Dynamic Dashboard,Time Based Workflow,Master-Detail relationship in Salesforce

181. How can you determine that email is actually sent or not from the salesforce?

There is an Email log that you could use. It’s available in the setup menu under Monitoring.
It’s only for the past 30 days and you would have to manually check it.
From the email log page: “Email logs describe all emails sent through salesforce.com and can be used to help identify the status of an email delivery. Email logs are CSV files that provide information such as the email address of each email sender and its recipient, the date and time each email was sent, and any error code associated with each email. Logs are only available for the past 30 days.”

182. In salesforce which fields are indexed automatically?

 The following fields are indexed by default:
•         primary keys (Id, Name and Owner fields),
•         foreign keys (lookup or master-detail relationship fields),
•         audit dates (such as LastModifiedDate),
•         Custom fields marked as External ID or Unique

183. Give any scenario when you cannot change the currency field type to numeric type.
When the field is used either in Apex class or trigger

184. Consider a scenario where you have created a Visualforce page and Controller. You want to restrict the controller action for users which are logged in using “Grant Login Access”. How to achieve this?

When System admin logged in on the behalf of any other user, On upper right corner message is displayed that user is logged-in on behalf of some other user. In Visualforce page we can search for the element with class name present or not? If the element with that Class name exist means logged-in user is not an actual user.

185. How to get the debug log of Connection user in salesforce to salesforce Integration?

When configuring Debug Logs, you cannot choose a Salesforce to Salesforce Connection User from the User Lookup, but there is a workaround to achieve this.

To begin capturing Debug Logs for a Connection User open the following URL in your browser:
https://XXX.salesforce.com/p/setup/layout/AddApexDebugLogUser?retURL=%2Fsetup%2Fui%2FlistApexTraces.apexp&UserLookupInput_lkid=YYYYYYYYYYYYYY
&UserLookupInput=Connection%20User
Replace XXX with your salesforce instance, UserLookupInput_lkid is the ID of the Connection User and UserLookupInput is the User name. You can find the user ID of the connection user, by inspecting the CreatedById for a record created by this user. (eg. via eclipse or Force.com explorer)


186. We have a “Time Based Workflow” and there is Action scheduled to be executed. If we Deactivate the workflow, Scheduled actions will be removed from queue or not?

Even after deactivation of workflow, its action will be active in queue.

187. We have “Time Based Workflow” and there is action scheduled to be executed. Can we delete that workflow?
If a workflow has any pending time dependent action, then we cannot delete the workflow.

188. How to clear the Time based workflow action queue?

Two ways to achieve this:
1. Make criteria false for all those records.
2. Navigate to “Set up | Monitoring | Time Based Workflow”, search for scheduled actions and remove from queue.

189. While creating workflow on Task, what difference observed on available actions?

“Send Email” action is not available while creating workflow on task.

190. When loading data into date fields such as Opportunity Close Date using the Data Loader, the date displayed in the application is sometimes one day earlier than the date in the file. What may be the reason and solution?
The reason for this is that fields such as Close Date are actually date/time fields. When a date is loaded without specifying the time, the time is defaulted to 00:00 – midnight. When another user is in a time zone which is behind the current user’s time zone, the date will show on the previous day.
For example:
20 August 2008 00:00 in Paris is 19 August 2008 23:00 in London
Similar issues can arise when daylight savings time begins or ends.
Two simple solutions to this are:
1) Specify a time as well as a date when loading dates using the Data Loader. Or
2) Switch your PC’s time zone to Hawaiian time before starting up the Data Loader.

191. Explain dynamic Dashboard.

Dashboard which is running under current logged in user permission is known as “dynamic Dashboard”. At the most 3 dynamic dashboards can be built. This is available in Unlimited, Enterprise and Developer edition. This type of dashboard cannot be scheduled for refresh. IT must be scheduled manually.

192. What is analytic Snapshot in salesforce?

Analytic snapshot capture and store the data at pre decided intervals. It captures data from report and saves in custom object as per schedule. It only supports tabular and summary report as asource report. It does not support matrix report. The field type in target object must be same as source report object field.

193. What are the features of “Manage Members” in campaign records?

Campaign members are created from lead, contact, or person account records. Salesforce provides a variety of ways in which you can manage your campaign members. You can add and update up to 50,000 campaign members at a time through lead, contact, and person account reports; you can search for and add or edit multiple leads and contacts from the Manage Members page; you can add an unlimited number of leads and contacts using a CSV import file; or you can add members to a campaign one at a time from contact or lead detail pages.

194. If I want Object level accesses then what should i use from Salesforce security model?

Profile

195. In OWD (Organization wide sharing), can I change the setting “Grant Access Using Hierarchies” for Standard Objects?

You cannot change it for Standard Objects However for Custom Objects it’s possible.

196. What is Mandatory while creating User, Role or Profile?


It’s Profile.

197.In case of Master-Detail relationship, on Update of master record can we update the field of child record using workflow rule?


No

198. In case of Master-Detail relationship, on Update of child record can we update the field of Parent record using workflow rule?

Yes, Master Fields are also available for “Criteria evaluation”.

199. While setting OWD (Organization wide sharing), can we change/modify the setting of child record in case of Master-Detail relationship?

No, Child record is controlled by the Parents setting.

200. How to hide the “App Setup” Menu from user’s setup page?

In Profile, remove access “View Setup and Configuration”.

What is Sharing Rules,Sandbox and Developer Editions,External ID in salesforce

161. Best Practices of Creating Contact Sharing Rules?

• Account Org-Wide Default must be set to at least “Public Read Only” in order to set the Contact Org-Wide Default to “Public Read/Write”.
• To share ALL contacts in the system with a group of users or a specific role, create a sharing rule that uses the “All Internal Users” (or “Entire Organization”) public group as the owned by option.
• Use “Roles and Subordinates” over “Roles” where possible to minimize the number of sharing rules.

162. What is a Public Group?

Public group is a grouping of:
• Users
• Public Groups (nesting)
• Roles
• Roles and Subordinates
• Mixture of any of these elements

Used in Sharing Rules – for simplification (when more than a few roles need to be shared to)
Also used when defining access to Folders and List Views
For example, if a new user is assigned a role that belongs to an existing public group, that user will be
automatically added to the public group

163. What is Manual Sharing?

Manual sharing is granting record access, one-off basis
Owner, anyone above owner in role hierarchy and administrator can manually share records
Available on Contacts, Leads, Cases, Accounts and Opportunity records and Custom Objects
Like sharing rules, irrelevant for Public Read/Write organizations

164. What are Folders in salesforce?


Folders are used for organizing email templates, documents, reports and dashboards
Access is defined – Read or Read/Write
Access is explicit – does NOT roll up through role hierarchy

Notes:
You can modify the contents of a folder if the folder access level is set to Read/Write.
Only users with the “Manage Public Documents” or “Manage Public Templates” can delete or change a Read Only folder.
The Documents tab does NOT contain version control capabilities
To search documents, users must use Documents search. The sidebar search does NOT search Documents, Solutions, Products, and Reports but does search Assets and Custom Objects
The Create New Folder link will only be visible to users with the “Manage Public Documents” permission
The size limit for documents uploaded is 5MB. The size limit for document filenames is 255 characters including the file extension

165. What are the difference between Sandbox and Developer Editions?


Sandbox    Developer Edition
The salesforce.com Sandbox environment is an exact copy of your salesforce.com instance.    Developer Edition was an edition created for development of integrations and apps, specifically for the AppExchange.
You can copy your live instance to a sandbox environment.    You have to perform manually from sandbox to developer edition.
You can either copy your configuration and data into a sandbox environment or just the configuration.    You cannot copy your configuration or data onto the Developer Edition, but you can customize it to match your instance’s look and feel.

166. How to restrict the user to see any record let’s say CASES?

Set up cases sharing to be private.  If both users are admins or have view all records on cases, then that overrides private sharing.

167. What is External ID?

External ID is a field or flag on any custom field of type Text, Number or Email
External ID is Case INSENSITIVE
External ID are restricted to Three ID fields per object
External ID can be Custom fields only.

168. What are Relative Dates?

Related dates are dates used in Views and Reports for filtering.
These are dynamic date range, based on current date
Examples: This Week, Next Month, Last 90 Days
Available Relative Date Filters (not case sensitive)

• Today
• Yesterday
• Tomorrow
• This Week
• Last Week
• Next Week
• This Month
• Last Month
• Next Month
• Last x Days
• Next x Days
• Quarter
• Year
• Fiscal Quarter
• Fiscal Year

169. How is Role Different from the Profile?


Roles and Profiles are two different concepts in Salesforce.com, Some of the basic differences are:
•         Profile helps to put restrictions on the Object where as the Role helps in opening the records to the users above the Role hierarchy
•         Profile manages the Salesforce.com License, Tabs Settings, Record types, Page layouts, General Settings, Administrator Settings etc; Role hierarchy does not do any of these things
•         Profile is Mandatory, Role is not

170. What are the different ways of making a field mandatory?
In salesforce we can make fields mandatory by 3 ways

1. Page Layout: - Field can be made mandatory from the page layout when it needs to be made mandatory for a set of users
2. 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
3. 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.

171. What are the Different Ways in which leads can be created in salesforce.com?

Some of the ways in which leads can be generated and created in salesforce.com are
•         Walk In to a company: User comes to the company office and then Salesforce.com rep manually creates the Lead
•         Data Base bought by the company and then leads loaded via Data Loader/Import Wizard in salesforce.com
•         Leads created because of the Campaigns, Seminars, and Tradeshows
•         Web to Lead: Users registering on the website of the company.
•         Email to Lead & SMS to Lead can be custom build for the Organization

172. Can a Contact be part of Partner Portal as well as Customer Portal in salesforce.com?

Yes, a contact can be part of a Partner Portal as well as Customer portal in salesforce.com.
Customer Portal and Partner portal depend on the user object and are not related to the contact object.
So to enable both portals for a Contact we need to create two users which will utilize two different salesforce.com licenses, one license for Customer portal and other for Partner portal.
Both users created for a same contact will have two different profiles, One for Customer portal and other for Partner Portal.

173. When are the Record types used?

Record Types are used in the following two cases
•         To assign the different Page layouts to different users based on their profiles
•         To enable different sets of Standard/Custom Picklist values for two different users using the same page layout

174. What are Profile Components?

Profiles Components:
•         Which standard and custom apps users can view
•         Which tabs users can view
•         Which record types are available to users
•         Which page layouts users see
•         Object permissions that allow users to create, read, edit, and delete records
•         Which fields within objects users can view and edit
•         Permissions that allow users to manage the system and apps within it
•         Which Apex classes and Visualforce pages users can access
•         Which desktop clients users can access
•         The hours during which and IP addresses from which users can log in
•         Which service providers users can access (if Salesforce is enabled as an identity provider)

175. Explain Profile Vs Permission Sets Permissions and Access Settings?

The following table shows the types of permissions and access settings that are specified in profiles and permission sets. Some profile settings aren’t included in permission sets.

Permission or Setting Type    In Profiles?    In Permission Sets?
Assigned apps    TRUE    TRUE
Tab settings    TRUE    TRUE
Record type assignments    TRUE   
Page layout assignments    TRUE   
Object permissions    TRUE    TRUE
Field permissions    TRUE    TRUE
User permissions (app and system)    TRUE    TRUE
Apex class access    TRUE    TRUE
Visualforce page access    TRUE    TRUE
Service provider access (if Salesforce is enabled as an identity provider)    TRUE    TRUE
Desktop client access    TRUE   
Login hours    TRUE   
Login IP ranges    TRUE   

176. What are the Standard Profiles available in Salesforce?


There are Six (6) Standard Profiles available in salesforce (EE/UE and PE)
•    Standard User – Can view, edit, and delete their own records
•    Solution Manager – Standard User permissions + Can manage published solutions + Can manage categories
•         Marketing User – Standard User permissions + Can import leads for the organization
•         Contract Manager – Standard User permissions + Can edit, approve, activate, and delete contracts
•         Read-Only – Can only view records
•         System Administrator – “Super User,” can customize and administer the application

177. What are Standard Business Objects?
Standard Business objects are mentioned below.
Object    Description
Campaigns    A Campaign is any marketing project that you want to plan, manage, and track in Salesforce.
Leads    A Lead is any person, organization or company that may be interested in your products. Sometimes Leads are referred to as Prospects or Suspects. Leads are not yet customers.
Accounts    An Account is an organization, individual or company involved with your business such as customers, competitors and partners that you wish to track in Salesforce
Contacts    A Contact is any individual or influencer associated with an account that you want to track in Salesforce
Opportunities    An Opportunity is any potential revenue-generating event (“sales deal” ) that you want to
track in Salesforce
Cases    A case is a detailed description of a customer’s feedback, problem or question
Solutions    A solution is a detailed description of a customer issue and the resolution of that issue. The
collection of your organization’s solutions is sometimes referred to as the solution knowledge base
Forecasts    A forecast is your best estimate of how much revenue you can generate in a quarter
Documents   
Reports    Reports are summaries and analyses of your data, which you can display or print
Dashboards    Dashboards give you a real-time snapshot of corporate metrics and key performance
indicators. A dashboard is a group of different charts (or components) that graphically display your custom
report data
Calendar and Task    Activities are both tasks and scheduled calendar events. You can define and track activities for many different objects, including campaigns, accounts, contacts, and leads
Products    Products are the individual items that you sell on your opportunities. (Please note that Products are available in EE/UE and Developer and in PE for an additional fee.)   
   
178. What is a Company Profile?

Company profile contains core information for your company.
Below are the key information includes in company profile

• Language, Locale and Time Zone
• Licenses
• Storage and Used Space
• Fiscal Year
• Primary Contact and Address information
• Manage Currencies

179. What is a Fiscal Year in Salesforce?

Financial year in salesforce is used for an organizations financial planning.
This is usually a year in length and impacts forecasts, quotas and reports


Salesforce allows two types:
•       Standard Fiscal Years are periods that follow the Gregorian calendar, but can start on the first day of any month of the year. (A Gregorian Year is a calendar based on a 12 Month Structure and is used throughout
much of the world.)
•       Custom Fiscal Years are for companies that break down their fiscal years, quarters and weeks in to custom fiscal periods based on their financial planning requirements.

180. Can we use Custom financial year in forecasting?

We can NOT use Custom financial year in forecasting. But Customizable Forecasting must be enabled for use with Custom Fiscal Years