Salesforce Interview Questions With Answers

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

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

21. How many ways we can share a record?

Role Hierarchy:

If we add a user to a role, the user is above in the role hierarchy will have read access.

Setup -> manage users -> roles -> setup roles -> click on ‘add role’ -> provide name and save.

OWD:

Defines the base line setting for the organization.

Defines the level of access to the user can see the other user’s record

OWD can be Private, Public Read Only, Public Read and Write.

Setup -> Security Controls -> sharing settings -> Click on ‘Edit’

Manual Sharing:

Manual Sharing is sharing a single record to single user or group of users.

We can see this button detail page of the record and this is visible only when OWD setting is private.

Criteria Based Sharing rules:

If we want to share records based on condition like share records to group of users

Whose criteria are country is India.

Setup -> security controls -> sharing settings -> select the object and provide name and

Conditions and save

Apex sharing:

Share object is available for every object(For Account object share object is AccountShare ). If we want to share the records using apex we have to create a record to the share object.

22. What are the actions in workflow?

1. Email Alert

2. Task

3. Field Update

4. Outbound Message

Go through the below link for the more information about workflow actions http://www.salesforcetutorial.com/salesforce-workflow-automation-workflow-management/

23. How many ways we can made field is required?

1. While creation of field

2. Validation rules

3. Page Layout level

24. What is difference between Role and Profile?

Role is Record level access and it is not mandatory for all users.

Profile is object level and field level access and it is mandatory for all users.

25. What is the maximum size of the PDF generated on visualforce attribute renderAs?

15MB

26. How many controllers can be used in a visual force page?

Salesforce come under SAAS so, we can use one controller and as many extension controllers.

27. What is difference between Action support and Action function?

Action function: Invoke the controller method from java script using AJAX and we can use action function from different places on visual force page.

Action support: Invoke the controller method using AJAX when even occurs on page like onMouseOver, onClick, ect… and we can use action support for particular single apex component.

28. How many ways we can call the Apex class?

1. Visual force page

2. Web Service

3. Triggers

4. Email services

29. How to create Master Details relationship between existing records?

Directly we can’t create Master Detail relationship between existing records, first we have to create Lookup relationship and provide valid lookup fields and it shouldn’t null.

30. What is permission set?

Permission sets extend user’s functional access without changing user’s profile.

Ex: A user has only read access through profile on custom object, administrator want to give access Edit and create operations to him without changing the profile. Administrator creates the permission set having edit and creates operation on custom object and assign to that user.

31. What is manual sharing?

Manual sharing is to share a record to a particular user manually.

Go to detail page of record and click on manual sharing button and assign that record to other user with Read or Read/Write access.

Manual Sharing button enables only when OWD is private to that object.

32. How we can change the Grant access using role hierarchy for standard objects?

Not possible.

33. What is the use of “Transfer Record” in profile?

If user have only Read access on particular record but he wants to change the owner name of that record, then in profile level Transfer Record enables he can able to change the owner.

34. What is Field dependency?

According to the field selection on one field filter the pick list values on other field.

35. Is check box performs like controlling field?

Yes possible. Controlling field should be Check box or pick list.

36. How many field dependencies we can use in Visual Force page?

Maximum we can use 10 field dependencies in VF page.

37. What is Roll-up summary?

Roll-up displays the count of child records and calculate the sum, min and max of fields of the child records.

38. How to create Roll-up summary field on lookup relation?

Not possible. Roll-up summary is enabled for only Master –Detail relationship.

39. What are the Record Types?

Record Types are restrict the pick list values and assign to the different page layouts for different Record Types.

40. What is Audit Trail?

Audit Trail provides the information or track all the recent setup changes that an administrator done to the organization.

This can store the last 6 months data.

Salesforce Interview Questions With Answers

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