121. Explain different Dashboard Components?
Chart: Graphical representation of report results
Table: A listing of the top or bottom records from a report
Metric: A single data value – drawn from the Grand Total of a report
Gauge: A single data value – displayed as a point on a defined spectrum – drawn from the Grand Total of a report
122. What is a Campaign?
Campaign is Specific marketing program or marketing tactic, Builds awareness and generates leads
123. What is a Campaign Member?
Campaign members are Lead or contact, who is associated to the Campaign
Also, Individual who has responded to Campaign
124. Who has access to Campaigns?
• Any user in your organization can view campaigns, view the advanced campaign setup, or run campaign reports.
• However, only designated Marketing Users with the appropriate user permissions can create, edit, and delete campaigns and configure advanced campaign setup.
• An administrator must select the Marketing User checkbox on a user’s personal information to designate that user as a Marketing User.
• In addition, Marketing Users can import leads and use the campaign import wizards if they also have the Marketing User profile (or the “Import Leads” permission and “Edit” on campaigns).
• Campaigns are included with Enterprise, Unlimited, and Developer Editions, and available for an additional cost with Professional Edition.
125. What is Workflow?
Workflow is a Force.com business logic engine that allows us to automatically send emails, update fields and assign tasks based on the rule that we define
126. What all the functions can be performed using Workflows?
Salesforce Workflow gives you the ability to automatically:
• Create and send email alerts
• Create and assign tasks
• Update field values to either specific values, or based on formulas
• Create and send outbound API messages
• Create and execute time-dependent actions
127. What is a Workflow Rule?
Workflow rules are set of instructions specify the criteria for when the workflow should be activated
128. What are different workflow evaluation criteria’s and explain them?
Below are the workflow evaluation criteria’s
• When the record is created
• When the record is created and every time it’s edited
• When the record is created and any time it’s edited to subsequently meet the criteria
129. What is a Workflow Task?
Workflow Tasks assign a task to a User (Only Users) according to a particular template
130. What is a Workflow Email Alert?
Workflow Email Alerts are actions that send an Email according to a specified Email template. Workflow alerts can be sent to any User or Contact, as long as they have valid Email Address
131. What is a Workflow Field Update?
Workflow field updates are actions that update a particular field on the record that initially triggered the workflow rule
132. What are workflow actions?
Workflow actions are actions performed when a workflow rule is triggered. For example, Field updates, Alerts, Tasks and Outbound Messages
133. Can we define a single workflow rule on multiple objects?
No, Every workflow must be based on a single Object
134. What is Time-Dependent Workflow?
Time dependent workflow actions are actions that occur before or after a certain amount of time elapsed.
Time dependent workflow actions can be used to fire tasks, field updates and Email alerts.
We must specify time trigger for Time dependent workflows, this trigger define when Time dependent workflow should fire.
135. What are different workflow evaluation criteria’s and explain them?
Below are the workflow evaluation criteria’s
• When the record is created
• When the record is created and every time it’s edited
• When the record is created and any time it’s edited to subsequently meet the criteria
136. What are workflow outbound messages?
Workflow Outbound Messages is an action that sends data to an external web service
137. What are Queues?
Queues are collection of records that don’t have an Owner.
138. How can we define Queues?
Queues can be created by going to Queues in Manage Users, Enter Queue Email and by selecting Send Email to Members and select an Object under Supported Object section
139. Time-Dependent Workflow – Considerations
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
140. When the Add Time Trigger button is unavailable?
The evaluation criteria are set to Evaluate the rule when a record is: created, and every time it’s edited.
The rule is activated.
The rule is deactivated but has pending actions in the workflow queue.
Chart: Graphical representation of report results
Table: A listing of the top or bottom records from a report
Metric: A single data value – drawn from the Grand Total of a report
Gauge: A single data value – displayed as a point on a defined spectrum – drawn from the Grand Total of a report
122. What is a Campaign?
Campaign is Specific marketing program or marketing tactic, Builds awareness and generates leads
123. What is a Campaign Member?
Campaign members are Lead or contact, who is associated to the Campaign
Also, Individual who has responded to Campaign
124. Who has access to Campaigns?
• Any user in your organization can view campaigns, view the advanced campaign setup, or run campaign reports.
• However, only designated Marketing Users with the appropriate user permissions can create, edit, and delete campaigns and configure advanced campaign setup.
• An administrator must select the Marketing User checkbox on a user’s personal information to designate that user as a Marketing User.
• In addition, Marketing Users can import leads and use the campaign import wizards if they also have the Marketing User profile (or the “Import Leads” permission and “Edit” on campaigns).
• Campaigns are included with Enterprise, Unlimited, and Developer Editions, and available for an additional cost with Professional Edition.
125. What is Workflow?
Workflow is a Force.com business logic engine that allows us to automatically send emails, update fields and assign tasks based on the rule that we define
126. What all the functions can be performed using Workflows?
Salesforce Workflow gives you the ability to automatically:
• Create and send email alerts
• Create and assign tasks
• Update field values to either specific values, or based on formulas
• Create and send outbound API messages
• Create and execute time-dependent actions
127. What is a Workflow Rule?
Workflow rules are set of instructions specify the criteria for when the workflow should be activated
128. What are different workflow evaluation criteria’s and explain them?
Below are the workflow evaluation criteria’s
• When the record is created
• When the record is created and every time it’s edited
• When the record is created and any time it’s edited to subsequently meet the criteria
129. What is a Workflow Task?
Workflow Tasks assign a task to a User (Only Users) according to a particular template
130. What is a Workflow Email Alert?
Workflow Email Alerts are actions that send an Email according to a specified Email template. Workflow alerts can be sent to any User or Contact, as long as they have valid Email Address
131. What is a Workflow Field Update?
Workflow field updates are actions that update a particular field on the record that initially triggered the workflow rule
132. What are workflow actions?
Workflow actions are actions performed when a workflow rule is triggered. For example, Field updates, Alerts, Tasks and Outbound Messages
133. Can we define a single workflow rule on multiple objects?
No, Every workflow must be based on a single Object
134. What is Time-Dependent Workflow?
Time dependent workflow actions are actions that occur before or after a certain amount of time elapsed.
Time dependent workflow actions can be used to fire tasks, field updates and Email alerts.
We must specify time trigger for Time dependent workflows, this trigger define when Time dependent workflow should fire.
135. What are different workflow evaluation criteria’s and explain them?
Below are the workflow evaluation criteria’s
• When the record is created
• When the record is created and every time it’s edited
• When the record is created and any time it’s edited to subsequently meet the criteria
136. What are workflow outbound messages?
Workflow Outbound Messages is an action that sends data to an external web service
137. What are Queues?
Queues are collection of records that don’t have an Owner.
138. How can we define Queues?
Queues can be created by going to Queues in Manage Users, Enter Queue Email and by selecting Send Email to Members and select an Object under Supported Object section
139. Time-Dependent Workflow – Considerations
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
140. When the Add Time Trigger button is unavailable?
The evaluation criteria are set to Evaluate the rule when a record is: created, and every time it’s edited.
The rule is activated.
The rule is deactivated but has pending actions in the workflow queue.
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