
the prescribed user. Object level security can have the following features.
1. We can prevent the user from editing, seeing,
creating, deleting and managing a particular type of object.
2. We can hide the entire TAB from a user.
Object Level security can be done in the following Sections.
·
Permission Sets.
·
Profiles
Permission Sets : In this Permission sets we define the access level of
the user. Generally we determine what a user can do in the applications. These
are used to grant additional permission to a user.
Profiles : In Object level Security, Profiles are
assigned to the user by system administrator. A profile can be assigned to many
users where as a user can have only one Profile.
21.
What are governor limits?
Governor
Limits in Salesforce.com are the run time limits enforced by the
apex runtime engine to write scalable and efficient code.
Suppose if we have
developed any application with controller and the controller contains Save
method bound to a command button. Now the governor limits counter starts to
from Zero to one when a user clicks on save button. Like this if more
number of methods present in a controller Governor limit counter keeps on
increasing. In salesforce.com we are having different governor limits for
different resource types like Heap, apex code, SOQL, record form SOql, DML,
Records inn DML.
·
Governor Limit for
Heap is 3MB.
·
We are able to
execute 200, 000 lines of apex code.
·
We have to use
only 100 queries in
SOQL queries.
·
Total number of
records for all SOQL queries are 50, 000.
·
150 DMl statements
are only used.
·
Total number of
records in DML statements are 10,000 only.
22. Is
it possible to bypass Grant Login access using Hierarchies in case of standard
objects?
Yes
23. Can
we use sharing rules to restrict data access?
No,
sharing rules cannot restrict data access.
24. Is
it possible to create sharing rules for detail object?
No, we
can create sharing rules for detaisl objects because they don’t have owner
field.
Interview
questions on Organization wide Defaults(OWD)
1. How can you change the setting “Grant Access Using
Hierarchies” for Standard Objects ?
It is
not possible , by default Grant Access Using Hierarchies options are enabled
for standard objects and they can not be changed.For custom objects we can
change “Grant Access
Using Hierarchies “settings .
2. What are the Mandatory points that you think while creating
User and Role ?
It’s Profile.
3. While setting OWD (Organization wide sharing), can we
change/modify the setting of child record in case of Master-Detail
relationship?
No, we can not change the settings of child record in Master
Detail relationship because child record is controlled by parent record.
4. Number of accesses available in Organization Wide Defaults
and what are they?
We have 13 types of access in Organization default settings.
They are
1. Private
2. Controlled by parent
3. Public Read Only.
4. Public Read/Write.
5. Public Read/Write/Transfer.
6. Public Full Access.
7. Use.
8. No Access.
9. View Only.
10. Hide Details.
11. Hide Details and Events.
12. Show Details.
13. Show Details and events.
5. In Partner Community, external user is having appropriate OWD
and Profile Settings for Opportunity or consider any other Object. However they
are getting insufficient privilege access, what might be cause of
this error ?
1. First check that every field used in report has Field level
security for external users.
2. Check whether Standard Report Visibility settings are enabled,
if it is enabled user can be able to see reports which are based on standard
report types.
3. Now external user can be able to access sensitive information of
internal user.
Interview
questions on Relationships
1. What are the different types of Relationships in SFDC?What
are they?
They
are four types of Relationships in Salesforce.com. They are
1. Master-Detail
relationship.
2. Look-up
Relationship.
3. May-Many
Relationship.
4. Hierarchy
Relationship (we can not use this relationship).
2. What
is a “Look-up Relationship”?
· No parent is required.
· Relationship is optional.
· No impact on Security.
· Roll-Up summary fields cannot be available.
· 25 look-up relationships can be created to one Object.
3. What
is “Master-Detail Relationship”?
We
create Master-Detail Relationship using Junction Object in Salesforce.
· Child record must have a associated parent.
· Cascade record-level security.
· Cascade record deletion.
· Roll-up Summary fields can be established.
· Standard objects can not be a detail object.
· Standard Objects can be a Master object
· Maximum 2 Master-Detail Relationships can be created to a
Object.
· Records can be re parented.
4. What
is a “Self Relationship”?
Self
Relationship is nothing but creating relationship between two same objects.
This Self Relationship is a Look-up Relationship to the same object.
5. What
is Roll-up summary?
Roll-Up
Summary field in salesforce calculates values from a set of related records.
6.
Define various characters of Roll-up Summary Field?
1. Roll-Up
Summary field can be created only in a object which is referred as a object
with a master detailed relationship field.
2. Roll-Up
Summary field can only created for Master-detail Relationship.
3. Roll-Up
Summary field can not be created for Look-up Relationship.
4. It
Derives the data from child Object.
5. We
can’t change field type of a field that we reference in a roll-up summary
field.
6. Auto
numbers are not available here.
7. Roll-Up
Summary fields are not available for mapping lead fields of converted fields.
7. List
out the functions of Roll-up Summary field ?
· Count : It calculates the total number of related records.
· Sum : It totals the values of selected fields.
· Min : Displays lowest value.
· Max : Displays the highest value.
8. What
is Many-Many Relationship in Salesforce ?
· Many-Many Relationships between two objects can be created.
· Junction Object is used to create Many-Many Relationship.
· Junction object can also be called as Join Object.
· Junction Object links each objects in Many-Many Relationship.
9. How
to create Roll-up summary field on look-up relationship?
Roll-Up Summary field : Roll-Up Summary field in salesforce
calculates values from a set of related records.
Roll-Up Summary field
can do the following functions.
·
Count : It calculates
the total number of related records.
·
Sum : It totals the
values of selected fields.
·
Min : Displays lowest
value.
·
Max : Displays the
highest value.
Characteristics of
Roll-Up Summary.
1.
Roll-Up Summary field
can be created only in a object which is referred as a object with a master
detailed relationship field.
2.
Roll-Up Summary field
can only created for Master-detail Relationship.
3.
Roll-Up Summary field
can not be created for Lookup Relationship.
4.
It Derives the data
from child Object.
5.
We can’t change field
type of a field that we reference in a roll-up summary field.
6.
Auto numbers are not
available here.
7.
Roll-Up Summary fields
are not available for mapping lead fields of converted fields.
How to create Roll-Up Summary Fields in
Salesforce.
Here we are going to
create Roll-Up Summary field in Custom object called “College”. Totally we are
going to create Four Roll-Up Summary fields which are Total number of Students
from Student Object, Total number of Employes from Employs Object, Total Fee
Paid from Student Object and finally Total Courses from Course Object.
Step1 : Go to Detailed view of the object then
go to Custom fields and Relationship section.
Custom fields and
Relationship section => New => Roll-Up Summary.
10. Can
we have Roll up Summary fields in case of Parent-Child Relationships?
No.
11. Is
it possible to edit Roll up summary field value in a record?
No.
roll up summary fields are read only fields and they can not be edited.
12. Is
it possible to create Roll up summary field on parent object ?
Yes, we
can create Roll up Summary field on parent object only with master detail
relation between objects.
13. How
to create Many – to – Many relationship?
4. What
is Junction Object?
In
salesforce, Junction Object are the part of the objects which
joins one object to another. These are specially used to join many objects
in Many to Many relationships.
15.
What are the main things need to consider in the “Master-Detail Relationship”?
Cascade
deletion of the child records is done when parent record is deleted in
Master-Detail Relationship.
16. Can
we convert the look up relationship to Master Detail relationship? If so How
can we convert?
Yes, we
can convert Look-Up relationship to Master-Details Relationship. Conversion can
be done only if all the fields have valid look-Up fields values only.’
17. Can
we create Master Detail relationship on existing records?
Yes, It
is possible to create Master-Detail Relationship on existing record. First we
have to create Look-Up relationship to a record then convert it to
master-Detail Relationship.
18. How
to create many to many relationships between two objects?
Many to
Many Relationship can be created using Junction object.
19. In
case of Master-Detail relationship, on Update of master record can we update
the field of child record using workflow rule?
No
20. In
case of Master-Detail relationship, on Update of child record can we update the
field of Parent record using workflow rule?
Yes, we
can update the field of Parent record using workflow rule.
21.
What happens to detail record when master record is deleted?
When
master Record is deleted, it’s detail records are also deleted.
22.
What happens to child record when a master record is deleted in Look-up
Relationship?
Child
records are not deleted.
23. A
custom object contains some records, now my requirement is to create field in
this object with master detail relationship.
No. we
can no create master detail relationship first create look up relationship and
associate look fields for every parent record and then convert this to Master
detail relationship.
24. Can
we create both master detail relationship and Look-Up Relationship at a
time ?
Yes, we can create.
25. In
case of master detail relationship, on update of master record can we update
the field of child record using workflow rule?
It's not possible to update child records in a master detail
relationship using workflow, but you can update using a Trigger.
Create a trigger on Master object and update child records when ever DML
happens.
Interview
questions on Reports and Dashboards
1.What
are different kinds of reports?
1. Tabular
reports.
2. Summary
reports.
3. Matrix
reports
4. Joint
reports
2.What
are Standard Reports?
Standard
reports in salesforce are those provided by salesforce.com. These type of
reports can not be deleted and used primarily for creating custom reports.
3.What
are custom Reports?
Custom
reports in salesforce are those created by user with specific criteria. These
type of report can be deleted, edited and stores in personal folders.
4.What
is a Tabular report ?
Tabular
reports in salesforce are those where the data is displayed in the form of
list. In Tabular reports custom data is arranged with out subtotals.
5.What
is a Summary Report?
Summary
reports in salesforce are those where the data is displayed in the form of
summary format. Sorting, sum-total of data can be available in this report.
6.What
is a Matrix Report?
Matrix
reports is salesforce are those where the data is arranged in grid format
having rows and columns. Data is arranged vertically and horizontally in tables
like excel format.
7.What
is Trend Report?
Trend
reports in salesforce are those which displays historical data. Trend reports
are used to analyse which fields contains data that we want to leave out.
8.What
are Custom Report Types?
Custom
report types in salesforce allows us to build framework in the report wizard
when creating custom reports. This custom reports can be created between
standard and custom objects.
9.Who
can run Reports?
In
Salesforce.com, most reports run automatically when we click on the report
name. If we want to run a report click on “Run
Report” to run automatically.
10.What
is a bucket field in reports?
In
salesforce reports, bucket fields are used to categorize reports records . When
we use bucket field in reports there is no need of creating formula or a custom
field.
11.Is
it possible to delete reports using Data loader?
No, it
is not possible to delete reports using data loaders.
12.What
are Dashboards?
Salesforce
Dashboards are the graphical representation and visual presentation of reports
data in salesforce.
13.What
are the different Dashboard Components?
Salesforce
dashboard components are used to represent data. Salesforce dashboards have
some visual representation components like graphs, charts, gauges, tables, metrics
and visualforce pages. We can use up to 20 components in single dashboard.
14.What
are dynamic Dashboards?
Dynamic
dashboards in Salesforce displays set of metrics that we want across all levels
of your organization. Enterprise Editions can use five dynamic dashboards and
Unlimited edition can use ten dashboards.
Dynamic Dashboards in Salesforce :- Salesforce Dashboards are the graphical representation
and visual presentation of reports data in salesforce. Salesforce dashboards
have some visual representation components like graphs, charts, gauges, tables,
metrics and visualforce pages. Salesforce dashboard components are used to
represent data. We can use up to 20 components in single dashboard.
Dynamic Dashboards in salesforce are Created to provide security
settings for the dashboards in salesforce.com. We may have a requirement in an
organization to “view all data” by every user in an
organization according to their access we have to select Run as Logged-in User.
There are two setting option in Dashboards. They are
1. Run as specified User.
2. Run as Logged-in User.
Run as specified User :- When we select
this option in dashboard , then the dashboard will b visible to according to
the settings of that specified user.
Run as Logged-in User :- When the
dashboard settings are made to Run as Logged-in User, then the Dynamics
Dashboard runs according to the settings of that user viewing the dashboard.
Setting up dynamic
dashboards in Salesforce.
Dynamic dashboards in Salesforce displays set of metrics that we
want across all levels of your organization. Enterprise Editions can use five
dynamic dashboards and Unlimited edition can use ten dashboards.
Creating
dynamic dashboards in salesforce.
· Go to dashboards Tab=> Go to Dashboards list.
· Now the Salesforce Dashboard and go to Actions=>Edit.
· Click on view dashboards as fields option which
is at right.
· Select Run as logged-in user and check let
authorized users change running user.
· Select OK.
Successfully
we have created Dynamic Dashboards in Salesforce.
15.Can
we schedule dynamic dashboards?
No, we
can not schedule dynamic dashboards for refresh. It must be done manually.
16.Explain
dynamic Dashboard.
Dynamic
dashboards in Salesforce displays set of metrics that we want across all levels
of your organization.
Dynamic
Dashboards in salesforce are Created to provide security settings for the
dashboards in salesforce.com. We may have a requirement in an organization
to “view all data” by every user in an organization according
to their access we have to select Run as Logged-in User. There are two setting
option in Dashboards. They are
1. Run as
specified User.
2. Run as
Logged-in User.
17.Who
can access “drag and drop dashboard”?
User
who have permissions in managed dashboard can access drag and drop dashboard.
18.Which
type of report can be used for dashboard components?
Summary
reports and Matrix reports are used for dashboard components.
19.Which
permission is required to set the running user other than you in dashboard?
The
user must have “View All Data” permission is required to set the running users.
20.What
is the use of “floating report header”?
Floating
report headers enables us to display the column header visible on each page
when we scroll the report page.
21.How
to enable “floating report header”?
To
enable floating report header in salesforce go to
Setup=>Customize=>Reports and Dashboards=>User Interface
settings=>Click on enable floating report header.
22.What
is Analytical Snapshot in Salesforce.com ?
Analytical
Snapshot in Salefsorce are used to create reports on historical data.
Interview
questions on Workflows and Approvals
1.What
is Workflow?
Salesforce Workflow is a business logic that
evaluates the records as they are created, updated in an object to apply
automated process likeAssigning Tasks,
Emails, Field Update and outbound message sending.
2.Different
Workflow Components available in salesforce?
In
salesforce.com. workflows consists of 5 components they are.
1. Workflow
rules.
2. Workflow
tasks.
3. Workflow
Email alerts.
4. Workflow
field updates.
5. Workflow
Outbound messages
3.What
are the different workflow actions available in Salesforce?
1. Tasks.
2. Email
alerts.
3. field
updates.
4. Outbound
messages
4.What
is a Workflow Task?
Workflow
tasks in salesforce are used to assigns a task to users. Using tasks we can
specify the Subject, Status, Priority, and Due Date of the task. Tasks are
workflow & approval actions that are triggered by workflow rules or
approval processes.
5.What
is a Workflow Alert?
Email
alert is one of the action used in workflow and approval. They are
used to generate email template by a workflow rule or approval process and sent
to destination recipients. We can send workflow email alerts to
users, contacts having an valid email address.
6.What
is a Workflow Field Update?
Field
updates in workflow and approval processes specifies the field that we want
updated and inserting the new value for it. Depending on the field type, we can
choose the following options. They are apply a specific value, make
the value blank, or calculate a value based on a formula you create.
7.What
is Time-Dependent Workflow?
Time
dependent workflows are not executed independently. Time dependent workflows
remain constant in the workflow queue as long as the workflow rule criteria is
valid.
8.Time-Dependent
Workflow – Considerations?
When
defining time dependent workflows in salesforce we have to use standard and
custom date and date/time fields defined for the object.
· We have to specify time using days and hours.
· Also add actions to existing time triggers.
9.Limitations
of Time-dependent workflow?
When
defining time dependent workflows in salesforce we have to use standard and
custom date and date/time fields defined for the object.
· We have to specify time using days and hours.
· Also add actions to existing time triggers.
10.In
which criteria of a workflow – “time dependent workflow action” cannot be
created ?
Created,
and every time it’s edited.
11.When
you can’t add Time dependent action in Workflow rule?
Time
dependent actions in workflow rules can not be added when the following actions
takes place.
· When workflow rule is active.
· When workflow rule is deactivated and has pending actions in the
queue.
· When the workflow rule criteria of a record is set to:
created, and every time it’s edited.
· When the workflow rule is included in a package.
12.We
have a “Time Based Workflow” and there is Action scheduled to be executed. If
we Deactivate the workflow, Scheduled actions will be removed from queue or
not?
Even
after deactivating the the workflow, its action will not be removed. It’s still
active in queue.
13.We
have “Time Based Workflow” and there is action scheduled to be executed. Can we
delete that workflow?
It is
not possible to delete the workflow when the workflow is having any pending
time dependent actions.
14.How
to clear the Time based workflow action queue?
We can
clear time based workflow action queue in two ways they are
1. Make
the criteria false.
2. Removing
scheduled actions from the queue.
15.While
creating workflow on Task, what difference observed on available actions?
While
creating workflow on task we can not find “Send Email”action.
16.Suppose
if a record meets workflow criteria for time based workflow action, the action
goes in queue. Later, before the time based action is triggered, the same
record gets modified and the criteria previously met is changed and now it does
not meet the workflow criteria. What happens to the time based action placed in
Queue?
Simply
the time based workflow action is removed from workflow queue and will not get
fired.
16.Difference
between Trigger and Workflow?
Interview
questions on Data Loader
1.Briefly
describe about Data Loader?
Data
Loader is a tool or Application used in salesforce to import and export
bulk data. Through Apex Data Loader we
are able to Update,Insert,
Delete, Upsert, Export and Export All. Each operation will be
different from each other.
· Insert – insertion of new records
· Update – Updating existed records.
· Upsert – Update and Insertion of records
· Delete – Deletion of records.
· Export – Extraction of all records.
· Export All – It extracts all records from salesforce including
Recycle Bin records.
2.What
are the different actions that can be made using data loaders?
Using
Data loaders we can perform 6 type of action.They are
· Insert – insertion of new records
· Update – Updating existed records.
· Upsert – Update and Insertion of records
· Delete – Deletion of records.
· Export – Extraction of all records.
· Export All – It extracts all records from salesforce including
Recycle Bin records.
3.How
can we insert a record using Data Loader?
Before
inserting records we are required to prepare CSV File. CSV file will be created
in Ms-Excel application .
Step1
:- Click insert button.
Enter
your username and Password and click on Login Button. Now select object
to which you want to insert record. Browse for CSV file to be inserted.
Procedure for Creation of CSV file is shown below.
Prepare
CSV file in Ms-Excel to insert as shown below. We are taking an example
Studentinfo__c object. In this object we are planning to add Course name, Fee
Paid, Subject 1 Marks, Subject 2 Marks, Subject 3 Marks.
Click
Next.
Click
OK. Initialization is Succeeded.
Mapping
Mapping
is the process of mapping CSV fields to the fields in Studentinfo__c object. We
can check fields manually and also Fields can be mapped automatically by
selecting “Auto Match fields”. We can save the Mapping which will b used in
future.
Now
create or Edit a Map. In CSV file we have given different field names to
match those column Header we choose mapping and click next.
Drag
the salesforce object fields down to the column mapping then select OK button.
Select Next.
Select
Finish button
Select
Yes.
Insertion
of record is in progress and we inserted 5 records with out errors.
Now go
to object which we selected the records to insert.
Now
select any of the Record which we inserted through Data Loader and observe the
fields given below.
4.How
to delete a record using Data loader?
5.How
to update a record using Data Loader?
Data
Loader Update is the process of Updating the field in Salesforce Object
by using Data Loader.
6.How
to export records from Salesforce using Data Loader?
7.Explain
about UPSERT?
UPSERT
means update and inserting a record. Data Loader UPSERT is an operation in
Data Loader in which we can operate both Update and Insert to an existing record
in salesforce.
8.How
to handle comma fields while uploading using Data loader?
Data
Loader cannot handle commas implicitly because there is no logical path to
follow. If we have any comma field in the Data Loader CSV file for import of
the field content, we have to close the content with double quotation
marks “content “. Then data Loader will be able to handle this operation.
9.After Exporting data using Data Loader, Some
time it appears that data is on New Line (Carriage Return) when we open CSV
file in Microsoft Excel. For example, Address Data separated on different
lines. How can we override this problem?
Excel does all sorts
of “useful” operations when it opens a CSV file. It will re-format
dates, strip leading zeros, corrupt record IDs if you have them in your report,
and also break line. Best way as per my experience is Upload document to Google
Drive. Export document back from Google drive as Excel.
10.Explain me about Export and Export all in
Data Loader?
Difference between
Data loader ‘Export’ & ‘Export All’ is very small. Export button is used to
export all records of a particular object in the system to a .csv file(
excluding records present in Recycle Bin). But when we use Export All, all
records (including records present in Recycle Bin) for that particular
object are exported to a .csv file. Deleted records present in recycle bin
are also called ‘soft Deleted’ records.
