Q.1 How many profiles one user can have in Salesforce?
- In Salesforce, One user can have only one profile in Salesforce.
- Yes, the Creation of the user consumes a license in salesforce.
- A profile doesn't show a Hierarchical structure, Whereas a role shows a hierarchical structure.
- A profile is object level and field level access and it is mandatory for all users whereas a role is a record level access and it is not mandatory for all users.
- IP ranges security is all about providing access to the users by setting a particular IP address for Salesforce Org.
- Login hours security is just like operating hours It defines, At what time users can log in Salesforce Org.
- The sharing rules are applied when a user wishes to allow access to other users.
- You can manually share account records by adding a user as an account team member or using the add button after clicking the sharing button at the top of the page layout.
- Use of Add button to manually allow other users to read-only or read/write access.
- Sharing rules are implemented by the system administrator.
- You can grant access to a public group, roles, and subordinates and portal roles.
- You can set up sharing rules to share read-only or read/write.
- Your Org wide default sharing rules give access to related objects.
- Permission sets can provide additional access to users (belonging to the same or different profile).
- The accessibility of the user is determined by the combined effect of permission sets assigned to it.
- It can create wizard interfaces.
- It can call email alerts on the click of a button.
- It can submit a record for the approval process.
- It can call the quick action of the salesforce one.
- Salesforce 1 is a mobile architecture of Salesforce (for mobile apps).
- Features :
- Compact layout.
- Object-specific actions.
- Global actions.
- Global publisher layout.
- Audit in salesforce is useful for gaining information or for tracking all the recent setup changes that the administrator has done in the organization.
- The audit trail can preserve up to 6 months old data.
- Types-> Data audit (History Tracking), Metadata (Audit Trail), System flow Audit (Debug logs).
- SOQL is Salesforce Object Query Language.
- SOSL is Salesforce Object Search Language.
- SOQL is used just like SQL for a database query.
- SOQL is used as a search bar or to search result finder just like google search bar.
- Apex runs in a multi-tenant environment and is very controlled in its invocations and governor limits.
- Apex is on-demand and It is compiled and executed on cloud-based systems.
- Apex is not a general-purpose programming language used for specific business logic functions.
- Apex requires unit testing for deployment into a production environment (minimum 75% code coverage is a must).
- Salesforce supports 3 types of collection sets: 1. List, 2.Map, 3.Set.
- A list is an ordered collection of elements that are distinguished by their indices.
- A Map is a collection of key-value pairs, Where each unique key maps to a single value. Keys and values can be of any data types with built-in Apex supported types.
- A Set is an unordered collection of elements that do not contain any duplicates. Set elements can be of any type - primitive types, collections Subjects, user-defined types, and built-in Apex types.
- A Sobject is an object that can be stored in the Force.com platform database.
- They are representation data that has or will be persisted.
- Sobject is a generic abstract type that corresponds to any persisted object type.
- Profile mandatory features that can be added to a user record in a salesforce.
- Roles are optionally added while the profile is a basic requirement of setting up a user.
- Profile help to control object privileges such as CRED (Create Read Edit Delete).They also contain system permissions that a user can carry out such as exploring data.
- Roles, on the other hand, help with sharing records across an organization they work in a hierarchical fashion giving users access to records that are owned by people lower down in the hierarchy.
- SOQL stands for salesforce object query language.
- It is specially designed for the salesforce database and It is used to query the Salesforce platform to retrieve data.
- It is used within Apex and Visualforce to return a set of data.
- Salesforce.com is SaaS (Software as a service) product.
- While force.com is a PaaS (Platform as a service) platform.
- Salesforce.com has a selection of pre-packed solutions such as the sales & service cloud that are designed for a specific purpose.
- While force.com allows you to build your own applications.
- Salesforce.com is built on the Force.com platform.
- There are various ways to deploy data from sandbox to production in salesforce.
- The main way is to use the salesforce in-built feature called Change Sets. This allows you to package up components and then deploy them to another Salesforce Org.
- There are various other methods available for deployment i.e. ANT migration tool, Force.com IDE, and Unmanaged packages.
- Bucket fields are used to hide the important information or set of data on a report and treat that data in other fields as with different names.
- Bucket fields can be used in salesforce reports to group together field values as well.
- These fields are not created on the Salesforce platform and only exist in the report itself.
- Apex is a strongly typed object-oriented programming language that allows developers to extends the Salesforce platform by writing their own bossiness logic into the platform.
- Apex looks like a Java by syntax and can be launched through a variety of user-initiated events such as record updates, button clicks, triggers on Objects, or external web service required.
- Apex cannot be customized in a production Org.
- It must be changed and deployed through a sandbox and meet test coverage criteria.
- Visualforce, on the other hand, maybe customized directly in production (Although this is not the best practice).
- Apex triggers can either run before a record has been saved or after.
- Before operations is usually used to verify information that is going to be inserted and after a trigger is used to access data that has previously been entered by a user or system.
- There are various reasons why you should use apex over declarative options.
- Workflow rules and process builder operations sometimes have features limitations that can be overcome with apex.
- For example, pulling information from an external system.
- When dealing with certain or large sets of data, Apex can be more efficient than declarative options due to fewer limitations.
- There are two ways to make a field required in Salesforce :
- 1. Field level: while creating a field.
- 2. Page layout level: From page layout when you double click on a field and then you will get a required option.
- 1. Tabular report
- 2. Summary report - 3 levels can be created
- 3. Matrix report - 2 levels (axis)can be created
- 4. Joined report
- We will use the summarized field to calculate the sum, average, max, min.
- There are three types of bucket field
- 1. Number Bucket Field
- 2. Text Bucket Field
- 3. Picklist Bucket Field
- This will decide the accessibility of that report folder.
- This option is available in sharing options in reports.
- Which can be shared with Users, Roles and subordinates, and public groups.
- Access options are a viewer, editor, and manager (high access).
- Only a summary and matrix report can be used to generate dashboards.
- Reporting snapshots are used for trend analysis.
- By collecting the data and on the basis of that future predictions can be done.
- It is also called as analytical snapshots.
- 1. Loads original record from database /initializes for upsert.
- 2. Older values are overridden.
- 3. System validation rule (layout specific rule / field formats / maximum length).
- 4. Apex before the trigger.
- 5. Custom validation rules.
- 6. Records saved to the database (not committed).
- 7. Records reloaded from the database.
- 8. Apex after triggers.
- 9. Assignment rules.
- 10. Auto-response rules.
- 11. Workflow rule.
- 12. Escalation rules.
- 13. Roll-up summary formula updated.
- 14. Executes criteria-based sharing.
- 15. Database committed.
- 16. Post-commit logic (sending emails etc.).
- In case of cascading delete operations.
- Cascading updates of child records that are re-parented as a result of a merge operation.
- Modifying custom field data types.
- Renaming or replacing picklists.
- Trigger.new: if you want to perform some action on the new version of sobject records.
- Note that this is object list is only available in insert and update triggers, and the records can only be modified before Trigger.
- Trigger.old: if you want to perform some action on the old version of the Sobject records.
- Note that the object list is only available in an update and delete Trigger.
- Delete supports the only trigger.old as we can only access the old records.
- Insert supports the only trigger.new.
- The update supports only trigger.old and trigger.new.
- Visualforce is a component-based custom user interface that enables the creation of dynamic, reusable interfaces.
- Which is designed to simplify the development and development of cloud applications and websites hosted on force.com.
- Visualforce Framework includes tag-based markup languages, similar to HTML.
- Action support: action support component adds ajax support to other components in visualforce it allows a component to be refreshed asynchronously by calling the controller method when an event occurs like click on a button.
- It allows us to do partial page refresh asynchronously without refreshing full page
- For example :
- It adds the ajax request to the visualforce page and then calls the controller.
- For example: if we want to call the override method then we will go for action support because we cannot get any event for this.
- In salesforce to identify a duplicate record, we use matching rules.
- By using matching rules we can compare field value to determine whether a record is similar enough to be considered as a duplicate.
- For example, A matching rule can specify that if the email phone values of two records match exactly, the records might be duplicates.
- Use matching rules with duplicate rules to define what happens when duplicates are identified.
- System Administrator
- Standard User
- Read Only
- Marketing User
- Partner User
- Solution Manager
- There are three evolution criteria in a workflow :
- Created: Evaluate the rule criteria when each time a record is created. If the rule criteria are met, run the rule. Ignore all updates to existing records.
- With this option, the rule never runs more than once per record.
- Created and every time it's edited: Evaluates the rule criteria each time a record is created or updated If the rule criteria are met, run the rule.
- With this option, the rule repeatedly runs every time a record is edited as long as the record meets the rule criteria.
- Note: If you select this option, you can't add time-dependent actions to the rule.
- Created and any time it's edited to subsequently meet criteria: (default) Evaluate the rule criteria each time a record is created or updated.
- For a new record, run the rule if the rule criteria are met.
- For an updated record, run the rule only if the record is changed from not meeting.
- With this option, the rule can run multiple times per record, but it won't run when the record edits are unrelated to the rule criteria.
- Note: This rule runs if the record is changed from not meeting the rule criteria to meeting rule criteria.
- action function <apex: actionfunction> are used basically to call apex methods using javaScript element (this is the base functionality of AJAX).
- action support <apex: actionsupport> is used basically to provide AJAX functionality or to support AJAX.
- Allowing component to be refreshed asynchronously by a server when a particular event occurs.
- Rerendered is used to refresh the particular section (AJAX) on a visualforce page. (accepts id which you want to refresh).
- Renderedis for visibility i.e. value 'true' or 'false'.
- rendered = True (visible)/False (invisible).
- Extension controller is used to override the standard functionality.
- Whereas the list controller is not used to overriding something as there is no Apex code involved.
- The list controller is used to having standard pagination (i.e. you want to have particular records per page).
- The extension controller is not used for standard pagination.
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