201. While creating new profile for user, which existing profile should be copied?
If the new user is not System administrator then copy from “Standard User” profile.
202. Who can run reports?
Users with permission “Run Report” and access to report folder can only run the report.
203. What is Difference between “Printable View” and “Export Details“button on report?
Printable View:
Formatting, grouping and subtotals are persisted.
Export Details:
Formatting, grouping and subtotals are lost.
204. What is the use of “floating report header”?
If you have long tabular report, you can make the column header visible on each page as you scroll, by enabling floating report headers.
205. How to enable “floating report header”?
Go to “Setup | App Setup | Customize | Report and Dashboard | User Interface Settings“.
Click on checkbox “Enable Floating Report Headers”.
206. Which permission is required to set the running user other than you in dashboard?
“View All Data” in profile.
207. Who can access “drag and drop dashboard”?
User with permission “manage dashboard”.
208. Which type of report can be used for dashboard components?
Summary and matrix report.
209. How many types of dashboard components are available?
Chart, Table, Metric, Gauge, and Visualforce
210. What is the difference between External ID and Unique ID?
External ID
This is a field that usually references an ID from another (external) system. For instance, if the customer has an Oracle Financials system that they will be linking with salesforce.com, it may be easier for them to be able to refer to the Oracle ID of account records from within salesforce. So they would create an external ID in salesforce.com and they would load the Oracle ID into that field for each account. They can then refer to that ID field, rather than the salesforce.com id.
Additionally, if you have an external ID field, the field becomes searchable in the sidebar search. You also can use the upsert API call with the extenal ID to refer to records.
You can have multiple records with the same external ID (though it is not recommended, as it will defeat the purpose of the external id).
External Id available for Text, Number and Email field types
External Id is used in upsert operations.
• If external id is absent or not matched then insert happens.
• If external id matched once then record will be updated.
• If external id is matched multiple times then error occurs.
Unique ID field
This is a setting for the field that will prevent you from using the same value in multiple records for the unique field. So if I create a 5 character text field and make it unique, and I create a record with the value “12345″ it will not be able to create another record with that same value in the unique field. If I try to do so, I will get an error saying that the value is already in use.
Often, External Ids are set with the unique property so that the IDs will be unique to each record.
211. In Profile settings, what is difference between “Modify All Data” and “Modify All”?
Modify All Data: Create, edit, and delete all organization data, regardless of sharing settings.
Modify All: Give Read, Add, Delete permission to selected Object, Create permission is not included in Modify All permission.
212. Explain Permission sets?
A permission set is a collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles.
For example, to give users access to a custom object, create a permission set, enable the required permissions for the object, and assign the permission set to the users. You never have to change profiles, or create a profile for a single use case. While users can have only one profile, they can have multiple permission sets.
Permission sets include settings for:
• Assigned apps
• Object settings, which include:
• Tab settings
• Object permissions
• Field permissions
• App permissions
• Apex class access
• Visualforce page access
• System permissions
• Service providers (only if you’ve enabled Salesforce as an identity provider)
213. What is Master Detail relationship and look up relationship in Salesforce?
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, COUNT, MIN, MAX of the Child records.
Look up relationship is something like “has-a” (Containership) relationship, where one record has reference to other records. When one record is deleted then there is no impact on other records.
214. Can we convert the lookup relationship to Master Detail relationship?
We can convert the lookup relationship to master detail relationship if and only if all the existing record has valid lookup field.
215. How to delete the User from Salesforce?
As per now, salesforce does not allow deleting any user; however you can deactivate the user.
216. How to delete Users data from Salesforce?
To delete the Users Data go to Setup | Administration Setup | Data Management | Mass Delete Record, from there select the objects like Account, Lead etc and in criteria select the users name and delete all records of that user related to particular object.
217. How to restrict the user to see any record let’s say opportunity?
Set up opportunity sharing to be private. If both users are admins or have view all records on opportunity, then that overrides private sharing.
218. What is difference between WhoId and WhatId in the Data Model of Task ?
WhoID refers to people things. So that would be typically a Lead ID or a Contact ID
WhatID refers to object type things. That would typically be an Account ID or an Opportunity ID
219. Where is the option of the report for the “Custom Object with related object” and what are the conditions to generate related reports?
If the parent object is the standard object provided by the salesforce like “Account”, “Contact” then the report will be in there section with related custom object.
If both objects are the custom then the report will be in “Other Reports” Sections.
Following are the conditions to get the report of related objects:
• On both the objects, Reports option must be enabled
• The relationship between both of them must be “Master – detail relationship”.
220. How you can provide the User Login (Authentication) in Public sites created by Salesforce?
We can provide the authentication on public sites using “Customer Portal”.
221. What is the dynamic Apex?
Dynamic Apex enables developers to create more flexible applications by providing them with the ability to “Access sObject and field describe information”, “Write Dynamic SOQL Queries”, “Write Dynamic SOSL Queries” and “Dynamic DML”.
222. Is it possible to write the Apex code from user Interface?
You can add, edit, or delete Apex using the Salesforce.com user interface only in a Developer Edition organization, a Salesforce.com Enterprise Edition trial organization, or sandbox organization. In a Salesforce.com production organization, you can only make changes to Apex by using the Metadata API, deploy, call, the Force.com IDE, or theForce.com Migration Tool. The Force.com IDE and Force.com Migration Tool are free resources provided by salesforce.com to support its users and partners, but are not considered part of our Services for purposes of the salesforce.com Master Subscription Agreement.
223. When you can’t add Time dependent action in Workflow rule?
You can’t add time-dependent actions to a rule if you choose Every time a record is created or edited.
If the new user is not System administrator then copy from “Standard User” profile.
202. Who can run reports?
Users with permission “Run Report” and access to report folder can only run the report.
203. What is Difference between “Printable View” and “Export Details“button on report?
Printable View:
Formatting, grouping and subtotals are persisted.
Export Details:
Formatting, grouping and subtotals are lost.
204. What is the use of “floating report header”?
If you have long tabular report, you can make the column header visible on each page as you scroll, by enabling floating report headers.
205. How to enable “floating report header”?
Go to “Setup | App Setup | Customize | Report and Dashboard | User Interface Settings“.
Click on checkbox “Enable Floating Report Headers”.
206. Which permission is required to set the running user other than you in dashboard?
“View All Data” in profile.
207. Who can access “drag and drop dashboard”?
User with permission “manage dashboard”.
208. Which type of report can be used for dashboard components?
Summary and matrix report.
209. How many types of dashboard components are available?
Chart, Table, Metric, Gauge, and Visualforce
210. What is the difference between External ID and Unique ID?
External ID
This is a field that usually references an ID from another (external) system. For instance, if the customer has an Oracle Financials system that they will be linking with salesforce.com, it may be easier for them to be able to refer to the Oracle ID of account records from within salesforce. So they would create an external ID in salesforce.com and they would load the Oracle ID into that field for each account. They can then refer to that ID field, rather than the salesforce.com id.
Additionally, if you have an external ID field, the field becomes searchable in the sidebar search. You also can use the upsert API call with the extenal ID to refer to records.
You can have multiple records with the same external ID (though it is not recommended, as it will defeat the purpose of the external id).
External Id available for Text, Number and Email field types
External Id is used in upsert operations.
• If external id is absent or not matched then insert happens.
• If external id matched once then record will be updated.
• If external id is matched multiple times then error occurs.
Unique ID field
This is a setting for the field that will prevent you from using the same value in multiple records for the unique field. So if I create a 5 character text field and make it unique, and I create a record with the value “12345″ it will not be able to create another record with that same value in the unique field. If I try to do so, I will get an error saying that the value is already in use.
Often, External Ids are set with the unique property so that the IDs will be unique to each record.
211. In Profile settings, what is difference between “Modify All Data” and “Modify All”?
Modify All Data: Create, edit, and delete all organization data, regardless of sharing settings.
Modify All: Give Read, Add, Delete permission to selected Object, Create permission is not included in Modify All permission.
212. Explain Permission sets?
A permission set is a collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles.
For example, to give users access to a custom object, create a permission set, enable the required permissions for the object, and assign the permission set to the users. You never have to change profiles, or create a profile for a single use case. While users can have only one profile, they can have multiple permission sets.
Permission sets include settings for:
• Assigned apps
• Object settings, which include:
• Tab settings
• Object permissions
• Field permissions
• App permissions
• Apex class access
• Visualforce page access
• System permissions
• Service providers (only if you’ve enabled Salesforce as an identity provider)
213. What is Master Detail relationship and look up relationship in Salesforce?
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, COUNT, MIN, MAX of the Child records.
Look up relationship is something like “has-a” (Containership) relationship, where one record has reference to other records. When one record is deleted then there is no impact on other records.
214. Can we convert the lookup relationship to Master Detail relationship?
We can convert the lookup relationship to master detail relationship if and only if all the existing record has valid lookup field.
215. How to delete the User from Salesforce?
As per now, salesforce does not allow deleting any user; however you can deactivate the user.
216. How to delete Users data from Salesforce?
To delete the Users Data go to Setup | Administration Setup | Data Management | Mass Delete Record, from there select the objects like Account, Lead etc and in criteria select the users name and delete all records of that user related to particular object.
217. How to restrict the user to see any record let’s say opportunity?
Set up opportunity sharing to be private. If both users are admins or have view all records on opportunity, then that overrides private sharing.
218. What is difference between WhoId and WhatId in the Data Model of Task ?
WhoID refers to people things. So that would be typically a Lead ID or a Contact ID
WhatID refers to object type things. That would typically be an Account ID or an Opportunity ID
219. Where is the option of the report for the “Custom Object with related object” and what are the conditions to generate related reports?
If the parent object is the standard object provided by the salesforce like “Account”, “Contact” then the report will be in there section with related custom object.
If both objects are the custom then the report will be in “Other Reports” Sections.
Following are the conditions to get the report of related objects:
• On both the objects, Reports option must be enabled
• The relationship between both of them must be “Master – detail relationship”.
220. How you can provide the User Login (Authentication) in Public sites created by Salesforce?
We can provide the authentication on public sites using “Customer Portal”.
221. What is the dynamic Apex?
Dynamic Apex enables developers to create more flexible applications by providing them with the ability to “Access sObject and field describe information”, “Write Dynamic SOQL Queries”, “Write Dynamic SOSL Queries” and “Dynamic DML”.
222. Is it possible to write the Apex code from user Interface?
You can add, edit, or delete Apex using the Salesforce.com user interface only in a Developer Edition organization, a Salesforce.com Enterprise Edition trial organization, or sandbox organization. In a Salesforce.com production organization, you can only make changes to Apex by using the Metadata API, deploy, call, the Force.com IDE, or theForce.com Migration Tool. The Force.com IDE and Force.com Migration Tool are free resources provided by salesforce.com to support its users and partners, but are not considered part of our Services for purposes of the salesforce.com Master Subscription Agreement.
223. When you can’t add Time dependent action in Workflow rule?
You can’t add time-dependent actions to a rule if you choose Every time a record is created or edited.
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