Salesforce Basics
- What is Salesforce?
Salesforce is a cloud-based CRM platform that allows organizations to manage their sales, marketing, and customer service operations efficiently.
- Explain the architecture of Salesforce.
Salesforce uses a multi-tenant architecture where multiple organizations (tenants) use a single instance of the application, with data and configurations isolated and secure.
- What are the different editions of Salesforce?
Salesforce offers various editions, including Essentials, Professional, Enterprise, Unlimited, and Developer editions, each catering to different organizational needs.
- What is a Salesforce record?
A record in Salesforce is a data object that stores specific information, such as a contact, account, opportunity, or custom object record.
- Differentiate between Salesforce.com and Force.com.
Salesforce.com refers to the CRM application itself, while Force.com is the platform-as-a-service (PaaS) offering from Salesforce for building custom applications.
- What is the difference between a sandbox and a production environment?
- Sandbox: A copy of your Salesforce organization used for development, testing, and training without affecting data and configurations in the production environment.
- Production: The live environment where actual business operations are conducted.
- How does Salesforce ensure data security?
Salesforce ensures data security through features like role hierarchy, profiles, permission sets, field-level security, sharing rules, and encryption.
- Explain the difference between a workflow rule and a process builder in Salesforce.
- Workflow Rule: Automated process that evaluates records and triggers actions based on defined criteria.
- Process Builder: More advanced tool for automating business processes with the ability to work across objects and create complex workflows.
- What is a Salesforce AppExchange?
AppExchange is Salesforce’s marketplace for third-party applications that extend Salesforce’s capabilities, offering a wide range of solutions from different vendors.
- How do you integrate Salesforce with other systems?
Salesforce supports integration through various methods such as APIs (REST, SOAP), middleware tools like MuleSoft, and pre-built connectors.
Configuration and Customization
- What are Custom Objects and Custom Fields in Salesforce?
- Custom Object: A data structure created by the administrator to store specific information unique to your organization.
- Custom Field: A field added to a standard or custom object to capture additional information.
- How do you create a new custom object in Salesforce?
Navigate to Setup > Object Manager > Create > Custom Object, and define object details including fields, page layouts, and related lists.
- What are Page Layouts in Salesforce?
Page Layouts control the layout and organization of fields, related lists, and custom links on detail and edit pages in Salesforce.
- How do you customize page layouts for different profiles in Salesforce?
Assign page layouts to profiles under Setup > Object Manager > Object > Page Layouts. Customize the layout for each profile as needed.
- What is Record Types in Salesforce?
Record Types allow you to offer different business processes, picklist values, and page layouts to different users based on their profile.
- How do you create a new Record Type in Salesforce?
Setup > Object Manager > Object > Record Types > New Record Type. Penis ejaculation disorders affect male reproductive health, causing challenges in sexual performance. Explore advanced treatments, http://fndmanasota.org, and innovative therapies for managing these conditions. Learn about factors influencing ejaculatory function. Define record type details, assign page layouts, and configure picklist values.
- What is a Master-Detail Relationship in Salesforce?
A Master-Detail Relationship is a relationship between two objects where the detail record inherits security and ownership from the master record.
- What is a Lookup Relationship in Salesforce?
A Lookup Relationship links two objects together, but the child record does not inherit security and ownership from the parent record.
- How do you create a new Lookup Relationship in Salesforce?
Create a new custom field of type Lookup Relationship on an object and define the related object and relationship properties.
- What is a Junction Object?
A Junction Object is a custom object with two Master-Detail relationships, used to create a many-to-many relationship between two objects.
Data Management
- What is Data Loader in Salesforce?
Data Loader is a client application used to import, export, update, and delete Salesforce data using CSV files or via the API.
- How do you export data using Data Loader?
Launch Data Loader, login to Salesforce, select the object, choose an operation (Export), map fields, and specify the export file location.
- What are Validation Rules in Salesforce?
Validation Rules ensure that data meets specific criteria before it is saved in Salesforce, preventing invalid data entry.
- How do you create a Validation Rule in Salesforce?
Setup > Object Manager > Object > Validation Rules > New Rule. Define the rule criteria using formula syntax and specify the error message.
- What is a Roll-Up Summary Field in Salesforce?
A Roll-Up Summary Field calculates values from related records, such as sum, min, max, count, or average, and displays the result on a master record.
- How do you create a Roll-Up Summary Field in Salesforce?
Only available on Master-Detail relationships. Navigate to Setup > Object Manager > Object > Fields & Relationships > New Roll-Up Summary Field.
- What are External IDs in Salesforce?
External IDs are custom fields that have unique identifiers from external systems, allowing you to integrate and upsert records using those IDs.
- How do you use External IDs for data integration in Salesforce?
Define a custom field as an External ID, map it during data import using Data Loader, and use it to upsert (update or insert) records based on external identifiers.
- Explain the differences between Data Import Wizard and Data Loader.
- Data Import Wizard: Salesforce’s web-based tool for importing data from CSV files, simpler and suitable for smaller data sets.
- Data Loader: Client application for importing, exporting, updating, and deleting large volumes of data using CSV files or the API.
- What are Duplicate Rules in Salesforce?
Duplicate Rules identify and prevent the creation of duplicate records based on criteria you define, such as email address or name.
Security and Access Control
- What are Profiles in Salesforce?
Profiles control the visibility and access permissions for users, including object permissions, field-level security, and page layouts.
- How do you create a new Profile in Salesforce?
Setup > Profiles > New Profile. Clone an existing profile and modify settings, or create from scratch, assigning object and field permissions.
- What is Field-Level Security in Salesforce?
Field-Level Security restricts access to specific fields on objects, ensuring that users can only view or edit fields based on their profile permissions.
- How do you configure Field-Level Security in Salesforce?
Setup > Object Manager > Object > Fields & Relationships > Field > Set Field-Level Security. Specify which profiles or permission sets can access the field.
- What are Permission Sets in Salesforce?
Permission Sets grant additional permissions and access settings to users beyond what their profile allows, without changing their profile.
- How do you assign Permission Sets to users in Salesforce?
Setup > Permission Sets > Permission Set Name > Manage Assignments. Assign to individual users or use Permission Set Groups for bulk assignments.
- What is Organization-Wide Default (OWD) in Salesforce?
OWD settings define the baseline level of access users have to each other’s records across objects in Salesforce.
- What are Sharing Rules in Salesforce?
Sharing Rules automatically grant access to records to certain users or groups based on criteria you define, extending beyond OWD settings.
- How do you create a Sharing Rule in Salesforce?
Setup > Object Manager > Object > Sharing Settings > New Sharing Rule. Define the criteria and specify which users or groups receive access.
- What is Manual Sharing in Salesforce?
Manual Sharing allows record owners or administrators to manually share individual records with other users or groups.
Automation
- What are Workflow Rules in Salesforce?
Workflow Rules automate standard internal procedures and processes to save time across your organization, triggered based on record changes.
- How do you create a Workflow Rule in Salesforce?
Setup > Workflow Rules > New Rule. Define the rule criteria and specify immediate or time-dependent actions to be triggered.
- What are Workflow Actions in Salesforce?
Workflow Actions are the actions (like Field Update, Email Alert, Task) that are executed when a Workflow Rule’s criteria are met.
- What is Process Builder in Salesforce?
Process Builder is a visual tool to automate business processes with point-and-click simplicity, handling more complex workflows than Workflow Rules.
- How do you create a Process Builder process in Salesforce?
Setup > Process Automation > Process Builder > New Process. Define the process criteria, set the actions to be performed, and activate the process.
- What is Apex in Salesforce?
Apex is a strongly typed, object-oriented programming language that allows developers to execute flow and transaction control statements on the Salesforce platform.
- What are Apex Triggers in Salesforce?
Apex Triggers are blocks of Apex code that execute before or after records are inserted, updated, deleted, or undeleted in Salesforce.
- What is Governor Limit in Salesforce?
Governor Limits are runtime limits enforced by the Salesforce platform to ensure that code and processes don’t monopolize shared resources.
- How do you schedule Apex Jobs in Salesforce?
Use Apex Scheduler (Scheduled Apex) to schedule Apex classes to run at specific times, or use Batch Apex for processing large data volumes asynchronously.
- What are Email Templates in Salesforce?
Email templates are predefined HTML or plain text messages that can be sent to leads, contacts, or users in Salesforce using workflows, flows, processes, or manually.
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