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 dashboard.
43. What is
the relationship between Contact and Account objects in salesforce?
In Salesforce, Contacts is having a look up relationship with
Accounts i.e., Simple relationship
44. What are different Organization
Wide Defaults? Explain each of them?
Below
are the different OWD values
Private
If the OWD for an object is set to
private, then only the owner, and users above that role in role hierarchy, can
view, edit and report on those records
Public
Read Only
If the OWD for an object is set to
Public Read Only, then all users can view and report on records but they cannot
edit them. Only the record owner and the users above that role in the role
hierarchy can edit the records
Public
Read/Write
If
the OWD for an object is set to Public Read/Write, then all users can view,
edit and report on all records. But only owner of the record can delete the
records.
Public Read/Write/Trfer
This is available only for Case and Lead objects
If
the OWD for an object is set to Public Read/Write/Trfer then, all users can
view, edit, trfer and report on all the records but only owner of the record
can delete the records
Public Full Access
This is available only for Campaign object.
If
the OWD for Campaigns are set Public Full Access then, all users can view,
edit, delete and report on all records.
No
Access, View Only or Use
This is available only for Price Book object.
If
the OWD for Price Book is set Use then, all users can access the Price Book
information and as well as using the Price Book configuration for Opportunities
with Products.
If
the OWD for Price Book is set View Only then, all users can access the Price
Book information but not to use that Price Book detail in Opportunities with
Products
If
the OWD for Price Book is set No Access then, it restricts users from accessing
information for Price Book and Prices.
Controlled
By Parent
If
the OWD for any object is set as Controlled By Parent, then user can perform an
action on the record based on whether they can do the same on the parent record
associated with it
45. Is it mandatory to select
User License while creating permission sets? If not, what is the significance
of selecting a User License?
It
is not mandatory to select a User License while creating a permission sets.
If
users with one type of license will use this permission set, then choose the
same license that’s associate with them.
If
you are planning to assign this permission set to multiple users with different
licenses then, choose none.
46. Can we create a new profile
without cloning an existing profiles?
No,
we have to clone any one of the existing profiles to create a new profile
47. Please explain the use of
Grant Access Using Hierarchies?
In
Sharing settings, OWD settings, we have a check box Grant Access Using
Hierarchies (for both standard and custom objects). If this check box is
checked then it will give automatic access to the user’s data to other users in
higher role of salesforce CRM Role Hierarchy.
If
this check box is not checked then, only record owner and users granted access
by OWD can gain the access.
49. What is
the batch size limit (increment size for batch) in Data Loader?
Data Loader batch size limit is maximum of 200 per increment
and if we selected Use Bulk API then maximum value is 10000
50. What is
the difference between Export and Export All in the context of Data Loader?
Export enables user to export all the records for a
particular object excluding the records in the recycle bin or soft deleted
records.
Export All enables user to export all the records for a
particular object including the records in the recycle bin or soft deleted
records.
51. What are the post refresh considerations?
1. New Organization ID is assigned to the refreshed sandbox
every time it is refreshed. Hence we need to replace the hard coded
organization id in our sandbox post refresh with newly created organization id.
2.To ensure the uniqueness, in all user records, user name will
be appended by sandbox name, if the resulting user name is not unique then,
second round of modification is performed to prepend the user name with alpa
numeric string to make sure the resulting username is unique.
3.The copy process does not copy contact data to developer and
configuration sandboxes. Therefore, customer portal users are not copied. These
customer portal users need to be created manually on need basis.
4. User email addresses are modified in sandbox to avoid sending
any mail from sandbox such as notifications triggered by workflows and
escalations rules.
5.Newly created sandboxes have the default email
deliverability setting System email only. We need to change this to All
Email.
6. If Server URL is hardcoded in the code, then we need to
replace it with the newly created URL
52.What is the storage limit of Full Copy,
Configuration Only and Developer sandboxes?
Full Copy Sandbox has the same storage limit as your production
organization
Configuration Only sandbox has the storage limit of 500MB
Developer Sandbox has the storage limit of 10MB
53. What is the interval of refreshing of Full Copy,
Configuration Only and Developer sandboxes?
Full Copy Sandbox can be refreshed once in 29 days
Configuration Sandbox can be refreshed once per day
Developer Sandbox can be refreshed once per day
54. What are the default sharing settings?
Default sharing settings are as follows
Controlled By Parent
Private
Public Read Only
Public ReadWrite
Public Read/Write/Trfer (Only for Case and Lead objects)
Public Full Access (Only for Campaign object)
Grant Access Using Hierarchies
Default sharing settings are as follows
Controlled By Parent
Private
Public Read Only
Public ReadWrite
Public Read/Write/Trfer (Only for Case and Lead objects)
Public Full Access (Only for Campaign object)
Grant Access Using Hierarchies
55. How many roles we can create for an organization?
We can create up to 500 roles for an organization
56. How many permission sets we can create for an
organization?
We can create up to 1000 permission sets for an organization
57. How many types of custom tabs are available in
salesforce?
There are 3 types of custom tabs are available in salesforce
1. Custom Object Tabs
2.Visualforce Tabs
3.Web Tabs
58. How many Master-Detail relationships is allowed for an
Object?
Each custom object can have up to two master-detail relationships
and up to 25 total relationships
59. How many criteria based sharing rules is allowed for an
Object?
Up to 50 criteria based sharing rules are allowed for an
object
60. How many days the deleted data will be reside in recycle
bin?
Deleted date will be stored in recycle bin for 15 days after
15 days the data will be hard deleted
