1. 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.

2. 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.

3. How many relationships included in SFDC & What are they?

We are having 6 types of relationships, they are

1.self relationship

2.lookup relationship

3.master detail relationship

4.many to many relationship

4. What is a “Lookup Relationship”?

This type of relationship links two objects together,

Up to 40 allowed for object

Parent is not a required field.

No impact on a security and access.

No impact on deletion.

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Can be multiple layers deep.

Lookup field is not required

5. 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 2 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.

6. 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.

7. 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

3. Next change the data type of the field from look up to Master detail.

8. 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…..

9. What is TAB in Salesforce?

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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

10. 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.

11. 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

12. 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”.

13. 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).

14. What is difference between trigger and workflow?

Workflow

Workflow is automated process that fired an action based on Evaluation criteria and rule criteria.

We can access a workflow across the object.

We cannot perform DML operation on workflow

We cannot query from database

Trigger

Trigger is a piece of code that executes before or after a record is inserted or updated.

We can access the trigger across the object and related to that object

We can use 20 DML operations in one trigger.

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We can use 20 SOQL’s from data base in one trigger.

15. 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.

16. What is Difference between SOQL and SOSL?

SOQL(Salesforce Object Query Language)

Using SOQL we can Search only on one object at a time.

We can query on all fields of any datatype

We can use SOQL in Triggers and classes.

We can perform DML operation on query results.

SOSL(Salesforce object Search Language)

Using SOSL we can search on many objects at a time.

We can query only on fields whose data type is text,phone and Email.

We can use in calsses but not in Triggers.

We cannot perform DML operation on search result

17. What is difference insert() and database .insert() ?

Using insert method we can insert the records but if any error occurs in any record system will throw an
error insertion fail and none of the records are inserted

If we want to execute partially success of bulk insert operation we will use database .insert.

18. 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 250mB.

19. 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.

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We can use that file as follows in Visual Force page

<apex: includescript values=” {! $Resource.fileName}”/>

20. What is sharing rule?

If we want to give the access to other users we use sharing rules.

21. 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:

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.

note: (We can use 100 SOQLs and 150 DMLs in a single trigger.I tested this.)

22. What are the actions in workflow?

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 1. Email Alert

2. Task

3 . Field Update

4. Outbound Message

Go through the below link for the more information about workflow actions
http://www.salesforcetutorial.com/salesforce-workflow-automation-workflow-management/

23. How many ways we can made field is required?

1. While creation of field

2. Validation rules

3. Page Layout level

4. Using Trigger

24. What is difference between Role and Profile?

Role is Record level access and it is not mandatory for all users.

Profile is object level and field level access and it is mandatory for all users.

25. What is the maximum size of the PDF generated on

visualforce attribute renderAs?

15MB

26. 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.

27. 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.

28. How many ways we can call the Apex class?

1. Visual force page

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 2. Web Service

3. Trigger

4. Email services

5. Using Scheduling

29. 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.

30. 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.

31. 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.

32. How we can change the Grant access using role hierarchy for standard objects?

Not possible.

33. 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.

34. What is Field dependency?

According to the field selection on one field filter the pick list values on other field.

35. Is check box performs like controlling field?

Yes possible. Controlling field should be Check box or pick list.

36. How many field dependencies we can use in Visual Force page?

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 Maximum we can use 10 field dependencies in VF page.

37. 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.

38. How to create Roll-up summary field on lookup relation?

Not possible. Roll-up summary is enabled for only Master –Detail relationship.

39. What are the Record Types?

Record Types are restrict the pick list values and assign to the different page layouts for
different Record Types.

40. 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 6 months data.

41. What are the Report Types?

4 Types of report in Salesforce

Tabular Reports: We can only displays the grand total in the table form.

Summary Reports: It is a detail form of report in which the grouping done based on Columns.

Matrix Reports: It is a detail form of report in which the grouping done based on both Rows and
Columns.

Joined Reports: We can join the two or more reports in the single report displayed in the form of
blocks.

42. What is Dashboard?

Dashboard is a pictorial representation of report. We can add up to 20 reports in single

43. What is the default timeout period while calling webservice from Apex.

10Sec

44. 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?

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 Action will be performed even if we are deactivated the workflow

45. How to delete “Time based workflow” if there is already an action scheduled?

We can’t delete the “Time based workflow” if any pending actions in the queue.

46. How to update the record using After Trigger context?

Not possible. You will get error like “Record is Read only”.

47. What is the difference between “Export” and “Export All” in Data Loader in Salesforce?

Export is export all the data from Salesforce.com excluding the recycle bin’s data.

Export All is export all the data from Salesforce including the recycle bin’s data.

48. What is the use of “ALL ROWS” in SOQL?

ALL ROWS is used for retrieving the records from recycle bin.

Ex: SELECT Id from Campaign ALL ROWS

-> “ALL ROWS” is not work in developer console.

49. What is the use of “FOR UPDATE” in SOQL?

FOR UPDATE is used to lock the records.

Ex: Campaign cam = [SELECT id FROM Campaign LIMIT 1 FOR UPDATE];

50. What is the use of “savepoint” in apex?

This is will use for to roll back the changes.

51. How to call Apex class using java script?

Check the below code.

Apex Class:

global class ClassName

webService static String methodName(String camName) {

Campaign cam = new Campaign(name = camName);

return cam.name;

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 }

Java Script:

var Campaign = sforce.sObject(“Campaign”);

var String = sforce.apex.exceute(“ClassName”,”methodName”,{name=”ABC”});

52. How to run trigger in asynchronously?

If you use @FUTURE annotation trigger run asynchronously.

53. We are not providing some of fields in .csv file which are required in page layout level. What
happens if we try to insert records into Salesforce through data loader?

All records are inserted in Salesforce successfully.

54. We are not providing some of fields in .csv file which are required in Filed level. What happens
if we try to insert records into Salesforce through data loader?

Except those records remaining records will be inserted in to Salesforce.

1. What is visualforce?

Visualforce is tag based markup language to develop customized user interface in salesforce.

2. What is visualforce controller in salesforce? What are they?

Visualforce controller is a set of instructions that specify what happens, when user interacts with
components on visualforce pages, such buttons & links.

There are three types of controllers. They are.

Standard Controller, Custom controller & Controller extensions.

3. What is Standard Controller?

Standard controller provides the salesforce in built functionality to interact with visualforce pages. You
can use the standard actions like Save, Edit, Cancel & delete by using standard controllers.

Syntax : <apex:page standardController=”Account”>

Kow more about standard controller

4. What is Standard List Controller?

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Standard List Controller allows to display list of records in visualvalfoce page. Standard list controller
provides additional pagination actions (First, Lat, Next & Previous) compared to standard contro

Syntax: <apex:page standardController=”Account” recordSetVar=”accounts”>

defining this controller is similar to standard controller. But need to add one more attribute
recordSetVar

Know more about Standard List Controller

5. What is Custom Controller?

Custom controller is an apex class that implements customized logic to visualfore pages.

We can override or create new functionality by using custom controllers.

Syntax: <apex:page controller=”Account” >

Know more about custom controller

6. Can we use standardController & controller attributes at a time?

No, We cannot reference both attributes at a time.

See below syntax to under stand

<apex:page standardController=”ControllerName” extensions=”Class1, Class2,..”> Correct

<apex:page Controller=”MYControllerName” extensions=”Class1, Class2,..”> Correct syntax

<apex:page standardController=”MYControllerName” Controller=”MyController”> Wrong

7. What are the tasks of standard controller?

Standard controllers provides ability to access and interact with structured business data contained in
records displays in the proper user interface.

Standard controller tasks: controlling data, controlling actions and controlling navigation.

8. How can you create visualforce page in salesforce?

We can create visualforce pages in two ways.

1. From the setup menu go to Setup-> develop -> Build->Pages-> click on new button to create a page &
enter name & code for visualforce page.

2. From the vsualforce editor. Enter /apex/pagename at the url & create new page in visualforce editor.

Know more information about this

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9. What is <apex:page> tag in visualforce markup?

This tag represents a single visualforce page. Every page must start & end with this tag.

<apex:page>

<!– Body of the page –>

</apex:page>

know more about <apex:page> tag

10. How can we enable visualforce editor?

We need to check the “development mode” check box at user level to enable visualforce editor.

To enable this, go to user details page check the development mode check box.

1. Through Sales force Import wizard how many records we can import?

Using Import wizard, we can upload up to 50000 records.

2. Import wizard will support for which Objects?

Only Accounts, Contacts and custom object’s data can be imported. If we want to import other objects
like Opportunities and other object’s data, then we need to go for Apex Data Loader.

3. What is app exchange?

The developed custom applications can be uploaded into the app exchange so that the other person can
share the applicaition.

4. What is a VLOOKUP in S.F?

VLOOKUP is actually a function in sales force which is used to bring relevant value to that record from
another record automatically.

5. When I want to export data into SF from Apex Data Loader, which Option should be enable in
Profile?

Enable API

6. What is a web - lead?

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Capturing a lead from a website and routing it into lead object in Sales Force is called wed-lead (web to
lead).

7. What are the Types of Account and difference between them?

We have two types of accounts.

Personal accounts

Business accounts

In personal accounts, person’s name will be taken as primary considerations where as in business
accounts, there will be no person name, but company name will be taken into consideration.

8. What is a Wrapper Class in S.F?

A wrapper class is a class whose instances are collections of other objects.

9. What are formula and Rollup Summary fields and Difference between them? When should Rollup-
Summary field enable?

Formula: A read-only field that derives its value from a formula expression that we define. The formula
field is updated when any of the source fields change.

Rollup Summary: A read-only field that displays the sum, minimum, or maximum value of a field in a
related list or the record count of all records listed in a related list.

10. What is a Sandbox? What are all the Types of sandboxex?

Sandbox is the exact replica of the production.

1. What is the difference between Lookup Relationship and Master-Detail Relationship?

Master – Detail Relationship :

1. We cannot create master – detail relationship type fields directly if records already exists. Instead we
have to first create Look up fields then fill all the records with that lookup filed. After that we can
convert the lookup fields to master – detail relationship.

2. If we delete master records then detail (Child) records are deleted.

3. It creates the parent(master) child(Detail) relationship between objects.

Look up relationship :

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1. Look up relationship creates relations between two objects.

2. If we delete any object then other object is not deleted

2. Where is the view Account hierarchy link?

http://infallibletechie.blogspot.in/2012/10/account-hierarchy-in-salesforce.html

3. Define Account Hierarchy?

Account hierarchy defines the Hierarchy of accounts. It is displayed in tree structure.

5. What type of Workflow Alerts are there?

1. Email Alert

2. Outbound Message

3. Task

4. Field Update

6. What is Dataloader?

The Data Loader is an easy to use graphical tool that helps you to get your data into Salesforce objects.
The Data Loader can also be used to extract data from database objects into any of the destinations
mentioned above. You can even use the Data Loader to perform bulk deletions by exporting the ID fields
for the data you wish to delete and using that source to specify deletions through the Data Loader.

8. Validation Rules, What are they use for in Salesforce?

Validation rules are used to maintain data format and consistency.

9. 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.

False

Production and Sandbox Environments

Pictorial representation of internet is Cloud.

Cloud Computing is nothing but internet computing.

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With this approach everything can be done in internet (Using Application, Developing Application and
distributing the hardware), no need of any minimum hardware requirements and no need to install any
software in local system.

Cloud Computing is an approach to provide the following services -

SAAS (Software As A Service)

PAAS (Platform As A Service)

IAAS (Infrastructure As A Service)

2. What is Salesforce?

Salesforce is a company which provides a web based tool called Salesforce

Salesforce by following the Cloud Computing approach, providing SAAS and PAAS

SAAS: Providing Sales, Marketing and Call Center applications as a service

PAAS: Providing Force.com platform in which we can develop Apex (Programming language similar to
Core Java) and Visualforce (Mark up language similar to HTML) logic.

3. What is Production?

We should not make coding changes in production since end-users are using the application from
production environment.

4. What is production url?

login.salesforce.com

5. What is sandbox?

To make any changes for the exiting application we should copy all contents of the production into
sandbox and make all changes after that test thoroughly after that move those changes into production.

To create the sandbox, in production we can find one link called sandboxes. by clicking on that link we
can create the sandbox by choosing type of the sandbox.

6. What is sandbox url?

test.salesforce.com

7. What are the types of Sandboxes?

Developer Sandbox

Developer pro sandbox

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Partial data sandbox

Full copy sandbox

8. What is Developer sandbox?

It copy only configuration changes from the production

It won’t copy real time data

We can test the configuration changes with sample data

Sample data limit is 200mb

Refresh time interval is one day

If we refresh all the sandbox contents will be replaced with production contents

9. What is developer pro sandbox?

Copy configuration changes

No real time data

Sample data limit is 1GB

Refresh time interval one day

10. What is partial data sandbox?

Copy configuration changes

Copy certain amount of real time data

Real time data limit is 5GB

For each table it can copy maximum of 10k records

Refresh interval 5 days

11. What is Full copy sandbox?

It is exact replica of the production

Copy both configuration and entire real time data from the production

Refresh time interval 29 days

Customization

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1. What is Track Field History?

While creating the object, we can enable 'Track Field History'.

If, we enable 'Track Field History' user can see 'Set History Tracking' button under 'Custom Fields &
Relationships' section which is available on the object detail page.

By clicking on 'Set History Tracking' button, we can enable tracking for the fields which ever we want.

To see the object history, go to object's record layout and add Object Name History related list to the
layout.

Whenever, user changes field value from one value to another value, it will show the history of the field
in 'Object History' related list.

2. What are the Activities in Salesforce?

To create the Activities, while creating the object, we should check for 'Allow Activities' check box then
user can add open Activities and Activity History related lists on the Object layout.

There are two types of activities -

Task: Task is nothing but work assigned to a particular person, it doesn't have certain time limit.

Event: It has certain time limit in that time only all persons should assemble after the time limit over,
event will get complete.

-Once event or task status changed to 'Completed' then we can see those records under Activity History
Related List.

3. How to Rename the tab?

Tab name will be decided based on the Plural Label of the custom object, to rename go to corresponding
object detail page and rename the plural label.

4. How to display multiple columns after clicking on the tab?

Click on the tab(Which should be realted to any of the custom/standard object) > Expand Force.com
Quick Access Menu > Edit Columns > Move the needed fields from Available Fields to Selected Fields. >
Click on Save > User should be able to see multiple columns.

(OR)

Click on Setup > Create > Objects > Select the corresponding object link > Under Search Layouts section
> Click Edit which should be left to Object Tab > Move the needed fields from Available Fields to
Selected Fields. > Click on Save > User should be able to see multiple columns.

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5. What is the difference between ISBLANK() AND ISNULL()?

ISNULL() works only for number data type fieds, if we don't populate with value for number fields it will
return true.

ISNULL() won't support TEXT data type fields because text fields never become null.

ISBLANK() supports both number as well as text data types.

6. What is dependent picklist?

In some scenario's, we should be able to control one of the field(Dependent field) from another
field(Controlling field), example If we select Country(Controlling field) as US then City(Dependent Field)
should display only US cities.

We can use checkbox data type fields also while creating dependent picklist (Note: Checkbox should be
always controlling field)

We can use multi-select data type fields also while creating dependent picklist (Note: multi-select data
type field should be always dependent field)

7. What is the architecture of the salesforce

MVC Architecutre - Model, View , Controller

View - It is the user interface (Apps, Tabs, Page Layouts, Fields and Record Types)

Controller - Business Logic (Save, Edit, New, Cancel and Delete - upon click on these button salesforce
execute some logic from controller)

Model - It is the Database, which stores Schema (Meta-Data(Data about Data) --> Apps, Tabs, sObjects,
fields, Apex Classes, Visualforce pages, etc...) and Instance (Records)

8. What is the difference between 15 digit and 18 digit id in Salesforce?

In Salesforce, whenever user create any component (Object, field, tab etc...) or record then salesforce
will generate an unique id with which user can identify the record or component.

After creating the record, in the URL user can see the id of the record which is of 15 digits length.

Through user interface user always see 15 digit id which is Cases-Sensitive

.If the user query the existing records from the database through API (Either from Query Tool or from a
program), it will always return 18 digit id which is Case-Insensitive.

Last 3 digits of the 18 digit represents checksum of the capitalization of 15 digit id.

Based on the first 3 digits user can identify the object of the record.

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All the records belongs to same object will contain same firt 3 digits.

9. What is Record Type?

For an object based on the Record Type, we can show different fields and different picklist values by
assigning different page layouts for the record types and profiles.

After creating the record type, on the record type detail page user can see all the picklist data type
fields, user can edit the picklist and decide which values should display for this particular record type.

10. What is the difference between detail page and edit page?

Whenever user try to create a new record or edit an existing record user can input the values for the
fields, this page is nothing but edit page.

After creating a new record or editing an existing record, user can see the information of the record, this
page is nothing but detail page.

11. What is out of box functionality?

Within the sfdc standered functionality (no need to code).

12. What are the type of tabs?

Custom tabs (create for objects)

Web tabs (create to display a website)

Visual force tabs (create to display the visual force page)

Lightening Page Tabs

13. What is validation rule?

While creating or modifying the record based on the certain conditions we can display error messages
on top of the page or below to the filed.

14. There are two fields, if the user populate two field values if we combine those values uniqueness
should be maintain, how to achieve this without coding?

Using vlookup function in the validation rule we can achieve this.

15. What are Governor Limits?

Since we are working in multitenant environment Salesforce is enforcing the limits for all the
functionalities.

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How many no of fields for an object: 500

No of master detail relationships for an object: 2

No of lookup relationship for an object: 25

No of rollup summery fields: 10

How many external ids we can enable for an object: 7 (increased from 3 to 7 in Winter-15)

16. For which data type we can enable external id?

text, number, auto number, email.

17. What is list view?

After clicking on the tab on the top of the page we can see views, by default we can see the value called
‘all’. If we click on ‘Go’ beside that all we can see all the records of that object. If we want we can create
new views. While creating the view we can give the filter conditions so that based on the filter condition
only we can see the records.

18. What is Inline editing?

On the detail page without clicking on edit button we can edit particular field if it is not read-only.

19. How to disable Inline editing?

To enable or disable Inline editing follow the below navigation - Setup--> Customise--> User Interface-->
Enable Inline Editing

20. What is Enhanced list view?

In list views we can modify multiple records at a time using Enhanced list views Note: To modify multiple
records, all the records should belong to same record type in the list view otherwise we cannot modify.

Whenever we click on a tab or we click on a lookup icon or search for a record we see only one standard
field by default, to enable remaining fields -

To show multiple fields for the records which display under a tab, on object detail page > under Search
layouts edit tab and add required fields.

To show multiple fields for the records which display when we click on lookup of a field, on object detail
page > under Search layouts edit Lookup Dialogs and add required fields.

To show multiple fields for the records which display when we search for the records, on object detail
page > under Search layouts edit Search Results and add required fields.

22. What is mini page layout and how to enable?

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For lookup fields on record detail page we see a link, whenever we put cursor on that link we see a
popup window which displays few fields. To control the fields visibility, on that look up field parent
object page layout we see a mini page layout in that we can control.

23. What is lead process?

To control the picklist values of the status field on the lead object we should create lead proces

Without selecting the lead process we can't create the record type for lead object

24. What is sales process?

To control the picklist values of the stage field on the opportunity object we should create sales process.

Without selecting the sales process we can't create the record type for opportunity object

25. What is Support process?

To control the picklist values of the status field on the case object we should create support process.

Without selecting the support process we can't create the record type for case object

26. What is web-to-lead?

On lead object we can generate the HTML code by selecting lead fields and by mentioning return URL
from web-to-lead option. The generated HTML code can be hosted in any of the website. Upon entering
the information in those fields and clicking on submit button that information will be saved into lead
object of the Salesforce.

27. What is Queue?

In queue we can add group of users and we can assign the objects to the Queue. After creating the
queue one of the list view automatically created on the objects which are selected for the queue. We
can assign this queue as the owner of the records (objects which are selected for this queue). Later users
who are part of that queue can claim the ownership by navigating to list view corresponding to the
queue. In that list view users who are part of the queue can select the record and click on accept button
so that record ownership will be transferred from queue to accepted person.

28. What is public group?

We can add set of random users in the public group. We can't assign public group as an owner of the
record. In manual sharing, sharing rules and in list views we can use public group.

29. What are the Assignment rules?

21
On lead and case objects we can create the Assignment rules. Whenever any record is submitted for
lead/case if specified condition in the Assignment rule satisfied based on that we can decide the owner
of the case/lead. Note: While submitting case/lead we should check for 'Assign using active assignment
rule' checkbox which will display under Optional section.

30. What are Auto-Response Rules?

On lead and case objects we can create the Auto-Response Rules. Whenever any record is submitted for
lead/case if specified condition in the Auto-Response Rules satisfied based on that we can decide the
email format which should send as auto response.

31. What are the Escalation rules?

On case object we can create Escalation rule. Based on the priority we can send escalation mails.

Questions on Relationships
1. Is it possible to create the Master – Detail Relationship field for the child object which is having
existing records?

No, we cannot create directly. To create first we should create Look up relationship then populate the
field value for all the records and then convert the look up relationship to master detail relationship.

2. Is it possible to convert Mater – Detail Relationship to Look Up Relationship?

If the parent object doesn’t have Roll up Summary fields for the child object then we can convert.

3. Is it possible to delete junction – Object in case of Mater – Detail Relationship?

If the parent objects don’t have Roll up Summary fields for the child object then we can delete.

To delete a child object it should not be referred in Apex Classes and Apex Triggers.

Later if we undelete the object, Master detail fields on the junction objects will be converted to look up
Fields.

Note:

If we delete only Master – Detail Relationship field from the child object and undelete it from the
Recycle Bin then it will be converted to look up relationship.

Parent Object we cannot delete because it will be referred in the child object.

4. What will happen if we undelete the deleted Junction Object?

Master – Detail Relationship data types will be converted to look up relationship data types.

22
5. What will happen to child records if we delete a parent record in case of Lookup Relationship?

If we delete parent object record all the child object records relationship's field value will be get deleted.
(Entire record won’t be get deleted)

Example:

Child Object: Employee (Employee object have Department field which is related to Department Object)

Parent Object: Department

Suppose N number of employee records related to IT department, if we delete IT department all the
child(Employee) records Department field value related to IT department will be get deleted.

Note:

Salesforce store deleted records only for 15 day in Recycle bin later it will remove the records
permanently.

If we undelete the IT department record from the Recycle bin then all the related child records
department field value will be restored.

6. What will happen to child records if we delete a parent record in case of Master Detail
Relationship?

If we delete the parent object record all the child object records will be get deleted.

Example:

Child Object: Employee (Employee object have Department field which is related to Department Object)

Master Object: Department

Suppose N number of employee records related to IT department, if we delete IT department all the
child records will get deleted.

Note:

Salesforce store deleted records only for 15 day in Recycle bin later it will remove the records
permanently.

If we undelete the IT department record from the Recycle bin then along with IT department record all
the related child (Employee) records will be restored. (We cannot see the child object records in the
Recycle bin)

7. What is Junction Object?

23
A child object which is having master detail relationships with two different parent object is called
junction object.

Example:

Object1: Department

Object2: Project

Child Object: Employee

Field1: Department (Master Detail with Department )

Field2: Project(Master Detail with Project)

Note: From the above example we can say Employee Object as Junction Object.

8. For a junction object if we delete one of the parent record what will happen to child records?

Child records will be get deleted which are related to Department as well as Project.

Note: If we undelete the IT department record from the Recycle bin then along with IT department
record all the related child (Employee) records will be restored those will be reflected for Project as well.
(We cannot see the child object records in the Recycle bin)

Users, Profiles and Permission Sets

1. Is it possible to delete the user in salesforce?

No, once we create an user in salesforce we cannot delete the user record. We can only deactivate the
user record.

2. What is 'Grant Account Login Access'? How to enable 'Grant Account Login Access'

If we enable 'Grant Account Login Access' for a user then we can see 'Log in' button on the detail page of
that user. By clicking on that 'Log in' button without giving that user's username and password we can
log in.

24
To enable the 'Grant Account Login Access' follow the below steps -

Log in as a user to whom you want to enable Log in access.

At top right corner click on name (Which should be left to Setup) > My Settings

User should be able to see user's personal set up page.

Left side, click on Personal Information > Grant Account Login Access

User should be able to see Grant Account Login Access page

In Access Duration column select '1 Year' for all the records and click on 'Save' button.

Log out and Log in as any other user in the organization then click on Manage Users > Users.

User should be able to see list of records and verify the user to whom we enabled the Grant Account
Login Access

User should be able to see the Login link beside Edit link.

Click on Login then user should be able to login as that user mode

Observe at top right corner, user should be able to see Logged in as 'Name of the user' which should
be highlighte in black color.

Click on Logout

User should be come back to original user's mode, Observe at top right corner, user should not be able
to see Logged in as 'Name of the user'

3. How to provide security for Meta-Data files (Schema)?

Using Profiles and Permission Sets.

4. What is Profile?

Profile deals with CRED (Create, Read, Edit and Delete) permissions over Apps, Tabs, sObjects, Fields,
Record Types, etc...

We can map only one profile for one user and without mapping the profile we cannot create the user.

5. What is Permission Set?

To improve the permissions for the users over profiles we should go for Permission Sets.

25
 Example- To give additional permissions to few users who belongs to different profiles over Apps,
Tabs, sObjects and fields.

6. How to give permissions to two fields for different users who belongs to different profiles?

Permission sets.

7. How many users are there in your project salesforce instance?

1000 (It will depends upon the number of licenses taken by the client, it will be like upto 4000 like that
based on the client)

8. How to provide security for the Records(Instance)?

Roles

OWD(Organigation Wide Defaults)

Sharing Rules.

Manual Sharing

Apex Managed sharing

View all.

Modify all.

View all data.

Modify all data.

9. What is role?

Role deals with authorization to access data.

10. What is OWD?

OWD is the default access level on records for any object in sales force.

For custom objects we can see below access levels -

Private

Public Read only

Public Read/Write

26
By default after creating custom object OWD access level is Public Read/Write.

Private: only owner and above hierarchy users can have Read/Write access and below hierarchy users
don't have any access.

Public Read only: only owner and above hierarchy users can have Read/Write access and below
hierarchy users can have only Read Only.

Public Read/Write: Irrespective of role hierarchy every one can have Read/Write permissions on the
records.

11. What is Grant Access Using Hierarchies?

Say there are three roles

Role A

Role B

Role C

Role A is higher in hierarchy, Role B is in middle and Role C is lower in hierarchy

If the Role A user through Manual Sharing or Sharing Rules, shares the record to Role C user who is in
lower hierarchy, then the Role B user who is above in hierarchy to Role C user can see the records, if we
enable Grant Access Using Hierarchies at sharing settings else Role B user cannot see the record.

Import Wizard and Data Loader

1. What is Import wizard?

Import wizard is a web based tool to process bulk records.

With import wizard we can process maximum of 50,000 records.

27
 In import wizard we can't see few objects (ex: if there is masterdetail relationship between two
objects then child object we can't see).

2. What is Data Loader?

Data Loader is a stand-alone tool to process bulk records. With Dataloader we can process maximum of
5 million records. Most of the time we use only Dataloader. Default batch size of the Dataloader is 200.

3. Which operations we can perform on dataloader?

Insert (Inserting brand new records, no need of ID)

Update (Updating the existing records based on the record ID)

Upsert (To Upsert we should have one external ID field on the object, based on the external id field if
the value already exists it will update, if doesn't exist then it will insert)

Delete (Delete the records based on the id provided, to delete we need only id, deleted records can
be found in recycle bin)

Hard delete (Delete the records based on the id provided, to delete we need only id, deleted records
can't be found in recycle bin, Note: If we enable bulk API in data loader settings then only we can
perform Hard delete.)

Export (From any object we can export records based on the SOQL query, Note: We can't export
deleted records which are there in the recycle bin)

Export all (From any object we can export records based on the SOQL query, Note: Using Export all we
can export deleted records which are there in the recycle bin also)

4. Data loader or Import wizard supports which file format?

.CSV (Comma Separated Values)

5. What is the filed mapping file format of the data loader?

.SDL

6. How to insert null values into dataloader?

In dataloader settings we should enable 'insert null values' checkbox otherwise we can't insert null
values.

28
7. What is external ID?

Suppose we have account table in Salesforce and account table outside of the Salesforce (ex: .csv file,
sql database). In Salesforce all the records can be identified with record id and outside of the Salesforce
we can't recognize records with Salesforce id that is the reason to compare outside table and salesforce
table in Salesforce for one of the field we have to enable external ID (we can enable external id for text,
number, auto number and email). If we enable external id we can compare that particular column with
the column which is available in external table. While comparing if the both column values are same
then it will update otherwise it will insert.

8. Maximum batch size of data loader?

10,000 records and minimum 1 record.

9. What is default batch size if we enable bulk API?

2,000 records.

Workflows and Approvals

1. What are the different kinds of evaluation criteria’s (events)?

Created

Created and everytime edited to meet the criteria

Created and edited to subsequently meet the criteria

2. What is the difference between Created and everytime edited to meet the criteria and Created and
edited to subsequently meet the criteria?

If we select 'Created and everytime edited to meet the criteria' whenever we create a record or edit a
record if the criteria of the workflow rule meets then it will trigger every time. If we select 'Created and
edited to subsequently meet the criteria' - While creating the record criteria meets so that workflow
will fire and while editing the record again criteria meets workflow won't fire (meeting the criteria to
meeting the criteria)

While creating the record criteria doesn't meet so workflow won't fire and while editing the record
workflow criteria meets then workflow will fire (not meeting the criteria to meeting the criteria)

29
Conclusion: Previous state of record should be not meeting criteria and current state of record should
be meeting the criteria then only in current state workflow will fire.

3. What are the types of rule criteria’s?

Criteria meet (field - operator - value, if there are multiple criteria’s then in filter criteria we can give
conditions like ( 1 or 2) and 3, field to field comparison is not possible, we can't fetch the previous state
information of the field )

Formula evaluated (we can write formulas with this we can do field to field comparison and we can
fetch previous state value of the record)

4. What is immediate workflow action?

The action which will be performed immediately after the record criteria meets.

5. What is time dependent workflow action?

The action which will be performed in future based on the any of the date field. To create time
dependent workflow action we should create one time trigger. in time trigger we can give either days or
hours with the maximum of 999 value and we can select either before or after.

6. For which event we can't create time dependent workflow action?

Created and everytime edited to meet the criteria.

7. What are the different kinds of workflow actions?

New field update (we can update a field of the same object or the fields of the parent objects which
are at master side in master-detail relationship, only for master-detail parent objects we can update the
field and for lookup we can't update)

New email alert (we can send emails if the criteria meets)

New task (we can create new task)

New outbound Message (we can make a callout)

8. What are the types of email templates?

Text

HTML (with letter head)

Custom HTML (without letter head)

30
 Visual Force

9. There is a timebased workflow which will update one of the fields if the criteria meet. User submits
the record with valid criteria, workflow triggered so that the field update is queued in the 'time based
flow' queue which will fire after one day. If the user modifies the record which is submitted before the
scheduled date, after modification, a record criterion is not meeting. Whether the field will be
updated or not in schedule date?

It won't trigger in the schedule date because if we modify the record to not meeting criteria that queued
field update will be removed from the 'time based flow' queue.

10. For the same scenario explained in the above question what happens when we deactivate or
modify the criteria of the workflow to different criteria? Whether the field will be updated or not in
schedule date?

Yes, It will trigger in scheduled date.

11. Scenario: There are two workflow rules on the same object say namely wf1 and wf2. If wf1 fires
then a field will be updated on the same object, if the field updated and due to this wf2 criteria meets
then what will happen, wf2 will fire or not?

It won't fire. To fire wf2 we should enable 'Re-evaluate Workflow Rules' checkbox of the field update
which is there in wf1.

12. What is recursive workflow rule? How to avoid recursive workflow rules?

Whenever we enable Re-evaluate Workflow Rules after Field Change checkbox in the Field Update of a
workflow rule, due to this field update other workflow rules on the same object will be fired if the
entery criteria of those workflow rules satisfied.

Incase, in other workflow rules also if we enable Re-evaluate Workflow Rules after Field Change
checkbox in the Field Update recursive workflow rules will come in some scenarios.

We can take two steps to avoid recursive workflow rules -

For the workflow Evaluation Criteria if you choose created, and any time it’s edited to subsequently
meet criteria option, we can avoid recursive workflow rules.

If you don't enable Re-evaluate Workflow Rules after Field Change checkbox in the Field Update of a
workflow rule we can avoid.

13. What is Approval Process?

If the criteria of the record meets then by clicking on submit for Approval button user can submit the
record for approval (Note: Approval history related list should be displayed on the record detail page)

31
14. How to configure Approval Process?

Before creating the Approval Process we should select the object after that we should follow below
steps -

Give the Approval Process name

Give the criteria of the Approval Process

Select the email template (If we don't select any email template salesforce by default send an email
notification to the target approver else with our selected email template target approver will be
notified)

Select the users who can submit for the approval (If we do not select any user by default all the users
who can access to that record can submit)

Select the user to whom record should be submitted

Initial submission actions ( after submitting the record for approval immediately whatever the actions
included in the initial submission actions section will be triggered)

Approval Steps (we can add multiple steps)

For each and every step we can see 'Approval actions' and 'rejection actions' sections where we can
add actions to be performed

If the Approver approves the record then actions which are under 'approval actions' section will be
triggered

Final approval actions section (If all the steps approved then actions which are under 'final approval
actions' section will be triggered)

Final rejection actions section (If any one of the step rejected then actions which are under 'final
rejection actions' section will be triggered)

Recall approval actions ( After submitting record for approval if you want to revoke we click on recall
approval action on the detail page, after clicking on that button actions which are under recall approval
actions section will be triggered )

15. Scenario: After activating the approval process, I want to add one more step. Is it possible?

It’s not possible, to add one more step deactivate the approval process and clone the deactivated
approval process and add the new steps.

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 Reports and Dashboards
To summarize the information.

1. What is Report?

To summarize the information of an object we use reports.

2. What are the types of Reports?

Tabular (Displays records just like a table)

Summary (we can summarize the information based on certain fields)

Matrix (we can summarize the information in two dimensional manner, both rows and columns)

Join (we can summarize information in different blocks on the same object and the related objects)

3. How many blocks we can create for join reports?

5 blocks.

4. How many maximum groupings we can do for summary, matrix and join reports?

3 groupings

5. What is bucketing in reports?

Bucket field in Reports is used to group values to the name we specify.

See in detail here

6. How many records we can display on page for a report?

We can display up to 2000 records on a page. If more records are there to display we cannot see those
through user interface. If you export the records to a excel sheet then you can export all records.

OWD( Organization Wide Defaults):

=================================

- Salesforce provides the Role hierarchy to make the record visibility to all the users in the salesforce
organization.

33
- In Role Hierarchy, When the Subordinate creates a new record, then it will be visible to the Manager by
default.

- We can set up our own role heirarchy, based on our organization requirement.

- While Creating the User Record, Role is not a Mandatory Field.

Note:

1. While Creating the User Record, Profile is Mandatory.

2. An User can have only one Profile.

Note: We cannot delete the User Record from the Salesforce, but we can deactivate the User
Record.

- OWD is used to provide the Base Line Level of Access to all the users in the organization.

- OWD can be applied on Object Level.

- OWD is purely dependent on Role Heirarchy.

- OWD can be applied on both Standard Objects and Custom Objects.

We have the following OWD options in Salesforce.

1. Private

2. Public ReadOnly

3. Public Read/Write

4. Public Read/Write/Transfer --> Applicable for Only Case / Lead Object

5. Public Full Access --> Applicable for Only Campaign Object

34
6. Use

7. View Only

8. No Access

Note:

1. Private, Public ReadOnly, Public Read/Write Options are available for all the standard and
Custom Objects

2. Use, View Only, No Access Options are available for Only PriceBook Object

Navigation Path:

================

Organization Wide Defaults can be applied by using the following navigation path..

Goto Setup --> Goto Administer --> Security Controls --> Sharing Settings--> Organization Wide Defaults
Section will be available.

Note: By default Salesforce provide the "Public Read/Write" option for all the objects(Standard and
Custom).

Role Hierarchy:

---------------

CEO (User: Training NewAccount ) --> Administrator

|-- COO (User : Manager User)

|-- CTO (User : Testing User)

35
 |

|-- CFO (User : Development User)

Private:

--------

- If the Object OWD is Private, then the Record Owner will be having the Full Control on the record and
His Manager will be having the Access of Read/Write option on the record.

- Other Users in the Organization will not be able to access the record.

- To make the Record to be visible to one / more users, it provides a "Sharing" button on the Detail Page
of the record.

Note: Sharing Button will be enabled, when the objects OWD is Private.

By using the Sharing button, we can share the record to one/more users with the required access level.

Sharing Settings:

-----------------

- By using Sharing Settings, we can make the record to be visible to one or more users.

- We have Two Types of Sharing

1. Manual Sharing

2. Automated Sharing

36
Manual Sharing:

===============

- We can share the record manually by using the "Sharing" button exist on the detail page of the record

- Sharing Button will be enabled, when the Objects OWD is Private.

- We have to share the each record separately.

- We can share the Record to either Selected Users / Roles / Roles & Subordinates / Public Groups

Sharing the Record:

-------------------

Goto the User Login --> goto the Object --> Select the Record --> Goto the Detail Page of the Record -->
Click on "Sharing" button -->

--> Click on "Add" button

--> Select the Sharing Users / Public Groups / Roles and Add into the List

--> Select the Access Level (either ReadOnly, Read / Write)

--> Click on "Save" button

Testing the Record:

-------------------

--> Goto the Target User Login

--> Goto the Object --> Goto the Records List

--> Open the Record and Check the Visibility and Access Level

Public Groups:

--------------

- Public Group contains the set of users, to whom we can share the records.

37
- We can create any number of Public Groups in the Salesforce Organization.

- Public Group can contains Users / Other Public Groups / Roles / Roles and Subordinates.

Creating Public Group:

----------------------

--> Goto Setup --> Goto Administer --> Goto ManageUsers -->

--> Click on "Public Groups"

--> Enter the Public Group Label and Public Group Name

--> Select the Users to be add into the Group

--> Click on "Save" button

Note: Public Group contains only the Users list.

Sharing the Record to Public Group:

-----------------------------------

Goto the User Login --> goto the Object --> Select the Record --> Goto the Detail Page of the Record -->
Click on "Sharing" button -->

--> Click on "Add" button

--> Select the "Public Group" option from the available list, It will populate all the public groups
exist in the organization

--> Select the Public Group, to share the Records (Ex: Sales Group)

--> Select the Access Level (either ReadOnly, Read / Write)

--> Click on "Save" button and Test the Sharing Functionality.

Sharing Rules:

==============

38
- Instead of sharing the Records manually by using Sharing button, We can share the record
automatically.

- Salesforce provides, the Sharing Rules. Which are used to automate the sharing process for the object
records.

- While sharing the Record using Sharing Rules, We can specify the conditions. Based on which we can
share the record to either one / more users(Public Group).

- Sharing Rules can be created based on

1. Based on Record Owner

2. Based on Criteria

Creating Sharing Rules:

-----------------------

- Goto Setup --> Goto Administer --> Goto Security Controls --> Goto Sharing Settings.

--> Goto the Sharing Rules Section.

It provides a separate related list to create sharing rules for each object in salesforce

Ex: Account Sharing Rules, Case Sharing Rules, Position Sharing Rules, Customer Sharing Rules,...
etc.

--> Select the Required Object Sharing Rules Sections (Ex: Account Sharing Rules)

--> Click on "New" Button to create New Sharing Rules

--> Enter the Sharing Rule Name

(Ex: Sharing Account Record When Rating HOT)

--> Enter the Description of the Sharing Rule

--> Select the Sharing Rule Type

1. Based on Record Owner

39
 2. Based on Record Criteria (Select this Option)

--> Enter the Rule Criteria / Conditions..

1. Rating = HOT

2. Industry = Banking

--> Select the Users / Public Group to Share the Records.

Ex: Public Group : Sales Group

--> Click on "Save" button

Testing the Sharing Rule:

-------------------------

Goto the User Login --> goto the Object --> Click on "New"

--> Create a New Record, with the below values...

Rating : HOT

Industry : Banking

.. Enter the Other Mandatory Field values...

--> Click on "Save" button

Note: Test the Sharing Rule Functionality, by loggin into the target user (Record should be visible to the
users).

Negative Testing:

-----------------

--> Change the Same Record values as below

Rating: Warm

Industry : Banking

40
 ...

--> Click on "Save" Button

Note: Test the Sharing Rule Functionality. (Record Should not be Shared)

Queues:

=======

- Queue is also like as a Public Group, Which contains both Queue Members (Users) and Supported
Objects.

- Queue is used to store the specified object records in the waiting stage, till any of the queue member
will accept the record.

- Queue will accept only the below object records..

Case, Lead, Feedback, Feedback Request, Performance Life Cycle, Goal and All Custom Objects.

- Note: We can add required members to the Queue, Who can accept the records from the queue.

- We can create multiple queues for an organization

- Every queue will be having its members and supporting objects

Creating the Queue:

-------------------

Goto Setup --> Goto Administer --> Goto ManageUsers --> Click on Queues --> Click on "New" button to
create a new queue

1. Enter the Queue Label

41
 2. Enter the Queue Name

3. Enter the Queue Email (To which it will send an automated email notification about the new
case / record)

4. Select the Checkbox (Send Email to Members) - used to intimate the Queue members about
the new record in the queue

5. Select the Supported Objects for the Queue (Ex: Case)

6. Select the Queue Members (Add the users to the Queue)

7. Click on "Save"

- It will create a new Queue with the above details.

Assigning the Record to Queue:

------------------------------

- To assign the Record to the Queue, we have Two Ways.

1. Manually we can assign the Record to the Queue.

Step 1. Goto the Case Record

2. Click on the [Change] hyperlink beside the Record Owner Name

3. Select the Options(Picklist) in Change Owner To to as "Queue"

4. Click on Save.

- Now it will assign the Record to the Queue.

(i.e. The Record Owner will be the Queue)

- It will be exist in the Queue, until any of the queue member will accept the record from the
queue.

- Once the Member will accept the record, it will be transferred to the member.

i.e owner will be changed to the Queue Member.

42
Assignment Rules:

-----------------

- Assignment Rules are used to assign the Object record to the Queues based on certain conditions
automatically.

- Salesforce provides Two Types of Assignment Rules

1. Lead Assignment Rules

2. Case Assignment Rules

Lead Assignment Rules:

----------------------

Using these rules, we can assign a Lead record to either a User / Queue based on some user defined
conditions.

- We can create one or more Lead Assignment Rules, but always only one Assignment rule will be in
Active State.

Creating Lead Assignment Rule:

1. Goto Setup --> Goto Build --> Goto Customize --> Leads --> Assignment Rules.

- It will list out all the assignment rules for the Lead Object.

2. click on "New" button, to create a new Assignment Rule

3. Enter the Assignment Rule Name and Enable the "Active" Checkbox, and Click on "Save" button

4. click on the Newly Created Assignment Rule and Add the Rule Entries.

- We can add one or more entries(Conditions)

- Specify the Rule Condition and Specify the User Name / Queue Name to which we need to
assign the Lead Record.

43
5. Repeat the Step 5, to add multiple Rule Entries.

- After adding the entries, we can able to change the order of the entries using "ReOrder"
button.

6. Click on Save.

Testing Lead Assignment Rules:

------------------------------

- Create a Lead Record using Lead Object

- Select the Checkbox "Assign using Active Assignment Rule" in the Page layout.

- Click on Save button.

Result: Lead Record will be create and it will assign the Record Owner to the associated Queue / User
based on the Assignment Rule conditions.

Case Assignment Rules:

-----------------------

- Case Assignment rules are used to assign the Case record to the Associated User / Queue. based on
certain conditions.

- i.e We can assign the case to the associated Owner.

Note: The Record will be exist in the Queue, until any of the queue member will accept the record.

Note: A Queue can contains multiple object records also.

i.e Queue : Product Queue.

Objects : Lead, Case.

- i.e the above queue contains the records of both the objects Lead and Case.

44
45