1. What are validation rules in salesforce
Ans: They are used to verify that data entered by users are meeting the standards that you specify.
If the data doesnt meet the condition, a validation error will be thrown that prevents record from being saved.
They are executed when a record is created or updated.
2. Different Workflow Components available in salesforce?
Ans:In salesforce.com. workflows consists of 5 components they are.
Workflow rules.
Workflow tasks.
Workflow Email alerts.
Workflow field updates.
Workflow Outbound messages
3. What are the different workflow actions available in Salesforce?
Ans:
Tasks.
Email alerts.
Field updates.
Outbound messages
4. What is a Workflow Task?
Ans: 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?
Ans: Send email alert to 1 or more recipients
6.What is a Workflow Field Update?
Ans: With this we can update a field like Status field.
7. What is Workflow Outbound messages?
Ans:An outbound message is a workflow, approval, or milestone action that sends the information you specify to an endpoint you designate, such as an external service. An outbound message sends the data in the specified fields in the form of a SOAP message to the endpoint.
8. Different types of workflows
Ans:
1. Immediate Workflow rule
Workflow rule fires immediately when the workflow criteria is met, and the associated actions (email alert/field update etc.,) will take place immediatlely.
2. Time Dependent Workflow rule
When the workflow entry criteria is met, associated actions (email alert/field update etc.,) will take place after a certain period of time. This time is based on the value that you set.
9. Evaluation criteria in workflow.
Ans:
created: Evaluate the rule criteria each time a record is created. If the rule criteria is met, run the rule. Ignore all updates to existing records.
With this option, the rule never runs more than once per record.
created, and every time it’s edited: Evaluate the rule criteria each time a record is created or updated. If the rule criteria is met, run the rule.
With this option, the rule repeatedly runs every time a record is edited as long as the record meets the rule criteria.
Note
NOTE If you select this option, you can't add time-dependent actions to the rule.
created, and any time it’s edited to subsequently meet criteria :(Default) Evaluate the rule criteria each time a record is created or updated.
For a new record, run the rule if the rule criteria is met.
For an updated record, run the rule only if the record is changed from not meeting the rule criteria to meeting the rule criteria.
With this option, the rule can run multiple times per record, but it won’t run when the record edits are unrelated to the rule criteria.
For example, suppose that for an opportunity record to meet the rule criteria, the opportunity probability must be greater than 50%.
If you create an opportunity with a probability of 75%, the workflow rule runs. If you edit that opportunity by changing the probability to 25%, the edit doesn't cause the rule to run. If you then edit that opportunity by changing the probability from 25% to 75%, the edit causes the rule to run. With this last edit, the rule runs, because the record is changed from not meeting the rule criteria to meeting the rule criteria.
10. What are the various considerations of Time-Dependent Workflow
Ans:
Maximum of 10 time triggers per rule
Maximum of 40 actions (10 x 4 types) per time trigger, and 80 actions per workflow rule
Workflow default user must be set up before creating time-based rules
Precision limited to hours or days
Cannot convert leads with time-dependent actions in the Workflow Queue
Time triggers cannot be added to or removed from activated workflow rules
Not possible to create a time-dependent action associated to a rule with a trigger type of Every time the record is created or updated.
Refer below PDF as well for more details,
http://resources.docs.salesforce.com/218/10/en-us/sfdc/pdf/salesforce_useful_workflow_rules.pdf
11. Define approval process?
Ans: Its an automated process that your org can use to approve the records in salesforce.
It specifies the steps necessary for a record to be approved and who should be able to approve the record at each step.
It specifies action to be taken when a record is approved ,rejected, recalled.
Refer salesforce help for more details on creating a new approval process,
https://help.salesforce.com/articleView?id=approvals_creating_approval_processes.htm&type=5
12. Difference between Workflow and approval process
Ans: WF-->They are activated when a record is created
-->WF consistd of single step and single action
Approval Process --> They are triggered when we click submit button
--> Consists of multiple steps.
13. Define page-layouts in salesforce.
Ans: Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages.
They also help determine which fields are visible, read only, and required.
Use page layouts to customize the content of record pages for your users.
14. Define record types?
Ans: Record types allow you to associate different business processes and subset of pick list value to different users based on their user profile.
If for example we have 3 different business units in an org, we can define 3 different record types and associate different page layouts to these different business units.
15. What are the different ways of making a field mandatory?Ans:
1)While creating a field you can make it as mandatory.
2)Using page layout we can make the field as mandatory
3)Field Level Security:- Field can be made mandatory from the FLS when it needs to be made mandatory for all the users in the Organization and even from the API’s.
4)Validation Rule:- Field can be made mandatory from the Validation Rule when it needs to be made mandatory for user who is using the same Page layout used by other users,Salesforce.com recommends using the Page Layout option for making the field mandatory.
16. What are different kinds of reports?
1. Tabular: Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total. They can’t be used to create groups of data or charts, and can’t be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.
2. Summary: Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner. Summary reports with no groupings show as tabular reports on the report run page.
3. Matrix: Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.
4. Joined: Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.
17. What are different kinds of dashboard component?
Ans:
1. Chart: Use a chart when you want to show data graphically.
2. Gauge: Use a gauge when you have a single value that you want to show within a range of custom values.
3. Metric: Use a metric when you have one key value to display.
Enter metric labels directly on components by clicking the empty text field next to the grand total.
Metric components placed directly above and below each other in a dashboard column are displayed together as a single component.
4. Table: Use a table to show a set of report data in column form.
5. Visualforce Page: Use a Visualforce page when you want to create a custom component or show information not available in another component type
6. Custom S-Control: Custom S-Controls can contain any type of content that you can display or run in a browser, for example, a Java applet, an ActiveX control, an Excel file, or a custom HTML Web form
18. What are custom report types.Ans: Custom report types allow you to build a framework in the report wizard from which users can create and customize reports.
– You build custom report types off of the relationships (masterdetail and lookup) between objects so that you can:
• Choose which standard and custom objects to display to users creating and customizing reports
• Define the relationships between objects displayed to users creating and customizing reports
• Select which objects’ fields can be used as columns in reports
– Define custom report types to display results from an object with or without its related objects
• See which cases were closed with solutions, and which were not.
Report types has 2 functions,
- It determines which records are included in a report
- It determines which fields can be added to the report
19. Limits in report typesAns:
You can add upto 1000 fields to each custom report type
Cant add history fields, forecasts to the custom report types.
20.What are the types of email templates available in salesforce.com?1. Text
2. HTML with Letter Head
3. Custom HTML
4. Visual force
You can create four different types of email templates:
1) Text – Its a basic email template, all users can create Text email templates
2) HTML with letterhead – Administrators and users with the “Edit HTML Templates” permission can create HTML email templates based on a letterhead. See Creating HTML Email Templates.
3) Custom HTML – Administrators and users with the “Edit HTML Templates” permission can create custom HTML email templates without using a letterhead. You must either know HTML or obtain the HTML code to insert in your email template. See Creating Custom HTML Email Templates.
4) Visualforce – Administrators and developers can create templates using Visualforce. Visualforce email templates allow for advanced merging with a recipient’s data, where the content of a template can contain information from multiple records, see Creating Visualforce Email Templates.
21. What is the custom settings?Ans: Custom settings are similar to custom objects and enable application developers to create custom sets of data, as well as create and associate custom data for an organization, profile, or specific user. All custom settings data is exposed in the application cache, which enables efficient access without the cost of repeated queries to the database. This data can then be used by formula fields, validation rules, Apex, and the Web services API.
22. Types of the custom settings?List Custom Settings:
A type of custom setting that provides a reusable set of static data that can be accessed across your organization. If you use a particular set of data frequently within your application, putting that data in a list custom setting streamlines access to it. Data in list settings does not vary with profile or user, but is available organization-wide. Examples of list data include two-letter state abbreviations, international dialing prefixes, and catalog numbers for products. Because the data is cached, access is low-cost and efficient: you don’t have to use SOQL queries that count against your governor limits.
Hierarchy Custom Settings:
A type of custom setting that uses a built-in hierarchical logic that lets you “personalize” settings for specific profiles or users. The hierarchy logic checks the organization, profile, and user settings for the current user and returns the most specific, or “lowest,” value. In the hierarchy, settings for an organization are overridden by profile settings, which, in turn, are overridden by user settings.
23. What is static resources in salesforce?Ans: Static resource is a repository where you can store images, javascript, Zip files, documents, css files.
Maximum data storage limit for static resource is 250mb.
24. What is a process builder.Ans: Process builder is an automation that lets you automate the process, following actions can be done by process builder,
1)Create record.
2)Update related record.
3)Launch a quick Action
4)Launch a flow
5)Post to chatter feed.
6)Submit record for approval.
7)Call Apex code.
Process builder does many things except Outbound messages which WF can only do.
25. Can we convert the lookup relationship to Master Detail relationship?Yes, We can convert the lookup relationship to master detail relationship only if all the existing record has valid lookup field values.
B. Can we create Master Detail relationship on existing records?
No. first we have to create the lookup relationship then populate the value on all existing record and then convert it.
Salesforce Interview Questions Sample 3
Ans: They are used to verify that data entered by users are meeting the standards that you specify.
If the data doesnt meet the condition, a validation error will be thrown that prevents record from being saved.
They are executed when a record is created or updated.
2. Different Workflow Components available in salesforce?
Ans:In salesforce.com. workflows consists of 5 components they are.
Workflow rules.
Workflow tasks.
Workflow Email alerts.
Workflow field updates.
Workflow Outbound messages
3. What are the different workflow actions available in Salesforce?
Ans:
Tasks.
Email alerts.
Field updates.
Outbound messages
4. What is a Workflow Task?
Ans: 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?
Ans: Send email alert to 1 or more recipients
6.What is a Workflow Field Update?
Ans: With this we can update a field like Status field.
7. What is Workflow Outbound messages?
Ans:An outbound message is a workflow, approval, or milestone action that sends the information you specify to an endpoint you designate, such as an external service. An outbound message sends the data in the specified fields in the form of a SOAP message to the endpoint.
8. Different types of workflows
Ans:
1. Immediate Workflow rule
Workflow rule fires immediately when the workflow criteria is met, and the associated actions (email alert/field update etc.,) will take place immediatlely.
2. Time Dependent Workflow rule
When the workflow entry criteria is met, associated actions (email alert/field update etc.,) will take place after a certain period of time. This time is based on the value that you set.
9. Evaluation criteria in workflow.
Ans:
created: Evaluate the rule criteria each time a record is created. If the rule criteria is met, run the rule. Ignore all updates to existing records.
With this option, the rule never runs more than once per record.
created, and every time it’s edited: Evaluate the rule criteria each time a record is created or updated. If the rule criteria is met, run the rule.
With this option, the rule repeatedly runs every time a record is edited as long as the record meets the rule criteria.
Note
NOTE If you select this option, you can't add time-dependent actions to the rule.
created, and any time it’s edited to subsequently meet criteria :(Default) Evaluate the rule criteria each time a record is created or updated.
For a new record, run the rule if the rule criteria is met.
For an updated record, run the rule only if the record is changed from not meeting the rule criteria to meeting the rule criteria.
With this option, the rule can run multiple times per record, but it won’t run when the record edits are unrelated to the rule criteria.
For example, suppose that for an opportunity record to meet the rule criteria, the opportunity probability must be greater than 50%.
If you create an opportunity with a probability of 75%, the workflow rule runs. If you edit that opportunity by changing the probability to 25%, the edit doesn't cause the rule to run. If you then edit that opportunity by changing the probability from 25% to 75%, the edit causes the rule to run. With this last edit, the rule runs, because the record is changed from not meeting the rule criteria to meeting the rule criteria.
10. What are the various considerations of Time-Dependent Workflow
Ans:
Maximum of 10 time triggers per rule
Maximum of 40 actions (10 x 4 types) per time trigger, and 80 actions per workflow rule
Workflow default user must be set up before creating time-based rules
Precision limited to hours or days
Cannot convert leads with time-dependent actions in the Workflow Queue
Time triggers cannot be added to or removed from activated workflow rules
Not possible to create a time-dependent action associated to a rule with a trigger type of Every time the record is created or updated.
Refer below PDF as well for more details,
http://resources.docs.salesforce.com/218/10/en-us/sfdc/pdf/salesforce_useful_workflow_rules.pdf
11. Define approval process?
Ans: Its an automated process that your org can use to approve the records in salesforce.
It specifies the steps necessary for a record to be approved and who should be able to approve the record at each step.
It specifies action to be taken when a record is approved ,rejected, recalled.
Refer salesforce help for more details on creating a new approval process,
https://help.salesforce.com/articleView?id=approvals_creating_approval_processes.htm&type=5
12. Difference between Workflow and approval process
Ans: WF-->They are activated when a record is created
-->WF consistd of single step and single action
Approval Process --> They are triggered when we click submit button
--> Consists of multiple steps.
13. Define page-layouts in salesforce.
Ans: Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages.
They also help determine which fields are visible, read only, and required.
Use page layouts to customize the content of record pages for your users.
14. Define record types?
Ans: Record types allow you to associate different business processes and subset of pick list value to different users based on their user profile.
If for example we have 3 different business units in an org, we can define 3 different record types and associate different page layouts to these different business units.
15. What are the different ways of making a field mandatory?Ans:
1)While creating a field you can make it as mandatory.
2)Using page layout we can make the field as mandatory
3)Field Level Security:- Field can be made mandatory from the FLS when it needs to be made mandatory for all the users in the Organization and even from the API’s.
4)Validation Rule:- Field can be made mandatory from the Validation Rule when it needs to be made mandatory for user who is using the same Page layout used by other users,Salesforce.com recommends using the Page Layout option for making the field mandatory.
16. What are different kinds of reports?
1. Tabular: Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total. They can’t be used to create groups of data or charts, and can’t be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.
2. Summary: Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner. Summary reports with no groupings show as tabular reports on the report run page.
3. Matrix: Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.
4. Joined: Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.
17. What are different kinds of dashboard component?
Ans:
1. Chart: Use a chart when you want to show data graphically.
2. Gauge: Use a gauge when you have a single value that you want to show within a range of custom values.
3. Metric: Use a metric when you have one key value to display.
Enter metric labels directly on components by clicking the empty text field next to the grand total.
Metric components placed directly above and below each other in a dashboard column are displayed together as a single component.
4. Table: Use a table to show a set of report data in column form.
5. Visualforce Page: Use a Visualforce page when you want to create a custom component or show information not available in another component type
6. Custom S-Control: Custom S-Controls can contain any type of content that you can display or run in a browser, for example, a Java applet, an ActiveX control, an Excel file, or a custom HTML Web form
18. What are custom report types.Ans: Custom report types allow you to build a framework in the report wizard from which users can create and customize reports.
– You build custom report types off of the relationships (masterdetail and lookup) between objects so that you can:
• Choose which standard and custom objects to display to users creating and customizing reports
• Define the relationships between objects displayed to users creating and customizing reports
• Select which objects’ fields can be used as columns in reports
– Define custom report types to display results from an object with or without its related objects
• See which cases were closed with solutions, and which were not.
Report types has 2 functions,
- It determines which records are included in a report
- It determines which fields can be added to the report
19. Limits in report typesAns:
You can add upto 1000 fields to each custom report type
Cant add history fields, forecasts to the custom report types.
20.What are the types of email templates available in salesforce.com?1. Text
2. HTML with Letter Head
3. Custom HTML
4. Visual force
You can create four different types of email templates:
1) Text – Its a basic email template, all users can create Text email templates
2) HTML with letterhead – Administrators and users with the “Edit HTML Templates” permission can create HTML email templates based on a letterhead. See Creating HTML Email Templates.
3) Custom HTML – Administrators and users with the “Edit HTML Templates” permission can create custom HTML email templates without using a letterhead. You must either know HTML or obtain the HTML code to insert in your email template. See Creating Custom HTML Email Templates.
4) Visualforce – Administrators and developers can create templates using Visualforce. Visualforce email templates allow for advanced merging with a recipient’s data, where the content of a template can contain information from multiple records, see Creating Visualforce Email Templates.
21. What is the custom settings?Ans: Custom settings are similar to custom objects and enable application developers to create custom sets of data, as well as create and associate custom data for an organization, profile, or specific user. All custom settings data is exposed in the application cache, which enables efficient access without the cost of repeated queries to the database. This data can then be used by formula fields, validation rules, Apex, and the Web services API.
22. Types of the custom settings?List Custom Settings:
A type of custom setting that provides a reusable set of static data that can be accessed across your organization. If you use a particular set of data frequently within your application, putting that data in a list custom setting streamlines access to it. Data in list settings does not vary with profile or user, but is available organization-wide. Examples of list data include two-letter state abbreviations, international dialing prefixes, and catalog numbers for products. Because the data is cached, access is low-cost and efficient: you don’t have to use SOQL queries that count against your governor limits.
Hierarchy Custom Settings:
A type of custom setting that uses a built-in hierarchical logic that lets you “personalize” settings for specific profiles or users. The hierarchy logic checks the organization, profile, and user settings for the current user and returns the most specific, or “lowest,” value. In the hierarchy, settings for an organization are overridden by profile settings, which, in turn, are overridden by user settings.
23. What is static resources in salesforce?Ans: Static resource is a repository where you can store images, javascript, Zip files, documents, css files.
Maximum data storage limit for static resource is 250mb.
24. What is a process builder.Ans: Process builder is an automation that lets you automate the process, following actions can be done by process builder,
1)Create record.
2)Update related record.
3)Launch a quick Action
4)Launch a flow
5)Post to chatter feed.
6)Submit record for approval.
7)Call Apex code.
Process builder does many things except Outbound messages which WF can only do.
25. Can we convert the lookup relationship to Master Detail relationship?Yes, We can convert the lookup relationship to master detail relationship only if all the existing record has valid lookup field values.
B. Can we create Master Detail relationship on existing records?
No. first we have to create the lookup relationship then populate the value on all existing record and then convert it.
Salesforce Interview Questions Sample 3
No comments:
Post a Comment